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000821.SZ$8.95+2.29%
Fair $8.95+0.0%

000821.SZ

J.S. Corrugating Machinery Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$8.95

+0.20 (+2.29%)

Fairly Valued+0.0%Fair Value $8.95Fund rank 24/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Margin CompressionLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-2.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

31/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 4.7%, below the 5% threshold
Thesis & Journal · 000821.SZLocal privado en este navegador · J.S. Corrugating Machinery 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

$5.6B

P/E

42.6x

↑

EV/EBITDA

10.5x

↑

ROE

4.7%

↓

Gross Margin

20.2%

↓

Debt/Equity

0.49

↑
52-Week Range$9
$9$17

TradingView lightweight chart

000821.SZ price, volumen y niveles de valoración

Último $8.950Periodo +6.5%
Fair value: $8.950

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

+13.4%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.10B · net income $197.6M · FCF $-2.0M

2022-FY → 2025-FY

Gross margin

20.2%-1.3% pts

Operating margin

6.2%-2.0% pts

Net margin

2.8%-3.4% pts

FCF margin

-0.0%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.10B$7.10B$8.72B$7.21B$4.87B
Net Income$197.6M$197.6M$428.8M$336.5M$302.0M
EBITDA$447.6M$447.6M$688.9M$569.5M$491.2M
EPS0.320.320.690.540.49
Gross Margin20.2%20.2%18.6%21.0%21.5%
Operating Margin6.2%6.2%6.8%7.5%8.2%
Net Margin2.8%2.8%4.9%4.7%6.2%
Balance Sheet
Debt/Equity0.490.490.360.270.20
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$-2.0M$-2.0M$-652.1M$975.8M$-137.1M
Returns
ROE4.7%4.7%10.6%9.2%9.2%
Valuation
P/E42.6242.6216.9027.3536.98
EV/EBITDA10.4510.458.9613.0520.85
P/B1.321.321.792.523.39
Growth & Yield
Revenue Growth-18.6%-18.6%20.9%48.2%—
EPS Growth-53.6%-53.6%27.8%10.2%—
Dividend Yield0.8%0.8%———

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

35.4%

muy exigente

EPS terminal req.

$0.79

Spread vs growth

-89.0%

5Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$0.96

Spread vs growth

-78.2%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$1.55

Spread vs growth

-70.7%

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 -19.5%

Total return

-19.5%

Start / end P/E

16.3x → 28.0x

EPS bridge

0.69 → 0.32

Residual

-38.6%

EPS growth-53.6%
Multiple rerating+72.0%
Dividend+0.8%
Residual / FX / buybacks / cross-term-38.6%

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.