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300400.SZ$28.70-0.52%
Fair $28.70+0.0%

300400.SZ

Shenzhen JT Automation Equipment Co.,Ltd

Industrials / Specialty Industrial MachineryShenzhen

$28.70

-0.15 (-0.52%)

Fairly Valued+0.0%Fair Value $28.70Fund rank 34/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $120.0M · quality 65.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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: 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 · 300400.SZLocal privado en este navegador · Shenzhen JT Automation Equipment 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

$7.0B

P/E

79.7x

↑

EV/EBITDA

54.4x

↑

ROE

10.8%

↑

Gross Margin

33.5%

↑

Debt/Equity

N/A

•
52-Week Range$29
$15$34

TradingView lightweight chart

300400.SZ price, volumen y niveles de valoración

Último $28.85Periodo +493.4%
Fair value: $28.70

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

-0.3%

FCF CAGR

+15.8%

FCF margin

24.3%

FCF / Net income

2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $785.1M · net income $84.0M · FCF $190.7M

2022-FY → 2025-FY

Gross margin

33.5%-3.8% pts

Operating margin

12.5%-1.2% pts

Net margin

10.7%-0.6% pts

FCF margin

24.3%+8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$785.1M$785.1M$728.7M$720.1M$791.2M
Net Income$84.0M$84.0M$83.2M$39.4M$89.1M
EBITDA$117.9M$117.9M$112.0M$76.6M$127.7M
EPS0.350.350.340.160.36
Gross Margin33.5%33.5%34.9%34.0%37.4%
Operating Margin12.5%12.5%10.6%7.3%13.8%
Net Margin10.7%10.7%11.4%5.5%11.3%
Balance Sheet
Debt/Equity———0.04—
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$190.7M$190.7M$120.0M$94.6M$122.8M
Returns
ROE10.8%10.8%10.5%4.9%12.0%
Valuation
P/E79.7279.7244.0394.3847.72
EV/EBITDA54.3954.3929.2743.8931.07
P/B8.838.834.614.665.74
Growth & Yield
Revenue Growth7.7%7.7%1.2%-9.0%—
EPS Growth2.9%2.9%112.5%-56.0%—
Dividend Yield2.8%2.8%———

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

93.8%

muy exigente

EPS terminal req.

$2.55

Spread vs growth

-90.8%

5Y implied EPS CAGR

54.5%

muy exigente

EPS terminal req.

$3.08

Spread vs growth

-51.6%

10Y implied EPS CAGR

30.4%

muy exigente

EPS terminal req.

$4.96

Spread vs growth

-27.4%

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 +78.2%

Total return

+78.2%

Start / end P/E

48.1x → 82.0x

EPS bridge

0.34 → 0.35

Residual

+2.1%

EPS growth+2.9%
Multiple rerating+70.4%
Dividend+2.8%
Residual / FX / buybacks / cross-term+2.1%

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.