Zhuzhou Hongda Electronics Corp (300726) Fair Value & Analysis

Technology · CN · Market cap 33.3B CNY

A solid business, but screening 64% overvalued on our models.

What matters now

• A high-quality business (quality 72/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
• The price sits above even our optimistic bull case (¥24.35). The favourable scenario is already priced in.
• A fairly wide model range (¥13.35 to ¥24.35) leaves room in how you read the outcome.

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 ¥17.72 – ¥93.35 · fair‑value band ¥13.35 – ¥24.35 · the ¥54.45 price screens above the ¥19.48 fair value. Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Zhuzhou Hongda Electronics Corp (300726) currently trades at ¥54.45, while our model-based Fair Value estimate is ¥19.48, implying the stock looks roughly 64.2% overvalued today. The Quality Score stands at 72/100 (solid 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: medium).

Over the trailing twelve months, Zhuzhou Hongda Electronics Corp generated revenue of 1.9B CNY at a net margin of 22.9%. Revenue grew 11.7% year over year. It earns a return on equity of 9.8%. The balance sheet holds a net cash position of 633M CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥13.35 (bear case) to ¥24.35 (bull case); at ¥54.45, 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 37% below its 52-week high and 72% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -64%, 300726 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.

Widest divergence: DCF Models (¥25.27) versus Asset-Based (¥8.32). Highest evidence: Residual Income (76).

Key figures & financial health

Quality Score breakdown

About the company

Zhuzhou Hongda Electronics Corp.,Ltd., together with its subsidiaries, engages in the research, development, production, sale, and servicing of electronic components and circuit modules in China, Hong Kong, Macao, Taiwan, and internationally. It operates through HTC Branch and Xiangyi Branch segments.

Full company description

Zhuzhou Hongda Electronics Corp.,Ltd., together with its subsidiaries, engages in the research, development, production, sale, and servicing of electronic components and circuit modules in China, Hong Kong, Macao, Taiwan, and internationally. It operates through HTC Branch and Xiangyi Branch segments. The company offers power modules and IF converters; microstrip circulator isolators comprising microstrip isolators and circulators, conventional microstrip circulator isolators, shielded microstrip circulator assemblies, tri-junction microstrip circulator assemblies, ultra-wideband microstrip circulators/isolators, and surface-mount microstrip circulators/isolators; tantalum capacitors consisting of non-solid and solid electrolyte products; polymer tantalum capacitors, such as chip-type polymer solid electrolyte tantalum capacitors with reliability specifications; and multilayer ceramic capacitors, including single-core and multi-core products. It also provides high-temperature tantalum capacitors, such as tantalum capacitors with metallic silver casings, resin-encapsulated solid tantalum capacitors, and all-tantalum capacitors; tantalum capacitors for civilian use, including non-solid and solid electrolyte tantalum capacitors; organic film capacitors; power, RF, plug-in, and custom inductors, as well as stacked devices and multi-winding products; resistors; and modules and DC/DC converters. The company's products are used in aircraft, vehicles, ships, radars, electronics, smartphones, industrial control equipment, medical equipment, charging piles, laptops, instruments and meters, automotive electronics, and other fields. It exports its products to Russia, India, and Europe. Zhuzhou Hongda Electronics Corp.,Ltd. was incorporated in 1993 and is headquartered in Zhuzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zhuzhou Hongda Electronics Corp reported revenue of ¥1.9B in FY2025 versus ¥2.0B in FY2021, a compound −1.5%/yr. Reported net income was ¥401M in FY2025, compounding −16.3%/yr from FY2021.

300726 screens 64% overvalued. Compare with Delta Electronics, Inc →

Peer Group

Electronic Components · 626 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 Electronic Components 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.

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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.

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Frequently asked questions

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.