Suzhou Longway Eletronic Machinery Co (301202) Fair Value & Analysis
Technology · CN · Market cap 5.1B CNY
Fair value as of: Jul 9, 2026
From 14 valuation models · updated 32 days ago
Share price +2.7% over the past month.
Below-average quality, and screening another 75% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥10.92). The favourable scenario is already priced in.
- Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (3 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
37‑month range ¥16.66 – ¥57.02 · fair‑value band ¥6.79 – ¥10.92 · the ¥33.54 price screens above the ¥8.40 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
Suzhou Longway Eletronic Machinery Co (301202) currently trades at ¥33.54, while our model-based Fair Value estimate is ¥8.40, implying the stock looks roughly 75.0% overvalued today. The Quality Score stands at 35/100 (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, Suzhou Longway Eletronic Machinery Co generated revenue of 1.3B CNY at a net margin of 4.9%. Revenue grew 25.8% year over year. It earns a return on equity of 5.2%. Net debt stands at 23.3M CNY. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥6.79 (bear case) to ¥10.92 (bull case); at ¥33.54, 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 40% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -25% fair-value upside, at -75%, 301202 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.
All 14 models by family
Widest divergence: Multiples (¥9.51) versus Earnings-Based (¥2.62). 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 41 · Market factors (momentum, volatility) 25
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
Suzhou Longway Eletronic Machinery Co., Ltd engages in the research, development, production, sale, and service of data center cabinets and cabling products in China.
Full company description
Suzhou Longway Eletronic Machinery Co., Ltd engages in the research, development, production, sale, and service of data center cabinets and cabling products in China. It offers data center products, such as micro modules, cold and hot aisle containments, T_BLOCK, and server racks; new energy products, including truck and electric scooter battery replacements, as well as wind electricity solar energy. The company was incorporated in 2010 and is based in Suzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Suzhou Longway Eletronic Machinery Co reported revenue of ¥1.3B in FY2025 versus ¥1.0B in FY2021, a compound +5.1%/yr. Reported net income was ¥67.0M in FY2025, compounding +3.0%/yr from FY2021.
301202 screens 75% overvalued. Compare with International Business Machines Corporation →
Peer Group
Information Technology Services · 480 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 Information Technology Services 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.
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 Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| International Business Machines Corporation IBM | $235.92 | $143.90 | -39% |
| Accenture plc ACNN | 2,460 MXN | 250.95 MXN | -90% |
| Infosys Limited INFY | ₹1,156 | ₹1,457 | +26% |
| HCL Technologies Limited HCLTECH | ₹1,204 | ₹1,230 | +2% |
| Wipro Limited WIPRO | ₹178.43 | ₹226.81 | +27% |
| Tech Mahindra Limited TECHM | ₹1,455 | ₹1,086 | -25% |
| Samsung SDS Co 018260 | 199,300 KRW | 196,390 KRW | -1% |
| Persistent Systems Limited PERSISTENT | ₹5,059 | ₹2,364 | -53% |
| Hyundai Autoever Corporation 307950 | 393,000 KRW | 133,088 KRW | -66% |
| Coforge Limited COFORGE | ₹1,541 | ₹702.84 | -54% |
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Frequently asked questions
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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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