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688613.SS$16.73+1.42%
Fair $16.73+0.0%

688613.SS

Allgens Medical Technology CO., LTD.

Healthcare / Medical DevicesShanghai

$16.73

+0.24 (+1.42%)

Fairly Valued+0.0%Fair Value $16.73Fund rank 29/100 · Data gapFallback financials|
SA 37/D
F-Score: 7/9
Low Profitability

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $10.6M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

37/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 688613.SSLocal privado en este navegador · Allgens Medical Technology 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

$2.3B

P/E

167.3x

↑

EV/EBITDA

60.2x

↑

ROE

1.0%

↑

Gross Margin

68.7%

↑

Debt/Equity

0.03

↓
52-Week Range$17
$16$30

TradingView lightweight chart

688613.SS price, volumen y niveles de valoración

Último $17.14Periodo -82.0%
Fair value: $16.73

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

-3.0%

FCF CAGR

-42.9%

FCF margin

4.7%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $223.7M · net income $13.8M · FCF $10.6M

2022-FY → 2025-FY

Gross margin

68.7%-14.7% pts

Operating margin

-1.7%-35.6% pts

Net margin

6.2%-32.6% pts

FCF margin

4.7%-18.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$223.7M$223.7M$206.0M$226.5M$245.3M
Net Income$13.8M$13.8M$-12.7M$54.2M$95.2M
EBITDA$36.4M$36.4M$12.4M$70.3M$116.1M
EPS0.100.10-0.090.410.71
Gross Margin68.7%68.7%71.1%82.7%83.4%
Operating Margin-1.7%-1.7%-8.4%14.5%33.9%
Net Margin6.2%6.2%-6.1%23.9%38.8%
Balance Sheet
Debt/Equity0.030.030.040.040.05
Current Ratio53.2053.20———
Cash Flow
Free Cash Flow$10.6M$10.6M$-33.0M$29.8M$56.6M
Returns
ROE1.0%1.0%-0.9%3.9%7.3%
Valuation
P/E167.30167.30—52.2233.46
EV/EBITDA60.2260.22184.5538.7725.74
P/B1.611.611.702.052.45
Growth & Yield
Revenue Growth8.6%8.6%-9.0%-7.7%—
EPS Growth211.1%211.1%-122.0%-42.3%—

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

145.8%

muy exigente

EPS terminal req.

$1.48

Spread vs growth

65.3%

5Y implied EPS CAGR

78.2%

muy exigente

EPS terminal req.

$1.80

Spread vs growth

132.9%

10Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$2.89

Spread vs growth

171.1%

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 +1.1%

Total return

+1.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → 0.10

Residual

+1.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.