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301229.SZ$14.72-2.65%
Fair $14.72+0.0%

301229.SZ

Jiangsu New Technology Group Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$14.72

-0.40 (-2.65%)

Fairly Valued+0.0%Fair Value $14.72Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
Low Profitability

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 $-11.9M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

40/100

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: 1unknown: 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. ROE is 3.0%, below the 5% threshold
Thesis & Journal · 301229.SZLocal privado en este navegador · Jiangsu New Technology Group 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

113.2x

↑

EV/EBITDA

17.7x

↑

ROE

3.0%

↓

Gross Margin

20.7%

↓

Debt/Equity

0.09

↓
52-Week Range$15
$14$27

TradingView lightweight chart

301229.SZ price, volumen y niveles de valoración

Último $14.72Periodo -55.8%
Fair value: $14.72

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

+15.7%

FCF CAGR

—

FCF margin

-7.8%

FCF / Net income

-2.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.07B · net income $37.9M · FCF $-84.0M

2022-FY → 2025-FY

Gross margin

20.7%+1.2% pts

Operating margin

7.6%-0.7% pts

Net margin

3.5%-2.5% pts

FCF margin

-7.8%+16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.07B$1.07B$975.4M$903.1M$692.2M
Net Income$37.9M$37.9M$53.6M$72.6M$41.5M
EBITDA$120.6M$120.6M$132.1M$133.7M$79.3M
EPS0.240.240.340.650.39
Gross Margin20.7%20.7%23.5%24.4%19.5%
Operating Margin7.6%7.6%8.8%10.9%8.3%
Net Margin3.5%3.5%5.5%8.0%6.0%
Balance Sheet
Debt/Equity0.090.090.380.480.11
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$-84.0M$-84.0M$46.6M$-11.9M$-169.9M
Returns
ROE3.0%3.0%5.6%8.0%5.3%
Valuation
P/E113.23113.2341.3425.0938.20
EV/EBITDA17.7317.7316.3712.9127.01
P/B1.861.862.312.002.84
Growth & Yield
Revenue Growth10.0%10.0%8.0%30.5%—
EPS Growth-29.4%-29.4%-47.7%68.5%—
Dividend Yield1.2%1.2%———

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

75.9%

muy exigente

EPS terminal req.

$1.31

Spread vs growth

-105.3%

5Y implied EPS CAGR

45.8%

muy exigente

EPS terminal req.

$1.58

Spread vs growth

-75.2%

10Y implied EPS CAGR

26.6%

muy exigente

EPS terminal req.

$2.55

Spread vs growth

-56.0%

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 -24.3%

Total return

-24.3%

Start / end P/E

58.1x → 61.3x

EPS bridge

0.34 → 0.24

Residual

-1.6%

EPS growth-29.4%
Multiple rerating+5.6%
Dividend+1.2%
Residual / FX / buybacks / cross-term-1.6%

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.