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United Nova Technology Co (688469) Fair Value & Analysis

Technology · CN · Market cap 63.7B CNY

UN United Nova Technology Co 688469 · SHG
Price¥8.26
Fair Value¥3.14
Upside-62.0%
Quality42/100
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Expensive Growth
Loss-making · -6.0% net margin
Low debt · negative free cash flow
Trails peers (4/11)
Narrow moat 12/100
Evidence: Low Range ¥2.18 – ¥4.11 Share as image

Fair value as of: Jul 12, 2026

From 4 valuation models · updated 26 days ago

Share price −11.0% over the past month.

Below-average quality, and screening another 62% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥4.11). The favourable scenario is already priced in.
  • Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (¥2.18 to ¥4.11) leaves room in how you read the outcome.
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Price vs Fair Value (3 years)

¥9.98 ¥3.35 Fair Value ¥3.14 May 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

39‑month range ¥3.35 – ¥9.98 · fair‑value band ¥2.18 – ¥4.11 · the ¥8.26 price screens above the ¥3.14 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

United Nova Technology Co (688469) currently trades at ¥8.26, while our model-based Fair Value estimate is ¥3.14, implying the stock looks roughly 62.0% overvalued today. We read business quality at 42/100 (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: low).

Over the trailing twelve months, United Nova Technology Co generated revenue of 8.4B CNY at a net margin of -6.0%. Revenue grew 13.2% year over year. It earns a return on equity of -8.9%. Net debt stands at 7.0B CNY. Fundamentals as of Jul 12, 2026

Our scenario range runs from ¥2.18 (bear case) to ¥4.11 (bull case); at ¥8.26, 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 9% below its 52-week high and 78% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -62% fair-value upside, at -62%, 688469 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.

Model BearBaseBull Evidence
Highest evidence
Gordon GGM ¥0.2400 ¥0.5100 ¥0.8000 70
DDM Multi-Stage ¥0.2400 ¥0.4300 ¥0.5300 61
EV/EBITDA ¥3.08 ¥4.22 ¥5.35 54
All 4 models by family
Dividend Discount
Gordon GGM ¥0.2400 ¥0.5100 ¥0.8000 70
DDM Multi-Stage ¥0.2400 ¥0.4300 ¥0.5300 61
Multiples
EV/EBITDA ¥3.08 ¥4.22 ¥5.35 54
Asset-Based
NCAV (Graham) ¥0.7800 ¥1.04 ¥1.55 50

Widest divergence: Multiples (¥4.22) versus Dividend Discount (¥0.4300). Highest evidence: Gordon GGM (70).

Key figures & financial health

Revenue (TTM) 8.4B CNY
Revenue growth (YoY) +13.2%
Net margin -6.0%
Return on equity -8.9%
Free cash flow −1.2B CNY FY2025
Operating margin -4.4%
More key figures
EPS (TTM) ¥-0.0600
Net debt 7.0B CNY FY2025

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

Quality Score breakdown

Overall quality 42/100

Of which business quality 32 · Market factors (momentum, volatility) 75

Profitability 5
Margins and returns on capital today
Quality Growth 83
Are margins and returns improving?
Cashflow 30
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 19
Disciplined investing over empire-building
Low Volatility 52
Calm price path (market factor)
Momentum 81
Price trend over the last 3–12 months (market factor)
52W Momentum 90
Distance to the 52-week high (market factor)
Net Issuance 0
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

United Nova Technology Co.,Ltd. manufactures and markets power discrete and modules in China and internationally. The company offers IGBTs, MOSFETs, and analog ICs, as well as MEMS and MCUs.

Full company description

United Nova Technology Co.,Ltd. manufactures and markets power discrete and modules in China and internationally. The company offers IGBTs, MOSFETs, and analog ICs, as well as MEMS and MCUs. It also provides system manufacturing solutions for automotive, clean energy technologies, industrials, and household appliances; solutions for automotive-grade IGBT/SiC chips and modules; and analog chips for mixed-signal high-voltage applications. The company was formerly known as Semiconductor Manufacturing Electronics (Shaoxing) Corporation and changed its name to United Nova Technology Co.,Ltd. in November 2023. United Nova Technology Co.,Ltd. was founded in 2018 and is headquartered in Shaoxing, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

United Nova Technology Co reported revenue of ¥8.2B in FY2025 versus ¥2.0B in FY2021, a compound +41.8%/yr. Reported net income was −¥595M in FY2025.

Growth Quality 38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
8.2B CNY
Latest YoY
+25.7%
Avg. growth/yr (3Y)
+21.1%
Revenue +41.8%/yr
FY21 ¥2.0B
FY22 ¥4.6B
FY23 ¥5.3B
FY24 ¥6.5B
FY25 ¥8.2B
Net income
FY21 −¥1.2B
FY22 −¥1.1B
FY23 −¥2.0B
FY24 −¥962M
FY25 −¥595M

688469 screens 62% overvalued. Compare with NVIDIA Corporation →

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Cite: Fair Value Calculator (2026). "United Nova Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/688469

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.

Quality Score 42 · Bottom 25%
Fair Value upside −62% · Below median
Return on assets -3% · Bottom 25%
Net margin (TTM) -6% · Bottom 25%
Operating margin (TTM) -4% · Bottom 25%
Revenue growth 13% · Above median
Debt / equity 0.43× · Higher than 75% of peers

Valuation Multiples vs Semiconductors median · lower = cheaper

P/B 0.72× · Cheaper than 75% of peers
P/S (TTM) 1.12× · Cheaper than median
EV/EBITDA 5.8× · Cheaper 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 66 · sector 60
PAST 0 · sector 24
HEALTH 78 · sector 97
DIVIDEND 0 · sector 22

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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 12, 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

Is United Nova Technology Co (688469) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of ¥3.14 versus a price of ¥8.26, about −62% (overvalued).
What is the fair value of 688469?
Our model-based fair value for United Nova Technology Co is ¥3.14 (as of Jul 12, 2026), built from audited fundamentals. The current price is ¥8.26.
What is the quality score of 688469?
United Nova Technology Co has a Quality Score of 42/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of United Nova Technology Co (688469)?
United Nova Technology Co reported trailing-twelve-month revenue of about 8.4B CNY (latest available figure, as of Jul 12, 2026).
What is the net profit margin of 688469?
The net profit margin of United Nova Technology Co is about -6.0%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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