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003015.SZ$12.36-1.51%
Fair $12.36+0.0%

003015.SZ

Jiangsu Rijiu Optoelectronics Jointstock Co., Ltd

Basic Materials / Specialty ChemicalsShenzhen

$12.36

-0.19 (-1.51%)

Fairly Valued+0.0%Fair Value $12.36Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $92.6M · quality 59.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

44/100

C

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 003015.SZLocal privado en este navegador · Jiangsu Rijiu Optoelectronics Jointstock 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

$3.5B

P/E

39.9x

↑

EV/EBITDA

17.9x

↑

ROE

9.2%

↑

Gross Margin

32.4%

↑

Debt/Equity

0.03

↓
52-Week Range$12
$12$21

TradingView lightweight chart

003015.SZ price, volumen y niveles de valoración

Último $12.55Periodo +32.7%
Fair value: $12.36

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

+12.5%

FCF CAGR

+61.7%

FCF margin

5.3%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $667.4M · net income $104.5M · FCF $35.1M

2022-FY → 2025-FY

Gross margin

32.4%+3.8% pts

Operating margin

15.3%+2.1% pts

Net margin

15.7%+7.2% pts

FCF margin

5.3%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$667.4M$667.4M$583.1M$477.9M$469.1M
Net Income$104.5M$104.5M$67.5M$-16.6M$39.9M
EBITDA$181.4M$181.4M$164.5M$82.5M$120.2M
EPS0.380.380.25-0.060.15
Gross Margin32.4%32.4%26.5%22.1%28.6%
Operating Margin15.3%15.3%13.5%5.1%13.2%
Net Margin15.7%15.7%11.6%-3.5%8.5%
Balance Sheet
Debt/Equity0.030.030.040.110.11
Current Ratio4.304.30———
Cash Flow
Free Cash Flow$35.1M$35.1M$131.4M$92.6M$8.3M
Returns
ROE9.2%9.2%6.9%-1.7%3.8%
Valuation
P/E39.8739.8761.12—60.00
EV/EBITDA17.9117.9124.3253.9219.60
P/B3.003.004.254.612.28
Growth & Yield
Revenue Growth14.5%14.5%22.0%1.9%—
EPS Growth52.0%52.0%516.7%-140.0%—
Dividend Yield1.6%1.6%———

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

42.4%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

9.6%

5Y implied EPS CAGR

28.4%

muy exigente

EPS terminal req.

$1.33

Spread vs growth

23.6%

10Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$2.14

Spread vs growth

33.1%

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 -16.4%

Total return

-16.4%

Start / end P/E

60.3x → 32.5x

EPS bridge

0.25 → 0.38

Residual

-24.0%

EPS growth+52.0%
Multiple rerating-46.1%
Dividend+1.6%
Residual / FX / buybacks / cross-term-24.0%

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.