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KSEC Intelligent Technology Co (301311) Fair Value & Analysis

Technology · CN · Market cap 3.5B CNY

KI KSEC Intelligent Technology Co 301311 · SHE
Price¥13.56
Fair Value¥4.52
Upside-66.7%
Quality52/100
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Mixed Growth
Loss-making · -5.6% net margin
Low debt · generates free cash flow
Trails peers (3/12)
Narrow moat 11/100
Evidence: Medium Range ¥4.52 – ¥4.52 Share as image

Fair value as of: Jul 9, 2026

From 13 valuation models · updated 32 days ago

Fair value updated Jul 9, 2026, revised from ¥6.01 to ¥4.52 (−24.8%) since Jun 24, 2026. Share price +3.8% over the past month.

A solid business, but screening 67% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥4.52). The favourable scenario is already priced in.
  • Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (4 years)

¥32.65 ¥12.47 Fair Value ¥4.52 Nov 2022 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

44‑month range ¥12.47 – ¥32.65 · the ¥13.56 price screens above the ¥4.52 fair value. Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

KSEC Intelligent Technology Co (301311) currently trades at ¥13.56, while our model-based Fair Value estimate is ¥4.52, implying the stock looks roughly 66.7% overvalued today. The Quality Score stands at 52/100 (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, KSEC Intelligent Technology Co generated revenue of 1.9B CNY at a net margin of -5.6%. Revenue declined 31.2% year over year. It earns a return on equity of -5.9%. Fundamentals as of Jul 9, 2026

The share trades about 45% 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 -67%, 301311 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 BearBaseBull Evidence
Highest evidence
Growth DCF ¥10.46 ¥12.34 ¥15.61 80
Rev-Margin DCF ¥6.77 ¥7.04 ¥7.49 74
ROIC Compounder ¥4.52 ¥4.52 ¥4.52 72
All 13 models by family
DCF Models
FCF DCF ¥10.23 ¥12.18 ¥15.86 38
5Y Revenue Exit ¥6.77 ¥6.91 ¥7.11 39
5Y EBITDA Exit ¥7.35 ¥7.90 ¥8.67 41
10Y Revenue Exit ¥8.12 ¥8.40 ¥8.62 36
10Y EBITDA Exit ¥8.47 ¥9.03 ¥9.56 37
Earnings-Based
EPV ¥4.52 ¥4.52 ¥4.52 59
Multiples
EV/EBIT ¥4.52 ¥4.52 ¥4.52 53
EV/EBITDA ¥5.63 ¥6.01 ¥6.38 54
EV/Revenue ¥4.52 ¥4.52 ¥4.52 43
Asset-Based
NCAV (Graham) ¥3.62 ¥4.85 ¥7.24 50
Growth DCF
Growth DCF ¥10.46 ¥12.34 ¥15.61 80
Rev-Margin DCF ¥6.77 ¥7.04 ¥7.49 74
Economic Profit
ROIC Compounder ¥4.52 ¥4.52 ¥4.52 72

Widest divergence: DCF Models (¥8.40) versus Earnings-Based (¥4.52). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 1.9B CNY
Revenue growth (YoY) -31.2%
Net margin -5.6%
Return on equity -5.9%
Free cash flow 145M CNY FY2025
Operating margin -5.8%
More key figures
EPS (TTM) ¥-0.4300
EPS growth (YoY) +36.6%

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

Quality Score breakdown

Overall quality 52/100

Of which business quality 52 · Market factors (momentum, volatility) 23

Profitability 10
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 59
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 0
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

KSEC Intelligent Technology Co., Ltd. engages in the planning, research, development, design, production, implementation, and operation services of intelligent logistics and production lines systems and equipment.

Full company description

KSEC Intelligent Technology Co., Ltd. engages in the planning, research, development, design, production, implementation, and operation services of intelligent logistics and production lines systems and equipment. The company offers stereoscopic warehouse, handling and conveying, and sorting and distribution systems; logistics equipment, software, and automation control products, including stackers, automated guided vehicles, rail guided vehicle/shuttle vehicles, software and automation control products, and planning and design services of intelligent cigarette distribution centers and supporting systems; and intelligent tobacco production line systems and equipment comprising threshing and redrying line systems, thread making systems, packaging integrated systems, equipment, and software, as well as intelligent production lines for other industries. It also provides production, testing, and after-sales services for other products. The company was incorporated in 1998 and is headquartered in Kunming, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

KSEC Intelligent Technology Co reported revenue of ¥2.0B in FY2025 versus ¥1.9B in FY2021, a compound +1.1%/yr. Reported net income was −¥94.8M in FY2025.

Growth Quality 33/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
2.0B CNY
Latest YoY
−0.1%
Avg. growth/yr (3Y)
−1.0%
Avg. growth/yr (5Y)
+4.3%
Revenue +1.1%/yr
FY21 ¥1.9B
FY22 ¥2.1B
FY23 ¥2.1B
FY24 ¥2.0B
FY25 ¥2.0B
Net income
FY21 ¥99.8M
FY22 ¥107M
FY23 ¥80.5M
FY24 ¥6.4M
FY25 −¥94.8M

301311 screens 67% overvalued. Compare with International Business Machines Corporation →

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Cite: Fair Value Calculator (2026). "KSEC Intelligent Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/301311

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.

Quality Score 52 · Below median
Fair Value upside −67% · Bottom 25%
Return on assets -2% · Bottom 25%
Net margin (TTM) -6% · Bottom 25%
Operating margin (TTM) -6% · Bottom 25%
Revenue growth -31% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Information Technology Services median · lower = cheaper

P/B 0.30× · Cheaper than 75% of peers
P/S (TTM) 0.28× · Cheaper than 75% of peers
P/FCF 3.5× · 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 20
FUTURE 0 · sector 29
PAST 0 · sector 36
HEALTH 97 · sector 97
DIVIDEND 0 · sector 37

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 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

Is KSEC Intelligent Technology Co (301311) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥4.52 versus a price of ¥13.56, about −67% (overvalued).
What is the fair value of 301311?
Our model-based fair value for KSEC Intelligent Technology Co is ¥4.52 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥13.56.
What is the quality score of 301311?
KSEC Intelligent Technology Co has a Quality Score of 52/100. 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 KSEC Intelligent Technology Co (301311)?
KSEC Intelligent Technology Co reported trailing-twelve-month revenue of about 1.9B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 301311?
The net profit margin of KSEC Intelligent Technology Co is about -5.6%, meaning it is currently running at a net loss. 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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