Alibaba Health Information Technology Valuation

Q: What is the Fair Price of TWY when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

TWY (€0.49) is trading below our estimate of [[fair value]] (€1.22)

Is TWY undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of TWY when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: TWY (€0.49) is trading below our estimate of fair value (€1.22)

Significantly Below Fair Value: TWY is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for TWY?

Other financial metrics that can be useful for relative valuation.

The above table shows the n/a ratio for TWY. This is calculated by dividing TWY's market cap by their current preferred multiple.
What is TWY's n/a Ratio?
n/a	0x
n/a	n/a
Market Cap	n/a

TWY key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue	2x
Enterprise Value/EBITDA	79.8x
PEG Ratio	2.9x

Price to Earnings Ratio vs Peers

How does TWY's PE Ratio compare to its peers?

The above table shows the PE ratio for TWY vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
Company	Forward PE	Estimated Growth	Market Cap
Peer Average	26.8x
RADL3 Raia Drogasil	39x	25.7%	R$43.7b
6618 JD Health International	30.7x	14.6%	HK$86.5b
3088 MatsukiyoCocokara	16.2x	4.9%	JP¥844.4b
603939 Yifeng Pharmacy Chain	21.2x	18.2%	CN¥32.2b
TWY Alibaba Health Information Technology	70.6x	24.1%	€67.1b

Price-To-Earnings vs Peers: TWY is expensive based on its Price-To-Earnings Ratio (70.6x) compared to the peer average (26.8x).

Price to Earnings Ratio vs Industry

How does TWY's PE Ratio compare vs other companies in the European Consumer Retailing Industry?

0 Companies	Price / Earnings	Estimated Growth	Market Cap
Industry Avg.	n/a	11.3%
	n/a	n/a	n/a

Fetching data

0 Companies	Price / Earnings	Estimated Growth	Market Cap
Industry Avg.	n/a	11.3%
	n/a	n/a	n/a

No more companies

Price-To-Earnings vs Industry: TWY is expensive based on its Price-To-Earnings Ratio (70.6x) compared to the European Consumer Retailing industry average (15.2x).

Price to Earnings Ratio vs Fair Ratio

What is TWY's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

TWY PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio	70.6x
Fair PE Ratio	n/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate TWY's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst TWY forecast and predictions for the stock price in 12 month’s time.
Date	Share Price	Average 1Y Price Target	Dispersion	High	Low	1Y Actual price	Analysts
Current	€0.49	€0.59 +19.5%	28.3%	€1.12	€0.39	n/a	17
Nov ’25	€0.45	€0.59 +30.5%	28.3%	€1.11	€0.39	n/a	17
Oct ’25	€0.61	€0.57 -5.6%	29.4%	€1.10	€0.39	n/a	16
Sep ’25	€0.34	€0.57 +68.3%	29.9%	€1.11	€0.38	n/a	16
Aug ’25	€0.38	€0.59 +56.0%	29.0%	€1.11	€0.42	n/a	15
Jul ’25	€0.36	€0.63 +73.8%	28.9%	€1.13	€0.43	n/a	19
Jun ’25	€0.39	€0.63 +60.3%	28.3%	€1.12	€0.43	n/a	19
May ’25	€0.35	€0.66 +89.4%	27.6%	€1.15	€0.48	n/a	19
Apr ’25	€0.37	€0.71 +93.0%	21.6%	€1.14	€0.47	n/a	20
Mar ’25	€0.40	€0.73 +83.7%	18.0%	€1.14	€0.55	n/a	20
Feb ’25	€0.34	€0.73 +115.8%	17.7%	€1.14	€0.55	n/a	21
Jan ’25	€0.48	€0.73 +53.7%	17.7%	€1.14	€0.55	n/a	21
Dec ’24	€0.53	€0.78 +47.4%	30.3%	€1.68	€0.55	n/a	22
Nov ’24	€0.54	€0.79 +46.5%	30.8%	€1.69	€0.56	€0.45	20
Oct ’24	€0.57	€0.82 +43.9%	29.7%	€1.69	€0.56	€0.61	21
Sep ’24	€0.52	€0.75 +44.5%	18.6%	€1.08	€0.54	€0.34	20
Aug ’24	€0.63	€0.78 +23.3%	18.5%	€1.09	€0.54	€0.38	22
Jul ’24	€0.53	€0.78 +47.0%	18.3%	€1.08	€0.54	€0.36	21
Jun ’24	€0.54	€0.87 +60.5%	28.3%	€1.67	€0.55	€0.39	19
May ’24	€0.63	€0.93 +48.3%	30.1%	€1.67	€0.60	€0.35	19
Apr ’24	€0.65	€0.94 +45.0%	31.0%	€1.70	€0.61	€0.37	19
Mar ’24	€0.70	€0.96 +36.5%	32.9%	€1.74	€0.50	€0.40	19
Feb ’24	€0.84	€0.98 +15.6%	32.1%	€1.73	€0.50	€0.34	18
Jan ’24	€0.80	€0.93 +15.8%	33.7%	€1.72	€0.49	€0.48	20
Dec ’23	€0.82	€0.86 +4.7%	35.9%	€1.71	€0.48	€0.53	19
Nov ’23	€0.44	€0.72 +66.1%	29.2%	€1.26	€0.49	€0.54	18

Analyst Forecast: Target price is less than 20% higher than the current share price.