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Raytron Technology Co Ltd (688002) Fair Value & Analysis

Technology · CN · Market cap 80.0B CNY (≈ $11.9B) · ISIN CNE100003MX6

What is Raytron Technology Co Ltd really worth?

RT Raytron Technology Co Ltd 688002 · SHG
Price¥180.45
Fair Value¥54.00
Upside−70.1%
Quality76/100

A strong business, but trading 234% above our fair value of ¥54.00.

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Strengths

Healthy Growth (revenue 5y +32.3 %/yr)
Highly profitable · 20.5% net margin
Low debt · generates free cash flow
Wide moat 78/100

Risks

!Mixed vs. peers (6/14)
!Weak on dividend: 4 out of 100

For context

·0.21% dividend yield
Evidence: High Range ¥40.29 – ¥79.23

Fair value as of: Aug 28, 2026

From 26 valuation models · updated 8 days ago

Share price +18.8% over the past month.

What runs behind every stock

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

What matters now

  • A high-quality business (quality 76/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (¥79.23). The favourable scenario is already priced in.
  • A fairly wide model range (¥40.29 to ¥79.23) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

¥185.00 ¥23.77 Fair Value ¥54.00 Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 28, 2026.

How to read this chart

60‑month range ¥23.77 – ¥185.00 · fair‑value band ¥40.29 – ¥79.23 · the ¥180.45 price screens above the ¥54.00 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 28, 2026.

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Analysis

Raytron Technology Co Ltd (688002) currently trades at ¥180.45, while our model-based Fair Value estimate is ¥54.00, implying the stock looks roughly 234.1% overvalued today. The Quality Score stands at 76/100 (high quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of ¥118.19 per share, and 0 of the 26 models we run sit above the ¥180.45 price. Bear case: the Asset-Based group reads lowest at ¥8.92, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Raytron Technology Co Ltd generated revenue of 7.1B CNY at a net margin of 20.5%. Revenue grew 71.1% year over year. It earns a return on equity of 20.6%. Net debt stands at 388M CNY. Fundamentals as of Aug 28, 2026

Our scenario range runs from ¥40.29 (bear case) to ¥79.23 (bull case); at ¥180.45, 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 near its 52-week high and 196% 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 −70%, 688002 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 ¥1.81 per share, which is 3.3 % 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.

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 ¥18.80 ¥22.06 ¥24.92 74
FCF DCF ¥44.93 ¥71.14 ¥154.62 73
Growth DCF ¥42.21 ¥84.55 ¥153.94 72
All 26 models by family
DCF Models
FCF DCF ¥44.93 ¥71.14 ¥154.62 73
Owner Earnings ¥29.18 ¥67.41 ¥147.65 68
5Y Revenue Exit ¥28.55 ¥47.97 ¥88.46 67
5Y EBITDA Exit ¥43.16 ¥77.51 ¥144.90 69
5Y P/E Exit ¥48.82 ¥111.64 ¥197.53 65
10Y Revenue Exit ¥32.89 ¥68.46 ¥89.61 64
10Y EBITDA Exit ¥44.50 ¥99.92 ¥196.50 62
10Y P/E Exit ¥48.63 ¥112.11 ¥217.11 58
Earnings-Based
Graham-Dodd ¥15.90 ¥110.90 ¥155.63 61
Lynch FV ¥57.30 ¥81.85 ¥106.41 59
PEG = 1.0 ¥57.30 ¥81.85 ¥106.41 55
EPV ¥18.80 ¥22.06 ¥24.92 74
Dividend Discount
Gordon GGM ¥1.79 ¥3.73 ¥5.92 64
DDM Multi-Stage ¥1.79 ¥3.15 ¥3.92 64
Multiples
P/E Multiple ¥49.11 ¥65.48 ¥81.85 63
P/S Multiple ¥29.82 ¥39.76 ¥49.69 58
P/B Multiple ¥29.82 ¥39.76 ¥49.69 55
EV/EBIT ¥40.33 ¥54.04 ¥67.75 66
EV/EBITDA ¥40.83 ¥54.70 ¥68.57 67
EV/Revenue ¥20.01 ¥28.91 ¥37.82 53
Asset-Based
NCAV (Graham) ¥6.65 ¥8.92 ¥13.31 54
Growth DCF
Growth DCF ¥42.21 ¥84.55 ¥153.94 72
Rev-Margin DCF ¥31.48 ¥55.02 ¥104.44 67
Economic Profit
Residual Income ¥15.77 ¥22.01 ¥100.90 61
ROIC Compounder ¥24.88 ¥36.24 ¥45.81 69
Growth Earnings
Growth-Adj P/E ¥82.73 ¥118.19 ¥153.65 65

Widest divergence: Growth Earnings (¥118.19) versus Dividend Discount (¥3.15). Highest evidence: EPV (74).

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Key figures & financial health

P/E ratio 59.4
P/S ratio 10.3 P/E × margin
EPS (TTM) ¥3.04 price ÷ EPS = P/E 59.4
Dividend yield 0.2% payout 12.5%
Net margin 17.4% FY2025
Return on equity 20.6% TTM
More key figures
Profitability
Return on assets (EBIT) 6.8% avg 5y
Operating margin 29.4% TTM
Growth
Revenue (TTM) 7.1B CNY TTM
Revenue growth (YoY) +71.1% 3y avg +33.7%
EPS growth (YoY) +211%
Balance sheet & cash flow
Free cash flow 1.3B CNY FY2025
Net debt 388M CNY FY2025 · ≈ 0.3 yrs of FCF

Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 76/100

Of which business quality 74 · Market factors (momentum, volatility) 81

Profitability 69
Margins and returns on capital today
Quality Growth 95
Are margins and returns improving?
Cashflow 79
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 29
Disciplined investing over empire-building
Low Volatility 34
Calm price path (market factor)
Momentum 100
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 84
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

Raytron Technology Co.,Ltd. engages in the research and development, design, manufacturing, and sales of uncooled infrared imagining, MEMS sensor, and image processing algorithms technology in China.

Full company description

Raytron Technology Co.,Ltd. engages in the research and development, design, manufacturing, and sales of uncooled infrared imagining, MEMS sensor, and image processing algorithms technology in China. The company provides driving assistant, infrared imaging, and vacuum packaging products; MEMS design services for sensors; and ASIC, analog, and Hybrid IP design services. Its products are used in security and firefighting, such as security surveillance, thermal cameras, and airport monitoring system; medical health for infrared thermal imaging; ADAS for car safety; emergency response for outdoor search and rescue, and survivor detection; satellite communication for 5G communications; consumer electronics, including outdoor optical equipment, such as handheld thermal imagers, digital binoculars, and night vision scope; low-altitude operations; intelligent robots; space communication for enabling inter-satellite, ground-to-satellite, and ground-to-ground wireless links; scientific research innovation for astronomy, geology, and meteorology; and carbon neutrality for industrial monitoring, gas-leak detection, and new-energy, as well as chemical applications. The company also exports its products to Europe and North America. Raytron Technology Co.,Ltd. was incorporated in 2009 and is based in Yantai, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Raytron Technology Co Ltd reported revenue of 6.3B CNY in FY2025 versus 1.8B CNY in FY2021, a compound +37.3%/yr. Reported net income was 1.1B CNY in FY2025, compounding +24.3%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
6.3B CNY
Latest YoY
+46.5%
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.
+33.7%
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.
+32.3%
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.
+67.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+19.2% (19.0 + 0.2)
Revenue +37.3%/yr
FY21 1.8B CNY
FY22 2.6B CNY
FY23 3.6B CNY
FY24 4.3B CNY
FY25 6.3B CNY
Net income +24.3%/yr
FY21 461M CNY
FY22 313M CNY
FY23 496M CNY
FY24 569M CNY
FY25 1.1B CNY

688002 screens 234% overvalued. Compare with Amphenol Corporation →

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Cite: Fair Value Calculator (2026). "Raytron Technology Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/688002

Peer Group

Electronic Components · 638 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 76 · Top 25%
Fair Value upside −70% · Bottom 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 20% · Top 25%
Operating margin (TTM) 29% · Top 25%
Revenue growth 71% · Top 25%
Dividend yield (TTM) 0.2% · Bottom 25%
Debt / equity 0.22× · Higher than median

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 59.4× · Pricier than median
P/B 12.78× · Pricier than 75% of peers
P/S (TTM) 11.25× · Pricier than 75% of peers
P/FCF 9.3× · Pricier than median
EV/EBITDA 43.4× · 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 0
FUTURE100 · sector 40
PAST83 · sector 25
HEALTH89 · sector 95
DIVIDEND4 · 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

Similar stocks

10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).

Stock Price Fair Value vs Fair Value
Amphenol Corporation APH $157.74 $97.19 −38%
Corning Incorporated GLW CHF 134.64 CHF 35.18 −74%
Delta Electronics, Inc 2308 1,750 TWD 602.37 TWD −66%
Luxshare Precision Industry Co 002475 ¥56.06 ¥38.44 −31%
Samsung Electro-Mechanics Co 009150 1,503,000 KRW 172,954 KRW −88%
Suzhou Dongshan Precision Manufacturing Co 002384 ¥202.11 ¥21.19 −90%
TE Connectivity plc TEL $202.66 $144.42 −29%
Shengyi Technology Co 600183 ¥132.80 ¥36.30 −73%
Flex Ltd FLEX $124.53 $48.10 −61%
Celestica Inc CLS $298.70 $113.54 −62%

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Frequently asked questions

Is Raytron Technology Co Ltd (688002) overvalued or undervalued?
As of Aug 28, 2026, our model estimates a fair value of ¥54.00 versus a price of ¥180.45, about −70% upside (overvalued).
What is the fair value of 688002?
Our model-based fair value for Raytron Technology Co Ltd is ¥54.00 (as of Aug 28, 2026), built from audited fundamentals. The current price: ¥180.45.
What is the quality score of 688002?
Raytron Technology Co Ltd has a Quality Score of 76/100. 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 Raytron Technology Co Ltd (688002)?
Raytron Technology Co Ltd reported trailing-twelve-month revenue of about 7.1B CNY (latest available figure, as of Aug 28, 2026).
What is the net profit margin of 688002?
The net profit margin of Raytron Technology Co Ltd is about 20.5%, meaning it keeps roughly 20.5% of revenue as net income. Based on the latest reported figures.
Does Raytron Technology Co Ltd pay a dividend?
Raytron Technology Co Ltd currently shows a dividend yield of about 0.21% relative to its recent price (as of Aug 28, 2026).
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