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Haier Smart Home Co (600690) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 201B CNY

HS Haier Smart Home Co 600690 · SHG
Price¥22.12
Fair Value¥36.04
Upside+62.9%
Quality55/100
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Healthy Growth
Thin margins · 6.3% net margin
Low debt · generates free cash flow
5.52% dividend yield
Ranks above peers (10/15)
Moderate moat 47/100
Evidence: High Range ¥27.03 – ¥58.34 Share as image

Fair value as of: Jul 20, 2026

From 26 valuation models · updated 18 days ago

Fair value updated Jul 20, 2026, revised from ¥36.99 to ¥36.04 (−2.6%) since Jul 5, 2026. Share price +8.9% over the past month.

A solid business, screening 63% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (¥27.03). The market is more pessimistic than our downside scenario.
  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (¥27.03 to ¥58.34) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥31.63 ¥18.37 Fair Value ¥36.04 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range ¥18.37 – ¥31.63 · fair‑value band ¥27.03 – ¥58.34 · the ¥22.12 price screens below the ¥36.04 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

Haier Smart Home Co (600690) currently trades at ¥22.12, while our model-based Fair Value estimate is ¥36.04, implying the stock looks roughly 62.9% undervalued today. We read business quality at 55/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Haier Smart Home Co generated revenue of 297B CNY at a net margin of 6.3%. Revenue declined 6.9% year over year. It earns a return on equity of 14.9%. Net debt stands at 18.9B CNY. Fundamentals as of Jul 20, 2026

Our scenario range runs from ¥27.03 (bear case) to ¥58.34 (bull case); at ¥22.12, the current price sits below 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 22% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 8% fair-value upside, at 63%, 600690 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
Growth DCF ¥30.99 ¥55.75 ¥102.30 80
Residual Income ¥14.37 ¥18.05 ¥46.52 76
Rev-Margin DCF ¥26.01 ¥43.56 ¥67.30 74
All 26 models by family
DCF Models
FCF DCF ¥31.43 ¥59.00 ¥112.10 38
Owner Earnings ¥34.03 ¥64.19 ¥122.26 31
5Y Revenue Exit ¥26.01 ¥44.14 ¥69.35 39
5Y EBITDA Exit ¥32.14 ¥57.34 ¥90.00 41
5Y P/E Exit ¥32.91 ¥58.98 ¥89.93 38
10Y Revenue Exit ¥26.80 ¥45.27 ¥75.01 36
10Y EBITDA Exit ¥31.79 ¥55.40 ¥93.43 37
10Y P/E Exit ¥32.31 ¥56.67 ¥93.37 35
Earnings-Based
Graham-Dodd ¥14.42 ¥76.70 ¥106.22 54
Lynch FV ¥21.15 ¥30.21 ¥39.27 50
PEG = 1.0 ¥21.15 ¥30.21 ¥39.27 46
EPV ¥21.93 ¥25.16 ¥28.04 59
Dividend Discount
Gordon GGM ¥11.98 ¥26.14 ¥43.99 70
DDM Multi-Stage ¥11.98 ¥21.42 ¥27.25 61
Multiples
P/E Multiple ¥31.80 ¥42.40 ¥53.00 63
P/S Multiple ¥27.03 ¥36.04 ¥45.05 58
P/B Multiple ¥27.03 ¥36.04 ¥45.05 55
EV/EBIT ¥33.20 ¥43.08 ¥52.96 53
EV/EBITDA ¥34.22 ¥44.44 ¥54.65 54
EV/Revenue ¥23.55 ¥32.11 ¥40.66 43
Asset-Based
NCAV (Graham) ¥6.43 ¥8.62 ¥12.87 50
Growth DCF
Growth DCF ¥30.99 ¥55.75 ¥102.30 80
Rev-Margin DCF ¥26.01 ¥43.56 ¥67.30 74
Economic Profit
Residual Income ¥14.37 ¥18.05 ¥46.52 76
ROIC Compounder ¥25.19 ¥34.08 ¥46.30 72
Growth Earnings
Growth-Adj P/E ¥30.48 ¥43.54 ¥56.61 68

Widest divergence: DCF Models (¥56.67) versus Asset-Based (¥8.62). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 297B CNY
Revenue growth (YoY) -6.9%
Net margin 6.3%
Return on equity 14.9%
Free cash flow 17.8B CNY FY2025
P/E ratio 10.7
More key figures
Operating margin 8.3%
EPS (TTM) ¥2.01
Dividend yield 5.5%
EPS growth (YoY) -15.3%
Net debt 18.9B CNY FY2025

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 60 · Market factors (momentum, volatility) 47

Profitability 54
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 47
Earnings quality: real cash, not paper profit
Fin. Strength 62
Balance sheet, leverage, solvency risk
Investment 71
Disciplined investing over empire-building
Low Volatility 92
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 27
Distance to the 52-week high (market factor)
Net Issuance 89
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

Haier Smart Home Co., Ltd. engages in the research, development, production, and sales of smart home appliances. It operates through five segments: Home Cooking Solutions; Air Energy Solutions; Household Laundry and Care of Washing Machines and Dyers; Whole-Home Water Solutions; and Other Businesses.

Full company description

Haier Smart Home Co., Ltd. engages in the research, development, production, and sales of smart home appliances. It operates through five segments: Home Cooking Solutions; Air Energy Solutions; Household Laundry and Care of Washing Machines and Dyers; Whole-Home Water Solutions; and Other Businesses. The company provides refrigerators/freezers, air conditioners, water heaters, laundry equipment, kitchen and small appliances, and smart home solutions. It also offers logistics services, fluorine-free refrigerators, dishwashers and gas stoves, communications and network engineering technologies, and industrial product design and prototype production services; manufacture and sale of plastic parts, precise plastics, plastic powder and sheet, and coatings; assembly and sales of plastics and electronics products; wholesale and retail of medical equipment; and develops and sells software and information product. In addition, the company engages in the sale of digital products, international freight forwarding; software development; technological development; IoT technology and application services; scientific research and technical service; and residential interior decoration, professional construction works, and equipment installation. Further, it offers urban distribution and transportation services; import and export of goods, technology, and food business; professional cleaning; waste treatment; professional cleaning and daily necessities; and energy saving technology. Additionally, the company is involved in house leasing and maintenance; venture capital investment and consultation; smart bathroom; air-conditioning equipment manufacturing; software development; research, development, and sales of lighting appliances; and lease and commercial business services. The company was formerly known as Qingdao Haier Co., Ltd. and changed its name to Haier Smart Home Co., Ltd. in June 2019. Haier Smart Home Co., Ltd. was founded in 1984 and is headquartered in Qingdao, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Haier Smart Home Co reported revenue of ¥302B in FY2025 versus ¥227B in FY2021, a compound +7.4%/yr. Reported net income was ¥19.6B in FY2025, compounding +10.6%/yr from FY2021.

Growth Quality 75/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
302B CNY
Latest YoY
+5.5%
Avg. growth/yr (3Y)
+7.4%
Avg. growth/yr (5Y)
+7.5%
Avg. growth/yr (35Y)
+19.8%
Revenue +7.4%/yr
FY21 ¥227B
FY22 ¥244B
FY23 ¥274B
FY24 ¥286B
FY25 ¥302B
Net income +10.6%/yr
FY21 ¥13.1B
FY22 ¥14.7B
FY23 ¥16.6B
FY24 ¥18.7B
FY25 ¥19.6B

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Cite: Fair Value Calculator (2026). "Haier Smart Home Co Fair Value". https://www.fairvalue-calculator.com/stock/600690

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Furnishings, Fixtures & Appliances · 311 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 55 · Above median
Fair Value upside +63% · Top 25%
Return on equity (TTM) 15% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 6% · Above median
Operating margin (TTM) 8% · Above median
Revenue growth -7% · Below median
Dividend yield (TTM) 5.5% · Top 25%
Debt / equity 0.12× · Higher than median

Valuation Multiples vs Furnishings, Fixtures & Appliances median · lower = cheaper

P/E (TTM) 10.7× · Cheaper than 75% of peers
P/B 1.70× · Pricier than median
P/S (TTM) 0.68× · Pricier than median
P/FCF 1.7× · Cheaper than median
EV/EBITDA 6.5× · Cheaper than median
PEG 1.97× · 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 100 · sector 21
FUTURE 0 · sector 0
PAST 59 · sector 19
HEALTH 94 · sector 98
DIVIDEND 100 · sector 55

Insider activity: 25/100

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 Furnishings, Fixtures & Appliances stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
Midea Group 000333 ¥82.71 ¥107.22 +30%
Gree Electric Appliances, Inc 000651 ¥38.25 ¥88.02 +130%
King Slide Works Co 2059 8,655 TWD 1,917 TWD -78%
Guangdong Songfa Ceramics Co 603268 ¥155.59 ¥38.95 -75%
SharkNinja, Inc SN $154.53 $89.07 -42%
Hisense Home Appliances Group 000921 ¥26.33 ¥48.03 +82%
Zhejiang Supor Co 002032 ¥43.85 ¥44.84 +2%
COWAY Co 021240 96,700 KRW 112,530 KRW +16%
Ecovacs Robotics Co 603486 ¥50.13 ¥54.11 +8%
Voltas Limited VOLTAS ₹1,350 ₹185.71 -86%

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Frequently asked questions

Is Haier Smart Home Co (600690) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of ¥36.04 versus a price of ¥22.12, about +63% (undervalued).
What is the fair value of 600690?
Our model-based fair value for Haier Smart Home Co is ¥36.04 (as of Jul 20, 2026), built from audited fundamentals. The current price is ¥22.12.
What is the quality score of 600690?
Haier Smart Home Co has a Quality Score of 55/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Haier Smart Home Co (600690)?
Haier Smart Home Co reported trailing-twelve-month revenue of about 297B CNY (latest available figure, as of Jul 20, 2026).
What is the net profit margin of 600690?
The net profit margin of Haier Smart Home Co is about 6.3%, meaning it keeps roughly 6.3% of revenue as net income. Based on the latest reported figures.
Does Haier Smart Home Co pay a dividend?
Haier Smart Home Co currently shows a dividend yield of about 5.68% relative to its recent price (as of Jul 20, 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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