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688356.SS$73.01-3.05%
Fair $73.01+0.0%

688356.SS

Jenkem Technology Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$73.01

-2.30 (-3.05%)

Fairly Valued+0.0%Fair Value $73.01Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9
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 $36.1M · quality 48.0/100

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

44/100

C

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.7%, below the 5% threshold
Thesis & Journal · 688356.SSLocal privado en este navegador · Jenkem 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

$4.4B

P/E

61.4x

↑

EV/EBITDA

37.2x

↑

ROE

4.7%

↑

Gross Margin

63.3%

↑

Debt/Equity

0.01

↓
52-Week Range$73
$61$119

TradingView lightweight chart

688356.SS price, volumen y niveles de valoración

Último $73.01Periodo -46.6%
Fair value: $73.01

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

-7.9%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $318.2M · net income $61.7M · FCF $23.6M

2022-FY → 2025-FY

Gross margin

63.3%-21.5% pts

Operating margin

23.6%-26.5% pts

Net margin

19.4%-26.5% pts

FCF margin

7.4%+14.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$318.2M$318.2M$227.1M$292.1M$407.2M
Net Income$61.7M$61.7M$29.8M$115.7M$186.8M
EBITDA$116.4M$116.4M$78.6M$156.9M$231.1M
EPS1.021.020.491.913.08
Gross Margin63.3%63.3%69.2%81.2%84.8%
Operating Margin23.6%23.6%16.3%44.6%50.1%
Net Margin19.4%19.4%13.1%39.6%45.9%
Balance Sheet
Debt/Equity0.010.010.010.010.00
Current Ratio10.4110.41———
Cash Flow
Free Cash Flow$23.6M$23.6M$91.9M$36.1M$-27.1M
Returns
ROE4.7%4.7%2.4%9.0%15.3%
Valuation
P/E61.3561.35110.8652.0952.92
EV/EBITDA37.2037.2040.4037.7841.47
P/B3.353.352.614.718.07
Growth & Yield
Revenue Growth40.1%40.1%-22.3%-28.3%—
EPS Growth108.2%108.2%-74.3%-38.0%—
Dividend Yield0.2%0.2%———

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

85.2%

muy exigente

EPS terminal req.

$6.48

Spread vs growth

23.0%

5Y implied EPS CAGR

50.4%

muy exigente

EPS terminal req.

$7.84

Spread vs growth

57.8%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$12.62

Spread vs growth

79.6%

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 +19.0%

Total return

+19.0%

Start / end P/E

125.4x → 71.6x

EPS bridge

0.49 → 1.02

Residual

-46.4%

EPS growth+108.2%
Multiple rerating-42.9%
Dividend+0.2%
Residual / FX / buybacks / cross-term-46.4%

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.