Focus Hotmelt Co. Ltd. A (301283) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Focus Hotmelt Co. Ltd. A stock ¥23.50, price ¥22.50, upside +4.5%, quality 73 out of 100. Rating: fairly valued. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 8, 2026.
How to read this chart
50‑month range ¥13.31 – ¥41.20 · fair‑value band ¥16.45 – ¥30.55 · the ¥22.50 price screens below the ¥23.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 8, 2026.
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Focus Hotmelt Company Ltd., together with its subsidiaries, engages in the research, development, production, and sale of hot melt adhesives for sanitary products in China and internationally. The company offers sanitary and consumer packaging hot melt adhesive products.
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It also provides bonding agents and technical services. The company's products are used in baby diapers, feminine hygiene products and period panties, adult incontinence products, pet pads and diapers, and medical and hygiene products.
It exports its products to Russia, Germany, the United Kingdom, the Czech Republic, Japan, Vietnam, Thailand, Turkey, Bahrain, South Africa, Nigeria, the United States, Mexico, and Brazil. Focus Hotmelt Company Ltd. was incorporated in 2012 and is headquartered in Guangzhou, China.
Stock analysis
Focus Hotmelt Co. Ltd. A (301283) currently trades at ¥22.50, while our model-based Fair Value estimate is ¥23.50, so the stock looks roughly fairly valued today (gap 4.3%).
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Valuation
Bull case: the Growth DCF group reads highest at a median of ¥105.02 per share, and 22 of the 26 models we run sit above the ¥22.50 price.
Bear case: the Asset-Based group reads lowest at ¥10.02, and 4 of the 26 models stay below the price. Data coverage for this calculation is high.
Scenario range: ¥16.45 (bear) to ¥30.55 (bull), the price of ¥22.50 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 73/100 (solid quality), in the Basic Materials sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Focus Hotmelt Co. Ltd. A reported revenue of 2.2B CNY in FY2025 versus 1.1B CNY in FY2021, a compound +19.5%/yr. Reported net income was 191M CNY in FY2025, compounding +36.7%/yr from FY2021.
Key figures
Market cap 2.6B CNY (≈ $393M) Small · P/E ratio 15.0 · P/S ratio 1.05 · EPS (TTM) ¥1.50 · Dividend yield 5.9% · Net margin 7.2% · Return on equity 11.4% · Return on assets (EBIT) 7.7% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 46 out of 100 (low confidence).
What moves the price
The share trades about 45% below its 52-week high and 8% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Basic Materials peers we cover trades at −43% fair-value upside, at 4%, 301283 screens cheaper than that median.
Fair Value models
Bear¥16.45Fair Value ¥23.50Bull¥30.55
Price ¥22.50 · Upside +4.5%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then (¥0.1415 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF¥83.36¥131.07¥253.2877
Growth DCF¥79.99¥140.33¥243.0676
Residual Income¥12.73¥14.20¥17.6576
All 26 models by family
DCF Models
FCF DCF¥83.36¥131.07¥253.2877
Owner Earnings¥32.98¥59.50¥108.9073
5Y Revenue Exit¥45.52¥67.29¥103.0172
5Y EBITDA Exit¥43.91¥63.74¥94.2075
5Y P/E Exit¥45.81¥70.59¥100.0470
10Y Revenue Exit¥57.06¥86.49¥121.2367
10Y EBITDA Exit¥56.68¥83.73¥125.8068
10Y P/E Exit¥57.92¥86.99¥130.9663
Earnings-Based
Graham-Dodd¥11.19¥74.41¥104.2163
Lynch FV¥21.74¥31.06¥40.3861
PEG = 1.0¥21.74¥31.06¥40.3857
EPV¥21.90¥23.91¥25.6071
Dividend Discount
Gordon GGM¥6.98¥13.02¥18.4867
DDM Multi-Stage¥6.98¥11.67¥13.8567
Multiples
P/E Multiple¥20.97¥27.97¥34.9663
P/S Multiple¥20.83¥27.77¥34.7158
P/B Multiple¥32.33¥43.11¥53.8955
EV/EBIT¥30.05¥37.42¥44.7966
EV/EBITDA¥26.00¥32.02¥38.0467
EV/Revenue¥27.11¥35.32¥43.5354
Asset-Based
NCAV (Graham)¥6.61¥10.02¥12.5254
Growth DCF
Growth DCF¥79.99¥140.33¥243.0676
Rev-Margin DCF¥45.52¥69.70¥104.7472
Economic Profit
Residual Income¥12.73¥14.20¥17.6576
ROIC Compounder¥24.63¥30.78¥38.8072
Growth Earnings
Growth-Adj P/E¥27.75¥39.64¥51.5367
The fair value above starts from this blend and is adjusted for a cyclical peak year.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+7.2%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+16.8%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+19.6%
Start year 2020 (pandemic)
Revenue growth 6 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+19.0%
’19
’20
’21
’22
’23
’24
’25
What shareholders gained per year (last 5 years) (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip.
+0.5%
Earnings growth per share plus dividend.
Earnings per share, growth per year−5.4%
Dividend (yield on the price)5.9%
Profit margin 2019 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.12% → 11%
2025 sits 118% above its own trend. The rate follows the median trend of the last 5 years, not that single year.
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−23.4%
The company could shrink this much every year for the next five years and today's price would still be justified.
What forecasts expect
n/a
No analyst forecast available.
After inflation (China: IMF forecast 1.7% a year to 2030, 1.4% from 2016 to 2025) that is about −24.7% a year for the price.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Specialty Chemicals · 728 stocks
Beats the industry median on 12/13 measures
Overall it ranks above its industry peers.
Valuation
Quality Score73 · Top 25%
Fair Value upside+4.5% · Above median
Profitability
Return on equity (12 months)11.4% · Above median
Return on assets7.3% · Top 25%
Net margin (12 months)7.2% · Above median
Operating margin (12 months)5.9% · Below median
Growth and dividend
Revenue growth (quarter YoY)54.5% · Top 25%
Dividend yield (12 months)5.9% · Top 25%
Valuation Multiplesvs Specialty Chemicals median · lower = cheaper
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Focus Hotmelt Co. Ltd. A Fair Value". https://www.fairvalue-calculator.com/stock/301283
Frequently asked questions
Is Focus Hotmelt Co. Ltd. A (301283) overvalued or undervalued?
As of Nov 8, 2026, our model estimates a fair value of ¥23.50 versus a price of ¥22.50, about +4% upside (fairly valued).
What is the fair value of 301283?
Our model-based fair value for Focus Hotmelt Co. Ltd. A is ¥23.50 (as of Nov 8, 2026), built from audited fundamentals. The current price: ¥22.50.
What is the quality score of 301283?
Focus Hotmelt Co. Ltd. A has a Quality Score of 73/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Focus Hotmelt Co. Ltd. A (301283)?
Our model-based price target is the fair value of ¥23.50 (as of Nov 8, 2026) from 26 valuation models. Cautious scenario ¥16.45, optimistic scenario ¥30.55. It is a calculation from audited fundamentals, not an analyst target.
What is the Focus Hotmelt Co. Ltd. A stock forecast for 2026?
Our models put fair value at ¥23.50, about +4% upside versus a price of ¥22.50 (fairly valued). Cautious scenario ¥16.45, optimistic scenario ¥30.55. The calculation is refreshed regularly with new filings.
What is the revenue of Focus Hotmelt Co. Ltd. A (301283)?
Focus Hotmelt Co. Ltd. A reported trailing-twelve-month revenue of about 2.5B CNY (latest available figure, as of Nov 8, 2026).
Does Focus Hotmelt Co. Ltd. A pay a dividend?
Focus Hotmelt Co. Ltd. A currently shows a dividend yield of 5.93% relative to its recent price (as of Nov 8, 2026).
How much is the dividend of Focus Hotmelt Co. Ltd. A (301283) and when is the ex-dividend date?
Focus Hotmelt Co. Ltd. A pays a dividend of ¥1.34 per share a year, a dividend yield of 5.9%. The last ex-dividend date was Sep 8, 2026. The payout ratio is 89.0% of earnings. Free cash flow covers the dividend 4.27 times. Our assessment: Sustainable. Payout and cash coverage both look sustainable.
What growth is priced into Focus Hotmelt Co. Ltd. A (301283)?
For today's price to be fair in a discounted-cash-flow model, Focus Hotmelt Co. Ltd. A would have to grow free cash flow by -23.4 % per year for five years (discount rate 10.4 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +19.6 % per year. As of Nov 8, 2026.
What discount rate (WACC) does the fair value of 301283 use?
Our models discount Focus Hotmelt Co. Ltd. A at 10.4 %: a base by market capitalisation (small), damped by beta 0.42, country premium for China. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Focus Hotmelt Co. Ltd. A that is -23.4 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (10.4 %) and the same formula as our fair value.
How much growth has Focus Hotmelt Co. Ltd. A (301283) delivered so far?
Over the past 5 years revenue at Focus Hotmelt Co. Ltd. A grew +19.6 % a year. The price currently implies free-cash-flow growth of -23.4 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Focus Hotmelt Co. Ltd. A (301283) growing?
The median revenue growth in the sector is +9.8 % a year. That is the yardstick for the growth priced into Focus Hotmelt Co. Ltd. A (-23.4 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Focus Hotmelt Co. Ltd. A (301283)?
The free-cash-flow yield on the price is 25.25 %: that much free cash flow Focus Hotmelt Co. Ltd. A produces per unit of market value. When it exceeds the discount rate of our models (10.4 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Focus Hotmelt Co. Ltd. A (301283)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Focus Hotmelt Co. Ltd. A it is ¥23.50 per share (as of Nov 8, 2026), against a price of ¥22.50. It is the blended result of 26 valuation models in 8 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Focus Hotmelt Co. Ltd. A stock overvalued or undervalued in 2026?
As of Nov 8, 2026, 301283 trades below its calculated fair value: price ¥22.50, fair value ¥23.50, a gap of about +4% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 301283?
No. The price is what the market pays today (¥22.50); the fair value is what the company's own numbers justify (¥23.50). For Focus Hotmelt Co. Ltd. A the two are ¥1.00 per share apart. That gap is exactly why we show both numbers side by side.
How much is Focus Hotmelt Co. Ltd. A worth?
The market values Focus Hotmelt Co. Ltd. A at about 2.6B CNY (market capitalisation, as of Nov 8, 2026). Per share that is ¥22.50; our models calculate a fair value of ¥23.50 per share.
What do the bullish and bearish scenarios say about 301283?
Our models span a range for Focus Hotmelt Co. Ltd. A: cautious scenario ¥16.45, base ¥23.50, optimistic ¥30.55 per share (as of Nov 8, 2026, price ¥22.50). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of 301283?
Focus Hotmelt Co. Ltd. A trades at a price-to-earnings ratio of 15.0 (as of Nov 8, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of ¥23.50 is built from several models across several years. Other multiples: P/B 1.6, P/S 1.0, EV/EBITDA 6.2.
How solid is the balance sheet of Focus Hotmelt Co. Ltd. A (301283)?
Balance-sheet figures for Focus Hotmelt Co. Ltd. A (as of Nov 8, 2026): return on equity 11.4%. They feed the Quality Score of 73/100, which measures business quality independently of the share price.
How far is 301283 from its 52-week high?
Focus Hotmelt Co. Ltd. A trades at ¥22.50, about 45% below its 52-week high of ¥41.20 and 8% above the low of ¥20.85 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of ¥23.50 is for.
Which stocks are comparable to Focus Hotmelt Co. Ltd. A?
From the same area (Basic Materials) we also value Linde plc, Ecolab Inc, The Sherwin-Williams Company, Nan Ya Plastics Corporation, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Focus Hotmelt Co. Ltd. A stock attractive at the current price?
The data as of Nov 8, 2026: price ¥22.50, calculated fair value ¥23.50 (+4%), Quality Score 73/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 301283 calculated?
We run Focus Hotmelt Co. Ltd. A through 26 models from 8 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of ¥23.50 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Focus Hotmelt Co. Ltd. A currently trades 4% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Focus Hotmelt Co. Ltd. A (301283)?
The closing price on Nov 6, 2026 was ¥22.50. Our model-based fair value is ¥23.50, about +4% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Focus Hotmelt Co. Ltd. A right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. A fairly wide model range (¥16.45 to ¥30.55) leaves room in how you read the outcome.
Key figures of Focus Hotmelt Co. Ltd. A
How large is the market capitalisation of Focus Hotmelt Co. Ltd. A (301283)?
The market capitalisation of Focus Hotmelt Co. Ltd. A is 2.6B CNY (≈ $393M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Focus Hotmelt Co. Ltd. A (301283)?
The price-to-sales ratio of Focus Hotmelt Co. Ltd. A is 1.05 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Focus Hotmelt Co. Ltd. A (301283)?
Earnings per share at Focus Hotmelt Co. Ltd. A are ¥1.50 (price ÷ EPS = P/E 15.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Focus Hotmelt Co. Ltd. A (301283)?
The dividend yield of Focus Hotmelt Co. Ltd. A is 5.9% (payout 89.0%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Focus Hotmelt Co. Ltd. A (301283)?
The net margin of Focus Hotmelt Co. Ltd. A is 7.2% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Focus Hotmelt Co. Ltd. A (301283)?
The return on equity (ROE) of Focus Hotmelt Co. Ltd. A is 11.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Focus Hotmelt Co. Ltd. A (301283)?
On an EBIT basis the return on assets of Focus Hotmelt Co. Ltd. A is 7.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Focus Hotmelt Co. Ltd. A (301283)?
The operating margin of Focus Hotmelt Co. Ltd. A is 5.9% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Focus Hotmelt Co. Ltd. A (301283)?
Revenue at Focus Hotmelt Co. Ltd. A is growing +54.5% versus a year earlier (3y avg +16.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Focus Hotmelt Co. Ltd. A (301283)?
Earnings per share at Focus Hotmelt Co. Ltd. A are growing −31.5% versus a year earlier. How much earnings per share grew versus a year earlier.
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Broad data
Nov 8, 2026