Haier Smart Home Co., Ltd. (690D.DE) | Investment Case

1. Company Snapshot

1.a. Company Description

Haier Smart Home Co., Ltd.engages in the research, development, production, and sale of smart home appliances in Asia, Europe, the United States, Australia, Africa, and internationally.The company operates through three segments: China Smart Home Business, Overseas Home Appliance and Smart Home Business, and Other Business.

It provides refrigerators, freezers, washing machines, air conditioners, water heaters, water purification products, dishwashers, gas stoves, kitchen appliances, small home appliances, and smart home scene solutions.The company also offers environmental protection and artificial intelligence technology consulting; software development; technical services and advertising design; IoT technology research and development; computer hardware and software technical services; and smart home appliances, as well as provides asset management and equity investment.In addition, it provides hazardous waste management services; develops, assemblies, and sells plastics and electronic products; develops home appliances, communications, electronic products, and network engineering technologies; and develops and produces precision plastics, sheet metal, molds, and electronic products for home appliances.

The company was formerly known as Qingdao Haier Co., Ltd.and changed its name to Haier Smart Home Co., Ltd.in June 2019.

Haier Smart Home Co., Ltd.was incorporated in 1984 and is headquartered in Qingdao, China.

Show Full description

1.b. Last Insights on 690D

Haier Smart Home Co., Ltd.'s recent performance is driven by its strategic reshoring of washing machine manufacturing from China to the US. The $500 million investment will create 800 jobs and enable the company to produce products closer to its customers. This decision was accelerated by the Trump administration's tariffs on China. Additionally, the company's recent financial and strategic SWOT analysis review highlights its global reach and corporate strategies. The review provides an in-depth analysis of Haier's key products, services, and competitors. Furthermore, the company's focus on innovation and customer-centric approach will likely drive its future growth. The reshoring of manufacturing also shows the company's commitment to its US operations, potentially leading to increased investment and job creation in the region.

1.c. Company Highlights

Last Price	2.11
Change Percentage	-0.02%
Open	2.14
Previous Close	2.11
Market Cap ( Millions)	29565
Volume	31609
Year High	2.16
Year Low	1.45
M A 50	2.04
M A 200	1.89

FCF Yield	7.79%
Dividend Yield	4.48%
ROE	18.08%
Debt / Equity	58.15%
Net Debt / EBIDTA	88.87%
Price To Book	2.02
Price Earnings Ratio	11.55
Price To FCF	12.83
Price To sales	0.8
EV / EBITDA	10.17

2. Transcript Summary

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3. NewsRoom

GE Appliances Invests $150 Million in U.S. Suppliers in Reshoring Push

Nov -20

Source:

GE Appliances Invests $150 Million in U.S. Suppliers in Reshoring Push

Nov -20

Source:

Haier Smart Home Powers Ahead in Q3 2025 With Quality Growth and AI-Led Efficiency

Oct -30

Source:

Whirlpool to Invest $300 Million in Ohio Factories

Oct -15

Source:

China’s Consumers Are Surprising Economists. Meet the ‘Bifurcated Shopper.’

Sep -21

Source:

Haier Smart Home Delivers Robust Double-Digit Revenue and Profit Growth in H1 2025

Aug -28

Source:

GE Appliances to invest $3B in US manufacturing

Aug -14

Source:

GE Appliances Plans $3 Billion U.S. Investment to Help Blunt Tariffs

Aug -13

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.82%)

6. Segments

Other Business

Expected Growth: 12.3%

Haier Smart Home’s miscellaneous business operations, driven by increasing demand for smart home appliances, are expected to grow significantly. The company’s strong brand recognition, strategic partnerships, and continuous innovation will further fuel growth.

Household Food Storage and Cooking Solutions - Refrigerators/Freezers

Expected Growth: 8.5%

Haier Smart Home Co., Ltd.'s refrigerators and freezers will experience significant growth driven by increasing demand for smart appliances and rising disposable incomes in Asia, particularly in China and India.

Household Food Storage and Cooking Solutions - Kitchen Appliances

Expected Growth: 7.1%

Haier Smart Home Co., Ltd.'s kitchen appliances segment is driven by increasing consumer preference for smart and IoT enabled appliances, growing demand for energy-efficient products, and rising disposable incomes in emerging markets.

Household Laundry Management Solutions

Expected Growth: 10.5%

Haier Smart Home's growth is driven by increasing demand for IoT devices, smart home systems, and energy-efficient solutions, which are becoming increasingly popular globally.

Air Solutions

Expected Growth: 12.5%

Growing demand for energy-efficient solutions and increasing adoption of smart home technologies drive Haier Smart Home Co., Ltd.'s air solutions segment growth, supported by rising health concerns and government initiatives promoting air quality improvement.

Household Water Solutions

Expected Growth: 10.5%

Haier Smart Home Co., Ltd.'s expanding product line, strategic partnerships, and increasing adoption of smart home technologies will propel its growth in the global smart home market.

Inter-Segment Eliminations

Expected Growth: 12.8%

Haier Smart Home Co. Ltd’s growth driven by rising demand for IoT-based appliances, increasing smart home adoption, and expansion into emerging markets.

7. Detailed Products

Smart Air Conditioners

Haier's smart air conditioners are equipped with advanced technology, allowing users to control temperature, humidity, and air quality remotely through mobile apps.

Refrigerators with Smart Fresh Technology

Haier's refrigerators with Smart Fresh Technology maintain optimal temperature and humidity levels to keep food fresh for longer, and can be controlled and monitored remotely.

Smart Washing Machines

Haier's smart washing machines can be controlled and scheduled remotely, and provide real-time monitoring of wash cycles and energy consumption.

Smart Water Purifiers

Haier's smart water purifiers provide real-time monitoring of water quality, and can be controlled and scheduled remotely to ensure clean drinking water.

Smart Lighting Systems

Haier's smart lighting systems allow users to control and schedule lighting remotely, and adjust brightness and color temperature to suit their mood and ambiance.

Smart Security Cameras

Haier's smart security cameras provide real-time video monitoring, motion detection, and alerts to ensure home safety and security.

Smart Home Automation Hubs

Haier's smart home automation hubs integrate with various smart devices, allowing users to control and monitor their home remotely through a single app.

8. Haier Smart Home Co., Ltd.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Haier Smart Home Co., Ltd. faces moderate threat from substitutes due to the presence of alternative smart home solutions from competitors.

Bargaining Power Of Customers

Haier Smart Home Co., Ltd. has a diverse customer base, which reduces the bargaining power of individual customers.

Bargaining Power Of Suppliers

Haier Smart Home Co., Ltd. relies on a few key suppliers for components, which gives them moderate bargaining power.

Threat Of New Entrants

The smart home industry is rapidly growing, and new entrants can easily enter the market with innovative solutions, posing a high threat to Haier Smart Home Co., Ltd.

Intensity Of Rivalry

The smart home industry is highly competitive, with many established players, leading to a high intensity of rivalry for Haier Smart Home Co., Ltd.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	25.42%
Debt Cost	7.05%
Equity Weight	74.58%
Equity Cost	7.20%
WACC	7.16%
Leverage	34.08%

11. Quality Control: Haier Smart Home Co., Ltd. passed 4 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Haier Smart Home

A-Score: 7.2/10

Value: 5.2

Growth: 5.9

Quality: 7.9

Yield: 7.5

Momentum: 7.0

Volatility: 10.0

1-Year Total Return ->

Ethan Allen

A-Score: 6.2/10

Value: 6.1

Growth: 3.8

Quality: 6.4

Yield: 10.0

Momentum: 4.0

Volatility: 6.7

1-Year Total Return ->

Michelin

A-Score: 5.9/10

Value: 6.4

Growth: 4.7

Quality: 4.7

Yield: 8.8

Momentum: 3.0

Volatility: 8.0

1-Year Total Return ->

Coupang

A-Score: 5.5/10

Value: 0.8

Growth: 8.6

Quality: 5.5

Yield: 0.0

Momentum: 8.0

Volatility: 10.0

1-Year Total Return ->

Yum China Holdings

A-Score: 5.4/10

Value: 3.3

Growth: 6.0

Quality: 6.2

Yield: 1.7

Momentum: 5.0

Volatility: 10.0

1-Year Total Return ->

MakeMyTrip

A-Score: 5.3/10

Value: 2.2

Growth: 8.4

Quality: 6.9

Yield: 0.0

Momentum: 5.0

Volatility: 9.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

-11.85%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

7.16%

Haier Smart Home Co., Ltd. - CNE1000031C1

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on 690D

1.c. Company Highlights

Higher Yield

Less Volatile

Strong Momentum

Earnings Miss

Revenues Miss

Earnings Beats

Revenues Beats

Better Quality

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.82%)

6. Segments

Other Business

Expected Growth: 12.3%

Household Food Storage and Cooking Solutions - Refrigerators/Freezers

Expected Growth: 8.5%

Household Food Storage and Cooking Solutions - Kitchen Appliances

Expected Growth: 7.1%

Household Laundry Management Solutions

Expected Growth: 10.5%

Air Solutions

Expected Growth: 12.5%

Household Water Solutions

Expected Growth: 10.5%

Inter-Segment Eliminations

Expected Growth: 12.8%

7. Detailed Products

Smart Air Conditioners

Refrigerators with Smart Fresh Technology

Smart Washing Machines

Smart Water Purifiers

Smart Lighting Systems

Smart Security Cameras

Smart Home Automation Hubs

8. Haier Smart Home Co., Ltd.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Haier Smart Home Co., Ltd. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.11$

Current Price

2.11$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA