Hesai Group Sponsored ADR (HSAI)vsGentherm Inc (THRM)
HSAI
Hesai Group Sponsored ADR
$16.55
+1.35%
CONSUMER CYCLICAL · Cap: $18.77B
THRM
Gentherm Inc
$42.89
+1.92%
CONSUMER CYCLICAL · Cap: $1.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Hesai Group Sponsored ADR generates 107% more annual revenue ($3.18B vs $1.54B). HSAI leads profitability with a 14.8% profit margin vs 1.5%. HSAI appears more attractively valued with a PEG of 0.53. THRM earns a higher WallStSmart Score of 53/100 (C-).
HSAI
Buy53
out of 100
Grade: C-
THRM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HSAI.
Margin of Safety
+72.0%
Fair Value
$115.59
Current Price
$42.89
$72.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 29.6% year-over-year
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Earnings declined 13.9%
Smaller company, higher risk/reward
ROE of 3.2% — below average capital efficiency
1.5% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HSAI
The strongest argument for HSAI centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : THRM
The strongest argument for THRM centers on Price/Book. Revenue growth of 11.3% demonstrates continued momentum. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : HSAI
The primary concerns for HSAI are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : THRM
The primary concerns for THRM are Market Cap, Return on Equity, Profit Margin. A P/E of 48.9x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
HSAI profiles as a growth stock while THRM is a value play — different risk/reward profiles.
THRM carries more volatility with a beta of 1.38 — expect wider price swings.
HSAI is growing revenue faster at 29.6% — sustainability is the question.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HSAI scores higher overall (53/100 vs 53/100) and 29.6% revenue growth. THRM offers better value entry with a 72.0% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hesai Group Sponsored ADR
CONSUMER CYCLICAL · AUTO PARTS · China
Hesai Group, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR). The company is headquartered in Shanghai, China.
Gentherm Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Gentherm Incorporated designs, develops, manufactures and markets thermal management technologies. The company is headquartered in Northville, Michigan.
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