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002885.SZ$43.38-1.86%
Fair $43.38+0.0%

002885.SZ

ShenzhenJingQuanHua Electronics Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$43.38

-0.82 (-1.86%)

Fairly Valued+0.0%Fair Value $43.38Fund rank 25/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 $-13.6M · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

59/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 002885.SZLocal privado en este navegador · ShenzhenJingQuanHua Electronics 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

$11.8B

P/E

123.9x

↑

EV/EBITDA

61.7x

↑

ROE

5.6%

↑

Gross Margin

12.9%

↓

Debt/Equity

0.37

↑
52-Week Range$43
$13$56

TradingView lightweight chart

002885.SZ price, volumen y niveles de valoración

Último $43.38Periodo +455.5%
Fair value: $43.38

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

+9.0%

FCF CAGR

—

FCF margin

-0.4%

FCF / Net income

-0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.35B · net income $84.2M · FCF $-13.6M

2022-FY → 2025-FY

Gross margin

12.9%-1.8% pts

Operating margin

3.4%-2.7% pts

Net margin

2.5%-3.0% pts

FCF margin

-0.4%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.35B$3.35B$3.01B$2.59B$2.58B
Net Income$84.2M$84.2M$38.2M$34.2M$142.9M
EBITDA$190.5M$190.5M$130.9M$102.1M$211.9M
EPS0.310.310.140.130.56
Gross Margin12.9%12.9%12.5%12.7%14.7%
Operating Margin3.4%3.4%2.3%2.2%6.1%
Net Margin2.5%2.5%1.3%1.3%5.5%
Balance Sheet
Debt/Equity0.370.370.330.360.49
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-13.6M$-13.6M$46.4M$-152.9M$-7.6M
Returns
ROE5.6%5.6%2.7%2.4%15.1%
Valuation
P/E123.94123.94106.56132.4444.04
EV/EBITDA61.6861.6831.0344.8030.34
P/B7.807.802.903.226.64
Growth & Yield
Revenue Growth11.1%11.1%16.1%0.4%—
EPS Growth121.0%121.0%10.5%-77.2%—
Dividend Yield0.1%0.1%———

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

131.6%

muy exigente

EPS terminal req.

$3.85

Spread vs growth

-10.6%

5Y implied EPS CAGR

71.9%

muy exigente

EPS terminal req.

$4.66

Spread vs growth

49.0%

10Y implied EPS CAGR

37.5%

muy exigente

EPS terminal req.

$7.50

Spread vs growth

83.4%

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 +218.6%

Total return

+218.6%

Start / end P/E

97.1x → 139.9x

EPS bridge

0.14 → 0.31

Residual

+53.4%

EPS growth+121.0%
Multiple rerating+44.1%
Dividend+0.1%
Residual / FX / buybacks / cross-term+53.4%

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.