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6896.HK$3.44+1.47%
Fair $3.44+0.0%

6896.HK

Golden Throat Holdings Group Company Limited

Healthcare / Drug Manufacturers - Specialty & GenericHKSE

$3.44

+0.05 (+1.47%)

Fairly Valued+0.0%Fair Value $3.44Fund rank 34/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9
Margin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $221.3M · quality 69.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

43/100

C

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 6896.HKLocal privado en este navegador · Golden Throat Holdings Group Company Limited
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

$2.5B

P/E

8.8x

↓

EV/EBITDA

5.7x

↓

ROE

18.2%

↑

Gross Margin

76.0%

↑

Debt/Equity

0.42

↑
52-Week Range$3
$3$6

TradingView lightweight chart

6896.HK price, volumen y niveles de valoración

Último $3.440Periodo -29.4%
Fair value: $3.440

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

-1.7%

FCF CAGR

-32.7%

FCF margin

8.3%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $943.3M · net income $251.2M · FCF $78.0M

2022-FY → 2025-FY

Gross margin

76.0%+3.3% pts

Operating margin

33.5%-3.5% pts

Net margin

26.6%-1.7% pts

FCF margin

8.3%-17.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$943.3M$943.3M$1.19B$961.4M$992.0M
Net Income$251.2M$251.2M$318.6M$250.2M$281.2M
EBITDA$377.1M$377.1M$489.1M$410.8M$424.9M
EPS——0.430.340.38
Gross Margin76.0%76.0%75.5%72.6%72.7%
Operating Margin33.5%33.5%36.2%36.4%37.1%
Net Margin26.6%26.6%26.9%26.0%28.3%
Balance Sheet
Debt/Equity0.420.420.290.270.18
Current Ratio2.172.17———
Cash Flow
Free Cash Flow$78.0M$78.0M$408.6M$221.3M$255.3M
Returns
ROE18.2%18.2%21.7%16.1%18.3%
Valuation
P/E8.828.827.3510.025.15
EV/EBITDA5.735.733.354.591.94
P/B1.851.851.601.620.94
Growth & Yield
Revenue Growth-20.4%-20.4%23.3%-3.1%—
EPS Growth——27.4%-11.0%—
Dividend Yield10.0%10.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -24.4%

Total return

-24.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.43 → n/d

Residual

-34.5%

EPS growthn/d
Multiple reratingn/d
Dividend+10.0%
Residual / FX / buybacks / cross-term-34.5%

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.