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688720.SS$87.50-0.48%
Fair $87.50+0.0%

688720.SS

Jiangsu Aisen Semiconductor Material Co.,Ltd.

Technology / Semiconductor Equipment & MaterialsShanghai

$87.50

-0.42 (-0.48%)

Fairly Valued+0.0%Fair Value $87.50Fund rank 27/100 · Data gapFallback financials|
SA 66/B
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 22%

FCF escenarios

weak_data · normalized FCF $-116.9M · quality 64.3/100

Data gap 27/100
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

66/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 5.0%, below the 5% threshold
Thesis & Journal · 688720.SSLocal privado en este navegador · Jiangsu Aisen Semiconductor Material 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

$7.7B

P/E

145.8x

↑

EV/EBITDA

86.3x

↑

ROE

5.0%

↑

Gross Margin

29.0%

↓

Debt/Equity

0.22

↑
52-Week Range$88
$39$114

TradingView lightweight chart

688720.SS price, volumen y niveles de valoración

Último $87.50Periodo +43.0%
Fair value: $87.50

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

+22.3%

FCF CAGR

—

FCF margin

-10.8%

FCF / Net income

-1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $592.6M · net income $51.2M · FCF $-63.7M

2022-FY → 2025-FY

Gross margin

29.0%+5.7% pts

Operating margin

7.4%+3.0% pts

Net margin

8.6%+1.5% pts

FCF margin

-10.8%+31.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$592.6M$592.6M$432.2M$360.0M$323.8M
Net Income$51.2M$51.2M$33.5M$32.7M$23.3M
EBITDA$88.5M$88.5M$59.3M$54.4M$32.3M
EPS0.590.590.380.490.35
Gross Margin29.0%29.0%26.4%27.2%23.3%
Operating Margin7.4%7.4%4.5%8.3%4.5%
Net Margin8.6%8.6%7.7%9.1%7.2%
Balance Sheet
Debt/Equity0.220.220.160.130.09
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$-63.7M$-63.7M$-116.9M$-147.0M$-137.2M
Returns
ROE5.0%5.0%3.4%3.2%5.3%
Valuation
P/E145.83145.8399.68105.65—
EV/EBITDA86.2786.2757.2558.72—
P/B7.387.383.433.40—
Growth & Yield
Revenue Growth37.1%37.1%20.0%11.2%—
EPS Growth55.3%55.3%-22.4%40.0%—

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

136.1%

muy exigente

EPS terminal req.

$7.76

Spread vs growth

-80.8%

5Y implied EPS CAGR

73.9%

muy exigente

EPS terminal req.

$9.39

Spread vs growth

-18.7%

10Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$15.13

Spread vs growth

16.9%

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 +120.8%

Total return

+120.8%

Start / end P/E

104.3x → 148.3x

EPS bridge

0.38 → 0.59

Residual

+23.3%

EPS growth+55.3%
Multiple rerating+42.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term+23.3%

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.