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Jiangsu Bojun Industrial Technology Co (300926) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 7.9B CNY

JB Jiangsu Bojun Industrial Technology Co 300926 · SHE
Price¥18.26
Fair Value¥12.53
Upside-31.4%
Quality38/100
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Expensive Growth
Solidly profitable · 14.4% net margin
Low debt · negative free cash flow
1.22% dividend yield
Mixed vs. peers (6/13)
Wide moat 70/100
Evidence: Medium Range ¥9.07 – ¥34.43 Share as image

Fair value as of: Aug 13, 2026

From 14 valuation models · updated today

Fair value updated Aug 13, 2026, revised from ¥35.80 to ¥12.53 (−65.0%) since Jul 9, 2026. Share price +12.4% over the past month.

Below-average quality, and screening another 31% overvalued on our models.

What matters now

  • Weak quality (38/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (¥9.07 to ¥34.43). The outcome hinges heavily on assumptions, so read the point estimate with caution.
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Price vs Fair Value (5 years)

¥35.32 ¥6.33 Fair Value ¥12.53 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ¥6.33 – ¥35.32 · fair‑value band ¥9.07 – ¥34.43 · the ¥18.26 price screens above the ¥12.53 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Jiangsu Bojun Industrial Technology Co (300926) currently trades at ¥18.26, while our model-based Fair Value estimate is ¥12.53, implying the stock looks roughly 31.4% overvalued today. The Quality Score stands at 38/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Jiangsu Bojun Industrial Technology Co generated revenue of 5.7B CNY at a net margin of 14.4%. Revenue declined 8.3% year over year. It earns a return on equity of 26.1%. Net debt stands at 1.6B CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥9.07 (bear case) to ¥34.43 (bull case); at ¥18.26, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 50% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -31%, 300926 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ¥12.68 ¥17.06 ¥89.50 76
ROIC Compounder ¥27.95 ¥44.82 ¥58.40 72
Growth-Adj P/E ¥63.21 ¥90.30 ¥117.39 68
All 14 models by family
Earnings-Based
Graham-Dodd ¥13.22 ¥92.17 ¥129.35 54
Lynch FV ¥47.62 ¥68.03 ¥88.43 50
PEG = 1.0 ¥47.62 ¥68.03 ¥88.43 46
EPV ¥20.47 ¥23.85 ¥26.77 59
Multiples
P/E Multiple ¥32.07 ¥42.76 ¥53.45 63
P/S Multiple ¥12.03 ¥16.05 ¥20.06 58
P/B Multiple ¥24.49 ¥32.65 ¥40.82 55
EV/EBIT ¥34.39 ¥46.18 ¥57.96 53
EV/EBITDA ¥28.73 ¥38.63 ¥48.52 54
EV/Revenue ¥10.28 ¥15.09 ¥19.90 43
Asset-Based
NCAV (Graham) ¥4.08 ¥5.47 ¥8.16 50
Economic Profit
Residual Income ¥12.68 ¥17.06 ¥89.50 76
ROIC Compounder ¥27.95 ¥44.82 ¥58.40 72
Growth Earnings
Growth-Adj P/E ¥63.21 ¥90.30 ¥117.39 68

Widest divergence: Growth Earnings (¥90.30) versus Asset-Based (¥5.47). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 5.7B CNY
Revenue growth (YoY) -8.3%
Net margin 14.4%
Return on equity 26.1%
Free cash flow −759M CNY FY2025
P/E ratio 9.7
More key figures
Operating margin 20.6%
EPS (TTM) ¥1.89
Dividend yield 1.2%
EPS growth (YoY) -15.3%
Net debt 1.6B CNY FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 38/100

Of which business quality 38 · Market factors (momentum, volatility) 28

Profitability 56
Margins and returns on capital today
Quality Growth 72
Are margins and returns improving?
Cashflow 9
Earnings quality: real cash, not paper profit
Fin. Strength 59
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 5
Distance to the 52-week high (market factor)
Net Issuance 19
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Jiangsu Bojun Industrial Technology Co., Ltd engages in the research and development, production, and sale of automotive mold and auto parts in China and internationally.

Full company description

Jiangsu Bojun Industrial Technology Co., Ltd engages in the research and development, production, and sale of automotive mold and auto parts in China and internationally. The company offers steering column, bracket, lock sleeve, electric control cover, engine parts, clutch parts, shock absorbers, turbocharger parts, battery brackets for new energy vehicles, door lock base, window lifter, hinge, lock hook, frame, guide rail, speaker frame, monitor frame, and radar bracket products. It also provides handbrake, gear shift, and foot pedal components, as well as trim pieces, exhaust housing, end cone, exhaust pipe, and headlight and piping components. Jiangsu Bojun Industrial Technology Co., Ltd was founded in 2011 and is based in Kunshan, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jiangsu Bojun Industrial Technology Co reported revenue of ¥5.8B in FY2025 versus ¥806M in FY2021, a compound +63.9%/yr. Reported net income was ¥844M in FY2025, compounding +77.9%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
5.8B CNY
Latest YoY
+37.4%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+61.0%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+60.3%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+34.8%
Revenue +63.9%/yr
FY21 ¥806M
FY22 ¥1.4B
FY23 ¥2.6B
FY24 ¥4.2B
FY25 ¥5.8B
Net income +77.9%/yr
FY21 ¥84.2M
FY22 ¥148M
FY23 ¥309M
FY24 ¥613M
FY25 ¥844M

300926 screens 31% overvalued. Compare with Hyundai Mobis Co →

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Cite: Fair Value Calculator (2026). "Jiangsu Bojun Industrial Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/300926

Peer Group

Auto Parts · 643 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 38 · Bottom 25%
Fair Value upside −31% · Below median
Return on equity (TTM) 26% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 14% · Top 25%
Operating margin (TTM) 21% · Top 25%
Revenue growth -8% · Bottom 25%
Dividend yield (TTM) 1.2% · Below median
Debt / equity 0.24× · Higher than median

Valuation Multiples vs Auto Parts median · lower = cheaper

P/E (TTM) 9.7× · Cheaper than 75% of peers
P/B 2.24× · Pricier than median
P/S (TTM) 1.39× · Pricier than median
EV/EBITDA 6.2× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 17
FUTURE 0 · sector 24
PAST 100 · sector 26
HEALTH 88 · sector 95
DIVIDEND 24 · sector 30

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Auto Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Hyundai Mobis Co 012330 482,000 KRW 678,420 KRW +41%
Magna International Inc MGAN 1,122 MXN 1,172 MXN +4%
Samvardhana Motherson International Limited MOTHERSON ₹144.17 ₹80.63 -44%
Bosch Limited BOSCHLTD ₹41,110 ₹14,004 -66%
Bharat Forge Limited BHARATFORG ₹2,117 ₹441.74 -79%
Uno Minda Limited UNOMINDA ₹1,158 ₹426.57 -63%
Schaeffler India Limited SCHAEFFLER ₹4,135 ₹1,412 -66%
Hankook Tire & Technology Co 161390 73,600 KRW 196,479 KRW +167%
MRF Limited MRF ₹131,025 ₹125,849 -4%
Sona BLW Precision Forgings Limited SONACOMS ₹792.00 ₹207.06 -74%

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Frequently asked questions

Is Jiangsu Bojun Industrial Technology Co (300926) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥12.53 versus a price of ¥18.26, about −31% (overvalued).
What is the fair value of 300926?
Our model-based fair value for Jiangsu Bojun Industrial Technology Co is ¥12.53 (as of Aug 13, 2026), built from audited fundamentals. The current price is ¥18.26.
What is the quality score of 300926?
Jiangsu Bojun Industrial Technology Co has a Quality Score of 38/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Jiangsu Bojun Industrial Technology Co (300926)?
Jiangsu Bojun Industrial Technology Co reported trailing-twelve-month revenue of about 5.7B CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 300926?
The net profit margin of Jiangsu Bojun Industrial Technology Co is about 14.4%, meaning it keeps roughly 14.4% of revenue as net income. Based on the latest reported figures.
Does Jiangsu Bojun Industrial Technology Co pay a dividend?
Jiangsu Bojun Industrial Technology Co currently shows a dividend yield of about 1.12% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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