Sungrow Power Supply Co (300274) Fair Value & Analysis
Industrials · CN · Market cap 238B CNY
Fair value as of: Jul 12, 2026
From 26 valuation models · updated 27 days ago
Share price −16.3% over the past month.
A solid business, screening 16% undervalued on our models.
What matters now
- The model range is unusually wide (¥94.13 to ¥386.42). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Our model range runs from ¥94.13 (bear) to ¥386.42 (bull), base ¥123.83. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 57/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range ¥39.47 – ¥204.42 · fair‑value band ¥94.13 – ¥386.42 · the ¥106.70 price screens below the ¥123.83 fair value. Dashed = 300-day average. As of Jul 12, 2026.
Analysis
Sungrow Power Supply Co (300274) currently trades at ¥106.70, while our model-based Fair Value estimate is ¥123.83, implying the stock looks roughly 16.1% undervalued today. We read business quality at 57/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Sungrow Power Supply Co generated revenue of 85.7B CNY at a net margin of 13.9%. Revenue declined 18.3% year over year. It earns a return on equity of 25.0%. The balance sheet holds a net cash position of 10.4B CNY. Fundamentals as of Jul 12, 2026
Our scenario range runs from ¥94.13 (bear case) to ¥386.42 (bull case); at ¥106.70, the current price sits within 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 49% below its 52-week high and 81% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -53% fair-value upside, at 16%, 300274 screens cheaper 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.
All 26 models by family
Widest divergence: Growth Earnings (¥292.83) versus Asset-Based (¥15.06). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 48
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
Sungrow Power Supply Co., Ltd. engages in the research and development, production, sale, and service of new energy power equipment for solar energy, wind energy, energy storage, and electric vehicles.
Full company description
Sungrow Power Supply Co., Ltd. engages in the research and development, production, sale, and service of new energy power equipment for solar energy, wind energy, energy storage, and electric vehicles. The company offers photovoltaic inverters, wind power converters, energy storage systems, new energy vehicle drive systems, floating photovoltaic systems, and smart energy operation services, as well as operation and maintenance services. It operates in Europe, the Americas, the Middle East, Africa, the Asia-Pacific, China, and internationally. Sungrow Power Supply Co., Ltd. was founded in 1997 and is based in Hefei, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sungrow Power Supply Co reported revenue of ¥89.2B in FY2025 versus ¥24.1B in FY2021, a compound +38.6%/yr. Reported net income was ¥13.5B in FY2025, compounding +70.8%/yr from FY2021.
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Peer Group
Electrical Equipment & Parts · 519 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.
Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper
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.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$675.50 | HK$391.44 | -42% |
| ABB Ltd ABBN | CHF 83.82 | CHF 35.46 | -58% |
| Delta Electronics (Thailand) Public Company TDED | 12.39 SGD | 1.48 SGD | -88% |
| LG Energy Solution, Ltd 373220 | 334,000 KRW | 201,455 KRW | -40% |
| WEG S.A WEGE3 | 13,210 ARS | 7,948 ARS | -40% |
| Shenzhen Inovance Technology Co 300124 | ¥63.43 | ¥33.04 | -48% |
| HD Hyundai Electric Co 267260 | 823,000 KRW | 371,133 KRW | -55% |
| LS ELECTRIC Co 010120 | 190,000 KRW | 31,517 KRW | -83% |
| Sieyuan Electric Co 002028 | ¥151.73 | ¥71.69 | -53% |
| Hyosung Heavy Industries Corporation 298040 | 2,789,000 KRW | 1,065,378 KRW | -62% |
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Frequently asked questions
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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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