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002679.SZ$9.35+3.86%
Fair $9.35+0.0%

002679.SZ

Fujian Jinsen Forestry Co.,Ltd

Basic Materials / Lumber & Wood ProductionShenzhen

$9.35

+0.36 (+3.86%)

Fairly Valued+0.0%Fair Value $9.35Fund rank 27/100 · Data gapFallback financials|
SA 27/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 $58.0M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

27/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is 1.2%, below the 5% threshold
Thesis & Journal · 002679.SZLocal privado en este navegador · Fujian Jinsen Forestry 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

$2.2B

P/E

233.8x

↑

EV/EBITDA

55.1x

↑

ROE

1.2%

↑

Gross Margin

38.5%

↑

Debt/Equity

1.48

↑
52-Week Range$9
$9$17

TradingView lightweight chart

002679.SZ price, volumen y niveles de valoración

Último $9.690Periodo +28.5%
Fair value: $9.350

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

-5.1%

FCF CAGR

—

FCF margin

31.4%

FCF / Net income

5.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $148.7M · net income $9.2M · FCF $46.7M

2022-FY → 2025-FY

Gross margin

38.5%-14.9% pts

Operating margin

31.2%-10.3% pts

Net margin

6.2%+0.4% pts

FCF margin

31.4%+70.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$148.7M$148.7M$150.7M$147.7M$174.1M
Net Income$9.2M$9.2M$10.4M$8.0M$10.2M
EBITDA$56.3M$56.3M$63.7M$68.2M$70.0M
EPS0.040.040.040.030.04
Gross Margin38.5%38.5%57.1%52.7%53.4%
Operating Margin31.2%31.2%39.6%39.7%41.5%
Net Margin6.2%6.2%6.9%5.4%5.9%
Balance Sheet
Debt/Equity1.481.481.481.591.41
Current Ratio7.217.21———
Cash Flow
Free Cash Flow$46.7M$46.7M$58.0M$66.1M$-67.2M
Returns
ROE1.2%1.2%1.4%1.1%1.3%
Valuation
P/E233.75233.75190.75443.00295.75
EV/EBITDA55.1455.1446.0566.0356.76
P/B2.822.822.594.663.95
Growth & Yield
Revenue Growth-1.3%-1.3%2.1%-15.2%—
EPS Growth0.0%0.0%33.3%-25.0%—
Dividend Yield0.4%0.4%———

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

174.8%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

-174.8%

5Y implied EPS CAGR

90.5%

muy exigente

EPS terminal req.

$1.00

Spread vs growth

-90.5%

10Y implied EPS CAGR

44.8%

muy exigente

EPS terminal req.

$1.62

Spread vs growth

-44.8%

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 +8.6%

Total return

+8.6%

Start / end P/E

223.7x → 242.2x

EPS bridge

0.04 → 0.04

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+8.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term+0.0%

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.