CyanConnode Holdings (CYAN) Fair Value & Analysis
Technology · GB · Market cap 28.3M GBX
Fair value as of: Jul 14, 2026
From 1 valuation models · updated 27 days ago
Share price +21.7% over the past month.
Below-average quality, and screening another 79% overvalued on our models.
What matters now
- Weak quality (20/100) 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.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range £0.0483 – £0.2279 · the £0.0805 price screens above the £0.0170 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
CyanConnode Holdings (CYAN) currently trades at £0.0805, while our model-based Fair Value estimate is £0.0170, implying the stock looks roughly 78.9% overvalued today. The Quality Score stands at 20/100 (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, CyanConnode Holdings generated revenue of £16.0M at a net margin of -29.9%. Revenue grew 32.2% year over year. It earns a return on equity of -34.1%. Net debt stands at £3.8M. Fundamentals as of Jul 14, 2026
For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at -79%, CYAN 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 1 models by family
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 26 · Market factors (momentum, volatility) 62
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
CyanConnode Holdings plc designs, develops, and sells narrowband radio frequency (RF) mesh and cellular networks that enable Omni Internet of Things (IoT) communications in India, the United Arab Emirates, and internationally. It offers wireless communication technology for smart metering, lighting, and IoT.
Full company description
CyanConnode Holdings plc designs, develops, and sells narrowband radio frequency (RF) mesh and cellular networks that enable Omni Internet of Things (IoT) communications in India, the United Arab Emirates, and internationally. It offers wireless communication technology for smart metering, lighting, and IoT. The company provides Narrowband RF mesh technology that supports multi-application networks, enabling communication with any device, including gas, water, and electricity meters, as well as street lighting and traffic lights. In addition, it offers Omnimesh, a standard-based smart metering solution; and Omni IoT platform that provides multi-network and multi-application IoT solutions. The company was formerly known as Cyan Holdings plc and changed its name to CyanConnode Holdings plc in November 2016. CyanConnode Holdings plc was incorporated in 2002 and is headquartered in Cambridge, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
CyanConnode Holdings reported revenue of £14.2M in FY2025 versus £6.4M in FY2021, a compound +21.8%/yr. Reported net income was −£3.8M in FY2025.
CYAN screens 79% overvalued. Compare with Cisco Systems, Inc →
Peer Group
Communication Equipment · 286 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 Communication Equipment 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: 30/100
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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $119.25 | $43.05 | -64% |
| Zhongji Innolight Co 300308 | ¥1,094 | ¥171.09 | -84% |
| Foxconn Industrial Internet Co 601138 | ¥56.50 | ¥28.65 | -49% |
| Eoptolink Technology Inc 300502 | ¥482.88 | ¥155.05 | -68% |
| Nokia Oyj NOK | $11.25 | $2.67 | -76% |
| Motorola Solutions, Inc MSI | $413.31 | $190.43 | -54% |
| Suzhou TFC Optical Communication Co 300394 | ¥244.13 | ¥32.04 | -87% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $11.72 | $15.96 | +36% |
| Accton Technology Corporation 2345 | 2,090 TWD | 846.28 TWD | -60% |
| ZTE Corporation 000063 | ¥40.00 | ¥15.75 | -61% |
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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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