WallStSmart

Ero Copper Corp (ERO)vsJ-Star Holding Co., Ltd. Ordinary Shares (YMAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ero Copper Corp generates 9208% more annual revenue ($923.93M vs $9.93M). ERO leads profitability with a 31.6% profit margin vs -203.2%. ERO earns a higher WallStSmart Score of 78/100 (B+).

ERO

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 9.5Value: 5.7Quality: 6.5
Piotroski: 6/9Altman Z: 2.16

YMAT

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 4.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: -14.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EROSignificantly Overvalued (-17.9%)

Margin of Safety

-17.9%

Fair Value

$26.73

Current Price

$27.05

$0.32 premium

UndervaluedFair: $26.73Overvalued

Intrinsic value data unavailable for YMAT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ERO6 strengths · Avg: 9.7/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
32.5%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
31.6%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
34.7%10/10

Strong operational efficiency at 34.7%

Revenue GrowthGrowth
110.4%10/10

Revenue surging 110.4% year-over-year

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

YMAT4 strengths · Avg: 9.5/10
Operating MarginProfitability
3137.0%10/10

Strong operational efficiency at 3137.0%

Revenue GrowthGrowth
30.7%10/10

Revenue surging 30.7% year-over-year

Debt/EquityHealth
-1.8810/10

Conservative balance sheet, low leverage

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

ERO0 concerns · Avg: 0/10

No major concerns identified

YMAT4 concerns · Avg: 2.5/10
Market CapQuality
$6.80M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-649.0%2/10

ROE of -649.0% — below average capital efficiency

EPS GrowthGrowth
-56.4%2/10

Earnings declined 56.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : ERO

The strongest argument for ERO centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.6% and operating margin at 34.7%. Revenue growth of 110.4% demonstrates continued momentum.

Bull Case : YMAT

The strongest argument for YMAT centers on Operating Margin, Revenue Growth, Debt/Equity. Revenue growth of 30.7% demonstrates continued momentum.

Bear Case : ERO

No major red flags identified for ERO, but monitor valuation.

Bear Case : YMAT

The primary concerns for YMAT are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

ERO profiles as a growth stock while YMAT is a hypergrowth play — different risk/reward profiles.

ERO is growing revenue faster at 110.4% — sustainability is the question.

ERO generates stronger free cash flow (20M), providing more financial flexibility.

Monitor COPPER industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ERO scores higher overall (78/100 vs 49/100), backed by strong 31.6% margins and 110.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ero Copper Corp

BASIC MATERIALS · COPPER · USA

Ero Copper Corp. The company is headquartered in Vancouver, Canada.

J-Star Holding Co., Ltd. Ordinary Shares

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

J-Star Holding Co., Ltd. manufactures and trades in bicycles, sports accessories, and carbon fiber composite products in Taiwan and internationally. The company is headquartered in Taichung, Taiwan.

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