Added to YB: 2026-03-19
Pitch date: 2026-03-16
VIOT [bullish]
Viomi Technology Co., Ltd
-6.32%
current return
Author Info
No bio for this author
Company Info
Viomi Technology Co., Ltd, through its subsidiaries, engages in the development and sale of home water solution businesses products in the People's Republic of China.
Market Cap
$615.2M
Pitch Price
$1.44
Price Target
9.60 (+586%)
Dividend
N/A
EV/EBITDA
-27.59
P/E
-122.53
EV/Sales
-0.16
Sector
Household Durables
Category
value
Viomi Technology (VIOT): The Chinese Water Purifier Play Trading at a Negative Enterprise Value — With 77% Revenue Growth
VIOT: Chinese water purifier co at NEGATIVE $56M EV despite $166M cash, growing 77% YoY to $385M TTM rev, $27M net income. 3.6x P/E, 0.25x P/S. $150M Gigafactory (5M unit capacity), 1,850 patents. Risks: 92% Xiaomi revenue concentration, China ADR discount, margin compression. Bull case: 30% China household penetration (vs 70% polluted waterways), gov't subsidies extended to 2026, US Amazon launch, recurring filter revenue model. Target $9.60 (16x 2028 EPS $0.60) = 586% upside.
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