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301023.SZ$38.40-0.26%
Fair $38.40+0.0%

301023.SZ

Jiangnan Yifan Motor Co.,Ltd

Industrials / Electrical Equipment & PartsShenzhen

$38.40

-0.10 (-0.26%)

Fairly Valued+0.0%Fair Value $38.40Fund rank 32/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $26.6M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

45/100

C

Piotroski

3/9

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 · 301023.SZLocal privado en este navegador · Jiangnan Yifan Motor 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

$3.0B

P/E

44.1x

↑

EV/EBITDA

28.8x

↑

ROE

8.8%

↑

Gross Margin

43.3%

↑

Debt/Equity

0.04

↓
52-Week Range$38
$35$65

TradingView lightweight chart

301023.SZ price, volumen y niveles de valoración

Último $38.40Periodo -22.6%
Fair value: $38.40

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

+12.1%

FCF CAGR

+26.4%

FCF margin

28.4%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $258.4M · net income $71.3M · FCF $73.3M

2022-FY → 2025-FY

Gross margin

43.3%-2.0% pts

Operating margin

26.1%-4.4% pts

Net margin

27.6%-15.9% pts

FCF margin

28.4%+8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$258.4M$258.4M$282.3M$174.6M$183.2M
Net Income$71.3M$71.3M$94.5M$47.6M$79.8M
EBITDA$90.1M$90.1M$114.9M$60.9M$97.2M
EPS0.920.921.220.611.01
Gross Margin43.3%43.3%44.5%43.3%45.3%
Operating Margin26.1%26.1%31.0%28.0%30.5%
Net Margin27.6%27.6%33.5%27.3%43.6%
Balance Sheet
Debt/Equity0.040.040.000.000.00
Current Ratio6.966.96———
Cash Flow
Free Cash Flow$73.3M$73.3M$26.6M$3.9M$36.3M
Returns
ROE8.8%8.8%11.6%5.9%9.4%
Valuation
P/E44.1444.1425.9047.6929.30
EV/EBITDA28.8428.8418.4331.2919.40
P/B3.663.662.992.812.74
Growth & Yield
Revenue Growth-8.5%-8.5%61.7%-4.7%—
EPS Growth-24.6%-24.6%98.6%-39.4%—
Dividend Yield2.3%2.3%———

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

54.7%

muy exigente

EPS terminal req.

$3.41

Spread vs growth

-79.3%

5Y implied EPS CAGR

35.0%

muy exigente

EPS terminal req.

$4.12

Spread vs growth

-59.6%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$6.64

Spread vs growth

-46.4%

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 -21.8%

Total return

-21.8%

Start / end P/E

41.5x → 41.7x

EPS bridge

1.22 → 0.92

Residual

-0.1%

EPS growth-24.6%
Multiple rerating+0.6%
Dividend+2.3%
Residual / FX / buybacks / cross-term-0.1%

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.