Foxconn Industrial Internet Co., Ltd.

¥40.71As of Sun 8 Nov 2026, 12:00 UTC

SSE:601138Technology

Country China

PE (Fwd) •••

TSR 8Y CAGR 12.42%

Div yield 2.41%

ROE 30.16%

Communication Equipment

Beta (5Y) 1.46

PE TTM 15.11

TSR TTM (42.49%)

Mkt cap ¥807.9B

ROIC 27.92%

SE Grade™

Value

Quality

Moat

Consensus

Reference

¥50

22.49%

56.14%

Hold 6|0|12|11|3

TTM

FYE 31 Dec CNY

FY2016

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026E

Trend

10Y

Peers

57.61

Revenue¥B

425.7

420.1

430.5

424.9

422.9

432.1

444.0

436.9

431.5

426.1

61.73

0.15%

0.20%

9.99

Revenue growth%

21.29

22.06

20.57

22.03

20.48

21.11

18.12

18.65

17.97

17.19

2.83

18.12

20.52

29.94

Gross margin%

0.40

2.43

4.38

2.11

1.05

2.93

2.70

1.55

4.54

1.79

10.66

2.70

2.27

14.71

Operating margin%

26.25

29.00

29.95

27.62

26.77

28.92

29.95

28.54

27.95

25.96

9.14

28.54

28.24

14.59

Net margin%

21.68

21.35

20.27

21.61

24.57

21.81

19.95

22.68

24.04

26.93

16.10

22.68

21.75

6.637

P/E ratio (avg)x

21.17

19.99

19.54

18.68

19.15

16.43

14.60

13.11

13.80

11.91

8.894

13.80

17.56

10.64

EV/EBITx

12.86

10.91

9.263

9.666

8.196

7.015

7.331

7.903

7.536

7.906

7.864

7.536

8.051

14.84

FCF yield (avg)%

2.95

1.26

0.44

2.34

1.63

0.40

19.30

0.40

0.42

3.28

FCF margin%

34.56

35.97

36.48

38.33

39.72

42.23

40.12

37.44

36.72

36.88

9.03

37.44

37.16

1.029

FCF / Net incomex

1.189

1.099

1.043

0.919

0.970

0.963

0.820

0.697

0.699

1.370

0.820

0.967

8.78

ROIC%

18.58

21.56

18.79

18.96

20.40

17.52

17.29

16.68

16.12

13.63

19.34

16.68

18.05

25.46

Return on equity%

13.65

16.13

17.26

16.23

13.61

13.13

15.43

15.34

14.70

13.24

19.76

14.70

15.02

15.87

Return on assets%

3.06

4.95

2.42

0.53

2.11

0.80

2.59

4.81

5.22

3.42

17.83

3.42

2.83

3.07

EPS¥

4.21

4.39

4.63

5.55

5.33

5.66

6.02

7.04

7.05

7.42

3.27

6.85%

6.36%

—

2.50

EPS growth%

14.73

13.56

12.68

10.03

11.73

11.13

9.63

10.91

13.81

11.41

16.69

11.13

11.57

2.31

Bookvalue per sh¥

1.86

1.64

1.71

1.78

1.58

1.43

1.46

1.59

1.68

3.99

1.29%

(2.47%)

—

4.32

FCF per share¥

6.77

6.37

6.65

6.43

6.57

7.31

7.91

8.02

8.71

9.03

5.42

6.57%

4.55%

—

8.04

Dividend per sh¥

7.62

7.45

7.71

7.33

7.22

7.20

7.66

7.67

8.49

8.56

3.06

3.46%

1.31%

—

10.51

Div yield (avg)%

17.09

19.70

18.35

19.43

21.96

21.55

24.32

24.96

26.78

24.94

21.90

24.94

21.76

9.74

Payout ratio%

3.23

0.65

0.40

2.26

3.22

4.53

6.63

4.38

6.19

7.36

25.72

6.19

3.81

19.88

Shares (diluted)B

33.61

33.18

38.85

43.52

47.57

56.48

62.42

67.53

73.07

84.99

19.66

12.31%

10.05%

27.81

Buyback yield%

8.10

11.03

8.33

7.55

10.28

8.81

9.78

7.87

6.06

4.82

23.36

7.87

8.22

0.960

D/E ratiox

1.039

0.907

0.806

0.757

0.698

0.611

0.581

0.636

0.639

0.614

1.520

0.614

0.668

118.2

Enterprise value¥B

339.3

330.1

311.3

334.2

336.9

333.9

339.4

337.4

312.2

343.6

57.60

0.40%

0.31%

311.7

LT debt¥B

345.1

325.6

364.5

368.0

373.1

351.8

391.7

383.8

428.5

448.0

291.2

3.73%

3.84%

Peers (US$121.1B)

Cap (US$)

Zhongji Innolight Co.…

79.45B

19.45x

Eoptolink Technology…

35.98B

16.47x

Suzhou TFC Optical…

19.95B

50.59x

Sandisk Corporation

118.8B

6.718x

Capital

TTM

10Y

Leveragex

1.684

0.144

0.104

EBIT/Intx

0.938

0.856

1.012

Own earn%

394.01

47.84

51.52

Sh yield%

38.32

32.84

30.55

Owners

Insiders/Inst%

1.33

33.96

Short interest%

2.46

SBC / revenue%

1.46

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

26–30

$1 testx

—

Incr. ROIC%

Foxconn Industrial Internet Co., Ltd. provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally. It offers communication network equipment, including 5G/4G modules; cloud computing products such as high-performance servers and storage equipment; industrial internet services; and precision manufacturing automation solutions for robot and MedTech industries.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

¥426.1B

0.20%

1.00×

Cost of revenue

¥289.5B

0.20%

1.00×

Operating expenses

¥64.54B

0.12%

0.99×