Guangzhou Tongda Auto Electric Co (603390) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 4.1B CNY
Fair value as of: Jul 12, 2026
From 26 valuation models · updated 29 days ago
Fair value updated Jul 12, 2026, revised from ¥5.18 to ¥4.85 (−6.4%) since Jun 24, 2026. Share price −1.7% over the past month.
A solid business, but screening 52% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥6.06). The favourable scenario is already priced in.
- Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥3.26 to ¥6.06) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range ¥5.42 – ¥18.00 · fair‑value band ¥3.26 – ¥6.06 · the ¥10.00 price screens above the ¥4.85 fair value. Dashed = 300-day average. As of Jul 12, 2026.
Analysis
Guangzhou Tongda Auto Electric Co (603390) currently trades at ¥10.00, while our model-based Fair Value estimate is ¥4.85, implying the stock looks roughly 51.5% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Consumer Cyclical 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: high).
Over the trailing twelve months, Guangzhou Tongda Auto Electric Co generated revenue of 1.0B CNY at a net margin of 12.6%. Revenue grew 13.3% year over year. It earns a return on equity of 7.8%. The balance sheet holds a net cash position of 369M CNY. Fundamentals as of Jul 12, 2026
Our scenario range runs from ¥3.26 (bear case) to ¥6.06 (bull case); at ¥10.00, 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 36% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -52%, 603390 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 26 models by family
Widest divergence: DCF Models (¥5.29) versus Dividend Discount (¥1.37). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 29
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
Guangzhou Tongda Auto Electric Co., Ltd engages in the smart transportation and mobile medical care business in China. It offers Smart Transportation, a one-stop solution for smart transportation software and hardware for commercial vehicle manufacturers and operators, and Tongda Cloud, a smart traffic management cloud platform.
Full company description
Guangzhou Tongda Auto Electric Co., Ltd engages in the smart transportation and mobile medical care business in China. It offers Smart Transportation, a one-stop solution for smart transportation software and hardware for commercial vehicle manufacturers and operators, and Tongda Cloud, a smart traffic management cloud platform. The company also provides an intelligent dispatching management platform, a tire full life cycle management platform, an internet of vehicles safety warning cloud platform, the TDMS video management system, a passenger flow analysis and simulation platform, an intelligent cashier management cloud platform, and other vehicle management solutions, as well as mobile medical vehicles. In addition, it offers automotive electrical products, including vehicle-mounted intelligent systems, public transportation multimedia information release systems, and new energy vehicle motors and thermal management. The company was incorporated in 1994 and is headquartered in Guangzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Guangzhou Tongda Auto Electric Co reported revenue of ¥1.0B in FY2025 versus ¥540M in FY2021, a compound +17.0%/yr. Reported net income was ¥85.2M in FY2025.
603390 screens 52% overvalued. Compare with Hyundai Mobis Co →
Peer Group
Auto Parts · 642 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 Auto Parts 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 Auto Parts stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Hyundai Mobis Co 012330 | 482,000 KRW | 678,420 KRW | +41% |
| Magna International Inc MGAN | 1,122 MXN | 1,172 MXN | +4% |
| Samvardhana Motherson International Limited MOTHERSON | ₹144.17 | ₹80.63 | -44% |
| Bosch Limited BOSCHLTD | ₹41,110 | ₹14,004 | -66% |
| Bharat Forge Limited BHARATFORG | ₹2,117 | ₹441.74 | -79% |
| Uno Minda Limited UNOMINDA | ₹1,158 | ₹426.57 | -63% |
| Schaeffler India Limited SCHAEFFLER | ₹4,135 | ₹1,412 | -66% |
| Hankook Tire & Technology Co 161390 | 73,600 KRW | 196,479 KRW | +167% |
| MRF Limited MRF | ₹131,025 | ₹125,849 | -4% |
| Sona BLW Precision Forgings Limited SONACOMS | ₹792.00 | ₹207.06 | -74% |
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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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