BYD Electronic (International) Co (0285) AI Stock Analysis

• Market Cap: $73.45B
• Dividend Yield: 1.9%
• Average Volume (3M): 15.58M
• Price to Earnings (P/E): 15.9
• Beta (1Y): 1.24
• Revenue Growth: 34.21%
• EPS Growth: 4.11%
• Country: HK
• Employees: 150,000
• Sector: Technology
• Sector Strength: 92
• Industry: Hardware, Equipment & Parts
• EPS (TTM): 0.31
• Shares Outstanding: 2,253,204,600
• 10 Day Avg. Volume: 18,076,072
• 30 Day Avg. Volume: 15,584,931
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: 1.37
• Enterprise Value/Revenue: 0.57
• Enterprise Value/Gross Profit: 8.17
• Enterprise Value/Ebitda: 15.06
• 1Y Price Target: $43.25
• Price Target Upside: 22.11% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2

• Rating: 72 Outperform
• Price Target: $37.00 ▲(4.46% Upside)

The overall score reflects strong financial performance with revenue growth and improved margins, although cash flow volatility is a concern. The technical indicators show a neutral market position, and the valuation is moderate with potential for long-term stability.

Positive Factors

Market Position

BYDE, a key assembler and maker of components for smartphones and IoT, is expanding into automotive electronics and robotics.

Product Expansion

Upcoming catalysts include auto product expansion, AI server ramp-up, and GPM improvement.

Revenue Growth

Strong NEV sales backed by BYD and emerging AI server business are expected to drive growth.

Negative Factors

Competition and Demand

Slower-than-expected AI smartphone adoption and more vigorous competition in the Apple supply chain could pose challenges.

Earnings Performance

BYDE’s share price declined 8% due to flattish earnings dragged by weaker high-end smartphone demand and potential tariff impact on Apple assembly business.

Profit Margins

BYDE’s share price slumped 10% due to market concerns on lower 4Q24 GPM.

BYD Electronic (International) Co Business Overview & Revenue Model

Company Description

BYD Electronic (International) Company Limited, an investment holding company, designs, manufactures, assembles, and sells mobile handset components and modules in the People's Republic of China and internationally. The company provides high-level assembly services; and manufactures and sells batteries, chargers, and iron phosphate batteries for use in electric buses, trucks, cars, and forklifts, as well as its components and spare parts. It builds and maintains monorail projects. The company was founded in 1995 and is headquartered in Shenzhen, the People's Republic of China. BYD Electronic (International) Company Limited is a subsidiary of Golden Link Worldwide Limited.

How the Company Makes Money

BYD Electronic makes money primarily through its electronic manufacturing services. This includes producing and assembling components for mobile handsets and other electronic devices. The company's revenue streams are diversified across multiple sectors, including consumer electronics, industrial products, and automotive electronics. A significant portion of its income comes from long-term partnerships and contracts with major global technology companies, which rely on BYD Electronic for their manufacturing needs. Additionally, the company benefits from strategic investments in research and development, enabling it to offer cutting-edge manufacturing solutions that attract and retain large clients.

BYD Electronic (International) Co Financial Statement Overview

Summary

Strong revenue growth and improved profitability margins, but concerns arise due to reduced cash flow in 2024. The balance sheet remains stable with moderate leverage, but cash flow volatility could impact long-term financial health.

Income Statement

The company has demonstrated strong revenue growth, with a 36.4% increase in 2024 over 2023. Gross Profit Margin improved to 6.93% in 2024 from 8.01% in 2023, and Net Profit Margin increased to 2.41% from 3.11% over the same period. EBIT Margin and EBITDA Margin were slightly lower in 2024 at 2.19% and 3.76%, respectively. Despite some margin compression, the overall growth trajectory is positive.

Balance Sheet

The company's debt-to-equity ratio increased to 0.38 in 2024, indicating a moderate level of leverage. The return on equity remains strong at 13.2%, reflecting effective utilization of equity capital. However, the equity ratio has decreased slightly to 35.9%, suggesting a lower proportion of assets financed by equity. Overall, the balance sheet remains stable with manageable leverage.

Cash Flow

The company has shown volatility in cash flow with a significant drop in operating cash flow to zero in 2024. Free cash flow growth cannot be calculated due to missing data. The firm’s ability to convert net income into cash is under question, which could affect its liquidity position in the future.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	177.31B	129.96B	107.19B	89.06B	73.12B
Gross Profit	12.30B	10.40B	6.35B	6.03B	9.63B
EBITDA	6.67B	8.03B	4.91B	5.07B	8.33B
Net Income	4.27B	4.04B	1.86B	2.31B	5.44B
Balance Sheet
Total Assets	90.35B	87.22B	56.99B	41.18B	37.98B
Cash, Cash Equivalents and Short-Term Investments	7.05B	12.59B	6.24B	2.82B	3.47B
Total Debt	12.46B	16.49B	2.93B	509.76M	2.74B
Total Liabilities	57.95B	57.89B	31.36B	17.15B	15.70B
Stockholders Equity	32.40B	29.33B	25.64B	24.03B	22.27B
Cash Flow
Free Cash Flow	3.86B	6.32B	1.71B	2.29B	299.35M
Operating Cash Flow	6.71B	10.24B	5.96B	6.33B	3.21B
Investing Cash Flow	-2.66B	-17.74B	-4.28B	-3.76B	-2.98B
Financing Cash Flow	-7.58B	11.82B	1.76B	-3.20B	1.57B

BYD Electronic (International) Co Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 35.42
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0285, the sentiment is Positive. The current price of 35.42 is above the 20-day moving average (MA) of 33.65, above the 50-day MA of 32.32, and below the 200-day MA of 37.39, indicating a neutral trend. The MACD of 0.39 indicates Positive momentum. The RSI at 62.46 is Neutral, neither overbought nor oversold. The STOCH value of 37.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:0285.

BYD Electronic (International) Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
0285	72 Outperform	$73.45B	15.88	13.83%	1.90%	34.21%	4.11%
6088	69 Neutral	HK$18.14B	15.14	6.27%	―	5.75%	18.75%
1478	67 Neutral	HK$14.79B	48.18	5.64%	0.83%	26.76%	237.96%
1415	66 Neutral	HK$23.00B	24.74	25.73%	―	168.87%	150.80%
Sector *	62 Neutral	£516.80M	24.54	-6.45%	2.78%	3.08%	-16.36%
SNPTF	―	$10.00B	26.28	11.45%	0.74%	―	―
VARXF	―	$617.13M	11.88	8.79%	0.36%	―	―

BYD Electronic (International) Co Corporate Events

BYD Electronic Completes Share Purchase and Grant Under 2025 Scheme

BYD Electronic (International) Co has completed the purchase of underlying shares and granted share awards under its 2025 Share Award Scheme. This initiative aims to align the interests of the company, shareholders, and employees, fostering joint and sustainable development. The scheme involves unlocking shares over three years, contingent on performance appraisals, to enhance employee cohesion and competitiveness, ensuring the company’s long-term stability and growth.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$41.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Updates Final Dividend Details for 2024

BYD Electronic (International) Company Limited announced an update regarding its final cash dividend for the year ended December 31, 2024. The dividend, declared at RMB 0.568 per share, will be paid in Hong Kong dollars at an exchange rate of RMB 1 to HKD 1.09108, amounting to HKD 0.61973 per share. The ex-dividend date is set for June 10, 2025, with the payment date scheduled for July 29, 2025. This announcement reflects the company’s commitment to returning value to its shareholders and may impact its financial positioning and investor relations.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$45.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Updates Final Dividend for 2024

BYD Electronic (International) Company Limited announced an update regarding its final dividend for the year ended 31 December 2024, declaring a dividend of RMB 0.568 per share. The dividend will be paid in Hong Kong dollars at an exchange rate of RMB 1 to HKD 1.09108, with a payment date set for 29 July 2025. This announcement reflects the company’s commitment to returning value to its shareholders and may impact its market perception positively.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$70.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Successfully Passes AGM Resolutions

BYD Electronic (International) Co. announced the successful passage of all resolutions at its Annual General Meeting held on June 6, 2025. The resolutions included the approval of the audited financial statements for 2024, the declaration of a final dividend, and the re-appointment of Ernst & Young as auditors. The approval of these resolutions reflects strong shareholder support and positions the company for continued stability and growth.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$45.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.