JE Cleantech Holdings Ltd

JCSEdata completeness 88%5 fiscal years on file

Data notes: no data for concept 'totalDebt'; no data for concept 'interestExpense'

The thesis, from the filings

JE Cleantech Holdings Ltd earns about 10% on invested capital, barely covering its ~9% cost of capital, and has bought back 100% of its shares over 5 years. The estimate methods put fair value between $0.77 and $3.84 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$10.9M1$13.9M2$13.7M3$14.1M4$15.8M5
Net income$1,0006$889,0007$393,0008$25,0009$2.52M10
Operating cash flow$2.49M11−$3.91M12$1.04M13$1.5M14$2.09M15
Capital expenditure$583,00016$610,00017$160,00018$917,00019$645,00020
Free cash flow (derived)$1.91M11−$4.52M12$884,00013$586,00014$1.45M15
Total debt
Cash & equivalents$820,00021$4.9M22$3.86M23$4.2M24$7.72M25
Diluted shares4.00B4.7M5.0M5.3M5.3M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$28.97
your share of equity
Profit it earned you last year
$4.74
Free cash flow it threw off
$2.72
Debt you’d be carrying

10 shares is a claim on $28.97 of net worth that earned you $4.74 and generated $2.72 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
10% avg · 5y
FY21 0%FY22 12%FY23 4%FY24 1%FY25 33%

It earned about 10% on invested capital against a ~9% cost of capital — roughly what it costs to fund the business, so the numbers show no clear edge.

seeing a moat in the numbers →
Management signal · capital allocation
−100% shares · 5y

Share count is down 100% over 5 years — management has been buying back stock, quietly handing owners a bigger slice.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $0.77 and $3.84 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$3.66
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$884,000
DCF · Growth Exit 5Y
$3.84
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$884,000
Earnings Power Value
$0.77
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$393,000
  • growthAssumed0.0%
Graham Number
$5.59
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years0.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $3.84
The three cases
Bear0.0%$3.84
Base0.0%$3.84
Bull5.0%$4.41

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 0.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2021-12-31 · accession 0001493152-22-011786 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 20-F · period ending 2022-12-31 · accession 0001493152-23-014717 (RevenueFromContractWithCustomerExcludingAssessedTax)
  3. 20-F · period ending 2023-12-31 · accession 0001493152-24-017293 (RevenueFromContractWithCustomerExcludingAssessedTax)
  4. 20-F · period ending 2024-12-31 · accession 0001641172-25-010622 (RevenueFromContractWithCustomerExcludingAssessedTax)
  5. 20-F · period ending 2025-12-31 · accession 0001493152-26-021923 (RevenueFromContractWithCustomerExcludingAssessedTax)
  6. 20-F · period ending 2021-12-31 · accession 0001493152-22-011786 (NetIncomeLoss)
  7. 20-F · period ending 2022-12-31 · accession 0001493152-23-014717 (NetIncomeLoss)
  8. 20-F · period ending 2023-12-31 · accession 0001493152-24-017293 (NetIncomeLoss)
  9. 20-F · period ending 2024-12-31 · accession 0001641172-25-010622 (NetIncomeLoss)
  10. 20-F · period ending 2025-12-31 · accession 0001493152-26-021923 (NetIncomeLoss)
  11. 20-F · period ending 2021-12-31 · accession 0001493152-22-011786 (NetCashProvidedByUsedInOperatingActivities)
  12. 20-F · period ending 2022-12-31 · accession 0001493152-23-014717 (NetCashProvidedByUsedInOperatingActivities)
  13. 20-F · period ending 2023-12-31 · accession 0001493152-24-017293 (NetCashProvidedByUsedInOperatingActivities)
  14. 20-F · period ending 2024-12-31 · accession 0001641172-25-010622 (NetCashProvidedByUsedInOperatingActivities)
  15. 20-F · period ending 2025-12-31 · accession 0001493152-26-021923 (NetCashProvidedByUsedInOperatingActivities)
  16. 20-F · period ending 2021-12-31 · accession 0001493152-22-011786 (PaymentsToAcquirePropertyPlantAndEquipment)
  17. 20-F · period ending 2022-12-31 · accession 0001493152-23-014717 (PaymentsToAcquirePropertyPlantAndEquipment)
  18. 20-F · period ending 2023-12-31 · accession 0001493152-24-017293 (PaymentsToAcquirePropertyPlantAndEquipment)
  19. 20-F · period ending 2024-12-31 · accession 0001641172-25-010622 (PaymentsToAcquirePropertyPlantAndEquipment)
  20. 20-F · period ending 2025-12-31 · accession 0001493152-26-021923 (PaymentsToAcquirePropertyPlantAndEquipment)
  21. 20-F · period ending 2021-12-31 · accession 0001493152-22-011786 (CashAndCashEquivalentsAtCarryingValue)
  22. 20-F · period ending 2022-12-31 · accession 0001493152-23-014717 (CashAndCashEquivalentsAtCarryingValue)
  23. 20-F · period ending 2023-12-31 · accession 0001493152-24-017293 (CashAndCashEquivalentsAtCarryingValue)
  24. 20-F · period ending 2024-12-31 · accession 0001641172-25-010622 (CashAndCashEquivalentsAtCarryingValue)
  25. 20-F · period ending 2025-12-31 · accession 0001493152-26-021923 (CashAndCashEquivalentsAtCarryingValue)