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688621.SS$51.97-1.01%
Fair $51.97+0.0%

688621.SS

Beijing Sun-Novo Pharmaceutical Research Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$51.97

-0.53 (-1.01%)

Fairly Valued+0.0%Fair Value $51.97Fund rank 27/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.9M · quality 43.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

52/100

C

Piotroski

4/9

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 · 688621.SSLocal privado en este navegador · Beijing Sun-Novo Pharmaceutical Research 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

$5.8B

P/E

29.4x

↑

EV/EBITDA

21.1x

↑

ROE

16.7%

↑

Gross Margin

54.1%

↑

Debt/Equity

0.50

↑
52-Week Range$52
$45$87

TradingView lightweight chart

688621.SS price, volumen y niveles de valoración

Último $51.97Periodo -39.4%
Fair value: $51.97

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

+21.8%

FCF CAGR

+720.6%

FCF margin

4.2%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.22B · net income $203.9M · FCF $50.8M

2022-FY → 2025-FY

Gross margin

54.1%-1.4% pts

Operating margin

26.5%-1.6% pts

Net margin

16.7%-6.4% pts

FCF margin

4.2%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.22B$1.22B$1.08B$932.1M$676.6M
Net Income$203.9M$203.9M$177.4M$184.8M$156.5M
EBITDA$277.3M$277.3M$242.1M$250.5M$218.8M
EPS1.861.861.581.651.40
Gross Margin54.1%54.1%50.2%56.7%55.5%
Operating Margin26.5%26.5%21.7%27.7%28.1%
Net Margin16.7%16.7%16.5%19.8%23.1%
Balance Sheet
Debt/Equity0.500.500.410.430.29
Current Ratio1.791.79———
Cash Flow
Free Cash Flow$50.8M$50.8M$1.5M$19.9M$91916.71
Returns
ROE16.7%16.7%16.1%17.8%17.4%
Valuation
P/E29.3629.3622.7242.7953.31
EV/EBITDA21.0921.0916.2030.5936.52
P/B4.684.683.667.609.30
Growth & Yield
Revenue Growth13.3%13.3%15.7%37.8%—
EPS Growth17.7%17.7%-4.2%17.9%—
Dividend Yield0.3%0.3%———

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

35.3%

muy exigente

EPS terminal req.

$4.61

Spread vs growth

-17.6%

5Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$5.58

Spread vs growth

-6.9%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$8.99

Spread vs growth

0.7%

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 +10.8%

Total return

+10.8%

Start / end P/E

29.8x → 27.9x

EPS bridge

1.58 → 1.86

Residual

-1.1%

EPS growth+17.7%
Multiple rerating-6.2%
Dividend+0.3%
Residual / FX / buybacks / cross-term-1.1%

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.