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301181.SZ$30.58-3.07%
Fair $30.58+0.0%

301181.SZ

Jiangyin Pivot Automotive Products Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$30.58

-0.97 (-3.07%)

Fairly Valued+0.0%Fair Value $30.58Fund rank 37/100 · Data gapFallback financials|
SA 44/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $85.9M · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

44/100

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 · 301181.SZLocal privado en este navegador · Jiangyin Pivot Automotive Products 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

$4.6B

P/E

40.8x

↑

EV/EBITDA

19.5x

↑

ROE

8.1%

↑

Gross Margin

32.2%

↑

Debt/Equity

0.01

↓
52-Week Range$31
$18$42

TradingView lightweight chart

301181.SZ price, volumen y niveles de valoración

Último $30.58Periodo +11.9%
Fair value: $30.58

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

+2.0%

FCF CAGR

-8.0%

FCF margin

14.2%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $549.5M · net income $118.7M · FCF $78.3M

2022-FY → 2025-FY

Gross margin

32.2%-0.7% pts

Operating margin

21.1%-2.1% pts

Net margin

21.6%-1.8% pts

FCF margin

14.2%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$549.5M$549.5M$513.7M$571.0M$517.8M
Net Income$118.7M$118.7M$121.6M$148.8M$121.2M
EBITDA$162.9M$162.9M$161.7M$191.2M$153.3M
EPS1.031.031.041.271.08
Gross Margin32.2%32.2%33.2%34.2%32.9%
Operating Margin21.1%21.1%22.0%25.3%23.2%
Net Margin21.6%21.6%23.7%26.1%23.4%
Balance Sheet
Debt/Equity0.010.010.010.00—
Current Ratio7.387.38———
Cash Flow
Free Cash Flow$78.3M$78.3M$85.9M$113.2M$100.4M
Returns
ROE8.1%8.1%8.5%10.6%9.2%
Valuation
P/E40.7740.7714.4816.3520.66
EV/EBITDA19.4819.489.4612.0514.64
P/B2.412.411.231.731.91
Growth & Yield
Revenue Growth7.0%7.0%-10.0%10.3%—
EPS Growth-1.0%-1.0%-18.1%17.6%—
Dividend Yield2.1%2.1%———

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

38.1%

muy exigente

EPS terminal req.

$2.71

Spread vs growth

-39.1%

5Y implied EPS CAGR

26.1%

muy exigente

EPS terminal req.

$3.28

Spread vs growth

-27.1%

10Y implied EPS CAGR

17.8%

exigente

EPS terminal req.

$5.29

Spread vs growth

-18.7%

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 +57.6%

Total return

+57.6%

Start / end P/E

18.9x → 29.7x

EPS bridge

1.04 → 1.03

Residual

-0.5%

EPS growth-1.0%
Multiple rerating+57.0%
Dividend+2.1%
Residual / FX / buybacks / cross-term-0.5%

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.