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J and Friends Holdings (JF)
NASDAQ:JF
US Market
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J and Friends Holdings (JF) AI Stock Analysis

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JF

J and Friends Holdings

(NASDAQ:JF)

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Neutral 47 (OpenAI - 5.2)
Rating:47Neutral
Price Target:
$1.00
▼(-0.99% Downside)
Action:Reiterated
Date:07/01/26
The score is primarily held back by weak financial performance: steep revenue decline and continued deep losses, plus balance-sheet risk from meaningful leverage and prior negative equity. Technicals provide some offset as the stock is above its major moving averages, but valuation remains challenged due to negative earnings and no dividend yield data.
Positive Factors
Improved cash generation
Positive operating and free cash flow in 2025 indicates the business can generate real cash despite accounting losses. Durable cash generation improves short-term liquidity and reduces immediate reliance on external funding, giving management more time to execute turnaround plans.
Negative Factors
Steep revenue decline
A dramatic multi-year revenue contraction materially reduces scale and competitive positioning. Smaller revenue base raises unit costs, weakens customer reach, and makes investments in product, sales, or compliance harder to fund, hampering durable recovery prospects.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved cash generation
Positive operating and free cash flow in 2025 indicates the business can generate real cash despite accounting losses. Durable cash generation improves short-term liquidity and reduces immediate reliance on external funding, giving management more time to execute turnaround plans.
Read all positive factors

J and Friends Holdings (JF) vs. SPDR S&P 500 ETF (SPY)

J and Friends Holdings Business Overview & Revenue Model

Company Description
J and Friends Holdings Limited, through its subsidiaries, provides cutting-edge financial and digital services, powered by technology, to the ecosystem of micro, small, and medium-sized enterprises (MSMEs and SMEs) across the People's Republic of ...

J and Friends Holdings Financial Statement Overview

Summary
Overall financial profile is weak: revenue has contracted sharply (2025 revenue down ~69% to ~$11.2M) and profitability remains deeply negative (2025 net margin about -83%). Balance sheet improved in 2025 with positive equity (~$10.4M) but leverage remains meaningful (debt-to-equity ~1.47) and prior years showed negative equity. Cash flow improved in 2025 with positive operating and free cash flow (~$1.0M each), but the multi-year record is volatile.
Income Statement
18
Very Negative
Balance Sheet
35
Negative
Cash Flow
46
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue35.55M11.17M35.14M52.72M74.57M173.24M
Gross Profit22.74M7.99M22.30M14.53M11.88M83.52M
EBITDA-4.12M-3.78M-11.90M-26.01M-164.33M-57.14M
Net Income-11.90M-15.45M-78.76M-190.18M-101.73M
Balance Sheet
Total Assets96.36M65.36M103.44M113.20M528.87M761.23M
Cash, Cash Equivalents and Short-Term Investments33.90M6.61M26.95M40.55M250.73M217.90M
Total Debt3.32M15.32M4.68M0.00349.75M400.03M
Total Liabilities496.51M22.85M498.56M493.08M776.01M826.26M
Stockholders Equity-414.05M10.42M-408.87M-392.95M-402.05M-224.93M
Cash Flow
Free Cash Flow0.00985.96K-14.99M7.88M-10.55M-32.36M
Operating Cash Flow0.001.02M-14.90M8.61M-10.52M-32.18M
Investing Cash Flow0.00-36.86M-84.00K35.27M86.69M-119.46M
Financing Cash Flow0.0010.84M1.82M-257.38M-57.89M-132.33M

J and Friends Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.01
Price Trends
50DMA
1.03
Positive
100DMA
0.99
Positive
200DMA
0.98
Positive
Market Momentum
MACD
0.02
Negative
RSI
55.78
Neutral
STOCH
25.56
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JF, the sentiment is Positive. The current price of 1.01 is below the 20-day moving average (MA) of 1.04, below the 50-day MA of 1.03, and above the 200-day MA of 0.98, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 55.78 is Neutral, neither overbought nor oversold. The STOCH value of 25.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JF.

J and Friends Holdings Risk Analysis

J and Friends Holdings disclosed 92 risk factors in its most recent earnings report. J and Friends Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

J and Friends Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
59
Neutral
$72.99M-0.240.54%10.37%-13.83%-154.13%
47
Neutral
$19.52M-0.40
47
Neutral
$5.67M-2.32-17.08%-35.90%-9.68%
43
Neutral
$6.06M-0.53312.29%-26.17%18.43%
43
Neutral
$2.59M-0.06-17.58%-0.48%67.66%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JF
J and Friends Holdings
1.07
0.16
16.94%
YRD
Yiren Digital
0.84
-4.99
-85.67%
AIHS
Senmiao Technology
1.33
-1.57
-54.14%
LMFA
LM Funding America
0.15
-2.59
-94.56%
SNTG
Sentage Holdings
2.02
0.21
11.60%

J and Friends Holdings Corporate Events

J and Friends Holdings Sets Indenture Framework After April Form F-3 Filing
May 7, 2026
On April 27, 2026, J and Friends Holdings Limited filed a shelf registration statement on Form F-3 with the U.S. Securities and Exchange Commission, enabling the company to issue debt securities in one or more series over time. As part of this pro...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 01, 2026