Yangzhou Yangjie Electronic Technology Co., Ltd.

SZSE:300373 Stock Report

Market Cap: CN¥23.7b

Yangzhou Yangjie Electronic Technology Valuation

Is 300373 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 300373 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 300373 (CN¥43.85) is trading below our estimate of fair value (CN¥47.6)

Significantly Below Fair Value: 300373 is trading below fair value, but not by a significant amount.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for 300373?

Key metric: As 300373 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 300373. This is calculated by dividing 300373's market cap by their current earnings.
What is 300373's PE Ratio?
PE Ratio24.3x
EarningsCN¥975.12m
Market CapCN¥23.71b

Price to Earnings Ratio vs Peers

How does 300373's PE Ratio compare to its peers?

The above table shows the PE ratio for 300373 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average72.5x
600171 Shanghai Belling
88.1xn/aCN¥27.2b
688099 Amlogic (Shanghai)Ltd
35.7x27.7%CN¥27.7b
688375 Guobo Electronics
63.4x29.0%CN¥29.3b
688608 Bestechnic (Shanghai)
102.9x39.3%CN¥30.3b
300373 Yangzhou Yangjie Electronic Technology
24.3x21.4%CN¥23.7b

Price-To-Earnings vs Peers: 300373 is good value based on its Price-To-Earnings Ratio (24.3x) compared to the peer average (72.5x).


Price to Earnings Ratio vs Industry

How does 300373's PE Ratio compare vs other companies in the CN Semiconductor Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
300373 24.3xIndustry Avg. 64.0xNo. of Companies15PE020406080100+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 300373 is good value based on its Price-To-Earnings Ratio (24.3x) compared to the CN Semiconductor industry average (64x).


Price to Earnings Ratio vs Fair Ratio

What is 300373's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

300373 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24.3x
Fair PE Ratio37x

Price-To-Earnings vs Fair Ratio: 300373 is good value based on its Price-To-Earnings Ratio (24.3x) compared to the estimated Fair Price-To-Earnings Ratio (37x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 300373 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCN¥43.85
CN¥48.80
+11.3%
13.4%CN¥58.00CN¥43.40n/a3
Nov ’25CN¥45.18
CN¥48.80
+8.0%
13.4%CN¥58.00CN¥43.40n/a3
Oct ’25CN¥45.40
CN¥47.13
+3.8%
8.9%CN¥53.00CN¥43.40n/a3
Sep ’25CN¥36.35
CN¥47.13
+29.7%
8.9%CN¥53.00CN¥43.40n/a3
Aug ’25CN¥43.35
CN¥52.00
+20.0%
1.9%CN¥53.00CN¥51.00n/a2
Jul ’25CN¥38.86
CN¥52.00
+33.8%
1.9%CN¥53.00CN¥51.00n/a2
Jun ’25CN¥36.27
CN¥49.13
+35.5%
8.4%CN¥53.00CN¥43.40n/a3
May ’25CN¥37.97
CN¥48.20
+26.9%
10.0%CN¥53.00CN¥43.40n/a2
Apr ’25CN¥38.44
CN¥48.20
+25.4%
10.0%CN¥53.00CN¥43.40n/a2
Mar ’25CN¥40.74
CN¥48.20
+18.3%
10.0%CN¥53.00CN¥43.40n/a2
Feb ’25CN¥34.22
CN¥48.20
+40.9%
10.0%CN¥53.00CN¥43.40n/a2
Jan ’25CN¥36.70
CN¥48.20
+31.3%
10.0%CN¥53.00CN¥43.40n/a2
Dec ’24CN¥37.36
CN¥50.13
+34.2%
9.5%CN¥54.00CN¥43.40n/a3
Nov ’24CN¥38.54
CN¥50.13
+30.1%
9.5%CN¥54.00CN¥43.40CN¥45.183
Oct ’24CN¥34.96
CN¥56.50
+61.6%
4.4%CN¥59.00CN¥54.00CN¥45.402
Sep ’24CN¥35.74
CN¥56.50
+58.1%
4.4%CN¥59.00CN¥54.00CN¥36.352
Aug ’24CN¥42.68
CN¥61.00
+42.9%
11.5%CN¥68.00CN¥54.00CN¥43.352
Jul ’24CN¥40.57
CN¥61.00
+50.4%
11.5%CN¥68.00CN¥54.00CN¥38.862
Jun ’24CN¥43.89
CN¥61.00
+39.0%
11.5%CN¥68.00CN¥54.00CN¥36.272

Analyst Forecast: Target price is less than 20% higher than the current share price.


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