NasdaqGM:JG

Stock Analysis Report

Executive Summary

Aurora Mobile Limited provides mobile big data solutions platform in the People’s Republic of China.

Snowflake

Fundamentals

Mediocre balance sheet with limited growth.

Share Price & News

How has Aurora Mobile's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

10.5%

JG

3.3%

US Software

3.4%

US Market


1 Year Return

-42.4%

JG

20.8%

US Software

5.4%

US Market

Return vs Industry: JG underperformed the US Software industry which returned 20.8% over the past year.

Return vs Market: JG underperformed the US Market which returned 5.4% over the past year.


Shareholder returns

JGIndustryMarket
7 Day10.5%3.3%3.4%
30 Day7.6%-0.2%-1.0%
90 Day-31.2%-2.1%-0.4%
1 Year-42.4%-42.4%22.5%20.8%7.7%5.4%
3 Yearn/a123.7%114.9%46.2%36.8%
5 Yearn/a179.9%159.7%65.6%47.5%

Price Volatility Vs. Market

How volatile is Aurora Mobile's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Aurora Mobile undervalued compared to its fair value and its price relative to the market?

5.54x

Price to Book (PB) ratio


Share Price vs. Fair Value

Undervalued: Insufficient data to calculate JG's fair value to establish if it is undervalued.

Significantly Undervalued: Insufficient data to calculate JG's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: JG is unprofitable, so we can't compare its PE Ratio to the Software industry average.

PE vs Market: JG is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

Low PEG Ratio: Insufficient data to calculate JG's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: JG is good value based on its PB Ratio (5.5x) compared to the US Software industry average (5.4x).


Next Steps

Future Growth

How is Aurora Mobile forecast to perform in the next 1 to 3 years based on estimates from 3 analysts?

51.9%

Forecasted annual revenue growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if JG's forecast earnings growth is above the savings rate (2.7%).

Earnings vs Market: Insufficient data to determine if JG's earnings are forecast to grow faster than the US market

High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: JG's revenue (51.9% per year) is forecast to grow faster than the US market (7.3% per year).

High Growth Revenue: JG's revenue (51.9% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

High Future ROE: Insufficient data to determine if JG's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Aurora Mobile performed over the past 5 years?

31.1%

Last years earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: JG is unprofitable, and there is insufficient past data to establish if their past 5-year earnings growth rate was positive.

Accelerating Growth: Unable to compare JG's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: JG is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (19.1%).


Return on Equity

High ROE: JG has a negative Return on Equity (-12.61%), as it is currently unprofitable.


Return on Assets

ROA vs Industry: JG is currently unprofitable, so its Return on Assets is negative.


Return on Capital Employed

ROCE Improving: JG is currently unprofitable, so its Return on Capital Employed is negative.


Next Steps

Financial Health

How is Aurora Mobile's financial position?


Financial Position Analysis

Short Term Liabilities: JG's short term assets (CN¥738.6M) exceeds its short term liabilities (CN¥172.8M)

Long Term Liabilities: JG's short term assets (738.6M) exceeds its long term liabilities (232.4M)


Debt to Equity History and Analysis

Debt Level: JG's debt to equity ratio (39.8%) is considered satisfactory

Reducing Debt: Insufficient data to determine if JG's debt to equity ratio has reduced over the past 5 years.


Balance Sheet

Inventory Level: JG has a low level of unsold assets or inventory.

Debt Coverage by Assets: JG's debt is covered by short term assets (assets are 3.333540x debt).


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: Insufficient data to determine if JG has enough cash runway based on its current free cash flow.

Forecast Cash Runway: Insufficient data to determine if JG has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.


Next Steps

Dividend

What is Aurora Mobile's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%1.5%markettop25%3.8%industryaverage1.4%forecastin3Years0%

Current dividend yield vs market & industry


Stability and Growth of Payments

Notable Dividend: Unable to evaluate JG's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.

High Dividend: Unable to evaluate JG's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.

Stable Dividend: Insufficient data to determine if JG's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if JG's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of JG's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

What is the CEO of Aurora Mobile's salary, the management and board of directors tenure and is there insider trading?

1.3yrs

Average board tenure


CEO

Weidong Luo (38yo)

0yrs

Tenure

0

Mr. Weidong Luo serves as Co-Founder, Chairman of the Board of Directors and Chief Executive Officer at Aurora Mobile Limited. 


Board Age and Tenure

1.3yrs

Average Tenure

51yo

Average Age

Experienced Board: JG's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown


Management Team

  • Shan-Nen Bong (47yo)

    Chief Financial Officer

    • Tenure: 1.9yrs
  • Fei Chen (46yo)

    Co-Founder & President

    • Tenure: 0yrs
  • Xin Huang (30yo)

    Chief Technology Officer

    • Tenure: 0yrs
  • Weidong Luo (38yo)

    Co-Founder

    • Tenure: 0yrs

Board Members

  • John Koh (63yo)

    Independent Director

    • Tenure: 1.3yrs
  • Yi Kuang

    Director

    • Tenure: 0.3yrs
  • Kwok Hin Tang (39yo)

    Director

    • Tenure: 4.9yrs
  • Weidong Luo (38yo)

    Co-Founder

    • Tenure: 0yrs
  • Peter Yeung (63yo)

    Independent Director

    • Tenure: 1.3yrs

Company Information

Aurora Mobile Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Aurora Mobile Limited
  • Ticker: JG
  • Exchange: NasdaqGM
  • Founded: 2012
  • Industry: Application Software
  • Sector: Software
  • Market Cap: US$436.048m
  • Shares outstanding: 114.75m
  • Website: https://www.jiguang.cn

Number of Employees


Location

  • Aurora Mobile Limited
  • Building No. 7, Zhiheng Industrial Park
  • 3rd Floor
  • Shenzhen
  • Guangdong Province
  • 518052
  • China

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
JGNasdaqGM (Nasdaq Global Market)YesADSUSUSDJul 2018

Biography

Aurora Mobile Limited provides mobile big data solutions platform in the People’s Republic of China. The company offers targeted marketing, industry insights, financial risk management, and location-based  ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/17 00:46
End of Day Share Price2019/10/16 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.