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Deepexi Technology Co (1384) Fair Value & Analysis

Technology · HK · Market cap HK$12.7B

DT Deepexi Technology Co 1384 · HK
PriceHK$34.96
Fair ValueHK$17.96
Upside-48.6%
Quality36/100
Expensive Growth
negative free cash flow
Trails peers (2/8)
Narrow moat 12/100
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Evidence: Low Range HK$11.84 – HK$22.51 Share as image

Fair value as of: Aug 5, 2026

From 1 valuation models · updated today

Fair value updated Aug 5, 2026, revised from HK$2.30 to HK$17.96 (+680.9%) since Jul 2, 2026. Share price −5.2% over the past month.

Below-average quality, and screening another 49% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (HK$22.51). The favourable scenario is already priced in.
  • Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (HK$11.84 to HK$22.51) leaves room in how you read the outcome.
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Price vs Fair Value (9 months)

HK$118.00 HK$28.60 Fair Value HK$17.96 Oct 2025 Aug 2026

White line = price, green steps = our fair value per fiscal year. As of Aug 5, 2026.

How to read this chart

9‑month range HK$28.60 – HK$118.00 · fair‑value band HK$11.84 – HK$22.51 · the HK$34.96 price screens above the HK$17.96 fair value. As of Aug 5, 2026.

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Analysis

Deepexi Technology Co (1384) currently trades at HK$34.96, while our model-based Fair Value estimate is HK$17.96, implying the stock looks roughly 48.6% overvalued today. We read business quality at 36/100 (below-average quality), in the Technology 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: low).

Trailing-twelve-month revenue stands at HK$415M. Revenue grew 55.1% year over year. Fundamentals as of Aug 5, 2026

Our scenario range runs from HK$11.84 (bear case) to HK$22.51 (bull case); at HK$34.96, the current price sits above that range. The share trades about 73% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -49%, 1384 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.

Model BearBaseBull Evidence
Highest evidence
NCAV (Graham) HK$13.42 HK$17.96 HK$26.83 50
All 1 models by family
Asset-Based
NCAV (Graham) HK$13.42 HK$17.96 HK$26.83 50

Key figures & financial health

Revenue (TTM) HK$415M
Revenue growth (YoY) +55.1%
Net margin -225%
Free cash flow −HK$205M FY2025
Operating margin -6.4%
EPS (TTM) HK$-1.12

Figures from reported company fundamentals · as of Aug 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 36/100

Of which business quality 54 · Market factors (momentum, volatility) 2

Profitability 12
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 4
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 80
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

Deepexi Technology Co., Ltd. provides enterprise-level big-model AI application solutions in China. the company offers solutions based on technology infrastructure, FastData enterprise data intelligence solution based on FastData Foil Data Fusion Platform; and FastAGI enterprise AI solution based on Deepexi enterprise large model platform.

Full company description

Deepexi Technology Co., Ltd. provides enterprise-level big-model AI application solutions in China. the company offers solutions based on technology infrastructure, FastData enterprise data intelligence solution based on FastData Foil Data Fusion Platform; and FastAGI enterprise AI solution based on Deepexi enterprise large model platform. It serves consumer goods, manufacturing, healthcare, and transportation industries. The company was formerly known as Beijing Deepexi Technology Co., Ltd. and changed its name to Deepexi Technology Co., Ltd. in April 2025. The company was incorporated in 2018 and is based in Haidian, China.

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

Revenue & earnings trend

FY2023 – FY2025 · reported fiscal years

Deepexi Technology Co reported revenue of HK$415M in FY2025 versus HK$129M in FY2023, a compound +79.3%/yr. Reported net income was −HK$935M in FY2025.

Growth Quality 44/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
HK$415M
Latest YoY
+70.8%
Revenue +79.3%/yr
FY23 HK$129M
FY24 HK$243M
FY25 HK$415M
Net income
FY23 −HK$503M
FY24 −HK$1.3B
FY25 −HK$935M

1384 screens 49% overvalued. Compare with SAP SE →

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Cite: Fair Value Calculator (2026). "Deepexi Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/1384

Peer Group

Software - Application · 772 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 40 · Below median
Fair Value upside −43% · Below median
Return on assets -16% · Bottom 25%
Operating margin (TTM) -6% · Below median
Revenue growth 55% · Top 25%

Valuation Multiples vs Software - Application median · lower = cheaper

P/B 1.95× · Cheaper than median
P/S (TTM) 3.89× · 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 0
FUTURE 100 · sector 38
PAST 0 · sector 7
HEALTH 0 · sector 98
DIVIDEND 0 · sector 25

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.

Similar stocks

10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Aug 5, 2026).

Stock Price Fair Value vs Fair Value
SAP SE SAPS C$12.69 C$16.26 +28%
Shopify Inc SHOP C$173.23 C$20.54 -88%
Uber Technologies, Inc UBER $72.67 $51.11 -30%
Salesforce, Inc CRM $170.77 $182.10 +7%
ServiceNow, Inc NOW $107.71 $33.12 -69%
Cadence Design Systems, Inc CDNS $384.17 $80.41 -79%
Snowflake Inc SNOW $271.87 $34.04 -87%
Adobe Inc ADBE $230.61 $379.48 +65%
Automatic Data Processing, Inc ADP $241.92 $177.51 -27%
Intuit Inc INTU $291.09 $258.69 -11%

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Frequently asked questions

Is Deepexi Technology Co (1384) overvalued or undervalued?
As of Aug 5, 2026, our model estimates a fair value of HK$17.96 versus a price of HK$34.96, about −49% (overvalued).
What is the fair value of 1384?
Our model-based fair value for Deepexi Technology Co is HK$17.96 (as of Aug 5, 2026), built from audited fundamentals. The current price is HK$34.96.
What is the quality score of 1384?
Deepexi Technology Co has a Quality Score of 36/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Deepexi Technology Co (1384)?
Deepexi Technology Co reported trailing-twelve-month revenue of about HK$415M (latest available figure, as of Aug 5, 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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