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SBT Ultrasonic Technology Co (688392) Fair Value & Analysis

Industrials · CN · Market cap 17.3B CNY

SU SBT Ultrasonic Technology Co 688392 · SHG
Price¥177.50
Fair Value¥20.85
Upside-88.3%
Quality61/100
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Expensive Growth
Solidly profitable · 17.5% net margin
negative free cash flow
0.26% dividend yield
Mixed vs. peers (6/11)
Moderate moat 58/100
Evidence: High Range ¥15.64 – ¥25.34 Share as image

Fair value as of: Aug 13, 2026

From 17 valuation models · updated yesterday

Share price −5.6% over the past month.

A solid business, but screening 88% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥25.34). The favourable scenario is already priced in.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (4 years)

¥241.80 ¥27.71 Fair Value ¥20.85 Sep 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

47‑month range ¥27.71 – ¥241.80 · fair‑value band ¥15.64 – ¥25.34 · the ¥177.50 price screens above the ¥20.85 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

SBT Ultrasonic Technology Co (688392) currently trades at ¥177.50, while our model-based Fair Value estimate is ¥20.85, implying the stock looks roughly 88.3% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Industrials 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, SBT Ultrasonic Technology Co generated revenue of 825M CNY at a net margin of 17.5%. Revenue grew 34.3% year over year. It earns a return on equity of 7.3%. The balance sheet holds a net cash position of 640M CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥15.64 (bear case) to ¥25.34 (bull case); at ¥177.50, 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 1% below its 52-week high and 221% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -46% fair-value upside, at -88%, 688392 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ¥12.48 ¥13.04 ¥13.53 76
Gordon GGM ¥5.38 ¥11.18 ¥17.73 70
Growth-Adj P/E ¥25.05 ¥35.79 ¥46.53 68
All 17 models by family
DCF Models
Owner Earnings ¥8.92 ¥10.01 ¥12.30 31
Earnings-Based
Graham-Dodd ¥6.75 ¥47.09 ¥66.08 54
Lynch FV ¥20.27 ¥28.95 ¥37.64 50
PEG = 1.0 ¥20.27 ¥28.95 ¥37.64 46
EPV ¥17.07 ¥18.57 ¥19.89 59
Dividend Discount
Gordon GGM ¥5.38 ¥11.18 ¥17.73 70
DDM Multi-Stage ¥5.38 ¥9.43 ¥11.73 61
Multiples
P/E Multiple ¥15.64 ¥20.85 ¥26.06 63
P/S Multiple ¥10.03 ¥13.38 ¥16.72 58
P/B Multiple ¥12.66 ¥16.88 ¥21.10 55
EV/EBIT ¥21.46 ¥25.93 ¥30.39 53
EV/EBITDA ¥19.95 ¥23.92 ¥27.88 54
EV/Revenue ¥16.50 ¥20.11 ¥23.72 43
Asset-Based
NCAV (Graham) ¥7.78 ¥10.43 ¥15.57 50
Economic Profit
Residual Income ¥12.48 ¥13.04 ¥13.53 76
ROIC Compounder ¥18.86 ¥23.00 ¥26.80 67
Growth Earnings
Growth-Adj P/E ¥25.05 ¥35.79 ¥46.53 68

Widest divergence: Growth Earnings (¥35.79) versus Dividend Discount (¥9.43). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 825M CNY
Revenue growth (YoY) +34.3%
Net margin 17.5%
Return on equity 7.3%
Free cash flow −46.9M CNY FY2025
P/E ratio 138.7
More key figures
Operating margin 30.1%
EPS (TTM) ¥1.28
Dividend yield 0.3%
EPS growth (YoY) +114%
Net cash 640M CNY FY2024

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 58 · Market factors (momentum, volatility) 64

Profitability 43
Margins and returns on capital today
Quality Growth 73
Are margins and returns improving?
Cashflow 15
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 24
Calm price path (market factor)
Momentum 81
Price trend over the last 3–12 months (market factor)
52W Momentum 80
Distance to the 52-week high (market factor)
Net Issuance 62
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

SBT Ultrasonic Technology Co., Ltd. engages in the research and development, design, production, and sale of ultrasonic equipment and accessories internationally. It provides ultrasonic application and intelligent equipment solutions.

Full company description

SBT Ultrasonic Technology Co., Ltd. engages in the research and development, design, production, and sale of ultrasonic equipment and accessories internationally. It provides ultrasonic application and intelligent equipment solutions. The company also offers ultrasonic wedge welding machines, integrated ultrasonic welding monitoring machines, ultrasonic roll welding machines, wire harness welding, semiconductor ultrasonic bonding and pin welding machines, ultrasonic die bonders, tire cutting systems, plastic welding machines, and advanced ultrasonic scanning microscopes, as well as related accessories including welding heads, non-woven fabric welding, bottom molds, generators, and transducers. The company products are primarily used in new energy batteries, wire harness connectors, semiconductors, rubber tires, non-woven fabrics, and various high-precision applications in automotive, aerospace, medical, and scientific research industries. It serves customers in the new energy, automotive, semiconductor, tire, consumer electronics, home appliance, medical, and scientific research sectors. SBT Ultrasonic Technology Co., Ltd. was founded in 2007 and is headquartered in Shanghai, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

SBT Ultrasonic Technology Co reported revenue of ¥774M in FY2025 versus ¥371M in FY2021, a compound +20.2%/yr. Reported net income was ¥115M in FY2025, compounding +13.5%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
774M CNY
Latest YoY
+32.4%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.0%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+24.0%
Avg. growth/yr (7Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+32.4%
Revenue +20.2%/yr
FY21 ¥371M
FY22 ¥522M
FY23 ¥525M
FY24 ¥585M
FY25 ¥774M
Net income +13.5%/yr
FY21 ¥69.3M
FY22 ¥111M
FY23 ¥66.5M
FY24 ¥85.9M
FY25 ¥115M

688392 screens 88% overvalued. Compare with GE Vernova Inc →

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Cite: Fair Value Calculator (2026). "SBT Ultrasonic Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/688392

Peer Group

Specialty Industrial Machinery · 807 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 61 · Above median
Fair Value upside −88% · Bottom 25%
Return on equity (TTM) 7% · Above median
Return on assets 3% · Above median
Net margin (TTM) 17% · Top 25%
Operating margin (TTM) 30% · Top 25%
Revenue growth 34% · Top 25%
Dividend yield (TTM) 0.3% · Bottom 25%

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 138.7× · Pricier than 75% of peers
P/B 9.58× · Pricier than 75% of peers
P/S (TTM) 20.92× · 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 22
PAST 29 · sector 28
HEALTH 0 · sector 96
DIVIDEND 5 · sector 24

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 Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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NARI Technology Co 600406 ¥24.06 ¥18.71 -22%
ABB India Limited ABB ₹7,700 ₹1,322 -83%
Cummins India Limited CUMMINSIND ₹5,315 ₹1,355 -75%
Bharat Heavy Electricals Limited BHEL ₹420.00 ₹96.51 -77%

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Frequently asked questions

Is SBT Ultrasonic Technology Co (688392) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥20.85 versus a price of ¥177.50, about −88% (overvalued).
What is the fair value of 688392?
Our model-based fair value for SBT Ultrasonic Technology Co is ¥20.85 (as of Aug 13, 2026), built from audited fundamentals. The current price is ¥177.50.
What is the quality score of 688392?
SBT Ultrasonic Technology Co has a Quality Score of 61/100. 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 SBT Ultrasonic Technology Co (688392)?
SBT Ultrasonic Technology Co reported trailing-twelve-month revenue of about 825M CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 688392?
The net profit margin of SBT Ultrasonic Technology Co is about 17.5%, meaning it keeps roughly 17.5% of revenue as net income. Based on the latest reported figures.
Does SBT Ultrasonic Technology Co pay a dividend?
SBT Ultrasonic Technology Co currently shows a dividend yield of about 0.25% relative to its recent price (as of Aug 13, 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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