Aurora Mobile Limited American Depositary Shares (JG)

FairStock Score: 43/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Aurora Mobile with Graham's insistence on a margin of safety and Buffett's preference for durable economics. The company sells developer services in China—push notifications, messaging, analytics and related tools—in a competitive, fast-changing market. In fiscal Q2 2026, the latest reported quarter, revenue was $101.2 million and net income was $1.9 million, a 1.89% net margin. The data list revenue growth of 12.65% and profit growth of 999%, though the growth periods are not specified. The FairStock calculations show a P/E of 49.13 and P/B of 5.38 at the 2026-10-13 close of $7.86. The Graham Number is $1.65, implying a negative margin of safety of 376.36%; I would not call this cheap. Return on equity is 7.51%, but return on capital employed is only 0.84%, suggesting weak returns on the capital used. Debt/equity of 0.21 is modest, yet Altman Z-Score of -3.35, Piotroski F-Score of 4/9, and EV/EBITDA of -11.98 point to financial fragility. The PEG ratio of 0.05 looks attractive only because the profit-growth denominator is extreme. FairStock's Lynch category is none because there are only 0 years of filed annual results, not the three needed. Without a multi-year record, I cannot judge a moat or consistency. Beta of 0.64 and a 52-week range of $3.20-$8.55 suggest wide trading. The business might improve, but at this price the numbers do not offer a Graham-style bargain.

In plain English: Aurora Mobile provides software tools to app developers in China, such as push notifications, messaging, and analytics. In the latest reported quarter, it had about $101.2 million of revenue and $1.9 million of net income, so the business is only slightly profitable. At the 2026-10-13 close of $7.86, the price looks expensive compared with the company's current profits and accounting value.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer