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300697.SZ$16.90-0.30%
Fair $16.90+0.0%

300697.SZ

Jiangyin Electrical Alloy Co.,Ltd

Basic Materials / CopperShenzhen

$16.90

-0.05 (-0.30%)

Fairly Valued+0.0%Fair Value $16.90Fund rank 29/100 · Data gapFallback financials|
SA 53/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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $104.9M · quality 47.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 300697.SZLocal privado en este navegador · Jiangyin Electrical Alloy 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

$7.3B

P/E

39.3x

↑

EV/EBITDA

32.2x

↑

ROE

12.4%

↑

Gross Margin

10.8%

↓

Debt/Equity

0.38

↑
52-Week Range$17
$11$23

TradingView lightweight chart

300697.SZ price, volumen y niveles de valoración

Último $16.48Periodo +305.5%
Fair value: $16.90

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

+14.6%

FCF CAGR

+3.2%

FCF margin

3.3%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.20B · net income $165.9M · FCF $104.9M

2022-FY → 2025-FY

Gross margin

10.8%-0.9% pts

Operating margin

6.7%-0.5% pts

Net margin

5.2%-0.1% pts

FCF margin

3.3%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.20B$3.20B$2.59B$2.39B$2.13B
Net Income$165.9M$165.9M$130.7M$135.6M$113.0M
EBITDA$233.9M$233.9M$192.7M$205.7M$172.3M
EPS0.380.380.300.310.26
Gross Margin10.8%10.8%10.6%11.6%11.7%
Operating Margin6.7%6.7%6.5%7.1%7.3%
Net Margin5.2%5.2%5.0%5.7%5.3%
Balance Sheet
Debt/Equity0.380.380.500.270.42
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$104.9M$104.9M$-61.8M$145.5M$95.3M
Returns
ROE12.4%12.4%11.6%12.8%11.6%
Valuation
P/E39.3039.3030.7730.2228.74
EV/EBITDA32.2532.2522.5420.4020.28
P/B5.475.473.583.883.32
Growth & Yield
Revenue Growth23.3%23.3%8.4%12.5%—
EPS Growth26.8%26.8%-3.5%19.7%—
Dividend Yield0.8%0.8%———

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

57.6%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

-30.8%

5Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$1.81

Spread vs growth

-9.7%

10Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$2.92

Spread vs growth

4.3%

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 +41.9%

Total return

+41.9%

Start / end P/E

38.7x → 43.0x

EPS bridge

0.30 → 0.38

Residual

+3.0%

EPS growth+26.8%
Multiple rerating+11.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term+3.0%

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.