
Zhejiang Dahua Technology Co., Ltd. (002236.SZ)
ValueMarkers Composite Index
49% below intrinsic value ($5)
Zhejiang Dahua Technology Co., Ltd. (002236.SZ) — VMCI valuation read
Zhejiang Dahua Technology Co., Ltd. (002236.SZ) carries a VMCI composite of 53/100, 3 points above the Industrials sector median of 50. Among mid-cap names, that gap places 002236.SZ in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The 002236.SZ insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads 002236.SZ trades at 20.0x earnings, 11% above the Industrials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Industrials 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Industrials median (10.0%). Risk: net debt to EBITDA of 1.4x leaves covenant headroom, the line to track on Zhejiang Dahua Technology Co., Ltd.'s next 10-Q.
002236.SZ fell 3.8% over the trailing 7 days, with a +5.0% read on a 30-day basis.
Zhejiang Dahua Technology Co., Ltd. operates in the security video surveillance industry worldwide. The company offers network, high definition composite video interface (HDCVI), PTZ, and thermal cameras; network and HDCVI recorders; video intercoms, including kits, accessories, emergency phone terminals, and IP and analog products; and access control products, such as controllers, modules, turnstiles, accessories, AI, and time attendance solutions. It also provides alarms; traffic enforcement, entrance and exit, parking, mobile products/solutions, MPT, and related software and accessories; transmission solutions comprising PoE, ePoE, access, aggregation, and core switches, as well as related accessories and platforms; display and control solutions, including video management platform (VMP), decoders, splicing controllers, network keyboards, LCD monitors and video walls, LCD digital signage, LED displays, and interactive LCD displays; and video conferencing solutions. In addition, the company offers face recognition, vehicle analysis, event detection, and structuring servers; security screening; IP and cloud storage products; drones; memory cards and internal SSDs; and cable accessories, power, cabling, and audio solutions, as well as detectors and software solutions. It serves transportation, building, retail, banking and finance, critical infrastructure, and warehousing and logistics industries, as well as the government. Zhejiang Dahua Technology Co., Ltd. was incorporated in 2002 and is headquartered in Hangzhou, China.
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