Jerash Holdings (US), Inc.
JRSH · Consumer Discretionary · $57.3M mkt cap · FY2026 filings · No moat ·
Doesn't clear the bar
The four filters
Median gross margin 18.4% over 10y, variable.
Median ROIC 14.8%, above the 9% hurdle in 60% of years.
Net cash position — no leverage risk.
Owner earnings -12.3%/yr, share count growing (dilution).
Margin of safety
- Owner earnings (normalized)
- $3.5M
- Est. intrinsic value / share
- $3.10
- Recent price
- $4.51
- Discount to value
- 46% above value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Fundamentals
There's no normalized fundamentals series for JRSH yet — it appears once ingest has processed its filings.
Moat Score history
Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.
Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars
None yet — JRSH has read No moat for every logged capture since Jul 17, 2026.
Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.
Consumer Discretionary context
#241 of 340 scored Consumer Discretionary companies, ranked by Moat Score.
Nearest peers by Moat Score
- #239FLL FULL HOUSE RESORTS INC35.9 out of 100, No moatNo moat
- #240GRNQ Greenpro Capital Corp.35.5 out of 100, No moatNo moat
- #242DOGP Dogecoin Cash, Inc.35.3 out of 100, No moatNo moat
- #243DWAY DRIVEITAWAY HOLDINGS, INC.35.3 out of 100, No moatNo moat
Compare JRSH with its nearest peers →All Consumer Discretionary companies on the Index →
Common questions about JRSH
- Does Jerash Holdings (US), Inc. have an economic moat?
- Based on its FY2026 SEC filings, the Moat Index scores Jerash Holdings (US), Inc. (JRSH) 35.5 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 15, returns on capital 63, balance-sheet safety 60, capital discipline 0.
- Is JRSH stock trading below its intrinsic value?
- Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $3.10 per share versus a recent price of $4.51 — 46% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
- How has JRSH's Moat Score changed over time?
- The record logs 2 readings since Jul 17, 2026; the latest reads 35.5 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.