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JKS
ACCE-researched

JinkoSolar Holding Company Limited American Depositary Shares (each representing 4 Common Shares) (JKS) fair value

Technology · Solar · NYSE · United States
$8.41+3.32%
Market cap $426MNext earnings 2026-11-16Updated Oct 21, 2026
Add earnings to calendarGoogle
Our verdict
Trades 58% below our fair value
Price
$8.41
Model fair valueConfidence: low
about $20.02
Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Analyst consensus.
ACCE opinionJinkoSolar Holding Company Limited American Depositary Shares (each representing 4 Common Shares) (JKS)
Fair value (2 models)
Not available
ACCE price target
$6.25
Rating
Not rated
Horizon
12 months
ACCE price target published on 18 Oct 2026, 01:52 CEST; previously $9.00 since 1 Oct 2026, 00:00 CEST.
Price used: $8.41 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
14
out of 100
Analysts
29% buy
7 covering
P/E
0.0x
forward 6.5x
1-year return
-60.0%
Dividend yield
18.43%

JinkoSolar Holding Company Limited American Depositary Shares (each representing 4 Common Shares) in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

JinkoSolar manufactures solar cells and modules, and is one of the largest producers in the world, selling to utility and commercial customers globally. Its scale and technology investments help it in an industry with heavy overcapacity. The driver is a recovery in module pricing and industry consolidation. Revenue fell 31.3%, the gross margin is 4.8% and the operating margin -11.5%, so profits depend on price discipline across the sector.

AI-assisted·How I use AIWritten Oct 14, 2026
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
  • severe
    Negative free cash flow
    FCF of -$2.2B indicates the company is burning cash at an unsustainable rate, raising going-concern questions.
  • high
    Revenue collapse
    Revenue down 31.3% YoY with negative 5-year CAGR of -7.5%. Earnings down 97.6% YoY; operating margin at -11.5%.
  • high
    Heavy insider selling
    Insiders sold $33.4M versus $0.05M in buys over last 10 disclosures, signaling lack of confidence.
  • high
    Elevated leverage
    Debt-to-equity ratio of 1.44 combined with negative profitability (ROE -19.2%, net margin -5.9%) limits financial flexibility.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Analyst consensus sees 125.4% upside to $20.02 per share from current $8.88 price.
  • Forward P/E of 13.0x is cheap for a solar manufacturer with scale and brand.
  • Dividend yield of 17.3% suggests management believes shares are undervalued today.
Why it could disappoint
  • Revenue fell 31.3% year over year and has declined 7.5% annually over five years.
  • Company burned CNY 2.2B in free cash flow last twelve months with negative 71.3% FCF yield.
  • Net margin of negative 5.9% and ROE of negative 19.2% show the business destroys shareholder value.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 16, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where JKS's valuation models land
Price
$8.41
Model fair valueConfidence: low
about $20.02
Model
Fair value
Upside
Analyst consensus
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bearish29% buy · 7 covering analysts
● Strong buy 2● Buy 0● Hold 4● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+3.6%
1 month
-15.1%
3 months
-43.2%
6 months
-62.8%
YTD
-67.4%
1 year
-60.0%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
18 Oct 2026, 01:52 CESTACCE price target$6.25$9.00$8.12
8 Oct 2026, 00:00 CESTFair value$55.71$56.39$60.94
5 Oct 2026, 00:00 CESTFair value$56.39$58.85$61.35
1 Oct 2026, 00:00 CESTACCE price target$9.00first publication$9.60
1 Oct 2026, 00:00 CESTFair value$58.85$56.32$64.35
29 Sept 2026, 00:00 CESTFair value$56.32$54.97$64.92
26 Sept 2026, 00:00 CESTFair value$54.97$56.46$64.91
22 Sept 2026, 00:00 CESTFair value$56.46$59.01$69.59
19 Sept 2026, 00:00 CESTFair value$59.01$56.39$72.17
15 Sept 2026, 00:00 CESTFair value$56.39$54.09$76.81

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth7Value17Quality13Momentum17Total14
Valuation
Trailing P/E
0.0x
Forward P/E
6.5x
PEG
0.14
P/B
0.24x
EV / Revenue
0.5x
Book value/sh
¥41.37
Enterprise value
$4.1B
Profitability
ROE
-19.2%
FCF yield
-77.97%
ROIC
-5.3%
Health and risk
Debt / equity
3.38
Dividend yield
18.43%
Beta
0.49

Price

-61.0% · 1Y

Ask anything about JKS

Answered from JinkoSolar Holding Company Limited American Depositary Shares (each representing 4 Common Shares) fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 0.0x0.0xhigh 40.7x
ROEbetter than 33% of peers
low -366%-19%high 57%
Div yieldbetter than 100% of peers
low 0.0%18.4%high 18.4%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
JKS JinkoSolar Holding Company Limited American Depositary Shares (each representing 4 Common Shares)$8.41----19.2%1314
ARRY Array Technologies Inc. Common Stock$3.30----26.0%3431
CSIQ Canadian Solar Inc. Common Shares (ON)$9.22----6.0%2123
SOL.MC Soltec Power Holdings, S.A.€0.49----366.2%2720
TOYO TOYO Co. Ltd Ordinary Shares$3.86$748% below1.8x57.5%8175
HRPK.DE 7C Solarparken AG€1.76----1.4%5549
SHLS Shoals Technologies Group Inc. Class A Common Stock$7.73$79% above40.7x5.3%6050

Sector report card

Where JKS ranks against its sector peers on each metric.

Computing percentiles…
  • PR Newswire•Sep 9, 2026
    JinkoSolar Announces Proposed Change of Company Name to Jinko Holdings Limited and Provides Strategic Investment Update
  • PR Newswire•Sep 9, 2026
    JinkoSolar Schedules 2026 Annual General Meeting to be Held on October 21, 2026
  • PR Newswire•Aug 26, 2026
    JinkoSolar Announces Second Quarter 2026 Financial Results
8 more press releases · full archive on Investor+.INVESTOR
27 filings of 40
October 2026
Oct 16
6-KForeign current reportPeriod 2026-10-16
View on SEC →
September 2026
Sep 9
6-KForeign current reportPeriod 2026-09-09
View on SEC →
August 2026
Aug 26
6-KForeign current reportPeriod 2026-08-26
View on SEC →
24 more filings + AI summaries on Investor+.INVESTOR