Jl Mag Rare-Earth Co Ltd Class A (300748) Fair Value & Analysis
Industrials · CN · Market cap 45.6B CNY (≈ $6.8B) · ISIN CNE100003G83
What is Jl Mag Rare-Earth Co Ltd Class A really worth?
A solid business, but trading 213% above our fair value of ¥8.34.
Risks
For context
Fair value as of: Aug 13, 2026
From 17 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from ¥8.74 to ¥8.34 (−4.6%) since Jul 9, 2026. Share price −1.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (¥10.42). The favourable scenario is already priced in.
- Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥5.77 to ¥10.42) leaves room in how you read the outcome.
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 ¥9.90 – ¥46.39 · fair‑value band ¥5.77 – ¥10.42 · the ¥26.11 price screens above the ¥8.34 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
Jl Mag Rare-Earth Co Ltd Class A (300748) currently trades at ¥26.11, while our model-based Fair Value estimate is ¥8.34, implying the stock looks roughly 213.1% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of ¥18.09 per share, and 1 of the 17 models we run sit above the ¥26.11 price. Bear case: the Asset-Based group reads lowest at ¥4.44, and 16 of the 17 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Jl Mag Rare-Earth Co Ltd Class A generated revenue of 8.0B CNY at a net margin of 9.2%. Revenue grew 16.1% year over year. It earns a return on equity of 10.0%. Net debt stands at 2.5B CNY. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥5.77 (bear case) to ¥10.42 (bull case); at ¥26.11, 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 about 45% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −50% fair-value upside, at −68%, 300748 screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.0951 per share, which is 1.1 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 17 models by family
Widest divergence: Growth Earnings (¥18.09) versus Asset-Based (¥4.44). 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 53 · Market factors (momentum, volatility) 26
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
JL Mag Rare-Earth Co., Ltd. engages in the research and development, production, and sale of rare earth permanent magnetic materials in Mainland China and internationally.
Full company description
JL Mag Rare-Earth Co., Ltd. engages in the research and development, production, and sale of rare earth permanent magnetic materials in Mainland China and internationally. The company offers NdFeB PMs for use in new energy vehicles and auto parts, energy-saving variable-frequency air-conditioners, wind power generation, 3C, robotics and industrial servo motors, energy-saving elevators, rail transit, and other fields. JL Mag Rare-Earth Co., Ltd. was incorporated in 2008 and is headquartered in Ganzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jl Mag Rare-Earth Co Ltd Class A reported revenue of 7.7B CNY in FY2025 versus 4.1B CNY in FY2021, a compound +17.2%/yr. Reported net income was 706M CNY in FY2025, compounding +11.7%/yr from FY2021.
of which total revenue +28.1 % · buybacks/dilution −6.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
300748 screens 213% overvalued. Compare with Carpenter Technology Corporation →
Peer Group
Metal Fabrication · 251 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 Metal Fabrication median · lower = cheaper
Strength profile in five axes (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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Metal Fabrication stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Carpenter Technology Corporation CRS | $490.58 | $101.35 | −79% |
| ATI Inc ATI | $210.76 | $35.74 | −83% |
| Mueller Industries, Inc MLI | $62.80 | $59.33 | −6% |
| Aurubis AG NDA | €178.90 | €223.43 | +25% |
| China International Marine Containers (Group) Co 000039 | ¥8.87 | ¥3.39 | −62% |
| Commercial Metals Company CMC | $68.16 | $13.01 | −81% |
| Viohalco S.A VIO | €16.46 | €14.98 | −9% |
| ESAB Corporation ESAB | $86.05 | $52.40 | −39% |
| Ningbo Zhenyu Technology Co 300953 | ¥104.36 | ¥44.23 | −58% |
| Western Superconducting Technologies Co 688122 | ¥48.83 | ¥24.43 | −50% |
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