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Huatai Securities Co., Ltd. (601688) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Huatai Securities Co., Ltd.

601688Market cap $23BPrice $2.6

Country🇨🇳China

SectorFinancials

IndustryCapital Markets

Runs one of China's largest brokerage and investment banking operations, connecting millions of investors to stock, bond, and wealth management markets. Its trading app, backed by AI-driven research, ranks among the most-used financial platforms in the country.

In Bastion Portfolios?

52W Return-12%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+25%9

Rev CAGR (3y)+14%8

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+1+36%9

EPS Growth Y+2+8%6

EPS Growth Y+3-1%3

Quality

Margins

EBIT Margin0%4

Net Income Margin47%10

Free Cash Flow Margin130%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE9%4

ROA2%4

Earnings Stability55

GEAR+VERY STRONG91

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)710

P/E Ratio (Forward 3y)79

P/BV0.710

EV Multiples

EV/EBITDA Fwd010

EV/EBIT Fwd010

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return-8%3

3 month return-9%4

YTD return-23%2

Mid term

Price vs 52wHigh70%3

1 year return-16%3

Long term

3 year return+23%4

5 year return+19%4

Risk Shield

Price Risk

Beta0.67

Volatility31%7

Free Cash Flow

Free Cash Flow Margin130%10

Free Cash Flow Yield0.0%10

Quality

ROCE7%4

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

601688Huatai Securities Co.

Revenue FY25$5.2B

GROWTH RATING↗

STRONG72 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+25%9

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+36%9

EPS growth, FY27E+8%6

EPS growth, FY28E-1%3

GROWTH ASSESSMENT

STRENGTHS

It out-grows 72% of companies worldwide.

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 6%/yr over the last 3 years and is set to grow 14%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

Earnings are set to grow slower than sales (EPS about 8%/yr vs revenue 14%/yr), so margins are under pressure. One year dips: EPS falls 1% in year 3.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A top-tier grower that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

601688Huatai Securities Co.

Total return Current27.9%

Price return Current2.3%

MOMENTUM RATING↗

WEAK17 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-9%4

YTD return-23%2

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return-16%3

3-year return+23%4

5-year return+19%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+23% over three years and +19% over five), roughly average for the market.

Returns sit at the market level over three months (-9%).

WEAKNESSES

It's down 16% over the past year, now 30% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-8%) and so far this year (-23%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Huatai Securities. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

601688Huatai Securities Co.

Revenue FY25$5.2B

GROWTH RATING↗

STRONG72 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+25%9

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+36%9

EPS growth, FY27E+8%6

EPS growth, FY28E-1%3

GROWTH ASSESSMENT

STRENGTHS

It out-grows 72% of companies worldwide.

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 6%/yr over the last 3 years and is set to grow 14%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

Earnings are set to grow slower than sales (EPS about 8%/yr vs revenue 14%/yr), so margins are under pressure. One year dips: EPS falls 1% in year 3.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A top-tier grower that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

601688Huatai Securities Co.

Total return Current27.9%

Price return Current2.3%

MOMENTUM RATING↗

WEAK17 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-9%4

YTD return-23%2

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return-16%3

3-year return+23%4

5-year return+19%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+23% over three years and +19% over five), roughly average for the market.

Returns sit at the market level over three months (-9%).

WEAKNESSES

It's down 16% over the past year, now 30% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-8%) and so far this year (-23%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Huatai Securities. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community