StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
300926.SZ$19.87+1.74%
Fair $19.87+0.0%

300926.SZ

Jiangsu Bojun Industrial Technology Co., Ltd

Consumer Cyclical / Auto PartsShenzhen

$19.87

+0.34 (+1.74%)

Fairly Valued+0.0%Fair Value $19.87Fund rank 26/100 · Data gapFallback financials|
SA 49/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-612.7M · quality 61.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

49/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 300926.SZLocal privado en este navegador · Jiangsu Bojun Industrial 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

$8.6B

P/E

10.5x

↓

EV/EBITDA

8.0x

↓

ROE

23.8%

↑

Gross Margin

26.1%

↓

Debt/Equity

0.65

↑
52-Week Range$20
$19$37

TradingView lightweight chart

300926.SZ price, volumen y niveles de valoración

Último $19.87Periodo +66.5%
Fair value: $19.87

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

+61.0%

FCF CAGR

—

FCF margin

-13.1%

FCF / Net income

-0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.81B · net income $844.2M · FCF $-759.0M

2022-FY → 2025-FY

Gross margin

26.1%+1.0% pts

Operating margin

19.6%+3.3% pts

Net margin

14.5%+3.9% pts

FCF margin

-13.1%+16.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.81B$5.81B$4.23B$2.60B$1.39B
Net Income$844.2M$844.2M$613.1M$308.5M$148.2M
EBITDA$1.32B$1.32B$903.7M$504.7M$245.7M
EPS1.941.941.470.760.39
Gross Margin26.1%26.1%27.6%25.5%25.1%
Operating Margin19.6%19.6%20.1%18.1%16.3%
Net Margin14.5%14.5%14.5%11.9%10.7%
Balance Sheet
Debt/Equity0.650.650.720.610.44
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$-759.0M$-759.0M$-612.7M$-336.5M$-415.9M
Returns
ROE23.8%23.8%24.6%17.7%11.6%
Valuation
P/E10.5110.5114.9625.2122.12
EV/EBITDA7.967.9611.5516.5114.72
P/B2.442.443.684.472.57
Growth & Yield
Revenue Growth37.4%37.4%62.5%87.0%—
EPS Growth32.0%32.0%93.4%93.3%—
Dividend Yield1.1%1.1%———

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

-3.1%

fácil

EPS terminal req.

$1.76

Spread vs growth

35.1%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$2.13

Spread vs growth

30.1%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$3.44

Spread vs growth

26.1%

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 -23.5%

Total return

-23.5%

Start / end P/E

17.9x → 10.2x

EPS bridge

1.47 → 1.94

Residual

-13.7%

EPS growth+32.0%
Multiple rerating-42.9%
Dividend+1.1%
Residual / FX / buybacks / cross-term-13.7%

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.