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301276.SZ$24.62-4.57%
Fair $24.62+0.0%

301276.SZ

Beijing Jiaman Dress Co.,Ltd.

Consumer Cyclical / Apparel ManufacturingShenzhen

$24.62

-1.18 (-4.57%)

Fairly Valued+0.0%Fair Value $24.62Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
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 19%

FCF escenarios

weak_data · normalized FCF $51.1M · quality 49.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

42/100

C

Piotroski

4/9

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 5.0%, below the 5% threshold
Thesis & Journal · 301276.SZLocal privado en este navegador · Beijing Jiaman Dress 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

$3.2B

P/E

28.6x

↑

EV/EBITDA

16.0x

↑

ROE

5.0%

↑

Gross Margin

63.2%

↑

Debt/Equity

0.03

↓
52-Week Range$25
$17$31

TradingView lightweight chart

301276.SZ price, volumen y niveles de valoración

Último $24.62Periodo -13.2%
Fair value: $24.62

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

-0.7%

FCF CAGR

-18.6%

FCF margin

4.6%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.12B · net income $105.5M · FCF $51.1M

2022-FY → 2025-FY

Gross margin

63.2%+3.4% pts

Operating margin

15.6%-4.6% pts

Net margin

9.4%-5.1% pts

FCF margin

4.6%-3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.12B$1.12B$1.10B$1.15B$1.14B
Net Income$105.5M$105.5M$171.2M$179.9M$165.8M
EBITDA$196.6M$196.6M$270.5M$269.5M$245.5M
EPS0.810.811.331.381.57
Gross Margin63.2%63.2%62.0%59.8%59.7%
Operating Margin15.6%15.6%21.0%20.9%20.2%
Net Margin9.4%9.4%15.6%15.6%14.5%
Balance Sheet
Debt/Equity0.030.030.010.010.01
Current Ratio5.955.95———
Cash Flow
Free Cash Flow$51.1M$51.1M$106.7M$-305.9M$94.8M
Returns
ROE5.0%5.0%8.2%9.0%8.9%
Valuation
P/E28.6328.6312.3814.6412.60
EV/EBITDA15.9615.965.519.548.29
P/B1.511.511.011.311.12
Growth & Yield
Revenue Growth1.7%1.7%-4.6%0.8%—
EPS Growth-39.1%-39.1%-3.9%-12.2%—
Dividend Yield1.9%1.9%———

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

39.2%

muy exigente

EPS terminal req.

$2.18

Spread vs growth

-78.3%

5Y implied EPS CAGR

26.7%

muy exigente

EPS terminal req.

$2.64

Spread vs growth

-65.8%

10Y implied EPS CAGR

18.0%

exigente

EPS terminal req.

$4.26

Spread vs growth

-57.1%

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 +33.3%

Total return

+33.3%

Start / end P/E

14.1x → 30.4x

EPS bridge

1.33 → 0.81

Residual

-45.2%

EPS growth-39.1%
Multiple rerating+115.7%
Dividend+1.9%
Residual / FX / buybacks / cross-term-45.2%

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.