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Jiaxing ZMAX Optech Co (688307) Fair Value & Analysis

Technology · CN · Market cap 8.2B CNY

JZ Jiaxing ZMAX Optech Co 688307 · SHG
Price¥46.50
Fair Value¥9.22
Upside-80.2%
Quality39/100
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Expensive Growth
Thin margins · 9.2% net margin
Low debt · negative free cash flow
0.81% dividend yield
Trails peers (5/13)
Narrow moat 41/100
Evidence: Medium Range ¥6.85 – ¥11.58 Share as image

Fair value as of: Jul 12, 2026

From 16 valuation models · updated 29 days ago

Fair value updated Jul 12, 2026, revised from ¥10.15 to ¥9.22 (−9.2%) since Jun 24, 2026. Share price −27.9% over the past month.

Below-average quality, and screening another 80% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥11.58). The favourable scenario is already priced in.
  • Weak quality (39/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (4 years)

¥93.29 ¥10.13 Fair Value ¥9.22 Feb 2023 Aug 2026

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

42‑month range ¥10.13 – ¥93.29 · fair‑value band ¥6.85 – ¥11.58 · the ¥46.50 price screens above the ¥9.22 fair value. Dashed = 300-day average. As of Jul 12, 2026.

Full chart & analysis →

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Analysis

Jiaxing ZMAX Optech Co (688307) currently trades at ¥46.50, while our model-based Fair Value estimate is ¥9.22, implying the stock looks roughly 80.2% overvalued today. The Quality Score stands at 39/100 (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: medium).

Over the trailing twelve months, Jiaxing ZMAX Optech Co generated revenue of 734M CNY at a net margin of 9.2%. Revenue grew 67.7% year over year. It earns a return on equity of 8.0%. Net debt stands at 30.6M CNY. Fundamentals as of Jul 12, 2026

Our scenario range runs from ¥6.85 (bear case) to ¥11.58 (bull case); at ¥46.50, 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 54% below its 52-week high and 146% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -80%, 688307 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥5.84 ¥6.14 ¥6.46 76
ROIC Compounder ¥5.89 ¥6.49 ¥7.00 72
Gordon GGM ¥2.94 ¥5.86 ¥8.87 70
All 16 models by family
Earnings-Based
Graham-Dodd ¥3.45 ¥24.06 ¥33.76 54
Lynch FV ¥7.57 ¥10.82 ¥14.07 50
PEG = 1.0 ¥7.57 ¥10.82 ¥14.07 46
EPV ¥5.89 ¥6.49 ¥7.00 59
Dividend Discount
Gordon GGM ¥2.94 ¥5.86 ¥8.87 70
DDM Multi-Stage ¥2.94 ¥5.06 ¥6.18 61
Multiples
P/E Multiple ¥7.61 ¥10.15 ¥12.68 63
P/S Multiple ¥6.47 ¥8.62 ¥10.78 58
P/B Multiple ¥6.47 ¥8.62 ¥10.78 55
EV/EBIT ¥9.21 ¥11.58 ¥13.94 53
EV/EBITDA ¥10.04 ¥12.68 ¥15.32 54
EV/Revenue ¥6.90 ¥8.95 ¥11.00 43
Asset-Based
NCAV (Graham) ¥3.63 ¥4.87 ¥7.26 50
Economic Profit
Residual Income ¥5.84 ¥6.14 ¥6.46 76
ROIC Compounder ¥5.89 ¥6.49 ¥7.00 72
Growth Earnings
Growth-Adj P/E ¥9.96 ¥14.23 ¥18.50 68

Widest divergence: Growth Earnings (¥14.23) versus Asset-Based (¥4.87). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 734M CNY
Revenue growth (YoY) +67.7%
Net margin 9.2%
Return on equity 8.0%
Free cash flow −93.4M CNY FY2025
P/E ratio 121.7
More key figures
Operating margin 9.3%
EPS (TTM) ¥0.5400
Dividend yield 0.8%
EPS growth (YoY) +41.7%
Net debt 30.6M CNY FY2022

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100

Of which business quality 43 · Market factors (momentum, volatility) 64

Profitability 34
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 20
Earnings quality: real cash, not paper profit
Fin. Strength 93
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 72
Price trend over the last 3–12 months (market factor)
52W Momentum 67
Distance to the 52-week high (market factor)
Net Issuance 36
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

Jiaxing ZMAX Optech Co., Ltd. engages in the research and development, production, and sales of optical lenses and technology development services in China and internationally.

Full company description

Jiaxing ZMAX Optech Co., Ltd. engages in the research and development, production, and sales of optical lenses and technology development services in China and internationally. The company offers smart lot products, such as 4k and 4k+AI series, starlight series, HD series, and super telephoto series; an intelligent driving system, including an advanced driver assistance system, driver monitoring system, occupant monitoring system, and panoramic surveillance imaging system; an intelligent terminal category comprises drone lenses, video conferencing lenses, smart camera lens, and ultra short throw projection lenses. It is involved in the design, development, and manufacturing of molds and precision machinery parts; processing and assembly of precision mechanical parts and plastic parts, as well as providing optoelectronic devices. The company was founded in 2012 and is headquartered in Jiaxing, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jiaxing ZMAX Optech Co reported revenue of ¥658M in FY2025 versus ¥396M in FY2021, a compound +13.5%/yr. Reported net income was ¥63.0M in FY2025, compounding +15.1%/yr from FY2021.

Growth Quality 52/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
658M CNY
Latest YoY
+44.7%
Avg. growth/yr (3Y)
+17.7%
Revenue +13.5%/yr
FY21 ¥396M
FY22 ¥404M
FY23 ¥379M
FY24 ¥455M
FY25 ¥658M
Net income +15.1%/yr
FY21 ¥36.0M
FY22 ¥41.1M
FY23 ¥36.3M
FY24 ¥53.4M
FY25 ¥63.0M

688307 screens 80% overvalued. Compare with Delta Electronics, Inc →

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Cite: Fair Value Calculator (2026). "Jiaxing ZMAX Optech Co Fair Value". https://www.fairvalue-calculator.com/stock/688307

Peer Group

Electronic Components · 626 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 39 · Bottom 25%
Fair Value upside −80% · Bottom 25%
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 9% · Above median
Revenue growth 68% · Top 25%
Dividend yield (TTM) 0.8% · Below median
Debt / equity 0.14× · Higher than median

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 121.7× · Pricier than 75% of peers
P/B 9.04× · Pricier than 75% of peers
P/S (TTM) 11.12× · Pricier than 75% of peers
EV/EBITDA 87.4× · Pricier than 75% of peers

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 · sector 0
FUTURE 100 · sector 32
PAST 32 · sector 24
HEALTH 93 · sector 95
DIVIDEND 16 · sector 25

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.

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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Delta Electronics, Inc 2308 1,880 TWD 515.23 TWD -73%
Hon Hai Precision Industry Co 2317 242.50 TWD 270.47 TWD +12%
Luxshare Precision Industry Co 002475 ¥62.14 ¥38.44 -38%
Samsung Electro-Mechanics Co 009150 1,260,000 KRW 166,421 KRW -87%
Elite Material Co 2383 4,990 TWD 714.36 TWD -86%
Yageo Corporation 2327 699.00 TWD 216.55 TWD -69%
Shengyi Technology Co 600183 ¥132.29 ¥27.45 -79%
Shennan Circuits Co 002916 ¥364.00 ¥93.50 -74%
Victory Giant Technology (HuiZhou) Co 2476 HK$297.00 HK$103.98 -65%
Wus Printed Circuit (Kunshan) Co 002463 ¥127.80 ¥31.95 -75%

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Frequently asked questions

Is Jiaxing ZMAX Optech Co (688307) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of ¥9.22 versus a price of ¥46.50, about −80% (overvalued).
What is the fair value of 688307?
Our model-based fair value for Jiaxing ZMAX Optech Co is ¥9.22 (as of Jul 12, 2026), built from audited fundamentals. The current price is ¥46.50.
What is the quality score of 688307?
Jiaxing ZMAX Optech Co has a Quality Score of 39/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Jiaxing ZMAX Optech Co (688307)?
Jiaxing ZMAX Optech Co reported trailing-twelve-month revenue of about 734M CNY (latest available figure, as of Jul 12, 2026).
What is the net profit margin of 688307?
The net profit margin of Jiaxing ZMAX Optech Co is about 9.2%, meaning it keeps roughly 9.2% of revenue as net income. Based on the latest reported figures.
Does Jiaxing ZMAX Optech Co pay a dividend?
Jiaxing ZMAX Optech Co currently shows a dividend yield of about 0.81% relative to its recent price (as of Jul 12, 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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