Jiangsu Yoke Technology Co (002409) Fair Value & Analysis
Technology · CN · Market cap 89.2B CNY
Fair value as of: Aug 13, 2026
From 17 valuation models · updated today
Share price −20.3% over the past month.
A solid business, but screening 76% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥44.66). The favourable scenario is already priced in.
- Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
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 ¥33.49 – ¥236.09 · fair‑value band ¥26.80 – ¥44.66 · the ¥149.50 price screens above the ¥35.73 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Jiangsu Yoke Technology Co (002409) currently trades at ¥149.50, while our model-based Fair Value estimate is ¥35.73, implying the stock looks roughly 76.1% overvalued today. The Quality Score stands at 54/100 (solid quality), in the Technology 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 Yoke Technology Co generated revenue of 8.5B CNY at a net margin of 11.9%. Revenue declined 6.8% year over year. It earns a return on equity of 10.3%. Net debt stands at 1.7B CNY. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥26.80 (bear case) to ¥44.66 (bull case); at ¥149.50, the current price sits above 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 near its 52-week high and 194% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -72% fair-value upside, at -76%, 002409 screens richer 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.
All 17 models by family
Widest divergence: Growth Earnings (¥57.55) versus Asset-Based (¥11.08). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 78
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 Yoke Technology Co., Ltd. engages in the electronic materials, liquefied natural gas (LNG) thermal insulation board related, and flame-retardant businesses in China and internationally.
Full company description
Jiangsu Yoke Technology Co., Ltd. engages in the electronic materials, liquefied natural gas (LNG) thermal insulation board related, and flame-retardant businesses in China and internationally. The company provides electronic material products, including semiconductor precursor materials/spin-on-insulation dielectric (SOD), photoresist and supporting reagents, electronic special gases, silicon micropowder products, semiconductor material delivery system (LDS), etc. It is also involved in the production and sales of silica fillers for electronic packaging, and sulfur hexafluoride and tetrafluoromethane; sale of semiconductor materials, and general mechanical equipment and accessories; leasing of ship, mechanical, and electrical equipment; LNG pipeline engineering design, construction, technical consulting, development, and servicing activities; technology research and development, manufacturing, and sale of semiconductor devices, batteries, liquid crystal displays, and instruments; and sale of special chemical and photoresist products. The company was formerly known as Jiangsu Yake Chemical Co., Ltd. Jiangsu Yoke Technology Co., Ltd. was founded in 1997 and is based in Wuxi, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jiangsu Yoke Technology Co reported revenue of ¥8.6B in FY2025 versus ¥3.8B in FY2021, a compound +22.8%/yr. Reported net income was ¥1.0B in FY2025, compounding +31.5%/yr from FY2021.
of which total revenue +17.8 pp · buybacks/dilution −4.6 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
002409 screens 76% overvalued. Compare with ASML Holding →
Peer Group
Semiconductor Equipment & Materials · 210 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.
Valuation Multiples vs Semiconductor Equipment & Materials median · lower = cheaper
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: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASML Holding ASML | C$46.39 | C$21.15 | -54% |
| Applied Materials, Inc AMAT | $548.15 | $183.10 | -67% |
| Lam Research Corporation LRCX | $326.11 | $91.80 | -72% |
| KLA Corporation KLAC | $200.47 | $74.58 | -63% |
| NAURA Technology Group 002371 | ¥760.00 | ¥205.30 | -73% |
| Advanced Micro-Fabrication Equipment Inc 688012 | ¥380.95 | ¥55.05 | -86% |
| Hon. Precision, Inc 7769 | 6,480 TWD | 1,804 TWD | -72% |
| MPI Corporation 6223 | 6,495 TWD | 738.64 TWD | -89% |
| HANMI Semiconductor Co 042700 | 217,500 KRW | 47,976 KRW | -78% |
| Wonik IPS Co 240810 | 120,000 KRW | 36,380 KRW | -70% |
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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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