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Shenzhen hongfuhan Technology Co. Ltd. (301086) Fair Value & Analysis

Industrials · CN · Market cap 24.9B CNY

SH Shenzhen hongfuhan Technology Co. Ltd. 301086 · SHE
Price¥123.89
Fair Value¥13.70
Upside-88.9%
Quality46/100

Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.

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Strengths

Solidly profitable · 11.9% net margin

Risks

!Trades 89% ABOVE our fair value of ¥13.70
!Expensive Growth
!Low debt · negative free cash flow
!Trails peers (3/12)
Expensive Growth
Solidly profitable · 11.9% net margin
Low debt · negative free cash flow
0.24% dividend yield
Trails peers (3/12)
Narrow moat 43/100
Evidence: Medium Range ¥10.28 – ¥17.13 Share as image

Fair value as of: Aug 13, 2026

From 14 valuation models · updated 9 days ago

Fair value updated Aug 13, 2026, revised from ¥93.11 to ¥13.70 (−85.3%) since Jul 9, 2026. Share price +6.2% over the past month.

Below-average quality, and screening another 89% overvalued on our models.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (¥17.13). The favourable scenario is already priced in.
  • Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥219.99 ¥17.09 Fair Value ¥13.70 Oct 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

58‑month range ¥17.09 – ¥219.99 · fair‑value band ¥10.28 – ¥17.13 · the ¥123.89 price screens above the ¥13.70 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Shenzhen hongfuhan Technology Co. Ltd. (301086) currently trades at ¥123.89, while our model-based Fair Value estimate is ¥13.70, implying the stock looks roughly 88.9% overvalued today. The Quality Score stands at 46/100 (below-average 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: medium).

Over the trailing twelve months, Shenzhen hongfuhan Technology Co. Ltd. generated revenue of 1.0B CNY at a net margin of 11.9%. Revenue grew 62.8% year over year. It earns a return on equity of 5.1%. Net debt stands at 526M CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥10.28 (bear case) to ¥17.13 (bull case); at ¥123.89, 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 39% below its 52-week high and 313% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -46% fair-value upside, at -89%, 301086 screens richer 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
Residual Income ¥11.96 ¥12.13 ¥11.75 76
ROIC Compounder ¥4.71 ¥5.89 ¥6.93 72
Growth-Adj P/E ¥9.95 ¥14.21 ¥18.47 68
All 14 models by family
Earnings-Based
Graham-Dodd ¥5.48 ¥23.08 ¥31.49 54
Lynch FV ¥5.86 ¥8.38 ¥10.89 50
PEG = 1.0 ¥5.86 ¥8.38 ¥10.89 46
EPV ¥4.71 ¥5.89 ¥6.93 59
Multiples
P/E Multiple ¥12.70 ¥16.93 ¥21.16 63
P/S Multiple ¥10.28 ¥13.70 ¥17.13 58
P/B Multiple ¥10.28 ¥13.70 ¥17.13 55
EV/EBIT ¥9.65 ¥13.68 ¥17.70 53
EV/EBITDA ¥12.98 ¥18.11 ¥23.24 54
EV/Revenue ¥6.20 ¥9.89 ¥13.58 43
Asset-Based
NCAV (Graham) ¥7.75 ¥10.39 ¥15.51 50
Economic Profit
Residual Income ¥11.96 ¥12.13 ¥11.75 76
ROIC Compounder ¥4.71 ¥5.89 ¥6.93 72
Growth Earnings
Growth-Adj P/E ¥9.95 ¥14.21 ¥18.47 68

Widest divergence: Growth Earnings (¥14.21) versus Economic Profit (¥5.89). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 1.0B CNY
Revenue growth (YoY) +62.8%
Net margin 11.9%
Return on equity 5.1%
Free cash flow −788M CNY FY2025
P/E ratio 127.7
More key figures
Operating margin 16.1%
EPS (TTM) ¥0.9700
Dividend yield 0.2%
EPS growth (YoY) +105%
Net debt 526M CNY FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 46 · Market factors (momentum, volatility) 59

Profitability 27
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 19
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 34
Disciplined investing over empire-building
Low Volatility 29
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 77
Distance to the 52-week high (market factor)
Net Issuance 82
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

Shenzhen hongfuhan Technology Co. Ltd. engages in the research and development, design, production, and sale of heat dissipation, automation equipment, and other functional devices. The company offers die-cutting, metal stamping, injection molding, and die-casting products, as well as thermal solutions.

Full company description

Shenzhen hongfuhan Technology Co. Ltd. engages in the research and development, design, production, and sale of heat dissipation, automation equipment, and other functional devices. The company offers die-cutting, metal stamping, injection molding, and die-casting products, as well as thermal solutions. Its consumer electronic products and components are used in smartphones, tablets, laptops, smart wearables, and home smart devices. The company also provides auxiliary tools, such as automation equipment and fixtures, carriers, knives, etc., which are primarily used in the production process of consumer electronic products for downstream customers in the production links of lamination, assembly, laser cutting, precision processing, and testing. Shenzhen hongfuhan Technology Co. Ltd. was founded in 2008 and is headquartered in Shenzhen, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shenzhen hongfuhan Technology Co. Ltd. reported revenue of ¥911M in FY2025 versus ¥740M in FY2021, a compound +5.4%/yr. Reported net income was ¥101M in FY2025, compounding −7.2%/yr from FY2021.

Growth Quality 41/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
911M CNY
Latest YoY
+11.3%
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.
+8.4%
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.
+7.0%
Avg. growth/yr (6Y) 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.
+12.7%
Revenue +5.4%/yr
FY21 ¥740M
FY22 ¥715M
FY23 ¥671M
FY24 ¥819M
FY25 ¥911M
Net income −7.2%/yr
FY21 ¥137M
FY22 ¥158M
FY23 ¥106M
FY24 ¥110M
FY25 ¥101M

301086 screens 89% overvalued. Compare with GE Vernova Inc →

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Cite: Fair Value Calculator (2026). "Shenzhen hongfuhan Technology Co. Ltd. Fair Value". https://www.fairvalue-calculator.com/stock/301086

Peer Group

Specialty Industrial Machinery · 818 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 46 · Below median
Fair Value upside −89% · Bottom 25%
Return on equity (TTM) 5% · Below median
Return on assets 2% · Below median
Net margin (TTM) 12% · Top 25%
Operating margin (TTM) 16% · Top 25%
Revenue growth 63% · Top 25%
Dividend yield (TTM) 0.3% · Bottom 25%
Debt / equity 0.44× · Higher than 75% of peers

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 127.7× · Pricier than 75% of peers
P/B 12.75× · Pricier than 75% of peers
P/S (TTM) 24.39× · Pricier than 75% of peers

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 21
PAST20 · sector 28
HEALTH78 · sector 96
DIVIDEND7 · sector 27

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

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

Similar stocks

10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
GE Vernova Inc 1GEV €899.80 €186.93 -79%
1SIE 1SIE €275.55 €91.93 -67%
SMNS SMNS C$33.09 C$22.75 -31%
Atlas Copco AB ATCOA kr 202.30 kr 112.59 -44%
Sandvik AB SAND kr 358.60 kr 193.01 -46%
Cummins India Limited CUMMINSIND ₹5,315 ₹1,355 -75%
Bharat Heavy Electricals Limited BHEL ₹425.20 ₹78.13 -82%
Siemens Limited SIEMENS ₹4,019 ₹746.83 -81%
Airtac International Group 1590 1,470 TWD 853.70 TWD -42%
Suzlon Energy Limited SUZLON ₹47.35 ₹26.64 -44%

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Frequently asked questions

Is Shenzhen hongfuhan Technology Co. Ltd. (301086) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥13.70 versus a price of ¥123.89, about −89% (overvalued).
What is the fair value of 301086?
Our model-based fair value for Shenzhen hongfuhan Technology Co. Ltd. is ¥13.70 (as of Aug 13, 2026), built from audited fundamentals. The current price: ¥123.89.
What is the quality score of 301086?
Shenzhen hongfuhan Technology Co. Ltd. has a Quality Score of 46/100. 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 Shenzhen hongfuhan Technology Co. Ltd. (301086)?
Shenzhen hongfuhan Technology Co. Ltd. reported trailing-twelve-month revenue of about 1.0B CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 301086?
The net profit margin of Shenzhen hongfuhan Technology Co. Ltd. is about 11.9%, meaning it keeps roughly 11.9% of revenue as net income. Based on the latest reported figures.
Does Shenzhen hongfuhan Technology Co. Ltd. pay a dividend?
Shenzhen hongfuhan Technology Co. Ltd. currently shows a dividend yield of about 0.24% relative to its recent price (as of Aug 13, 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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