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002281.SZ

BUYFLAG

Accelink Technologies Co,Ltd. · Technology · China · $24.3B · Avg Vol: $2.3B/d

73
StockRank
Q
64
V
12
M
84
P/E (TTM)
172.1x
ROE
10.3%
D/E
0.0x
Dividend %
AI CONVICTION THESIS

Accelink Technologies is a key player in optical transceivers and components for AI data centers. While it benefits from the massive compute buildout, it faces intense domestic competition and geopolitical export controls that limit its global upside.

COMPANY DESCRIPTION

Accelink Technologies Co., Ltd. designs and manufactures optoelectronic devices, modules, and subsystems for telecommunications and data communications networks. As a global market leader in optical components, the company possesses a strong competitive moat through its vertically integrated R&D and manufacturing capabilities in optoelectronic chips. It is a critical supplier to major global telecom equipment vendors and hyperscale data center operators.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue1.0B896M1.2B1.8B19.9%
EPS0.130.120.130.1810.4%
Shares698M794M794M807M+15.5%
Debt89M77M88M61M-11.9%
Equity904M1.2B1.3B1.5B18.1%
Op CF94M155M-95M241M36.6%
Inv CF-181M-123M16M-49M
Fin CF-18M197M535,340-1M
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PRICE (1M)+52.9%
22.2925.4528.6131.7834.94May 6May 27Jun 16
SMA 50SMA 200
Close
$34.08
RSI (14)
62.2
52W High
$36.48
From 52W High
0.9%

SCORE BREAKDOWN

Quality
64
ROIC
9.6%61.1
ROE
10.3%60.8
GP/Assets
16.3%41.5
Op. Margin
13.1%69.5
FCF/Assets
7.2%70.7
Piotroski
79.6
Int. Cover
50.0x87.6
D/E Ratio
0.03x82.0
Current Ratio
1.97x49.2
Value
12
P/E (TTM)
172.1x10.1
EV/EBITDA
103.8x8.3
P/FCF
954.2x12.3
P/B
17.6x6.8
P/S
15.0x13.5
Div Yield
N/A
Momentum
84
52W High %
93%87.8
RS 6M
272%97.6
SMA 50/200
1.82x96.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+133%63.6
Q Growth
60%70.2

FUNDAMENTALS

Market Cap
$24.3B
P/E (Forward)
73.9x
Gross Margin
21.2%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002281.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002281.SZAccelink Technologies Co,Ltd.(you)$24.3B73BUY
600487.SSHengtong Optic-Electric Co., Ltd.$28.1B60HOLD
6869.HKYangtze Optical Fibre And Cable Joint Stock Limited Company$41.3B60HOLD
300394.SZSuzhou TFC Optical Communication Co., Ltd.$52.4B88STRONG BUY
301165.SZRuijie Networks Co., Ltd.$10.6B58HOLD
688702.SSSuzhou Centec Communications Co., Ltd.$17.1B48HOLD
300570.SZT&S Communications Co.,Ltd.$5.6B70BUY
0763.HKZTE Corporation$16.3B42HOLD
300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.$10.3B49HOLD
2018.HKAAC Technologies Holdings Inc.$6.6B89STRONG BUY

Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%

Accelink Technologies Co,Ltd. (002281.SZ) — Stock Score Summary

Accelink Technologies Co,Ltd. (002281.SZ) has a MoatMap StockRank of 73/100 based on Quality (64/100), Value (12/100), and Momentum (84/100) factor scores. The current signal is BUY. Accelink Technologies is a key player in optical transceivers and components for AI data centers. While it benefits from the massive compute buildout, it faces intense domestic competition and geopolitical export controls that limit its global upside.

Accelink Technologies Co., Ltd. designs and manufactures optoelectronic devices, modules, and subsystems for telecommunications and data communications networks. As a global market leader in optical components, the company possesses a strong competitive moat through its vertically integrated R&D and manufacturing capabilities in optoelectronic chips. It is a critical supplier to major global telecom equipment vendors and hyperscale data center operators.

Key Financial Metrics

Price$34.08
Market Cap$24.3B
P/E (TTM)172.11
P/E (Forward)73.92
Price/Book17.59
Return on Equity10.3%
Return on Invested Capital9.6%
Debt/Equity2.86
Gross Margin21.2%
Operating Margin13.1%
Revenue Growth24.8%
Free Cash Flow$25M

Accelink Technologies Co,Ltd. operates in the Communication Equipment industry, part of the Technology sector (China).

Frequently Asked Questions

What is Accelink Technologies Co,Ltd.’s (002281.SZ) StockRank?
MoatMap’s StockRank for Accelink Technologies Co,Ltd. (002281.SZ) is 73/100, with a Buy signal. It is a composite of Quality (64), Value (12), and Momentum (84) factor ranks across MoatMap’s 19,000+ stock universe.
Does Accelink Technologies Co,Ltd. have an economic moat?
Accelink Technologies Co,Ltd. (002281.SZ) has a Quality factor score of 64/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Accelink Technologies Co,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Accelink Technologies Co,Ltd. (002281.SZ) is Buy, based on a StockRank of 73/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Accelink Technologies Co,Ltd. in?
Accelink Technologies Co,Ltd. (002281.SZ) operates in the Technology sector, specifically the Communication Equipment industry (China).