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Shanghai Yct Electronics Group (301099) Fair Value & Analysis

Technology · CN · Market cap 13.0B CNY

SY Shanghai Yct Electronics Group 301099 · SHE
Price¥50.54
Fair Value¥17.73
Upside-64.9%
Quality36/100
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Expensive Growth
Thin margins · 2.5% net margin
Low debt · negative free cash flow
0.41% dividend yield
Trails peers (4/13)
Narrow moat 38/100
Evidence: Medium Range ¥11.31 – ¥22.17 Share as image

Fair value as of: Jul 9, 2026

From 15 valuation models · updated 32 days ago

Share price −38.4% over the past month.

Below-average quality, and screening another 65% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥22.17). The favourable scenario is already priced in.
  • Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (¥11.31 to ¥22.17) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥95.60 ¥16.06 Fair Value ¥17.73 Nov 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

56‑month range ¥16.06 – ¥95.60 · fair‑value band ¥11.31 – ¥22.17 · the ¥50.54 price screens above the ¥17.73 fair value. Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Shanghai Yct Electronics Group (301099) currently trades at ¥50.54, while our model-based Fair Value estimate is ¥17.73, implying the stock looks roughly 64.9% overvalued today. The Quality Score stands at 36/100 (below-average 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, Shanghai Yct Electronics Group generated revenue of 7.5B CNY at a net margin of 2.5%. Revenue grew 63.6% year over year. It earns a return on equity of 13.3%. Net debt stands at 1.7B CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥11.31 (bear case) to ¥22.17 (bull case); at ¥50.54, 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 43% below its 52-week high and 58% 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 -65%, 301099 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
Residual Income ¥7.96 ¥8.75 ¥12.98 76
ROIC Compounder ¥21.63 ¥33.50 ¥41.09 72
Growth-Adj P/E ¥27.14 ¥38.77 ¥50.40 68
All 15 models by family
DCF Models
Owner Earnings ¥16.32 ¥35.11 ¥74.56 31
Earnings-Based
Graham-Dodd ¥5.85 ¥40.77 ¥57.21 54
Lynch FV ¥21.06 ¥30.09 ¥39.12 50
PEG = 1.0 ¥21.06 ¥30.09 ¥39.12 46
EPV ¥16.07 ¥18.49 ¥20.60 59
Multiples
P/E Multiple ¥12.90 ¥17.19 ¥21.49 63
P/S Multiple ¥10.96 ¥14.61 ¥18.27 58
P/B Multiple ¥10.96 ¥14.61 ¥18.27 55
EV/EBIT ¥27.58 ¥36.24 ¥44.90 53
EV/EBITDA ¥23.84 ¥31.25 ¥38.67 54
EV/Revenue ¥19.11 ¥26.61 ¥34.12 43
Asset-Based
NCAV (Graham) ¥4.61 ¥6.17 ¥9.22 50
Economic Profit
Residual Income ¥7.96 ¥8.75 ¥12.98 76
ROIC Compounder ¥21.63 ¥33.50 ¥41.09 72
Growth Earnings
Growth-Adj P/E ¥27.14 ¥38.77 ¥50.40 68

Widest divergence: Growth Earnings (¥38.77) versus Asset-Based (¥6.17). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 7.5B CNY
Revenue growth (YoY) +63.6%
Net margin 2.5%
Return on equity 13.3%
Free cash flow −325M CNY FY2025
P/E ratio 67.3
More key figures
Operating margin 5.6%
EPS (TTM) ¥1.32
Dividend yield 0.4%
EPS growth (YoY) +600%
Net debt 1.7B CNY FY2025

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

Quality Score breakdown

Overall quality 36/100

Of which business quality 36 · Market factors (momentum, volatility) 54

Profitability 45
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 1
Earnings quality: real cash, not paper profit
Fin. Strength 44
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 38
Calm price path (market factor)
Momentum 63
Price trend over the last 3–12 months (market factor)
52W Momentum 57
Distance to the 52-week high (market factor)
Net Issuance 28
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

Shanghai Yct Electronics Group Co.,Ltd provides electronic products in China and internationally. The company offers electromechanical and communication equipment, instruments and meters, and computer software and hardware products; imports, exports, and sells goods and technologies; and designs and develops software and hardware products.

Full company description

Shanghai Yct Electronics Group Co.,Ltd provides electronic products in China and internationally. The company offers electromechanical and communication equipment, instruments and meters, and computer software and hardware products; imports, exports, and sells goods and technologies; and designs and develops software and hardware products. It also provides in-vehicle infotainment and navigation solutions. The company operates in the fields of automobile, industry, and electric power. Shanghai Yct Electronics Group Co.,Ltd was founded in 1999 and is headquartered in Shanghai, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shanghai Yct Electronics Group reported revenue of ¥6.6B in FY2025 versus ¥1.4B in FY2021, a compound +47.0%/yr. Reported net income was ¥126M in FY2025, compounding +8.1%/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)
6.6B CNY
Latest YoY
+83.2%
Avg. growth/yr (3Y)
+44.3%
Avg. growth/yr (5Y)
+43.2%
Avg. growth/yr (6Y)
+34.5%
Revenue +47.0%/yr
FY21 ¥1.4B
FY22 ¥2.2B
FY23 ¥2.5B
FY24 ¥3.6B
FY25 ¥6.6B
Net income +8.1%/yr
FY21 ¥92.4M
FY22 ¥154M
FY23 ¥53.3M
FY24 ¥124M
FY25 ¥126M

301099 screens 65% overvalued. Compare with Delta Electronics, Inc →

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Cite: Fair Value Calculator (2026). "Shanghai Yct Electronics Group Fair Value". https://www.fairvalue-calculator.com/stock/301099

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.

Quality Score 36 · Bottom 25%
Fair Value upside −65% · Below median
Return on equity (TTM) 13% · Top 25%
Return on assets 5% · Top 25%
Net margin (TTM) 2% · Below median
Operating margin (TTM) 6% · Above median
Revenue growth 64% · Top 25%
Dividend yield (TTM) 0.4% · Bottom 25%
Debt / equity 0.24× · Higher than median

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 67.3× · Pricier than median
P/B 9.64× · Pricier than 75% of peers
P/S (TTM) 1.74× · Pricier than median
EV/EBITDA 31.6× · 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 0 · sector 0
FUTURE 100 · sector 32
PAST 53 · sector 24
HEALTH 88 · sector 95
DIVIDEND 8 · sector 25

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).

Stock Price Fair Value vs Fair Value
Delta Electronics, Inc 2308 1,880 TWD 515.23 TWD -73%
Hon Hai Precision Industry Co 2317 242.50 TWD 270.47 TWD +12%
Luxshare Precision Industry Co 002475 ¥62.14 ¥38.44 -38%
Samsung Electro-Mechanics Co 009150 1,260,000 KRW 166,421 KRW -87%
Elite Material Co 2383 4,990 TWD 714.36 TWD -86%
Yageo Corporation 2327 699.00 TWD 216.55 TWD -69%
Shengyi Technology Co 600183 ¥132.29 ¥27.45 -79%
Shennan Circuits Co 002916 ¥364.00 ¥93.50 -74%
Victory Giant Technology (HuiZhou) Co 2476 HK$297.00 HK$103.98 -65%
Wus Printed Circuit (Kunshan) Co 002463 ¥127.80 ¥31.95 -75%

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Frequently asked questions

Is Shanghai Yct Electronics Group (301099) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥17.73 versus a price of ¥50.54, about −65% (overvalued).
What is the fair value of 301099?
Our model-based fair value for Shanghai Yct Electronics Group is ¥17.73 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥50.54.
What is the quality score of 301099?
Shanghai Yct Electronics Group has a Quality Score of 36/100. 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 Shanghai Yct Electronics Group (301099)?
Shanghai Yct Electronics Group reported trailing-twelve-month revenue of about 7.5B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 301099?
The net profit margin of Shanghai Yct Electronics Group is about 2.5%, meaning it keeps roughly 2.5% of revenue as net income. Based on the latest reported figures.
Does Shanghai Yct Electronics Group pay a dividend?
Shanghai Yct Electronics Group currently shows a dividend yield of about 0.41% 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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