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6929.HK$4.20-0.24%
Fair $4.20+0.0%

6929.HK

OrbusNeich Medical Group Holdings Limited

Healthcare / Medical Instruments & SuppliesHKSE

$4.20

-0.01 (-0.24%)

Fairly Valued+0.0%Fair Value $4.20Fund rank 30/100 · Data gapFallback financials|
SA 63/B
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8M · quality 53.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

63/100

B

Piotroski

6/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6929.HKLocal privado en este navegador · OrbusNeich Medical Group Holdings 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

$3.5B

P/E

10.5x

↓

EV/EBITDA

60.8x

↑

ROE

10.1%

↑

Gross Margin

67.8%

↑

Debt/Equity

0.01

↓
52-Week Range$4
$3$6

TradingView lightweight chart

6929.HK price, volumen y niveles de valoración

Último $4.200Periodo -54.1%
Fair value: $4.200

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

+9.7%

FCF CAGR

-61.5%

FCF margin

0.6%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $180.5M · net income $41.9M · FCF $1.1M

2022-FY → 2025-FY

Gross margin

67.8%+0.3% pts

Operating margin

22.1%+4.5% pts

Net margin

23.2%+9.7% pts

FCF margin

0.6%-14.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$180.5M$180.5M$164.1M$153.9M$136.8M
Net Income$41.9M$41.9M$39.7M$45.1M$18.5M
EBITDA$53.5M$53.5M$47.9M$54.0M$27.1M
EPS0.050.050.050.050.03
Gross Margin67.8%67.8%69.8%69.2%67.6%
Operating Margin22.1%22.1%21.4%25.6%17.6%
Net Margin23.2%23.2%24.2%29.3%13.5%
Balance Sheet
Debt/Equity0.010.010.010.020.01
Current Ratio10.5410.54———
Cash Flow
Free Cash Flow$1.1M$1.1M$1.8M$15.6M$20.1M
Returns
ROE10.1%10.1%10.1%12.2%5.7%
Valuation
P/E10.5010.5077.96119.41319.61
EV/EBITDA60.8360.8359.5595.11224.88
P/B8.398.397.8814.6119.62
Growth & Yield
Revenue Growth10.0%10.0%6.6%12.5%—
EPS Growth5.6%5.6%-11.1%112.2%—
Dividend Yield2.8%2.8%———

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

94.3%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

-88.7%

5Y implied EPS CAGR

54.8%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

-49.1%

10Y implied EPS CAGR

30.5%

muy exigente

EPS terminal req.

$0.73

Spread vs growth

-24.9%

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 +15.8%

Total return

+15.8%

Start / end P/E

77.3x → 82.7x

EPS bridge

0.05 → 0.05

Residual

+0.4%

EPS growth+5.6%
Multiple rerating+6.9%
Dividend+2.8%
Residual / FX / buybacks / cross-term+0.4%

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.