Yangtze Optical Fibre and Cable Joint Stock Ltd Co (601869) Fair Value & Analysis
Technology · CN · Market cap 355B CNY (≈ $52.9B) · ISIN CNE1000036B2
What is Yangtze Optical Fibre and Cable Joint Stock Ltd Co really worth?
A solid business, but trading 99% above our fair value of ¥201.38.
Strengths
Risks
For context
Fair value as of: Sep 2, 2026
From 26 valuation models · updated today
Fair value updated Sep 2, 2026, revised from ¥22.21 to ¥201.38 (+806.7%) since Aug 13, 2026. Share price +47.3% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (¥251.72). The favourable scenario is already priced in.
- Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.
How to read this chart
60‑month range ¥21.31 – ¥580.00 · fair‑value band ¥151.03 – ¥251.72 · the ¥400.03 price screens above the ¥201.38 fair value. Dashed = 300-day average. As of Sep 2, 2026.
Analysis
Yangtze Optical Fibre and Cable Joint Stock Ltd Co (601869) currently trades at ¥400.03, while our model-based Fair Value estimate is ¥201.38, implying the stock looks roughly 98.6% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of ¥45.67 per share, and 0 of the 26 models we run sit above the ¥400.03 price. Bear case: the Growth Earnings group reads lowest at ¥23.18, and 26 of the 26 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Yangtze Optical Fibre and Cable Joint Stock Ltd Co generated revenue of 15.1B CNY at a net margin of 7.7%. Revenue grew 27.7% year over year. It earns a return on equity of 7.7%. Net debt stands at 257M CNY. Fundamentals as of Sep 2, 2026
Our scenario range runs from ¥151.03 (bear case) to ¥251.72 (bull case); at ¥400.03, 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 18% below its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −54% fair-value upside, at −50%, 601869 screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.5269 per share, which is 0.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models (¥45.67) versus Dividend Discount (¥4.59). Highest evidence: FCF DCF (76).
Notify me when 601869 reaches fair value
Put 601869 on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 74
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Yangtze Optical Fibre And Cable Joint Stock Limited Company produces and sells optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.
Full company description
Yangtze Optical Fibre And Cable Joint Stock Limited Company produces and sells optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally. Itoffers cutting edge products; optical fiber preforms, coating, and silicon tetrachloride; communication optical fire; cable products; specialty fibers, optical fiber components and modules, optical assemblies and modules, and optical fiber sensing system; submarine fiber-optic cable; optical transceiver; and coaxial cable, including RF coaxial and leaky coaxial cable, as well as accessories for RF and leaky coaxial cable. The company also provides data center, copper structured, and fiber optic structured cabling solutions. The company serves telecom, data communication, transportation, industrial laser, power grid, submarine communication, consumer, and materials markets. The company was founded in 1988 and is headquartered in Wuhan, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Yangtze Optical Fibre and Cable Joint Stock Ltd Co reported revenue of 14.3B CNY in FY2025 versus 9.5B CNY in FY2021, a compound +10.6%/yr. Reported net income was 814M CNY in FY2025, compounding +3.5%/yr from FY2021.
of which total revenue +7.6 % · buybacks/dilution −2.5 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
601869 screens 99% overvalued. Compare with Cisco Systems, Inc →
Peer Group
Communication Equipment · 305 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 Communication Equipment median · lower = cheaper
Strength profile in five axes (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.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $112.15 | $61.53 | −45% |
| Zhongji Innolight Co 300308 | ¥866.12 | ¥171.09 | −80% |
| Foxconn Industrial Internet Co 601138 | ¥61.83 | ¥28.65 | −54% |
| Eoptolink Technology Inc 300502 | ¥429.90 | ¥176.99 | −59% |
| Nokia Oyj NOK | $10.21 | $3.78 | −63% |
| Motorola Solutions, Inc MSI | $487.28 | $236.33 | −52% |
| Suzhou TFC Optical Communication Co 300394 | ¥276.25 | ¥43.67 | −84% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $10.06 | $19.89 | +98% |
| Accton Technology Corporation 2345 | 2,270 TWD | 1,135 TWD | −50% |
| Ubiquiti Inc UI | $577.76 | $252.79 | −56% |
Compare Yangtze Optical Fibre and Cable Joint Stock Ltd Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Yangtze Optical Fibre and Cable Joint Stock Ltd Co (601869) overvalued or undervalued?
What is the fair value of 601869?
What is the quality score of 601869?
What is the revenue of Yangtze Optical Fibre and Cable Joint Stock Ltd Co (601869)?
What is the net profit margin of 601869?
Does Yangtze Optical Fibre and Cable Joint Stock Ltd Co pay a dividend?
Watch Yangtze Optical Fibre and Cable Joint Stock Ltd Co in the live analysis
One click puts Yangtze Optical Fibre and Cable Joint Stock Ltd Co on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.