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301296.SZ$6.99+3.56%
Fair $6.99+0.0%

301296.SZ

Shandong Newjf Technology Packaging Co.,Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$6.99

+0.24 (+3.56%)

Fairly Valued+0.0%Fair Value $6.99Fund rank 29/100 · Data gapFallback financials|
SA 32/D
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $179.6M · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

32/100

D

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 1.7%, below the 5% threshold
Thesis & Journal · 301296.SZLocal privado en este navegador · Shandong Newjf Technology Packaging 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

87.4x

↑

EV/EBITDA

13.4x

↑

ROE

1.7%

↓

Gross Margin

19.1%

↓

Debt/Equity

0.79

↑
52-Week Range$7
$7$10

TradingView lightweight chart

301296.SZ price, volumen y niveles de valoración

Último $6.990Periodo -64.1%
Fair value: $6.990

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

+22.1%

FCF CAGR

—

FCF margin

6.1%

FCF / Net income

4.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.93B · net income $43.7M · FCF $179.6M

2022-FY → 2025-FY

Gross margin

19.1%+1.9% pts

Operating margin

5.5%-6.4% pts

Net margin

1.5%-9.1% pts

FCF margin

6.1%+11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.93B$2.93B$1.71B$1.74B$1.61B
Net Income$43.7M$43.7M$183.8M$170.2M$169.5M
EBITDA$298.4M$298.4M$302.1M$292.9M$273.1M
EPS0.100.100.440.410.45
Gross Margin19.1%19.1%23.8%21.7%17.2%
Operating Margin5.5%5.5%12.6%13.1%11.9%
Net Margin1.5%1.5%10.8%9.8%10.5%
Balance Sheet
Debt/Equity0.790.790.090.160.02
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$179.6M$179.6M$400.8M$85.1M$-83.9M
Returns
ROE1.7%1.7%7.0%7.6%7.2%
Valuation
P/E87.3887.3820.4524.8336.91
EV/EBITDA13.4513.4511.5412.9217.87
P/B1.161.161.421.902.64
Growth & Yield
Revenue Growth71.6%71.6%-1.8%8.0%—
EPS Growth-77.3%-77.3%7.3%-8.9%—
Dividend Yield0.8%0.8%———

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

83.7%

muy exigente

EPS terminal req.

$0.62

Spread vs growth

-161.0%

5Y implied EPS CAGR

49.6%

muy exigente

EPS terminal req.

$0.75

Spread vs growth

-126.9%

10Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$1.21

Spread vs growth

-105.6%

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 -25.2%

Total return

-25.2%

Start / end P/E

21.5x → 69.9x

EPS bridge

0.44 → 0.10

Residual

-174.2%

EPS growth-77.3%
Multiple rerating+225.5%
Dividend+0.8%
Residual / FX / buybacks / cross-term-174.2%

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.