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603078.SS$36.12+6.24%
Fair $36.12+0.0%

603078.SS

Jiangyin Jianghua Microelectronics Materials Co., Ltd

Technology / Semiconductor Equipment & MaterialsShanghai

$36.12

+2.12 (+6.24%)

Fairly Valued+0.0%Fair Value $36.12Fund rank 26/100 · Data gapFallback financials|
SA 63/B
F-Score: 8/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $44.2M · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

63/100

B

Piotroski

8/9

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 · 603078.SSLocal privado en este navegador · Jiangyin Jianghua Microelectronics Materials 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

$13.9B

P/E

129.0x

↑

EV/EBITDA

55.1x

↑

ROE

5.3%

↑

Gross Margin

27.4%

↓

Debt/Equity

0.23

↑
52-Week Range$36
$17$39

TradingView lightweight chart

603078.SS price, volumen y niveles de valoración

Último $36.12Periodo +390.2%
Fair value: $36.12

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

+9.5%

FCF CAGR

—

FCF margin

3.6%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.23B · net income $104.8M · FCF $44.2M

2022-FY → 2025-FY

Gross margin

27.4%-0.3% pts

Operating margin

10.4%-1.6% pts

Net margin

8.5%-2.8% pts

FCF margin

3.6%+13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.23B$1.23B$1.10B$1.03B$939.2M
Net Income$104.8M$104.8M$98.6M$105.3M$105.7M
EBITDA$250.5M$250.5M$213.8M$208.6M$198.5M
EPS0.270.270.260.270.31
Gross Margin27.4%27.4%25.3%26.1%27.8%
Operating Margin10.4%10.4%8.2%8.6%12.0%
Net Margin8.5%8.5%9.0%10.2%11.3%
Balance Sheet
Debt/Equity0.230.230.260.370.29
Current Ratio4.374.37———
Cash Flow
Free Cash Flow$44.2M$44.2M$-68.8M$47.0M$-93.7M
Returns
ROE5.3%5.3%5.2%6.4%6.5%
Valuation
P/E129.00129.0060.6656.0453.30
EV/EBITDA55.0755.0728.2027.1225.72
P/B7.097.093.163.613.44
Growth & Yield
Revenue Growth12.2%12.2%6.7%9.7%—
EPS Growth6.3%6.3%-6.2%-13.3%—
Dividend Yield0.3%0.3%———

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

127.6%

muy exigente

EPS terminal req.

$3.21

Spread vs growth

-121.3%

5Y implied EPS CAGR

70.1%

muy exigente

EPS terminal req.

$3.88

Spread vs growth

-63.9%

10Y implied EPS CAGR

36.8%

muy exigente

EPS terminal req.

$6.25

Spread vs growth

-30.6%

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 +92.4%

Total return

+92.4%

Start / end P/E

73.4x → 132.8x

EPS bridge

0.26 → 0.27

Residual

+5.1%

EPS growth+6.3%
Multiple rerating+80.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term+5.1%

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.