OmniVision Integrated Circuits Group (603501) Fair Value & Analysis
Technology · CN · Market cap 132B CNY
Fair value as of: Jul 13, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 13, 2026, revised from ¥66.84 to ¥67.05 (+0.3%) since Jul 11, 2026. Share price −9.9% over the past month.
A solid business, but screening 25% overvalued on our models.
What matters now
- Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥49.27 to ¥90.82) 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 13, 2026.
How to read this chart
60‑month range ¥71.64 – ¥251.55 · fair‑value band ¥49.27 – ¥90.82 · the ¥89.65 price screens above the ¥67.05 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.
Analysis
OmniVision Integrated Circuits Group (603501) currently trades at ¥89.65, while our model-based Fair Value estimate is ¥67.05, implying the stock looks roughly 25.2% overvalued today. We read business quality at 50/100 (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: high).
Over the trailing twelve months, OmniVision Integrated Circuits Group generated revenue of 28.8B CNY at a net margin of 12.8%. Revenue declined 0.9% year over year. It earns a return on equity of 12.6%. The balance sheet holds a net cash position of 3.0B CNY. Fundamentals as of Jul 13, 2026
Our scenario range runs from ¥49.27 (bear case) to ¥90.82 (bull case); at ¥89.65, the current price sits within 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 43% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -62% fair-value upside, at -25%, 603501 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.
All 26 models by family
Widest divergence: Growth Earnings (¥113.60) versus Dividend Discount (¥13.05). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 62 · Market factors (momentum, volatility) 25
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
OmniVision Integrated Circuits Group, Inc., together with its subsidiaries, engages in the design, development, and sale of integrated circuits and computer software and hardware in China and internationally. It operates in two segments, Semiconductor Design and Electronic Components Agency.
Full company description
OmniVision Integrated Circuits Group, Inc., together with its subsidiaries, engages in the design, development, and sale of integrated circuits and computer software and hardware in China and internationally. It operates in two segments, Semiconductor Design and Electronic Components Agency. The company offers image sensors, application-specific integrated circuits, camera cube chips, liquid crystal on silicon, display solutions, in-system programming, and cable modules. It also provides semiconductor solutions, including Nyxel, a near infrared sensor technology; PureCel, a revolutionary pixel technology; RGB-IR, a technology that captures RGB and infrared images in a single sensor; OmniPixel, a shutter technology; OmniBSI, a backside-illumination sensing technology; TheiaCel, a single-exposure HDR technology; HDR, a high dynamic range technology; DCG, an HDR technology that captures high-contrast scenes; SCG, a selective conversion gain technology; and AntLinx, a CMOS chip-on-tip endoscopy interface. The company's products are used in automotive, machine vision, medical, mobile, security, emerging, and computing applications. It exports its products. The company was formerly known as Shanghai Will Semiconductor Co., Ltd. and changed its name to OmniVision Integrated Circuits Group, Inc. in June 2025. OmniVision Integrated Circuits Group, Inc. was founded in 2007 and is based in Shanghai, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
OmniVision Integrated Circuits Group reported revenue of ¥28.9B in FY2025 versus ¥24.1B in FY2021, a compound +4.6%/yr. Reported net income was ¥4.0B in FY2025, compounding −2.5%/yr from FY2021.
603501 screens 25% overvalued. Compare with NVIDIA Corporation →
Peer Group
Semiconductors · 319 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 Semiconductors 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.
Insider activity: 40/100
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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $211.80 | $96.91 | -54% |
| Taiwan Semiconductor Manufacturing Company TSM | $398.37 | $207.49 | -48% |
| Broadcom Inc 1AVGO | €323.25 | €121.25 | -62% |
| Micron Technology, Inc ZMIC | C$52.57 | C$7.50 | -86% |
| SK hynix Inc 000660 | 2,082,000 KRW | 1,109,311 KRW | -47% |
| Advanced Micro Devices, Inc 1AMD | €464.70 | €56.33 | -88% |
| Intel Corporation INTC | C$68.40 | C$9.82 | -86% |
| Texas Instruments Incorporated TXN | $311.46 | $59.75 | -81% |
| MediaTek Inc 2454 | 3,740 TWD | 1,163 TWD | -69% |
| SK Square Co 402340 | 1,212,000 KRW | 868,000 KRW | -28% |
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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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