Delex Healthcare Group (BNCM) Fair Value & Analysis
Healthcare · US · Market cap $14.0M
Delex Healthcare Group
BNCM · US
Fair value as of: Jul 31, 2026
From 7 valuation models · updated 11 days ago
Share price +44.1% over the past month.
Below-average quality, and screening another 14% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($0.0073). The favourable scenario is already priced in.
- Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.
How to read this chart
60‑month range $0.0020 – $1.24 · the $0.0085 price screens above the $0.0073 fair value. Dashed = 300-day average. As of Jul 31, 2026.
Analysis
Delex Healthcare Group (BNCM) currently trades at $0.0085, while our model-based Fair Value estimate is $0.0073, implying the stock looks roughly 14.1% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Delex Healthcare Group generated revenue of $7.3M at a net margin of 10.5%. Revenue declined 16.3% year over year. It earns a return on equity of 38.2%. Net debt stands at $3.9M. Fundamentals as of Jul 31, 2026
The share trades about 31% below its 52-week high and 113% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -25% fair-value upside, at -14%, BNCM screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 7 models by family
Widest divergence: DCF Models ($0.0100) versus DCF Models ($0.0100). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 35
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Delex Healthcare Group Inc. engages in the development and distribution of pharmaceutical and healthcare products in Asia and the Philippines. It also engages in the development, distribution, and trading of medical supplies, equipment, pharmaceutical products, and food supplements.
Full company description
Delex Healthcare Group Inc. engages in the development and distribution of pharmaceutical and healthcare products in Asia and the Philippines. It also engages in the development, distribution, and trading of medical supplies, equipment, pharmaceutical products, and food supplements. In addition, the company offers medical devices and machines, such as cardiovascular ultrasounds; needless connectors and IV lines; and ambulatory/PCA infusion pumps for critical care, anti-infectives, and anesthesia, as well as provides after sales services. It also sells its products through online drugstore. Delex Healthcare Group Inc. was formerly known as Bounce Mobile Systems, Inc. and changed its name to Delex Healthcare Group Inc. in May 2026. The company was founded in 2017 and is based in Quezon City, Philippines.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Delex Healthcare Group reported revenue of $11.4M in FY2025 versus $43.9M in FY2021, a compound −28.5%/yr. Reported net income was $574K in FY2025, compounding −51.1%/yr from FY2021.
BNCM screens 14% overvalued. Compare with Eli Lilly and Company →
Peer Group
Drug Manufacturers - General · 76 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Drug Manufacturers - General median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Drug Manufacturers - General stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Eli Lilly and Company LLY | $1,182 | $396.77 | -66% |
| Johnson & Johnson, JNJ | $257.59 | $169.04 | -34% |
| AbbVie Inc ABBV | $254.49 | $67.72 | -73% |
| Roche Holding 1RO | €392.80 | €226.68 | -42% |
| Merck & Co MRK | €108.08 | €121.54 | +12% |
| Novartis AG NVSN | 2,742 MXN | 2,379 MXN | -13% |
| AstraZeneca PLC AZN | $171.61 | $129.54 | -25% |
| Novo Nordisk A/S NOVOB | kr 329.90 | kr 409.46 | +24% |
| Amgen Inc AMGN | $363.39 | $252.02 | -31% |
| Sanofi SNYN | 770.00 MXN | 1,251 MXN | +63% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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