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000615.SZ$3.74+1.06%
Fair $3.74+0.0%

000615.SZ

Jointown Aesthetics Valley Co., Ltd.

Basic Materials / ChemicalsShenzhen

$3.74

+0.04 (+1.06%)

Fairly Valued+0.0%Fair Value $3.74Fund rank 28/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
Declining RevenueLow Profitability

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 $132.0M · quality 52.7/100

Data gap 28/100
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

36/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is -23.9%, below the 5% threshold
Thesis & Journal · 000615.SZLocal privado en este navegador · Jointown Aesthetics Valley 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

$6.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-23.9%

↓

Gross Margin

22.7%

↑

Debt/Equity

0.42

↑
52-Week Range$4
$2$4

TradingView lightweight chart

000615.SZ price, volumen y niveles de valoración

Último $3.820Periodo +148.6%
Fair value: $3.740

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

-10.4%

FCF CAGR

+41.1%

FCF margin

3.9%

FCF / Net income

-0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $975.7M · net income $-443.8M · FCF $38.1M

2022-FY → 2025-FY

Gross margin

22.7%-1.6% pts

Operating margin

-5.4%-3.9% pts

Net margin

-45.5%+73.1% pts

FCF margin

3.9%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$975.7M$975.7M$1.09B$1.36B$1.36B
Net Income$-443.8M$-443.8M$-349.7M$-376.1M$-1.61B
EBITDA$-249.3M$-249.3M$-176.0M$-118.8M$-1.35B
EPS-0.58-0.58-0.46-0.28-1.21
Gross Margin22.7%22.7%23.0%25.9%24.3%
Operating Margin-5.4%-5.4%-2.7%0.5%-1.5%
Net Margin-45.5%-45.5%-32.0%-27.6%-118.6%
Balance Sheet
Debt/Equity0.420.42-7.909.20-6.19
Current Ratio4.214.21———
Cash Flow
Free Cash Flow$38.1M$38.1M$132.0M$171.7M$13.6M
Returns
ROE-23.9%-23.9%253.0%-264.3%776.0%
Valuation
P/B1.541.54—23.68—
Growth & Yield
Revenue Growth-10.9%-10.9%-19.8%0.6%—
EPS Growth-26.1%-26.1%-63.8%76.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +101.4%

Total return

+101.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.46 → -0.58

Residual

+101.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+101.4%

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.