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002409.SZ

HOLDAPPROVE

Jiangsu Yoke Technology Co., Ltd. · Technology · China · $11.6B · Avg Vol: $931M/d

61
StockRank
Q
58
V
22
M
71
P/E (TTM)
65.0x
ROE
10.3%
D/E
0.4x
Dividend %
0.5%
AI CONVICTION THESIS

Jiangsu Yoke is a critical supplier of advanced semiconductor precursors and materials, notably supplying SK Hynix for HBM (High Bandwidth Memory) production. As HBM and advanced packaging remain the primary bottlenecks in AI hardware, Yoke's high-barrier chemical formulations enjoy immense pricing power and structural demand tailwinds that are not fully priced in by global investors.

COMPANY DESCRIPTION

Jiangsu Yoke Technology Co., Ltd. manufactures high-end electronic materials, including semiconductor precursors, photoresists, and electronic gases, alongside its legacy flame retardant business. Through strategic acquisitions of international materials companies, Yoke has established itself as a critical supplier to leading global and domestic semiconductor foundries. Its advanced R&D capabilities and localized supply chain position it as a key beneficiary of China's semiconductor self-sufficiency drive.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue629.4M700.1M1.0B1.3B26.4%
EPS0.160.180.270.3124.0%
Shares475.9M475.9M475.9M475.9M0.0%
Debt174.9M300.0M513.9M655.4M55.3%
Equity959.6M1.0B1.1B1.2B6.6%
Op CF99.9M87.1M89.2M152.4M15.1%
Inv CF-233.9M-284.5M-315.5M-175.6M
Fin CF319.1M104.2M129.1M194.4M
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PRICE (1Y)+67.7%
15.5118.2621.0023.7426.49May 14Jun 4Jun 25
SMA 50SMA 200
Close
$26.49
RSI (14)
78.6
52W High
$27.56
From 52W High
1.0%

SCORE BREAKDOWN

Quality
58
ROIC
10.0%62.5
ROE
10.3%60.8
GP/Assets
15.3%38.9
Op. Margin
17.8%79.6
FCF/Assets
0.2%40.8
Piotroski
779.2
Int. Cover
14.8x53.7
D/E Ratio
0.38x37.0
Current Ratio
3.16x73.8
Value
22
P/E (TTM)
65.0x29.9
EV/EBITDA
36.9x29.8
P/FCF
17767.7x0.8
P/B
8.1x19.1
P/S
7.7x25.6
Div Yield
0.5%26.5
Momentum
71
52W High %
96%96.4
RS 6M
141%87.5
SMA 50/200
1.29x72.2
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+66%41.9
Q Growth
3%35.1

FUNDAMENTALS

Market Cap
$11.6B
P/E (Forward)
39.2x
Gross Margin
30.6%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002409.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002409.SZJiangsu Yoke Technology Co., Ltd.(you)$11.6B61HOLD
688313.SSHenan Shijia Photons Technology Co., Ltd.$12.2B65BUY
688120.SSHwatsing Technology Co., Ltd.$17.2B59HOLD
600667.SSWuxi Taiji Industry Limited Corporation$7.0B60HOLD
688019.SSAnji Microelectronics Technology (Shanghai) Co., Ltd.$8.6B67BUY
688536.SS3Peak Incorporated$7.0B59HOLD
688200.SSBeijing Huafeng Test & Control Technology Co.,Ltd.$12.1B75BUY
300604.SZHangzhou Changchuan Technology Co.,Ltd$25.2B64HOLD
603806.SSHangzhou First Applied Material Co., Ltd.$6.7B70BUY
300623.SZJiangsu JieJie Microelectronics Co., Ltd.$4.7B57HOLD

Peer medians: ROE 3.9% · P/E 78.3x · Gross margin 25.9%

Jiangsu Yoke Technology Co., Ltd. (002409.SZ) — Stock Score Summary

Jiangsu Yoke Technology Co., Ltd. (002409.SZ) has a MoatMap StockRank of 61/100 based on Quality (58/100), Value (22/100), and Momentum (71/100) factor scores. The current signal is HOLD. Jiangsu Yoke is a critical supplier of advanced semiconductor precursors and materials, notably supplying SK Hynix for HBM (High Bandwidth Memory) production. As HBM and advanced packaging remain the primary bottlenecks in AI hardware, Yoke's high-barrier chemical formulations enjoy immense pricing power and structural demand tailwinds that are not fully priced in by global investors.

Jiangsu Yoke Technology Co., Ltd. manufactures high-end electronic materials, including semiconductor precursors, photoresists, and electronic gases, alongside its legacy flame retardant business. Through strategic acquisitions of international materials companies, Yoke has established itself as a critical supplier to leading global and domestic semiconductor foundries. Its advanced R&D capabilities and localized supply chain position it as a key beneficiary of China's semiconductor self-sufficiency drive.

Key Financial Metrics

Price$26.49
Market Cap$11.6B
P/E (TTM)64.98
P/E (Forward)39.17
Price/Book8.05
Return on Equity10.3%
Return on Invested Capital10.0%
Debt/Equity38.42
Gross Margin30.6%
Operating Margin17.8%
Revenue Growth-6.8%
Dividend Yield0.5%
Free Cash Flow$654K

Jiangsu Yoke Technology Co., Ltd. operates in the Semiconductor Equipment & Materials industry, part of the Technology sector (China).

Frequently Asked Questions

What is Jiangsu Yoke Technology Co., Ltd.’s (002409.SZ) StockRank?
MoatMap’s StockRank for Jiangsu Yoke Technology Co., Ltd. (002409.SZ) is 61/100, with a Hold signal. It is a composite of Quality (58), Value (22), and Momentum (71) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangsu Yoke Technology Co., Ltd. have an economic moat?
Jiangsu Yoke Technology Co., Ltd. (002409.SZ) has a Quality factor score of 58/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Jiangsu Yoke Technology Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Jiangsu Yoke Technology Co., Ltd. (002409.SZ) is Hold, based on a StockRank of 61/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Jiangsu Yoke Technology Co., Ltd. in?
Jiangsu Yoke Technology Co., Ltd. (002409.SZ) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).