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Hangzhou Todaytec Digital Co (300743) Fair Value & Analysis

Industrials · CN · Market cap 2.5B CNY

HT Hangzhou Todaytec Digital Co 300743 · SHE
Price¥15.23
Fair Value¥14.43
Upside-5.3%
Quality63/100
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Mixed Growth
Solidly profitable · 12.8% net margin
Low debt · generates free cash flow
Mixed vs. peers (6/13)
Moderate moat 57/100
Evidence: High Range ¥8.38 – ¥17.89 Share as image

Fair value as of: Jul 9, 2026

From 26 valuation models · updated 32 days ago

Fair value updated Jul 9, 2026, revised from ¥14.62 to ¥14.43 (−1.3%) since Jun 24, 2026. Share price +6.1% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (¥8.38 to ¥17.89) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥24.12 ¥7.17 Fair Value ¥14.43 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 ¥7.17 – ¥24.12 · fair‑value band ¥8.38 – ¥17.89 · the ¥15.23 price screens above the ¥14.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Hangzhou Todaytec Digital Co (300743) currently trades at ¥15.23, while our model-based Fair Value estimate is ¥14.43, implying the stock looks roughly 5.3% fairly valued today. The Quality Score stands at 63/100 (solid quality), in the Industrials 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, Hangzhou Todaytec Digital Co generated revenue of 905M CNY at a net margin of 12.8%. Revenue grew 10.3% year over year. It earns a return on equity of 17.2%. The balance sheet holds a net cash position of 93.0M CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥8.38 (bear case) to ¥17.89 (bull case); at ¥15.23, 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 37% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -32% fair-value upside, at -5%, 300743 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ¥5.75 ¥8.99 ¥14.17 80
Residual Income ¥4.49 ¥5.54 ¥11.53 76
Rev-Margin DCF ¥7.43 ¥12.57 ¥19.15 74
All 26 models by family
DCF Models
FCF DCF ¥5.78 ¥9.34 ¥15.24 38
Owner Earnings ¥5.76 ¥9.30 ¥15.17 31
5Y Revenue Exit ¥7.43 ¥12.75 ¥20.03 39
5Y EBITDA Exit ¥8.93 ¥15.82 ¥24.50 41
5Y P/E Exit ¥9.48 ¥16.95 ¥25.51 38
10Y Revenue Exit ¥6.56 ¥11.34 ¥18.74 36
10Y EBITDA Exit ¥7.77 ¥13.53 ¥22.37 37
10Y P/E Exit ¥8.13 ¥14.34 ¥23.19 35
Earnings-Based
Graham-Dodd ¥4.87 ¥21.99 ¥30.15 54
Lynch FV ¥5.74 ¥8.20 ¥10.66 50
PEG = 1.0 ¥5.74 ¥8.20 ¥10.66 46
EPV ¥7.56 ¥8.59 ¥9.48 59
Dividend Discount
Gordon GGM ¥4.65 ¥9.26 ¥14.02 70
DDM Multi-Stage ¥4.65 ¥8.00 ¥9.77 61
Multiples
P/E Multiple ¥11.27 ¥15.03 ¥18.79 63
P/S Multiple ¥8.78 ¥11.70 ¥14.63 58
P/B Multiple ¥9.13 ¥12.17 ¥15.21 55
EV/EBIT ¥11.52 ¥15.02 ¥18.52 53
EV/EBITDA ¥11.38 ¥14.84 ¥18.29 54
EV/Revenue ¥8.39 ¥11.55 ¥14.71 43
Asset-Based
NCAV (Graham) ¥2.12 ¥2.84 ¥4.23 50
Growth DCF
Growth DCF ¥5.75 ¥8.99 ¥14.17 80
Rev-Margin DCF ¥7.43 ¥12.57 ¥19.15 74
Economic Profit
Residual Income ¥4.49 ¥5.54 ¥11.53 76
ROIC Compounder ¥8.37 ¥10.71 ¥13.63 72
Growth Earnings
Growth-Adj P/E ¥9.31 ¥13.30 ¥17.29 68

Widest divergence: Growth Earnings (¥13.30) versus Asset-Based (¥2.84). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 905M CNY
Revenue growth (YoY) +10.3%
Net margin 12.8%
Return on equity 17.2%
Free cash flow 59.5M CNY FY2025
P/E ratio 21.6
More key figures
Operating margin 11.8%
EPS (TTM) ¥0.7600
EPS growth (YoY) +23.8%
Net cash 93.0M CNY FY2024

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

Quality Score breakdown

Overall quality 63/100

Of which business quality 62 · Market factors (momentum, volatility) 29

Profitability 57
Margins and returns on capital today
Quality Growth 63
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 53
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 12
Price trend over the last 3–12 months (market factor)
52W Momentum 4
Distance to the 52-week high (market factor)
Net Issuance 70
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

Hangzhou Todaytec Digital Co., Ltd engages in the research, development, production, and sale of thermal transfer imaging materials in China and internationally. The company offers wax ribbons, wax/resin ribbons, resin ribbons, wash care ribbons, hot stamping foils, and near-edge/TTO ribbons.

Full company description

Hangzhou Todaytec Digital Co., Ltd engages in the research, development, production, and sale of thermal transfer imaging materials in China and internationally. The company offers wax ribbons, wax/resin ribbons, resin ribbons, wash care ribbons, hot stamping foils, and near-edge/TTO ribbons. Its products are used in food and beverage, retail, medicine, daily chemicals, electric and electronic, industrial manufacturing, footwear and apparel textiles, chemical industry, car, nursery flowers, outdoor, and warehousing and logistics. The company was founded in 2002 and is based in Hangzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hangzhou Todaytec Digital Co reported revenue of ¥885M in FY2025 versus ¥542M in FY2021, a compound +13.1%/yr. Reported net income was ¥108M in FY2025, compounding +42.8%/yr from FY2021.

Growth Quality 86/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
885M CNY
Latest YoY
+15.9%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+16.1%
Avg. growth/yr (12Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.1%
Revenue +13.1%/yr
FY21 ¥542M
FY22 ¥595M
FY23 ¥644M
FY24 ¥763M
FY25 ¥885M
Net income +42.8%/yr
FY21 ¥26.0M
FY22 ¥36.6M
FY23 ¥55.6M
FY24 ¥92.4M
FY25 ¥108M
Character of growth · EPS growth decomposed (2013-2024) +4.0 % p.a.
Revenue per share +6.0 pp

of which total revenue +10.1 pp · buybacks/dilution −4.1 pp

EBIT margin −2.2 pp
Tax rate +0.5 pp
Residual (interest, one-offs) −0.3 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Hangzhou Todaytec Digital Co Fair Value". https://www.fairvalue-calculator.com/stock/300743

Peer Group

Business Equipment & Supplies · 72 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 63 · Above median
Fair Value upside −5% · Below median
Return on equity (TTM) 17% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 12% · Above median
Revenue growth 10% · Above median
Debt / equity 0.07× · Higher than median

Valuation Multiples vs Business Equipment & Supplies median · lower = cheaper

P/E (TTM) 21.6× · Pricier than median
P/B 3.88× · Pricier than 75% of peers
P/S (TTM) 2.75× · Pricier than 75% of peers
P/FCF 6.2× · Pricier than 75% of peers
EV/EBITDA 16.7× · 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 26 · sector 33
FUTURE 52 · sector 18
PAST 69 · sector 21
HEALTH 96 · sector 99
DIVIDEND 0 · sector 52

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 Business Equipment & Supplies stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).

Stock Price Fair Value vs Fair Value
Ricoh Company RICO ¥15.33 ¥17.99 +17%
GRG Banking Equipment Co 002152 ¥10.08 ¥6.90 -32%
Shanghai M&G Stationery Inc 603899 ¥21.45 ¥30.05 +40%
XGD Inc 300130 ¥19.90 ¥15.67 -21%
DOMS Industries Limited DOMS ₹2,260 ₹782.96 -65%
Hengbao Co 002104 ¥9.20 ¥1.66 -82%
Shaanxi Fenghuo Electronics Co 000561 ¥6.99 ¥1.75 -75%
Shenzhen Comix Group 002301 ¥7.30 ¥3.11 -57%
Shandong New Beiyang Information Technology Co 002376 ¥6.00 ¥1.73 -71%
Qingdao Hiron Commercial Cold Chain Co 603187 ¥11.92 ¥21.12 +77%

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Frequently asked questions

Is Hangzhou Todaytec Digital Co (300743) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥14.43 versus a price of ¥15.23, about −5% (fairly valued).
What is the fair value of 300743?
Our model-based fair value for Hangzhou Todaytec Digital Co is ¥14.43 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥15.23.
What is the quality score of 300743?
Hangzhou Todaytec Digital Co has a Quality Score of 63/100. 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 Hangzhou Todaytec Digital Co (300743)?
Hangzhou Todaytec Digital Co reported trailing-twelve-month revenue of about 905M CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 300743?
The net profit margin of Hangzhou Todaytec Digital Co is about 12.8%, meaning it keeps roughly 12.8% of revenue as net income. Based on the latest reported figures.

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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