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301458.SZ$50.10+4.92%
Fair $50.10+0.0%

301458.SZ

Juneway Electronic Technology Co., Ltd.

Technology / Electronic ComponentsShenzhen

$50.10

+2.35 (+4.92%)

Fairly Valued+0.0%Fair Value $50.10Fund rank 33/100 · Data gapFallback financials|
SA 65/B
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.9M · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

65/100

B

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: 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 · 301458.SZLocal privado en este navegador · Juneway Electronic Technology 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

$13.4B

P/E

98.2x

↑

EV/EBITDA

59.4x

↑

ROE

7.9%

↑

Gross Margin

50.4%

↑

Debt/Equity

0.10

↓
52-Week Range$50
$30$51

TradingView lightweight chart

301458.SZ price, volumen y niveles de valoración

Último $50.10Periodo +38.8%
Fair value: $50.10

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

+12.6%

FCF CAGR

+4.0%

FCF margin

7.0%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $779.0M · net income $131.2M · FCF $54.8M

2022-FY → 2025-FY

Gross margin

50.4%+2.7% pts

Operating margin

21.1%+4.2% pts

Net margin

16.8%+1.0% pts

FCF margin

7.0%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$779.0M$779.0M$659.5M$564.0M$545.8M
Net Income$131.2M$131.2M$105.6M$89.9M$86.3M
EBITDA$211.4M$211.4M$172.9M$148.6M$145.1M
EPS0.500.500.530.450.44
Gross Margin50.4%50.4%47.8%46.5%47.7%
Operating Margin21.1%21.1%18.4%17.4%16.9%
Net Margin16.8%16.8%16.0%15.9%15.8%
Balance Sheet
Debt/Equity0.100.100.080.080.05
Current Ratio7.277.27———
Cash Flow
Free Cash Flow$54.8M$54.8M$23.9M$5.2M$48.7M
Returns
ROE7.9%7.9%11.0%10.6%11.3%
Valuation
P/E98.2498.2468.11——
EV/EBITDA59.4359.4340.09——
P/B7.897.897.47——
Growth & Yield
Revenue Growth18.1%18.1%16.9%3.3%—
EPS Growth-5.7%-5.7%17.8%2.3%—
Dividend Yield0.7%0.7%———

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

107.2%

muy exigente

EPS terminal req.

$4.45

Spread vs growth

-112.8%

5Y implied EPS CAGR

60.8%

muy exigente

EPS terminal req.

$5.38

Spread vs growth

-66.5%

10Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$8.66

Spread vs growth

-38.7%

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 +58.9%

Total return

+58.9%

Start / end P/E

59.8x → 100.2x

EPS bridge

0.53 → 0.50

Residual

-3.8%

EPS growth-5.7%
Multiple rerating+67.6%
Dividend+0.7%
Residual / FX / buybacks / cross-term-3.8%

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.