Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300628.SZ
STRONG BUYREMOVEYealink Network Technology Co., Ltd. · Technology · China · $6.8B · Avg Vol: $61M/d
Yealink Network Technology is a high-quality video conferencing hardware provider. However, it faces severe geopolitical and tariff risks as a Chinese hardware exporter, and lacks a direct tailwind from our 5 core themes.
COMPANY DESCRIPTION
Yealink Network Technology Co., Ltd. provides unified communication (UC) terminal solutions, specializing in SIP IP phones, video conferencing systems, and business headsets. The company holds the leading global market share in SIP phone shipments, sustained by a robust international distributor network and a highly cost-effective product portfolio. It is a dominant global player in enterprise voice communications, currently transitioning into high-growth cloud-based video collaboration markets.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 711M | 643M | 831M | 892M | 7.8% |
| EPS | 0.25 | 0.24 | 0.31 | 0.30 | 6.0% |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | +0.4% |
| Debt | 2M | 908,827 | 2M | 1M | -16.7% |
| Equity | 1.2B | 1.2B | 1.3B | 1.4B | 5.7% |
| Op CF | 314M | 266M | 371M | 271M | -4.8% |
| Inv CF | -182M | 1M | -92M | 114M | — |
| Fin CF | -113M | -276M | -281M | -328M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300628.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300628.SZ | Yealink Network Technology Co., Ltd.(you) | $6.8B | 96 | STRONG BUY |
| 2018.HK | AAC Technologies Holdings Inc. | $6.6B | 87 | STRONG BUY |
| 300570.SZ | T&S Communications Co.,Ltd. | $5.6B | 70 | BUY |
| 3355.HK | FS.COM Limited | $1.9B | 84 | STRONG BUY |
| 301165.SZ | Ruijie Networks Co., Ltd. | $10.6B | 59 | HOLD |
| 002281.SZ | Accelink Technologies Co,Ltd. | $24.3B | 72 | BUY |
| 002396.SZ | Fujian Star-net Communication Co., LTD. | $2.6B | 66 | BUY |
| 300394.SZ | Suzhou TFC Optical Communication Co., Ltd. | $52.4B | 86 | STRONG BUY |
| 300502.SZ | Eoptolink Technology Inc., Ltd. | $104.0B | 93 | STRONG BUY |
| 300620.SZ | Advanced Fiber Resources (Zhuhai), Ltd. | $10.3B | 46 | HOLD |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%