Yealink Network Technology Co (300628) Fair Value & Analysis
Technology · CN · Market cap 42.1B CNY
Fair value as of: Jul 9, 2026
From 24 valuation models · updated 32 days ago
Share price +15.7% over the past month.
A strong business, but screening 22% overvalued on our models.
What matters now
- A high-quality business (quality 80/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The model range is unusually wide (¥22.91 to ¥84.49). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
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 ¥21.13 – ¥56.92 · fair‑value band ¥22.91 – ¥84.49 · the ¥39.18 price screens above the ¥30.41 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
Yealink Network Technology Co (300628) currently trades at ¥39.18, while our model-based Fair Value estimate is ¥30.41, implying the stock looks roughly 22.4% overvalued today. The Quality Score stands at 80/100 (high 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: high).
Over the trailing twelve months, Yealink Network Technology Co generated revenue of 6.3B CNY at a net margin of 43.0%. Revenue grew 18.8% year over year. It earns a return on equity of 27.6%. The balance sheet holds a net cash position of 495M CNY. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥22.91 (bear case) to ¥84.49 (bull case); at ¥39.18, 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 4% below its 52-week high and 29% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at -22%, 300628 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 24 models by family
Widest divergence: Growth Earnings (¥64.99) versus Asset-Based (¥4.93). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 77 · Market factors (momentum, volatility) 65
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
Yealink Network Technology Co., Ltd., together with its subsidiaries, provides video conferencing, voice communications, and collaboration solutions in Europe, the Americas, and internationally.
Full company description
Yealink Network Technology Co., Ltd., together with its subsidiaries, provides video conferencing, voice communications, and collaboration solutions in Europe, the Americas, and internationally. The company offers Microsoft and Zoom device products comprising Teams rooms systems, Zoom rooms systems, USB cameras and BYOD kits, space IOT devices, room audio devices, room system accessories, room mount kits and cables, teams phones, and zoom phones; headset products consisting of Bluetooth and DECT wireless headsets, wired headsets, speakerphones, headset accessories, and headset selectors; IP phone products, such as team phones, zoom phones, conference phones, DECT phones, Wi-Fi IP phones, 4G phones, and phone accessories; management platforms comprising device management platforms, management cloud services, and USB connect management services; and EoS and EoL products. It also provides finance, education, healthcare, and manufacturing solutions; future workers, headset and handset, personal collaboration, and desktop video solutions; Microsoft Teams room and phone, AV ONE, SkySound audio, and BYOD solutions; small, medium, large, and extra-large room solutions; Zoom rooms, phone, and meetings solutions; RingCentral, 3CX, Extron, Broadsoft, Metaswitch, and BlueJeans solutions; and home support, pre-sale, after-sale, and Yealink Academy services. In addition, the company engages in software development and information system integration services; technology promotion and application services; and the sale of unified communication terminals. Yealink Network Technology Co., Ltd. was incorporated in 2001 and is based in Xiamen, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Yealink Network Technology Co reported revenue of ¥6.0B in FY2025 versus ¥3.7B in FY2021, a compound +13.1%/yr. Reported net income was ¥2.6B in FY2025, compounding +12.6%/yr from FY2021.
300628 screens 22% overvalued. Compare with Cisco Systems, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Yealink Upgrades Singapore Global Operational HQ and Opens New Customer Experience Center
- Yealink Unveils the MeetingBar A40: A Simple, Powerful, and Secure Solution for Hybrid Meetings
- AI-Powered Seamless Collaboration: Yealink Introduces the MVC S40, Transforming Hybrid Workspaces
- Yealink Announces the Launch of the Revolutionary BH70 Bluetooth Headset: The Future of Business Communication
Peer Group
Communication Equipment · 290 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 Communication Equipment 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.
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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $119.25 | $43.05 | -64% |
| Zhongji Innolight Co 300308 | ¥1,094 | ¥171.09 | -84% |
| Foxconn Industrial Internet Co 601138 | ¥56.50 | ¥28.65 | -49% |
| Eoptolink Technology Inc 300502 | ¥482.88 | ¥155.05 | -68% |
| Nokia Oyj NOK | $11.25 | $2.67 | -76% |
| Motorola Solutions, Inc MSI | $413.31 | $190.43 | -54% |
| Suzhou TFC Optical Communication Co 300394 | ¥244.13 | ¥32.04 | -87% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $11.72 | $15.96 | +36% |
| Accton Technology Corporation 2345 | 2,090 TWD | 846.28 TWD | -60% |
| ZTE Corporation 000063 | ¥40.00 | ¥15.75 | -61% |
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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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