Assessing JF SmartInvest Holdings (SEHK:9636) Valuation After Tripling 2025 Revenue And Profit Guidance

Simply Wall St.

Feb 14

JF SmartInvest Holdings (SEHK:9636) told investors it expects 2025 revenue and profit to more than triple, citing higher billings, broader AI use across its platform, and firm customer retention ...

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See our latest analysis for JF SmartInvest Holdings. The latest guidance lands after a volatile stretch, with the 7 day share price return of 20.33% and 1 day move of 4.67% partly reversing a 30 day share price decline of 37.26% and a 90 day share price decline of 34.91%. Meanwhile, the 1 year total shareholder return of 61.60% stands out against a weaker year to date share price return of a 20.04% decline, suggesting sentiment has swung sharply as investors evaluate growth expectations in the context of recent CSRC sanctions. If this AI focused update has you looking beyond a single name, it could be a good moment to scan 58 profitable AI stocks that aren't just burning cash for potential next ideas to research. With the share price sliding over the past quarter and management flagging a potential revenue and profit surge in 2025, you have to ask: is JF SmartInvest still undervalued, or is the market already pricing in that growth? AdvertisementPrice-to-earnings of 13x: Is it justified? On a simple P/E basis, JF SmartInvest trades on 13x earnings at a last close of HK$39.9, which screens as good value compared to its peers and the wider Hong Kong Capital Markets industry. The P/E ratio tells you how much you are paying for each dollar of current earnings, and for capital markets businesses it often reflects what investors think about the durability of profits and the quality of those earnings. Here, JF SmartInvest is flagged as having high quality earnings, paired with an outstanding 55.3% Return on Equity. This helps explain why a double digit P/E may still look reasonable for some investors. Relative to the Hong Kong Capital Markets industry average P/E of 20.1x and a peer average of 39.7x, the current 13x multiple stands at a clear discount. It also sits slightly below an estimated fair P/E of 14.2x that our models suggest the market could converge toward over time if earnings and perceptions of quality stay on their current footing. Explore the SWS fair ratio for JF SmartInvest Holdings Result: Price-to-earnings of 13x (UNDERVALUED) However, the recent CSRC sanctions and the steep 30 day and year to date share price declines could still weigh on sentiment if confidence weakens again. Find out about the key risks to this JF SmartInvest Holdings narrative. Another view: DCF points the other way The 13x P/E makes JF SmartInvest look inexpensive next to peers, but our DCF model indicates something different. At a last close of HK$39.9 compared with an estimated future cash flow value of HK$17.65, the shares appear overvalued on a cash flow basis. For investors who like to stress test their own view, Look into how the SWS DCF model arrives at its fair value. can help you see exactly how sensitive this kind of model is to growth and discount rate assumptions. 9636 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out JF SmartInvest Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 233 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own JF SmartInvest Holdings Narrative If you see the numbers differently or would rather test your own assumptions directly against the data, you can create a personalised view in just a few minutes, then Do it your way. A great starting point for your JF SmartInvest Holdings research is our analysis highlighting 5 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are serious about putting your capital to work, do not stop at one stock when you can quickly scan focused lists of opportunities tailored to different strengths.  Target stability first by reviewing companies in the 322 resilient stocks with low risk scores and see which names line up with your comfort level on volatility and risk. Hunt for value by checking stocks in the 233 high quality undervalued stocks, where solid fundamentals and pricing may create interesting setups to research further. Build a watchlist of future candidates by scanning our screener containing 553 high quality undiscovered gems, so you do not miss lesser known names that might fit your checklist before others catch on.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}