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Johnson Electric Holdings (0179) Fair Value & Analysis

Consumer Cyclical · HK · Market cap HK$18.0B

JE Johnson Electric Holdings 0179 · HK
PriceHK$19.64
Fair ValueHK$4.56
Upside-76.8%
Quality58/100
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Mixed Growth
Thin margins · 5.5% net margin
Low debt · generates free cash flow
0.41% dividend yield
Mixed vs. peers (8/15)
Narrow moat 29/100
Evidence: High Range HK$3.29 – HK$5.70 Share as image

Fair value as of: Aug 2, 2026

From 25 valuation models · updated 8 days ago

Share price −4.8% over the past month.

A solid business, but screening 77% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (HK$5.70). The favourable scenario is already priced in.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

HK$44.24 HK$6.51 Fair Value HK$4.56 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

60‑month range HK$6.51 – HK$44.24 · fair‑value band HK$3.29 – HK$5.70 · the HK$19.64 price screens above the HK$4.56 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Johnson Electric Holdings (0179) currently trades at HK$19.64, while our model-based Fair Value estimate is HK$4.56, implying the stock looks roughly 76.8% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Johnson Electric Holdings generated revenue of HK$3.7B at a net margin of 5.5%. Revenue grew 1.3% year over year. It earns a return on equity of 7.2%. The balance sheet holds a net cash position of HK$519M. Fundamentals as of Aug 2, 2026

Our scenario range runs from HK$3.29 (bear case) to HK$5.70 (bull case); at HK$19.64, 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 57% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -77%, 0179 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

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 (HK$0.9900 to HK$8.87). 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
Growth DCF HK$3.31 HK$4.40 HK$5.90 80
Residual Income HK$2.49 HK$2.63 HK$2.83 76
Rev-Margin DCF HK$3.45 HK$5.00 HK$6.69 74
All 25 models by family
DCF Models
FCF DCF HK$3.25 HK$4.43 HK$6.15 38
Owner Earnings HK$2.97 HK$4.03 HK$5.56 31
5Y Revenue Exit HK$3.45 HK$4.99 HK$6.90 39
5Y EBITDA Exit HK$5.07 HK$7.91 HK$11.14 41
5Y P/E Exit HK$3.57 HK$5.20 HK$6.84 38
10Y Revenue Exit HK$3.27 HK$4.63 HK$6.37 36
10Y EBITDA Exit HK$4.37 HK$6.62 HK$9.49 37
10Y P/E Exit HK$3.43 HK$4.77 HK$6.32 35
Earnings-Based
Graham-Dodd HK$1.48 HK$3.75 HK$4.88 54
PEG = 1.0 HK$0.7000 HK$0.9900 HK$1.29 46
EPV HK$3.53 HK$4.00 HK$4.40 59
Dividend Discount
Gordon GGM HK$0.7100 HK$1.37 HK$2.32 70
DDM Multi-Stage HK$0.7100 HK$1.09 HK$1.49 61
Multiples
P/E Multiple HK$3.42 HK$4.56 HK$5.70 63
P/S Multiple HK$2.77 HK$3.69 HK$4.62 58
P/B Multiple HK$2.77 HK$3.69 HK$4.62 55
EV/EBIT HK$4.94 HK$6.35 HK$7.75 53
EV/EBITDA HK$6.84 HK$8.87 HK$10.90 54
EV/Revenue HK$3.74 HK$5.03 HK$6.31 43
Asset-Based
NCAV (Graham) HK$1.53 HK$2.05 HK$3.06 50
Growth DCF
Growth DCF HK$3.31 HK$4.40 HK$5.90 80
Rev-Margin DCF HK$3.45 HK$5.00 HK$6.69 74
Economic Profit
Residual Income HK$2.49 HK$2.63 HK$2.83 76
ROIC Compounder HK$3.61 HK$4.30 HK$5.11 72
Growth Earnings
Growth-Adj P/E HK$2.65 HK$3.78 HK$4.92 68

Widest divergence: DCF Models (HK$4.77) versus Dividend Discount (HK$1.09). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$3.7B
Revenue growth (YoY) +1.3%
Net margin 5.5%
Return on equity 7.2%
Free cash flow HK$215M FY2026
P/E ratio 11.5
More key figures
Operating margin 2.4%
EPS (TTM) HK$0.1400
Dividend yield 0.4%
EPS growth (YoY) -48.2%
Net cash HK$519M FY2026

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 60 · Market factors (momentum, volatility) 17

Profitability 40
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 86
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 18
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 7
Distance to the 52-week high (market factor)
Net Issuance 75
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.

About the company

Johnson Electric Holdings Limited, an investment holding company, manufactures and sells motion systems the Americas, the Asia-Pacific, Europe, the Middle East, Africa, and the People's Republic of China.

Full company description

Johnson Electric Holdings Limited, an investment holding company, manufactures and sells motion systems the Americas, the Asia-Pacific, Europe, the Middle East, Africa, and the People's Republic of China. The company offers shaded pole, synchronous, and universal motors; coolant and refrigerant valve, headlamp, HVAC, grill shutter, and EV locking actuators; eco fans and blowers, and AC blowers; factory and delivery bikes; automotive compact DC and cooling fan motors; industry and industry compact DC motors; automotive and industry EC motors; and eDrives. It also provides ALC, bulk, display, folded and pre-formed, jumper, shielded, u-flex, and ZIF cables; EMI shielded flexible circuits, flexible printed circuits and printed electronics, security circuits, RFID antenna products, dual interface, and contact plates; automotive and industry DC gearmotors, and gearboxes; haptic actuators and motors; motorized drive rollers; high force piezo motors, low speed piezo motors, miniature piezo motors, piezo motor drivers and controls, piezo subsystems, and silent piezo motors; and goniometers, linear stages, rotary stages, and Z wedge stages. In addition, the company offers powder metal components; pump and valves; solenoids; AC starters; steerable wheel; linear and rotary stepper motors; and switches and relays. Further, it provides solutions to automotive, bikes, building automation, business machines, circuit breakers, digital security, floor care, food and beverage, home technologies, industrial and warehouse automation, laboratory equipment, lawn and garden, medical devices, optronics, personal care, power tools, powersports, robotics, smart meters, specialty vehicles, ventilation, and white goods. The company was founded in 1959 and is headquartered in Sha Tin, Hong Kong.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Johnson Electric Holdings reported revenue of HK$3.6B in FY2026 versus HK$3.4B in FY2022, a compound +1.3%/yr. Reported net income was HK$201M in FY2026, compounding +8.3%/yr from FY2022.

Growth Quality 53/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
HK$3.6B
Latest YoY
−0.3%
Avg. 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.
−0.1%
Avg. 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.
+2.9%
Avg. growth/yr (28Y) ⓘ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.
+8.6%
Revenue +1.3%/yr
FY22 HK$3.4B
FY23 HK$3.6B
FY24 HK$3.8B
FY25 HK$3.6B
FY26 HK$3.6B
Net income +8.3%/yr
FY22 HK$146M
FY23 HK$158M
FY24 HK$229M
FY25 HK$263M
FY26 HK$201M
Character of growth · EPS growth decomposed (2015-2026) +1.0 % p.a.
Revenue per share +4.7 pp

of which total revenue +5.0 pp · buybacks/dilution −0.3 pp

EBIT margin −1.1 pp
Tax rate +0.0 pp
Residual (interest, one-offs) −2.6 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

0179 screens 77% overvalued. Compare with Hyundai Mobis Co →

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Johnson Electric Holdings · Fair Value
HK$4.56 −77%Fair Value
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Cite: Fair Value Calculator (2026). "Johnson Electric Holdings Fair Value". https://www.fairvalue-calculator.com/stock/0179

Peer Group

Auto Parts · 642 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 58 · Above median
Fair Value upside −77% · Bottom 25%
Return on equity (TTM) 7% · Above median
Return on assets 3% · Below median
Net margin (TTM) 6% · Above median
Operating margin (TTM) 2% · Bottom 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 0.4% · Bottom 25%
Debt / equity 0.08× · Lower than median

Valuation Multiples vs Auto Parts median · lower = cheaper

P/E (TTM) 11.5× · Cheaper than 75% of peers
P/B 0.81× · Cheaper than median
P/S (TTM) 0.63× · Cheaper than median
P/FCF 10.7× · Pricier than 75% of peers
EV/EBITDA 3.4× · Cheaper than 75% of peers
PEG 1.34× · Pricier than median

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.

VALUE 0 · sector 16
FUTURE 7 · sector 23
PAST 29 · sector 26
HEALTH 96 · sector 95
DIVIDEND 8 · sector 30

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

Is Johnson Electric Holdings (0179) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of HK$4.56 versus a price of HK$19.64, about −77% (overvalued).
What is the fair value of 0179?
Our model-based fair value for Johnson Electric Holdings is HK$4.56 (as of Aug 2, 2026), built from audited fundamentals. The current price is HK$19.64.
What is the quality score of 0179?
Johnson Electric Holdings has a Quality Score of 58/100. 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 Johnson Electric Holdings (0179)?
Johnson Electric Holdings reported trailing-twelve-month revenue of about HK$3.7B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of 0179?
The net profit margin of Johnson Electric Holdings is about 5.5%, meaning it keeps roughly 5.5% of revenue as net income. Based on the latest reported figures.
Does Johnson Electric Holdings pay a dividend?
Johnson Electric Holdings currently shows a dividend yield of about 0.41% relative to its recent price (as of Aug 2, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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