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v0.1
603088.SS$10.31-1.72%
Fair $10.31+0.0%

603088.SS

JDM JingDaMachine (Ningbo) Co.Ltd

Industrials / Specialty Industrial MachineryShanghai

$10.31

-0.18 (-1.72%)

Fairly Valued+0.0%Fair Value $10.31Fund rank 37/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $159.7M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

47/100

C

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 603088.SSLocal privado en este navegador · JDM JingDaMachine (Ningbo) 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

$5.2B

P/E

57.3x

↑

EV/EBITDA

26.3x

↑

ROE

10.5%

↑

Gross Margin

35.4%

↑

Debt/Equity

0.00

↓
52-Week Range$10
$8$14

TradingView lightweight chart

603088.SS price, volumen y niveles de valoración

Último $10.31Periodo +374.6%
Fair value: $10.31

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

+10.6%

FCF CAGR

+19.9%

FCF margin

21.4%

FCF / Net income

1.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $880.9M · net income $120.1M · FCF $188.6M

2022-FY → 2025-FY

Gross margin

35.4%-6.2% pts

Operating margin

15.8%-9.3% pts

Net margin

13.6%-8.3% pts

FCF margin

21.4%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$880.9M$880.9M$817.5M$708.6M$650.4M
Net Income$120.1M$120.1M$164.6M$159.2M$142.7M
EBITDA$176.9M$176.9M$214.0M$207.5M$191.7M
EPS0.250.250.380.360.33
Gross Margin35.4%35.4%42.0%42.1%41.6%
Operating Margin15.8%15.8%24.7%24.8%25.1%
Net Margin13.6%13.6%20.1%22.5%21.9%
Balance Sheet
Debt/Equity0.000.000.000.000.03
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$188.6M$188.6M$95.0M$159.7M$109.3M
Returns
ROE10.5%10.5%21.2%21.9%22.3%
Valuation
P/E57.2857.2822.3222.4722.70
EV/EBITDA26.3226.3216.2715.9615.55
P/B4.344.344.724.925.06
Growth & Yield
Revenue Growth7.7%7.7%15.4%8.9%—
EPS Growth-34.2%-34.2%5.6%9.1%—
Dividend Yield2.3%2.3%———

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

54.1%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

-88.3%

5Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$1.11

Spread vs growth

-68.9%

10Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$1.78

Spread vs growth

-55.9%

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 +7.2%

Total return

+7.2%

Start / end P/E

25.9x → 41.2x

EPS bridge

0.38 → 0.25

Residual

-20.3%

EPS growth-34.2%
Multiple rerating+59.4%
Dividend+2.3%
Residual / FX / buybacks / cross-term-20.3%

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.