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Changchun UP Optotech Co Ltd (002338) Fair Value & Analysis

Technology · CN · Market cap 13.0B CNY (≈ $1.9B) · ISIN CNE100000K80

What is Changchun UP Optotech Co Ltd really worth?

CU Changchun UP Optotech Co Ltd 002338 · SHE
Price¥40.55
Fair Value¥4.75
Upside−88.3%
Quality46/100

Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.

Below-average quality, and trading another 754% above our fair value of ¥4.75.

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Strengths

Solidly profitable · 11.4% net margin

Risks

!Mixed Growth (revenue 5y +13.1 %/yr)
!Low debt · negative free cash flow
!Trails peers (3/12)
!Narrow moat 34/100
!Evidence only low, so the estimate is less certain
!Weak on dividend: 3 out of 100

For context

·0.17% dividend yield
Evidence: Low Range ¥4.28 – ¥7.14

Fair value as of: Aug 28, 2026

From 17 valuation models · updated 8 days ago

Share price +1.6% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (¥7.14). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

¥67.82 ¥13.77 Fair Value ¥4.75 Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 28, 2026.

How to read this chart

60‑month range ¥13.77 – ¥67.82 · fair‑value band ¥4.28 – ¥7.14 · the ¥40.55 price screens above the ¥4.75 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 28, 2026.

Full chart & analysis →

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Analysis

Changchun UP Optotech Co Ltd (002338) currently trades at ¥40.55, while our model-based Fair Value estimate is ¥4.75, implying the stock looks roughly 754.0% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of ¥9.33 per share, and 0 of the 17 models we run sit above the ¥40.55 price. Bear case: the Dividend Discount group reads lowest at ¥1.08, and 17 of the 17 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Changchun UP Optotech Co Ltd generated revenue of 860M CNY at a net margin of 11.4%. Revenue grew 36.5% year over year. It earns a return on equity of 8.3%. Net debt stands at 16.1M CNY. Fundamentals as of Aug 28, 2026

Our scenario range runs from ¥4.28 (bear case) to ¥7.14 (bull case); at ¥40.55, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 42% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −55% fair-value upside, at −88%, 002338 screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2024 figures, and about 12 months have passed since. In that time the company retained roughly ¥0.3400 per share, which is 7.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (¥1.08 to ¥9.33). Read the values as a conservative anchor, not as a price target.
Model 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. Evidence
Highest evidence
Residual Income best evidence ¥4.23 ¥4.27 ¥4.08 76
Owner Earnings ¥5.63 ¥9.33 ¥15.46 74
EPV ¥4.29 ¥4.93 ¥5.50 74
All 17 models by family
DCF Models
Owner Earnings ¥5.63 ¥9.33 ¥15.46 74
Earnings-Based
Graham-Dodd ¥1.88 ¥7.65 ¥10.41 64
Lynch FV ¥1.91 ¥2.73 ¥3.55 61
PEG = 1.0 ¥1.91 ¥2.73 ¥3.55 57
EPV ¥4.29 ¥4.93 ¥5.50 74
Dividend Discount
Gordon GGM ¥0.6200 ¥1.28 ¥2.03 66
DDM Multi-Stage ¥0.6200 ¥1.08 ¥1.34 67
Multiples
P/E Multiple ¥4.36 ¥5.81 ¥7.26 63
P/S Multiple ¥3.53 ¥4.70 ¥5.88 58
P/B Multiple ¥3.53 ¥4.70 ¥5.88 55
EV/EBIT ¥6.17 ¥8.09 ¥10.01 66
EV/EBITDA ¥6.96 ¥9.14 ¥11.32 67
EV/Revenue ¥4.34 ¥6.01 ¥7.69 54
Asset-Based
NCAV (Graham) ¥2.76 ¥3.70 ¥5.53 54
Economic Profit
Residual Income best evidence ¥4.23 ¥4.27 ¥4.08 76
ROIC Compounder ¥4.29 ¥4.93 ¥5.50 72
Growth Earnings
Growth-Adj P/E ¥3.33 ¥4.75 ¥6.18 67

Widest divergence: DCF Models (¥9.33) versus Dividend Discount (¥1.08). Highest evidence: Residual Income (76).

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Key figures & financial health

P/E ratio 98.9
P/S ratio 8.81 P/E × margin
EPS (TTM) ¥0.4100 price ÷ EPS = P/E 98.9
Dividend yield 0.2% payout 17.1%
Net margin 8.9% FY2024
Return on equity 8.3% TTM
More key figures
Profitability
Return on assets (EBIT) 5.1% avg 5y
Operating margin 4.4% TTM
Growth
Revenue (TTM) 860M CNY TTM
Revenue growth (YoY) +36.5% 3y avg +10.9%
EPS growth (YoY) +117%
Balance sheet & cash flow
Free cash flow −47.3M CNY FY2024
Net debt 16.1M CNY FY2024

Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 46 · Market factors (momentum, volatility) 22

Profitability 28
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 1
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 46
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 10
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 95
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Changchun UP Optotech Co.,Ltd. engages in the research, development, production, and sale of photoelectric measurement and control equipment products in China.

Full company description

Changchun UP Optotech Co.,Ltd. engages in the research, development, production, and sale of photoelectric measurement and control equipment products in China. It also offers optomechanical instruments, optomechanical integrated equipment, optical materials, optical components, medical equipment, disinfection equipment, grating encoders products, composite material products, and disinfectants. Its products include photoelectric theodolite, aerospace products, space camera, K9 Optical Glass, Coating materials; and medical devices, including special visual inspection device, portable digital inclinometer, tilting bed, vestibular function checker, dark adaptation checker, rapid physical examination device, cervical psoas muscle trainer, high-throughput cell screener, large field of view imaging analyzer, acidic oxidation potential water, and intravenous fluid aids. Further, it is involved in import business of mechanical equipment, spare parts, raw and auxiliary materials, and technologies. The company was founded in 2001 and is based in Changchun, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Changchun UP Optotech Co Ltd reported revenue of 745M CNY in FY2024 versus 441M CNY in FY2020, a compound +14.0%/yr. Reported net income was 66.4M CNY in FY2024, compounding +7.9%/yr from FY2020.

Growth Quality 47/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
745M CNY
Latest YoY
−3.6%
Avg. revenue growth/yr (3Y) 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.
+10.9%
Avg. revenue growth/yr (5Y) 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.
+13.1%
Avg. revenue growth/yr (18Y) 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.
+10.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+7.2% (7.0 + 0.2)
Revenue +14.0%/yr
FY20 441M CNY
FY21 547M CNY
FY22 627M CNY
FY23 773M CNY
FY24 745M CNY
Net income +7.9%/yr
FY20 49.1M CNY
FY21 46.7M CNY
FY22 81.8M CNY
FY23 86.6M CNY
FY24 66.4M CNY
Character of growth · EPS growth decomposed (2013-2024) +3.2 % p.a.
Revenue per share +8.6 %

of which total revenue +8.5 % · buybacks/dilution +0.1 %

EBIT margin +1.8 %
Tax rate +1.4 %
Residual (interest, one-offs) −8.0 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

002338 screens 754% overvalued. Compare with Keysight Technologies, Inc →

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Cite: Fair Value Calculator (2026). "Changchun UP Optotech Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/002338

Peer Group

Scientific & Technical Instruments · 164 stocks

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.

Quality Score 46 · Below median
Fair Value upside −88% · Bottom 25%
Return on equity (TTM) 8% · Above median
Return on assets 1% · Below median
Net margin (TTM) 11% · Above median
Operating margin (TTM) 4% · Below median
Revenue growth 37% · Top 25%
Dividend yield (TTM) 0.2% · Bottom 25%
Debt / equity 0.10× · Higher than median

Valuation Multiples vs Scientific & Technical Instruments median · lower = cheaper

P/E (TTM) 98.9× · Pricier than 75% of peers
P/B 9.80× · Pricier than 75% of peers
P/S (TTM) 15.10× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 32
PAST33 · sector 24
HEALTH95 · sector 98
DIVIDEND3 · sector 21

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Scientific & Technical Instruments stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).

Stock Price Fair Value vs Fair Value
Keysight Technologies, Inc KEYS $316.13 $107.22 −66%
Garmin Ltd GRMN $309.98 $139.44 −55%
Teledyne Technologies Incorporated TDY $607.87 $488.95 −20%
Chroma ATE Inc 2360 2,195 TWD 322.57 TWD −85%
Hexagon AB HEXAB kr 99.00 kr 74.09 −25%
MKS Inc MKSI $281.60 $76.00 −73%
AVIC Chengdu Aircraft Company 302132 ¥60.00 ¥24.39 −59%
Fortive Corporation FTV $61.54 $33.48 −46%
Trimble Inc TRMB $56.99 $34.12 −40%
Cognex Corporation CGNX $60.79 $19.25 −68%

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Frequently asked questions

Is Changchun UP Optotech Co Ltd (002338) overvalued or undervalued?
As of Aug 28, 2026, our model estimates a fair value of ¥4.75 versus a price of ¥40.55, about −88% upside (overvalued).
What is the fair value of 002338?
Our model-based fair value for Changchun UP Optotech Co Ltd is ¥4.75 (as of Aug 28, 2026), built from audited fundamentals. The current price: ¥40.55.
What is the quality score of 002338?
Changchun UP Optotech Co Ltd has a Quality Score of 46/100. 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 revenue of Changchun UP Optotech Co Ltd (002338)?
Changchun UP Optotech Co Ltd reported trailing-twelve-month revenue of about 860M CNY (latest available figure, as of Aug 28, 2026).
What is the net profit margin of 002338?
The net profit margin of Changchun UP Optotech Co Ltd is about 11.4%, meaning it keeps roughly 11.4% of revenue as net income. Based on the latest reported figures.
Does Changchun UP Optotech Co Ltd pay a dividend?
Changchun UP Optotech Co Ltd currently shows a dividend yield of about 0.17% relative to its recent price (as of Aug 28, 2026).
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