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688716.SS$32.85+0.46%
Fair $32.85+0.0%

688716.SS

Jilin Joinature Polymer Co.,Ltd.

Basic Materials / ChemicalsShanghai

$32.85

+0.15 (+0.46%)

Fairly Valued+0.0%Fair Value $32.85Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
Margin CompressionLow 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 22%

FCF escenarios

weak_data · normalized FCF $-125.4M · quality 63.0/100

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

42/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.0%, below the 5% threshold
Thesis & Journal · 688716.SSLocal privado en este navegador · Jilin Joinature Polymer 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

$4.0B

P/E

3285.0x

↑

EV/EBITDA

82.4x

↑

ROE

1.0%

↑

Gross Margin

44.1%

↑

Debt/Equity

0.07

↓
52-Week Range$33
$31$60

TradingView lightweight chart

688716.SS price, volumen y niveles de valoración

Último $32.85Periodo +3.4%
Fair value: $32.85

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

+7.6%

FCF CAGR

—

FCF margin

-49.1%

FCF / Net income

-12.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $309.2M · net income $11.9M · FCF $-151.8M

2022-FY → 2025-FY

Gross margin

44.1%-0.6% pts

Operating margin

3.0%-21.9% pts

Net margin

3.8%-18.7% pts

FCF margin

-49.1%-41.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$309.2M$309.2M$277.1M$291.8M$248.1M
Net Income$11.9M$11.9M$39.3M$54.6M$55.9M
EBITDA$43.9M$43.9M$61.2M$77.2M$77.3M
EPS0.100.100.320.550.61
Gross Margin44.1%44.1%40.1%39.5%44.6%
Operating Margin3.0%3.0%10.8%20.3%24.9%
Net Margin3.8%3.8%14.2%18.7%22.5%
Balance Sheet
Debt/Equity0.070.070.060.000.25
Current Ratio11.8011.80———
Cash Flow
Free Cash Flow$-151.8M$-151.8M$-95.0M$-125.4M$-19.5M
Returns
ROE1.0%1.0%3.4%4.7%17.1%
Valuation
P/E3285.003285.00105.2862.71—
EV/EBITDA82.3682.3659.6736.36—
P/B3.293.293.532.96—
Growth & Yield
Revenue Growth11.6%11.6%-5.1%17.6%—
EPS Growth-68.8%-68.8%-41.8%-9.8%—
Dividend Yield0.6%0.6%———

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

207.8%

muy exigente

EPS terminal req.

$2.91

Spread vs growth

-276.5%

5Y implied EPS CAGR

103.9%

muy exigente

EPS terminal req.

$3.53

Spread vs growth

-172.7%

10Y implied EPS CAGR

49.8%

muy exigente

EPS terminal req.

$5.68

Spread vs growth

-118.5%

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 -19.6%

Total return

-19.6%

Start / end P/E

128.7x → 328.5x

EPS bridge

0.32 → 0.10

Residual

-106.7%

EPS growth-68.8%
Multiple rerating+155.2%
Dividend+0.6%
Residual / FX / buybacks / cross-term-106.7%

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.