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002609.SZ$8.01-1.60%
Fair $8.01+0.0%

002609.SZ

Shenzhen Jieshun Science and Technology Industry Co.,Ltd.

Technology / Scientific & Technical InstrumentsShenzhen

$8.01

-0.13 (-1.60%)

Fairly Valued+0.0%Fair Value $8.01Fund rank 36/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9
Low 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $267.8M · quality 71.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

47/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.7%, below the 5% threshold
Thesis & Journal · 002609.SZLocal privado en este navegador · Shenzhen Jieshun Science and Technology Industry 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

$5.2B

P/E

80.1x

↑

EV/EBITDA

14.5x

↑

ROE

2.7%

↓

Gross Margin

39.6%

↑

Debt/Equity

0.28

↑
52-Week Range$8
$8$13

TradingView lightweight chart

002609.SZ price, volumen y niveles de valoración

Último $8.010Periodo +83.4%
Fair value: $8.010

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

+8.2%

FCF CAGR

+149.2%

FCF margin

19.6%

FCF / Net income

5.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.74B · net income $63.6M · FCF $341.8M

2022-FY → 2025-FY

Gross margin

39.6%-2.7% pts

Operating margin

7.1%+2.3% pts

Net margin

3.6%+2.3% pts

FCF margin

19.6%+18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.74B$1.74B$1.58B$1.64B$1.38B
Net Income$63.6M$63.6M$31.4M$112.3M$18.1M
EBITDA$336.7M$336.7M$226.3M$312.9M$160.9M
EPS0.100.100.050.170.03
Gross Margin39.6%39.6%39.8%41.5%42.4%
Operating Margin7.1%7.1%6.4%9.7%4.8%
Net Margin3.6%3.6%2.0%6.8%1.3%
Balance Sheet
Debt/Equity0.280.280.160.190.25
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$341.8M$341.8M$150.1M$267.8M$22.1M
Returns
ROE2.7%2.7%1.3%4.6%0.8%
Valuation
P/E80.1080.10156.4761.16313.57
EV/EBITDA14.4814.4820.3120.7534.36
P/B2.142.142.072.802.41
Growth & Yield
Revenue Growth10.4%10.4%-4.0%19.6%—
EPS Growth103.7%103.7%-71.8%517.9%—
Dividend Yield1.0%1.0%———

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

92.8%

muy exigente

EPS terminal req.

$0.71

Spread vs growth

10.9%

5Y implied EPS CAGR

54.0%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

49.7%

10Y implied EPS CAGR

30.2%

muy exigente

EPS terminal req.

$1.39

Spread vs growth

73.5%

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 -19.7%

Total return

-19.7%

Start / end P/E

207.4x → 80.7x

EPS bridge

0.05 → 0.10

Residual

-63.3%

EPS growth+103.7%
Multiple rerating-61.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-63.3%

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.