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Yizumi Holdings (300415) Fair Value & Analysis

Industrials · CN · Market cap 10.0B CNY

YH Yizumi Holdings 300415 · SHE
Price¥21.28
Fair Value¥27.07
Upside+27.2%
Quality55/100
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Expensive Growth
Solidly profitable · 11.6% net margin
Low debt · generates free cash flow
2.80% dividend yield
Ranks above peers (11/14)
Moderate moat 60/100
Evidence: High Range ¥15.05 – ¥49.56 Share as image

Fair value as of: Jul 9, 2026

From 25 valuation models · updated 32 days ago

Fair value updated Jul 9, 2026, revised from ¥28.89 to ¥27.07 (−6.3%) since Jun 24, 2026. Share price −0.1% over the past month.

A solid business, screening 27% undervalued on our models.

What matters now

  • The model range is unusually wide (¥15.05 to ¥49.56). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

¥28.19 ¥9.11 Fair Value ¥27.07 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 9, 2026.

How to read this chart

60‑month range ¥9.11 – ¥28.19 · fair‑value band ¥15.05 – ¥49.56 · the ¥21.28 price screens below the ¥27.07 fair value. Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Yizumi Holdings (300415) currently trades at ¥21.28, while our model-based Fair Value estimate is ¥27.07, implying the stock looks roughly 27.2% undervalued today. The Quality Score stands at 55/100 (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, Yizumi Holdings generated revenue of 6.2B CNY at a net margin of 11.6%. Revenue grew 9.2% year over year. It earns a return on equity of 21.6%. Net debt stands at 1.1B CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥15.05 (bear case) to ¥49.56 (bull case); at ¥21.28, 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 27% below its 52-week high and 14% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at 27%, 300415 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ¥1.40 80
Residual Income ¥9.53 ¥12.45 ¥49.30 76
ROIC Compounder ¥16.61 ¥24.56 ¥35.02 72
All 25 models by family
DCF Models
FCF DCF ¥1.53 38
Owner Earnings ¥11.90 ¥26.96 ¥55.89 31
5Y Revenue Exit ¥9.89 ¥24.36 ¥47.35 39
5Y EBITDA Exit ¥13.00 ¥31.33 ¥58.25 41
5Y P/E Exit ¥14.15 ¥34.57 ¥60.53 38
10Y Revenue Exit ¥5.74 ¥18.80 ¥40.39 36
10Y EBITDA Exit ¥8.45 ¥24.20 ¥53.01 37
10Y P/E Exit ¥9.23 ¥26.19 ¥55.07 35
Earnings-Based
Graham-Dodd ¥10.28 ¥65.01 ¥90.83 54
Lynch FV ¥18.77 ¥26.81 ¥34.86 50
PEG = 1.0 ¥18.77 ¥26.81 ¥34.86 46
EPV ¥13.49 ¥15.93 ¥18.05 59
Dividend Discount
Gordon GGM ¥5.15 ¥10.25 ¥15.53 70
DDM Multi-Stage ¥5.15 ¥8.86 ¥10.82 61
Multiples
P/E Multiple ¥23.82 ¥31.76 ¥39.70 63
P/S Multiple ¥19.28 ¥25.71 ¥32.14 58
P/B Multiple ¥19.28 ¥25.71 ¥32.14 55
EV/EBIT ¥22.25 ¥30.34 ¥38.43 53
EV/EBITDA ¥20.07 ¥27.44 ¥34.80 54
EV/Revenue ¥14.24 ¥21.21 ¥28.18 43
Asset-Based
NCAV (Graham) ¥3.48 ¥4.66 ¥6.95 50
Growth DCF
Growth DCF ¥1.40 80
Economic Profit
Residual Income ¥9.53 ¥12.45 ¥49.30 76
ROIC Compounder ¥16.61 ¥24.56 ¥35.02 72
Growth Earnings
Growth-Adj P/E ¥26.69 ¥38.12 ¥49.56 68

Widest divergence: Growth Earnings (¥38.12) versus Asset-Based (¥4.66). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 6.2B CNY
Revenue growth (YoY) +9.2%
Net margin 11.6%
Return on equity 21.6%
Free cash flow 32.5M CNY FY2025
P/E ratio 13.7
More key figures
Operating margin 13.3%
EPS (TTM) ¥1.55
Dividend yield 2.8%
EPS growth (YoY) +3.6%
Net debt 1.1B CNY FY2025

Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 53 · Market factors (momentum, volatility) 43

Profitability 56
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 16
Earnings quality: real cash, not paper profit
Fin. Strength 70
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 29
Price trend over the last 3–12 months (market factor)
52W Momentum 35
Distance to the 52-week high (market factor)
Net Issuance 74
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

Yizumi Holdings Co., Ltd. designs, researches and develops, manufactures, sells, and services various molding machines in China and internationally.

Full company description

Yizumi Holdings Co., Ltd. designs, researches and develops, manufactures, sells, and services various molding machines in China and internationally. The company offers injection molding machines, die-casting machines, rubber injection molding machines, industrial 3D printing machines, thixo molding machines, and related supporting products, as well as robotic automation systems and intelligent manufacturing solutions. It serves automotive, motorcycle, home appliances, 3C, power, and packaging industries. The company was formerly known as Guangdong Yizumi Precision Machinery Co.,Ltd. and changed its name to Yizumi Holdings Co., Ltd. in November 2022. Yizumi Holdings Co., Ltd. was founded in 2002 and is headquartered in Foshan, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Yizumi Holdings reported revenue of ¥6.0B in FY2025 versus ¥3.5B in FY2021, a compound +14.4%/yr. Reported net income was ¥709M in FY2025, compounding +8.3%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
6.0B CNY
Latest YoY
+19.5%
Avg. growth/yr (3Y)
+18.0%
Avg. growth/yr (5Y)
+17.3%
Avg. growth/yr (14Y)
+15.9%
Revenue +14.4%/yr
FY21 ¥3.5B
FY22 ¥3.7B
FY23 ¥4.1B
FY24 ¥5.1B
FY25 ¥6.0B
Net income +8.3%/yr
FY21 ¥516M
FY22 ¥405M
FY23 ¥477M
FY24 ¥608M
FY25 ¥709M

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Cite: Fair Value Calculator (2026). "Yizumi Holdings Fair Value". https://www.fairvalue-calculator.com/stock/300415

Peer Group

Specialty Industrial Machinery · 809 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 55 · Above median
Fair Value upside +27% · Top 25%
Return on equity (TTM) 22% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 12% · Top 25%
Operating margin (TTM) 13% · Above median
Revenue growth 9% · Above median
Dividend yield (TTM) 2.8% · Top 25%
Debt / equity 0.47× · Higher than 75% of peers

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 13.7× · Cheaper than 75% of peers
P/B 3.06× · Pricier than median
P/S (TTM) 1.62× · Cheaper than median
P/FCF 45.6× · Pricier than 75% of peers
EV/EBITDA 10.9× · Cheaper 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 70 · sector 0
FUTURE 46 · sector 23
PAST 86 · sector 28
HEALTH 76 · sector 96
DIVIDEND 56 · sector 24

Insider activity: 45/100

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 Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).

Stock Price Fair Value vs Fair Value
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1SIE 1SIE €273.20 €91.93 -66%
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Sandvik AB SAND kr 384.10 kr 193.01 -50%
Doosan Enerbility Co 034020 76,400 KRW 7,938 KRW -90%
Vestas Wind Systems A/S VWS kr 178.10 kr 124.54 -30%
Zhejiang Sanhua Intelligent Controls Co 002050 ¥43.20 ¥22.68 -48%
NARI Technology Co 600406 ¥22.19 ¥18.71 -16%

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Frequently asked questions

Is Yizumi Holdings (300415) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥27.07 versus a price of ¥21.28, about +27% (undervalued).
What is the fair value of 300415?
Our model-based fair value for Yizumi Holdings is ¥27.07 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥21.28.
What is the quality score of 300415?
Yizumi Holdings has a Quality Score of 55/100. 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 Yizumi Holdings (300415)?
Yizumi Holdings reported trailing-twelve-month revenue of about 6.2B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 300415?
The net profit margin of Yizumi Holdings is about 11.6%, meaning it keeps roughly 11.6% of revenue as net income. Based on the latest reported figures.
Does Yizumi Holdings pay a dividend?
Yizumi Holdings currently shows a dividend yield of about 2.80% relative to its recent price (as of Jul 9, 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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