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Xinyi Solar Holdings (0968) Fair Value & Analysis

Technology · HK · Market cap HK$19.2B

XS Xinyi Solar Holdings 0968 · HK
PriceHK$2.26
Fair ValueHK$3.35
Upside+48.2%
Quality56/100
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Healthy Growth
Thin margins · 4.1% net margin
Low debt · generates free cash flow
2.18% dividend yield
Ranks above peers (14/15)
Narrow moat 38/100
Evidence: Medium Range HK$2.83 – HK$4.18 Share as image

Fair value as of: Aug 13, 2026

From 24 valuation models · updated today

Fair value updated Aug 13, 2026, revised from HK$2.72 to HK$3.35 (+23.2%) since Aug 5, 2026. Share price +14.7% over the past month.

A solid business, screening 48% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (HK$2.83). The market is more pessimistic than our downside scenario.
  • Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

HK$16.91 HK$1.94 Fair Value HK$3.35 Mar 2021 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

60‑month range HK$1.94 – HK$16.91 · fair‑value band HK$2.83 – HK$4.18 · the HK$2.26 price screens below the HK$3.35 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Xinyi Solar Holdings (0968) currently trades at HK$2.26, while our model-based Fair Value estimate is HK$3.35, implying the stock looks roughly 48.2% undervalued today. The Quality Score stands at 56/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Xinyi Solar Holdings generated revenue of HK$20.9B at a net margin of 4.1%. Revenue declined 2.9% year over year. It earns a return on equity of 1.9%. Net debt stands at HK$9.9B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$2.83 (bear case) to HK$4.18 (bull case); at HK$2.26, the current price sits below 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 45% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -6% fair-value upside, at 48%, 0968 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 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
Growth DCF HK$5.74 HK$10.86 HK$21.14 80
Residual Income HK$2.62 HK$2.53 HK$2.11 76
Rev-Margin DCF HK$2.81 HK$5.15 HK$8.73 74
All 24 models by family
DCF Models
FCF DCF HK$6.10 HK$9.75 HK$21.23 38
Owner Earnings HK$0.8100 HK$2.02 HK$4.56 31
5Y Revenue Exit HK$2.81 HK$4.54 HK$7.93 39
5Y EBITDA Exit HK$5.84 HK$10.87 HK$20.36 41
5Y P/E Exit HK$3.13 HK$6.00 HK$9.68 38
10Y Revenue Exit HK$3.68 HK$6.68 HK$8.97 36
10Y EBITDA Exit HK$5.92 HK$12.79 HK$25.74 37
10Y P/E Exit HK$3.97 HK$7.31 HK$12.89 35
Earnings-Based
Graham-Dodd HK$0.7000 HK$4.87 HK$6.84 54
Lynch FV HK$1.62 HK$2.32 HK$3.01 50
PEG = 1.0 HK$1.62 HK$2.32 HK$3.01 46
EPV HK$0.9900 HK$1.17 HK$1.34 59
Multiples
P/E Multiple HK$2.16 HK$2.88 HK$3.60 63
P/S Multiple HK$1.31 HK$1.75 HK$2.18 58
P/B Multiple HK$1.31 HK$1.75 HK$2.18 55
EV/EBIT HK$3.06 HK$4.13 HK$5.19 53
EV/EBITDA HK$5.74 HK$7.70 HK$9.66 54
EV/Revenue HK$1.48 HK$2.17 HK$2.87 43
Asset-Based
NCAV (Graham) HK$1.82 HK$2.43 HK$3.63 50
Growth DCF
Growth DCF HK$5.74 HK$10.86 HK$21.14 80
Rev-Margin DCF HK$2.81 HK$5.15 HK$8.73 74
Economic Profit
Residual Income HK$2.62 HK$2.53 HK$2.11 76
ROIC Compounder HK$0.9900 HK$1.17 HK$1.34 72
Growth Earnings
Growth-Adj P/E HK$2.43 HK$3.48 HK$4.52 68

Widest divergence: DCF Models (HK$6.68) versus Economic Profit (HK$1.17). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$20.9B
Revenue growth (YoY) -2.9%
Net margin 4.1%
Return on equity 1.9%
Free cash flow HK$3.4B FY2025
P/E ratio 19.1 as of Jul 2, 2026
More key figures
Operating margin 19.9%
EPS (TTM) HK$0.0800
Dividend yield 2.2%
EPS growth (YoY) -59.6%
Net debt HK$9.9B FY2025

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

Quality Score breakdown

Overall quality 56/100

Of which business quality 55 · Market factors (momentum, volatility) 14

Profitability 22
Margins and returns on capital today
Quality Growth 67
Are margins and returns improving?
Cashflow 73
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 63
Disciplined investing over empire-building
Low Volatility 29
Calm price path (market factor)
Momentum 5
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 70
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

Xinyi Solar Holdings Limited, an investment holding company, produces and sells solar glass products in Mainland China, rest of Asia, North America, Europe, and internationally. The company operates through two segments, Sales of Solar Glass and Renewable Energy Business.

Full company description

Xinyi Solar Holdings Limited, an investment holding company, produces and sells solar glass products in Mainland China, rest of Asia, North America, Europe, and internationally. The company operates through two segments, Sales of Solar Glass and Renewable Energy Business. It offers ultra-clear patterned solar glasses, back glasses, and anti-reflective coating solar glasses. The company also develops, operates, and manages solar farms; and generates solar power. In addition, it offers engineering, procurement, and construction services; solar power systems; and silicon products. Further, the company engages in mining activities and the sale of mining products. Xinyi Solar Holdings Limited was founded in 2006 and is headquartered in Wuhu, the People's Republic of China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Xinyi Solar Holdings reported revenue of HK$23.2B in FY2025 versus HK$16.1B in FY2021, a compound +9.6%/yr. Reported net income was HK$940M in FY2025, compounding −33.9%/yr from FY2021.

Growth Quality 89/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
HK$23.2B
Latest YoY
+5.9%
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.
+4.2%
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.
+13.5%
Avg. growth/yr (15Y) 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.
+22.7%
Revenue +9.6%/yr
FY21 HK$16.1B
FY22 HK$20.5B
FY23 HK$26.6B
FY24 HK$21.9B
FY25 HK$23.2B
Net income −33.9%/yr
FY21 HK$4.9B
FY22 HK$3.8B
FY23 HK$4.2B
FY24 HK$1.0B
FY25 HK$940M
Character of growth · EPS growth decomposed (2014-2025) +1.9 % p.a.
Revenue per share +16.2 pp

of which total revenue +20.7 pp · buybacks/dilution −4.5 pp

EBIT margin −9.4 pp
Tax rate −1.6 pp
Residual (interest, one-offs) −3.3 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Xinyi Solar Holdings Fair Value". https://www.fairvalue-calculator.com/stock/0968

Peer Group

Solar · 116 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 56 · Top 25%
Fair Value upside +48% · Top 25%
Return on equity (TTM) 2% · Above median
Return on assets 4% · Top 25%
Net margin (TTM) 4% · Above median
Operating margin (TTM) 20% · Top 25%
Revenue growth -3% · Above median
Dividend yield (TTM) 2.2% · Top 25%
Debt / equity 0.21× · Lower than median

Valuation Multiples vs Solar median · lower = cheaper

P/E (TTM) 19.1× · Cheaper than median
P/B 0.58× · Cheaper than median
P/S (TTM) 0.92× · Pricier than median
P/FCF 0.7× · Cheaper than 75% of peers
EV/EBITDA 3.6× · Cheaper than 75% of peers
PEG 0.33× · 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 98 · sector 21
FUTURE 0 · sector 0
PAST 8 · sector 0
HEALTH 90 · sector 85
DIVIDEND 44 · sector 13

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

Stock Price Fair Value vs Fair Value
First Solar, Inc FSLR $240.91 $392.12 +63%
Nextpower Inc NXT $103.67 $69.61 -33%
Waaree Energies Limited WAAREEENER ₹2,668 ₹2,709 +2%
Tongwei Co 600438 ¥12.89 ¥12.13 -6%
Jinko Solar Co 688223 ¥4.52 ¥6.47 +43%
Enphase Energy, Inc ENPH $40.77 $24.15 -41%
CSI Solar Co 688472 ¥10.28 ¥6.76 -34%
Hengdian Group 002056 ¥22.35 ¥31.86 +43%
Premier Energies Limited PREMIERENE ₹1,086 ₹912.32 -16%
Trina Solar Co 688599 ¥13.64 ¥7.97 -42%

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Frequently asked questions

Is Xinyi Solar Holdings (0968) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$3.35 versus a price of HK$2.26, about +48% (undervalued).
What is the fair value of 0968?
Our model-based fair value for Xinyi Solar Holdings is HK$3.35 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$2.26.
What is the quality score of 0968?
Xinyi Solar Holdings has a Quality Score of 56/100. 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 Xinyi Solar Holdings (0968)?
Xinyi Solar Holdings reported trailing-twelve-month revenue of about HK$20.9B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 0968?
The net profit margin of Xinyi Solar Holdings is about 4.1%, meaning it keeps roughly 4.1% of revenue as net income. Based on the latest reported figures.
Does Xinyi Solar Holdings pay a dividend?
Xinyi Solar Holdings currently shows a dividend yield of about 2.18% 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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