Business overview
Leading EUV photoresist supplier; private since 2024 take-private by JIC. Still meaningful to the AI thesis as a critical-path materials supplier.
EUV photoresists are a tiny line item with outsized leverage: without JSR's qualified chemistry, leading-edge lithography stalls.
Composite score
Higher = stronger overall research case
Fundamental51
Technical50
Valuation60
AI relevance60
Risk-adjusted (higher = safer)57
Segment-relative fundamental percentile: 40
Financial summary
Curated, illustrative
Revenue
$3.00B
Growth (YoY)
6.0%
Gross margin
30.0%
Operating margin
10.0%
FCF
$150.00M
Capex
$240.00M
Net cash / (debt)
$0.00
ROIC
0.0%
Customer conc.
Medium
Valuation
Market cap
$6.50B
Enterprise value
$6.50B
P/E (TTM)
—
Forward P/E
—
EV / Sales
—
EV / EBITDA
—
P / FCF
—
PEG
—
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 4Customer concentration on top 3 foundries
- 2JIC ownership / re-listing path uncertain
Score components
What drove the composite
Growth43
Profitability43
Cash generation37
Balance sheet78
Moat / AI relevance62
Capital intensity (higher = lighter)65
Customer diversification60
Valuation discipline (dilution)42
Trend (MA50/MA200)50
Momentum (3/6/12m)50
Relative strength50
Realized vol (higher = lower vol)50
Segment peers
Other companies in Raw inputs