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300644.SZ$24.67-1.36%
Fair $24.67+0.0%

300644.SZ

Nanjing Julong Science & Technology Co.,LTD

Basic Materials / Specialty ChemicalsShenzhen

$24.67

-0.34 (-1.36%)

Fairly Valued+0.0%Fair Value $24.67Fund rank 24/100 · Data gapFallback financials|
SA 42/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 18%

FCF escenarios

weak_data · normalized FCF $-87.8M · quality 47.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

42/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 300644.SZLocal privado en este navegador · Nanjing Julong Science & 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

$2.7B

P/E

23.7x

↑

EV/EBITDA

13.8x

↑

ROE

12.2%

↑

Gross Margin

17.1%

↓

Debt/Equity

0.61

↑
52-Week Range$25
$24$43

TradingView lightweight chart

300644.SZ price, volumen y niveles de valoración

Último $25.01Periodo +63.8%
Fair value: $24.67

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

+18.8%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.86B · net income $132.5M · FCF $-131.0M

2022-FY → 2025-FY

Gross margin

17.1%+4.0% pts

Operating margin

6.9%+2.3% pts

Net margin

4.6%+1.4% pts

FCF margin

-4.6%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.86B$2.86B$2.39B$1.83B$1.71B
Net Income$132.5M$132.5M$84.3M$72.5M$55.4M
EBITDA$247.8M$247.8M$187.7M$143.7M$107.9M
EPS1.101.100.780.680.51
Gross Margin17.1%17.1%15.3%16.1%13.1%
Operating Margin6.9%6.9%6.2%6.2%4.5%
Net Margin4.6%4.6%3.5%4.0%3.2%
Balance Sheet
Debt/Equity0.610.610.500.610.37
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$-131.0M$-131.0M$28.0M$-87.8M$-47.6M
Returns
ROE12.2%12.2%8.7%8.3%7.1%
Valuation
P/E23.7223.7225.8729.9528.06
EV/EBITDA13.8313.8313.4217.7916.21
P/B2.732.732.262.421.99
Growth & Yield
Revenue Growth19.8%19.8%30.5%7.1%—
EPS Growth40.3%40.3%16.1%31.5%—
Dividend Yield1.0%1.0%———

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

25.8%

muy exigente

EPS terminal req.

$2.19

Spread vs growth

14.5%

5Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$2.65

Spread vs growth

21.1%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$4.27

Spread vs growth

25.7%

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 -7.8%

Total return

-7.8%

Start / end P/E

34.5x → 22.4x

EPS bridge

0.78 → 1.10

Residual

-14.1%

EPS growth+40.3%
Multiple rerating-35.0%
Dividend+1.0%
Residual / FX / buybacks / cross-term-14.1%

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.