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300443.SZ$26.46-2.22%
Fair $26.46+0.0%

300443.SZ

Jinlei Technology Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$26.46

-0.60 (-2.22%)

Fairly Valued+0.0%Fair Value $26.46Fund rank 25/100 · Data gapFallback financials|
SA 53/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-213.9M · quality 47.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

53/100

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 · 300443.SZLocal privado en este navegador · Jinlei Technology 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

$8.5B

P/E

25.7x

↑

EV/EBITDA

12.4x

↑

ROE

5.0%

↓

Gross Margin

27.8%

↑

Debt/Equity

0.00

↓
52-Week Range$26
$19$34

TradingView lightweight chart

300443.SZ price, volumen y niveles de valoración

Último $27.06Periodo +135.4%
Fair value: $26.46

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

+11.2%

FCF CAGR

—

FCF margin

-18.2%

FCF / Net income

-1.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.49B · net income $314.5M · FCF $-451.9M

2022-FY → 2025-FY

Gross margin

27.8%-2.2% pts

Operating margin

16.0%-5.6% pts

Net margin

12.6%-6.8% pts

FCF margin

-18.2%+46.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.49B$2.49B$1.97B$1.95B$1.81B
Net Income$314.5M$314.5M$172.8M$411.8M$352.4M
EBITDA$625.4M$625.4M$395.3M$608.0M$494.6M
EPS0.990.990.541.401.35
Gross Margin27.8%27.8%21.3%33.0%30.0%
Operating Margin16.0%16.0%9.1%22.6%21.7%
Net Margin12.6%12.6%8.8%21.2%19.5%
Balance Sheet
Debt/Equity0.000.000.000.060.27
Current Ratio7.267.26———
Cash Flow
Free Cash Flow$-451.9M$-451.9M$-65.8M$-213.9M$-1.17B
Returns
ROE5.0%5.0%2.9%6.7%9.8%
Valuation
P/E25.6925.6936.1717.1931.42
EV/EBITDA12.4112.4112.979.3623.38
P/B1.341.341.041.163.07
Growth & Yield
Revenue Growth26.5%26.5%1.1%7.4%—
EPS Growth84.0%84.0%-61.8%4.2%—
Dividend Yield0.7%0.7%———

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

33.5%

muy exigente

EPS terminal req.

$2.35

Spread vs growth

50.5%

5Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$2.84

Spread vs growth

60.5%

10Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$4.58

Spread vs growth

67.5%

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 +32.3%

Total return

+32.3%

Start / end P/E

37.5x → 26.8x

EPS bridge

0.54 → 0.99

Residual

-24.0%

EPS growth+84.0%
Multiple rerating-28.5%
Dividend+0.7%
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.