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002859.SZ

HOLDREMOVE

Zhejiang Jiemei Electronic And Technology Co., Ltd. · Basic Materials · China · $4.4B · Avg Vol: $353M/d

50
StockRank
Q
42
V
12
M
86
P/E (TTM)
153.4x
ROE
7.0%
D/E
1.2x
Dividend %
0.3%
AI CONVICTION THESIS

Zhejiang Jiemei produces electronic packaging materials; while it has a solid market share, it is highly cyclical and lacks the high-margin, un-copyable moat we seek.

COMPANY DESCRIPTION

Zhejiang Jiemei Electronic And Technology Co., Ltd. is a global market leader in the production of electronic packaging materials, specializing in paper carrier tapes, plastic carrier tapes, and release films. The company's products are critical for the automated surface mounting of passive electronic components like MLCCs. Its competitive moat is established through vertical integration into raw paper manufacturing, high technical barriers in precision punching, and a dominant global market share.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue192M232M269M310M17.3%
EPS0.060.090.070.087.5%
Shares410M433M431M431M+5.1%
Debt241M247M415M528M29.8%
Equity411M440M435M461M3.9%
Op CF52M35M38M48M-2.5%
Inv CF-82M-99M-154M-128M
Fin CF83M-14M112M88M
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PRICE (1M)+103.6%
7.249.1110.9912.8614.74May 8May 29Jun 18
SMA 50SMA 200
Close
$14.74
RSI (14)
68.0
52W High
$14.74
From 52W High
1.0%

SCORE BREAKDOWN

Quality
42
ROIC
5.6%57.8
ROE
7.0%63.3
GP/Assets
10.1%41.0
Op. Margin
12.9%72.0
FCF/Assets
-10.9%23.3
Piotroski
51.5
Int. Cover
4.6x49.7
D/E Ratio
1.19x9.1
Current Ratio
0.90x11.3
Value
12
P/E (TTM)
153.4x8.4
EV/EBITDA
72.6x4.7
P/FCF
N/A
P/B
11.2x6.5
P/S
16.3x11.6
Div Yield
0.3%15.4
Momentum
86
52W High %
100%99.6
RS 6M
233%97.6
SMA 50/200
1.50x95.2
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+119%69.5
Q Growth
42%57.2

FUNDAMENTALS

Market Cap
$4.4B
P/E (Forward)
70.2x
Gross Margin
33.3%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002859.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002859.SZZhejiang Jiemei Electronic And Technology Co., Ltd.(you)$4.4B50HOLD
300487.SZSunresin New Materials Co.,Ltd$4.5B55HOLD
2579.HKCNGR Advanced Material Co., Ltd.$4.4B56HOLD
600873.SSMeiHua Holdings Group Co.,Ltd$3.9B54HOLD
600884.SSNingbo Shanshan Co.,Ltd.$4.9B55HOLD
600299.SSBluestar Adisseo Company$5.0B56HOLD
688548.SSGuangzhou Guanggang Gases & Energy Co.,Ltd.$5.4B55HOLD
300806.SZJiangsu Sidike New Materials Science & Technology Co., Ltd.$5.1B43HOLD
603650.SSRed Avenue New Materials Group Co., Ltd.$4.8B42HOLD
600985.SSHuaibei Mining Holdings Co.,Ltd.$5.9B55HOLD

Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%

Zhejiang Jiemei Electronic And Technology Co., Ltd. (002859.SZ) — Stock Score Summary

Zhejiang Jiemei Electronic And Technology Co., Ltd. (002859.SZ) has a MoatMap StockRank of 50/100 based on Quality (42/100), Value (12/100), and Momentum (86/100) factor scores. The current signal is HOLD. Zhejiang Jiemei produces electronic packaging materials; while it has a solid market share, it is highly cyclical and lacks the high-margin, un-copyable moat we seek.

Zhejiang Jiemei Electronic And Technology Co., Ltd. is a global market leader in the production of electronic packaging materials, specializing in paper carrier tapes, plastic carrier tapes, and release films. The company's products are critical for the automated surface mounting of passive electronic components like MLCCs. Its competitive moat is established through vertical integration into raw paper manufacturing, high technical barriers in precision punching, and a dominant global market share.

Key Financial Metrics

Price$14.74
Market Cap$4.4B
P/E (TTM)153.35
P/E (Forward)70.18
Price/Book11.20
Return on Equity7.0%
Return on Invested Capital5.6%
Debt/Equity118.92
Gross Margin33.3%
Operating Margin12.9%
Revenue Growth22.5%
Dividend Yield0.3%
Free Cash Flow$-17M

Zhejiang Jiemei Electronic And Technology Co., Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Zhejiang Jiemei Electronic And Technology Co., Ltd.’s (002859.SZ) StockRank?
MoatMap’s StockRank for Zhejiang Jiemei Electronic And Technology Co., Ltd. (002859.SZ) is 50/100, with a Hold signal. It is a composite of Quality (42), Value (12), and Momentum (86) factor ranks across MoatMap’s 20,000+ stock universe.
Does Zhejiang Jiemei Electronic And Technology Co., Ltd. have an economic moat?
Zhejiang Jiemei Electronic And Technology Co., Ltd. (002859.SZ) has a Quality factor score of 42/100. 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 Zhejiang Jiemei Electronic And Technology Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Zhejiang Jiemei Electronic And Technology Co., Ltd. (002859.SZ) is Hold, based on a StockRank of 50/100. 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 Zhejiang Jiemei Electronic And Technology Co., Ltd. in?
Zhejiang Jiemei Electronic And Technology Co., Ltd. (002859.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).