Nanjing TDH Technology Co (301378) Fair Value & Analysis
Technology · CN · Market cap 2.6B CNY
Fair value as of: Jul 9, 2026
From 1 valuation models · updated 33 days ago
Fair value updated Jul 9, 2026, revised from ¥38.06 to ¥6.68 (−82.4%) since Jun 24, 2026. Share price +12.6% 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 (¥8.36). The favourable scenario is already priced in.
- Weak quality (22/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range (¥4.41 to ¥8.36) leaves room in how you read the outcome.
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
41‑month range ¥16.38 – ¥56.56 · fair‑value band ¥4.41 – ¥8.36 · the ¥26.72 price screens above the ¥6.68 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
Nanjing TDH Technology Co (301378) currently trades at ¥26.72, while our model-based Fair Value estimate is ¥6.68, implying the stock looks roughly 75.0% overvalued today. The Quality Score stands at 22/100 (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: low).
Over the trailing twelve months, Nanjing TDH Technology Co generated revenue of 378M CNY at a net margin of -36.1%. Revenue grew 14.5% year over year. It earns a return on equity of -10.4%. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥4.41 (bear case) to ¥8.36 (bull case); at ¥26.72, 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 51% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -75%, 301378 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 1 models by family
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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 29 · Market factors (momentum, volatility) 19
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
Nanjing TDH Technology Co.,Ltd. provides products and solutions in the field of judicial informatization primarily in China.
Full company description
Nanjing TDH Technology Co.,Ltd. provides products and solutions in the field of judicial informatization primarily in China. It offers Digital Court, a smart court application ecosystem that includes referee intelligent assistance, digital audit and supervision, falcon execution intelligent assist, fusion cloud court, finalization management system, and one-stop integrated delivery service solutions, as well as refined supervision solutions for case funds; and Public Security and Legal System that provides digital, data-driven, and intelligent technologies and services to police officers, legal review personnel, and bureau leaders. The company also provides Political and Legal Affairs Comprehensive Management, which offers intelligent assistance to staff of comprehensive governance centers in preventing and resolving social conflicts and disputes, and social security risks; and Discipline Inspection and Supervisory Commission that integrates various business processes of discipline inspection and supervision to create practical intelligent agents and convenient auxiliary tools. In addition, it offers Financial Dispute Resolution, a cross-industry business application collaboration and process re-engineering resolving financial disputes and to help optimizing the business environment; and bankruptcy reorganization solutions. The company serves courts, public security bureaus, political and legal departments, discipline inspection, supervision commission, and judicial administration customers. Nanjing TDH Technology Co.,Ltd. was incorporated in 1995 and is headquartered in Nanjing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Nanjing TDH Technology Co reported revenue of ¥369M in FY2025 versus ¥450M in FY2021, a compound −4.8%/yr. Reported net income was −¥126M in FY2025.
301378 screens 75% overvalued. Compare with SAP SE →
Peer Group
Software - Application · 709 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 Software - Application 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 Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAPS | C$12.69 | C$16.26 | +28% |
| Shopify Inc SHOP | C$173.23 | C$20.54 | -88% |
| Uber Technologies, Inc UBER | $72.67 | $51.11 | -30% |
| Salesforce, Inc CRM | $170.77 | $182.10 | +7% |
| ServiceNow, Inc NOW | $107.71 | $33.12 | -69% |
| Cadence Design Systems, Inc CDNS | $384.17 | $80.41 | -79% |
| Snowflake Inc SNOW | $271.87 | $34.04 | -87% |
| Adobe Inc ADBE | $230.61 | $379.48 | +65% |
| Automatic Data Processing, Inc ADP | $241.92 | $177.51 | -27% |
| Intuit Inc INTU | $291.09 | $258.69 | -11% |
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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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