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688410.SS$16.48+0.24%
Fair $16.48+0.0%

688410.SS

SWS Hemodialysis Care Co., Ltd.

Healthcare / Medical Instruments & SuppliesShanghai

$16.48

+0.04 (+0.24%)

Fairly Valued+0.0%Fair Value $16.48Fund rank 31/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $60.0M · quality 53.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

65/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 688410.SSLocal privado en este navegador · SWS Hemodialysis Care Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$5.3B

P/E

32.3x

↑

EV/EBITDA

24.9x

↑

ROE

8.2%

↑

Gross Margin

50.2%

↑

Debt/Equity

0.00

↓
52-Week Range$16
$12$20

TradingView lightweight chart

688410.SS price, volumen y niveles de valoración

Último $16.48Periodo +39.8%
Fair value: $16.48

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+28.3%

FCF CAGR

-13.3%

FCF margin

18.8%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $806.9M · net income $145.9M · FCF $151.9M

2022-FY → 2025-FY

Gross margin

50.2%+6.6% pts

Operating margin

22.7%+5.8% pts

Net margin

18.1%+2.6% pts

FCF margin

18.8%-42.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$806.9M$806.9M$567.3M$690.1M$382.0M
Net Income$145.9M$145.9M$70.9M$194.5M$59.2M
EBITDA$187.4M$187.4M$90.3M$238.8M$81.0M
EPS0.460.460.220.610.18
Gross Margin50.2%50.2%45.3%49.9%43.6%
Operating Margin22.7%22.7%10.7%27.8%16.9%
Net Margin18.1%18.1%12.5%28.2%15.5%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio4.124.12———
Cash Flow
Free Cash Flow$151.9M$151.9M$60.0M$-48.0M$232.9M
Returns
ROE8.2%8.2%4.2%11.5%3.9%
Valuation
P/E32.3132.3148.4031.5472.95
EV/EBITDA24.9124.9131.0422.4935.84
P/B2.952.952.033.612.85
Growth & Yield
Revenue Growth42.2%42.2%-17.8%80.7%—
EPS Growth107.0%107.0%-63.4%228.3%—
Dividend Yield0.6%0.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

47.2%

muy exigente

EPS terminal req.

$1.46

Spread vs growth

59.8%

5Y implied EPS CAGR

31.0%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

76.0%

10Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$2.85

Spread vs growth

87.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +24.5%

Total return

+24.5%

Start / end P/E

60.0x → 35.9x

EPS bridge

0.22 → 0.46

Residual

-42.9%

EPS growth+107.0%
Multiple rerating-40.1%
Dividend+0.6%
Residual / FX / buybacks / cross-term-42.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.