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Sharetronic Data Technology Co Ltd (300857) Fair Value & Analysis

Technology · CN · Market cap 136B CNY (≈ $20.3B) · ISIN CNE100004173

What is Sharetronic Data Technology Co Ltd really worth?

SD Sharetronic Data Technology Co Ltd 300857 · SHE
Price¥252.90
Fair Value¥35.52
Upside−86.0%
Quality29/100

Below-average quality, and trading another 612% above our fair value of ¥35.52.

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Strengths

Solidly profitable · 10.8% net margin
Wide moat 66/100

Risks

!Expensive Growth (revenue 5y +40.3 %/yr)
!High debt · negative free cash flow
!Trails peers (5/13)
!Evidence only low, so the estimate is less certain
!The models disagree: range ¥22.94 to ¥117.14
!Weak on balance sheet: 15 out of 100

For context

·0.10% dividend yield
Evidence: Low Range ¥22.94 – ¥117.14

Fair value as of: Sep 2, 2026

From 16 valuation models · updated 2 days ago

Share price +4.9% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (¥117.14). The favourable scenario is already priced in.
  • Weak quality (29/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (¥22.94 to ¥117.14). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • 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)

¥341.98 ¥7.86 Fair Value ¥35.52 Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.

How to read this chart

60‑month range ¥7.86 – ¥341.98 · fair‑value band ¥22.94 – ¥117.14 · the ¥252.90 price screens above the ¥35.52 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.

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Analysis

Sharetronic Data Technology Co Ltd (300857) currently trades at ¥252.90, while our model-based Fair Value estimate is ¥35.52, implying the stock looks roughly 611.7% overvalued today. The Quality Score stands at 29/100 (below-average quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of ¥110.55 per share, and 0 of the 16 models we run sit above the ¥252.90 price. Bear case: the Asset-Based group reads lowest at ¥6.01, and 16 of the 16 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Sharetronic Data Technology Co Ltd generated revenue of 16.2B CNY at a net margin of 10.8%. Revenue grew 192.9% year over year. It earns a return on equity of 40.2%. Net debt stands at 9.4B CNY. Fundamentals as of Sep 2, 2026

Our scenario range runs from ¥22.94 (bear case) to ¥117.14 (bull case); at ¥252.90, 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 18% below its 52-week high and 370% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −21% fair-value upside, at −86%, 300857 screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥2.60 per share, which is 4.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (¥2.36 to ¥112.84). Read the values as a conservative anchor, not as a price target.
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
EPV best evidence ¥16.34 ¥20.81 ¥24.71 74
ROIC Compounder ¥24.56 ¥39.98 ¥53.04 69
EV/EBITDA ¥29.44 ¥42.73 ¥56.03 67
All 16 models by family
Earnings-Based
Graham-Dodd ¥16.18 ¥112.84 ¥158.35 61
Lynch FV ¥58.29 ¥83.28 ¥108.26 59
PEG = 1.0 ¥58.29 ¥83.28 ¥108.26 55
EPV best evidence ¥16.34 ¥20.81 ¥24.71 74
Dividend Discount
Gordon GGM ¥1.35 ¥2.80 ¥4.45 64
DDM Multi-Stage ¥1.35 ¥2.36 ¥2.94 64
Multiples
P/E Multiple ¥39.26 ¥52.35 ¥65.43 63
P/S Multiple ¥22.48 ¥29.98 ¥37.47 58
P/B Multiple ¥26.92 ¥35.89 ¥44.86 55
EV/EBIT ¥31.74 ¥45.80 ¥59.85 65
EV/EBITDA ¥29.44 ¥42.73 ¥56.03 67
EV/Revenue ¥10.56 ¥19.55 ¥28.54 52
Asset-Based
NCAV (Graham) ¥4.49 ¥6.01 ¥8.97 54
Economic Profit
Residual Income ¥17.87 ¥26.72 ¥253.65 61
ROIC Compounder ¥24.56 ¥39.98 ¥53.04 69
Growth Earnings
Growth-Adj P/E ¥77.38 ¥110.55 ¥143.71 65

Widest divergence: Growth Earnings (¥110.55) versus Dividend Discount (¥2.36). Highest evidence: EPV (74).

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Key figures & financial health

P/E ratio 61.8
P/S ratio 5.89 P/E × margin
EPS (TTM) ¥4.09 price ÷ EPS = P/E 61.8
Dividend yield 0.1% payout 5.9%
Net margin 9.5% FY2025
Return on equity 40.2% TTM
More key figures
Profitability
Return on assets (EBIT) 6.7% avg 5y
Operating margin 18.6% TTM
Growth
Revenue (TTM) 16.2B CNY TTM
Revenue growth (YoY) +193% 3y avg +57.2%
EPS growth (YoY) +215%
Balance sheet & cash flow
Free cash flow −12.6B CNY FY2025
Net debt 9.4B CNY FY2025

Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 29/100

Of which business quality 31 · Market factors (momentum, volatility) 57

Profitability 45
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 18
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 79
Price trend over the last 3–12 months (market factor)
52W Momentum 83
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Sharetronic Data Technology Co., Ltd. engages in the research and development, and provision of advanced hardware and software solutions in China and internationally.

Full company description

Sharetronic Data Technology Co., Ltd. engages in the research and development, and provision of advanced hardware and software solutions in China and internationally. The company offers AIoT smart hardware, data storage terminals, edge computing devices, and intelligent control terminals; computing support for cloud video, cloud gaming, and large model training/inference; and Fcloud AI Training/Inference Platform. It also provides cloud services; and manufactures intelligent storage devices. In addition, it offers smart cloud for AI workloads; ARM-based computing; GPU computing; Edge computing; Fcloud cloud phone, a professional SaaS platform for social media marketing; Infisight, an AI collaboration platform for chain businesses. Sharetronic Data Technology Co., Ltd.was founded in 2005 and is based in Shenzhen, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Sharetronic Data Technology Co Ltd reported revenue of 12.2B CNY in FY2025 versus 3.0B CNY in FY2021, a compound +42.6%/yr. Reported net income was 1.2B CNY in FY2025, compounding +74.3%/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)
12.2B CNY
Latest YoY
+65.0%
Avg. revenue 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.
+57.2%
Avg. revenue 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.
+40.3%
Avg. revenue growth/yr (9Y) 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.
+34.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+40.9% (40.8 + 0.1)
Revenue +42.6%/yr
FY21 3.0B CNY
FY22 3.1B CNY
FY23 4.7B CNY
FY24 7.4B CNY
FY25 12.2B CNY
Net income +74.3%/yr
FY21 126M CNY
FY22 131M CNY
FY23 287M CNY
FY24 692M CNY
FY25 1.2B CNY

300857 screens 612% overvalued. Compare with Samsung Electronics Co →

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Cite: Fair Value Calculator (2026). "Sharetronic Data Technology Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/300857

Peer Group

Consumer Electronics · 127 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 29 · Bottom 25%
Fair Value upside −86% · Bottom 25%
Return on equity (TTM) 40% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 19% · Top 25%
Revenue growth 193% · Top 25%
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 1.70× · Higher than 75% of peers

Valuation Multiples vs Consumer Electronics median · lower = cheaper

P/E (TTM) 61.8× · Pricier than 75% of peers
P/B 30.98× · Pricier than 75% of peers
P/S (TTM) 8.37× · Pricier than 75% of peers
EV/EBITDA 43.8× · Pricier than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 7
FUTURE100 · sector 7
PAST100 · sector 16
HEALTH15 · sector 97
DIVIDEND2 · sector 43

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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

Similar stocks

10 more Consumer Electronics stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).

Stock Price Fair Value vs Fair Value
Samsung Electronics Co 005930 257,000 KRW 163,160 KRW −37%
Sony Group SONY $24.07 $28.28 +17%
Xiaomi Corporation 81810 HK$24.16 HK$38.03 +57%
LG Electronics Inc 066570 201,500 KRW 98,149 KRW −51%
Huaqin Co 603296 ¥78.49 ¥39.69 −49%
Goertek Inc 002241 ¥22.11 ¥21.02 −5%
LG Corp 003550 113,700 KRW 89,984 KRW −21%
Shenzhen Transsion Holdings 688036 ¥58.89 ¥56.82 −4%
Dixon Technologies (India) Limited DIXON ₹14,495 ₹4,022 −72%
Anker Innovations Limited 300866 ¥118.42 ¥78.13 −34%

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Frequently asked questions

Is Sharetronic Data Technology Co Ltd (300857) overvalued or undervalued?
As of Sep 2, 2026, our model estimates a fair value of ¥35.52 versus a price of ¥252.90, about −86% upside (overvalued).
What is the fair value of 300857?
Our model-based fair value for Sharetronic Data Technology Co Ltd is ¥35.52 (as of Sep 2, 2026), built from audited fundamentals. The current price: ¥252.90.
What is the quality score of 300857?
Sharetronic Data Technology Co Ltd has a Quality Score of 29/100. 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 Sharetronic Data Technology Co Ltd (300857)?
Sharetronic Data Technology Co Ltd reported trailing-twelve-month revenue of about 16.2B CNY (latest available figure, as of Sep 2, 2026).
What is the net profit margin of 300857?
The net profit margin of Sharetronic Data Technology Co Ltd is about 10.8%, meaning it keeps roughly 10.8% of revenue as net income. Based on the latest reported figures.
Does Sharetronic Data Technology Co Ltd pay a dividend?
Sharetronic Data Technology Co Ltd currently shows a dividend yield of about 0.10% relative to its recent price (as of Sep 2, 2026).
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