Hesai Group Sponsored ADR (HSAI)vsSES AI Corp (SES)
HSAI
Hesai Group Sponsored ADR
$17.31
-0.52%
CONSUMER CYCLICAL · Cap: $23.01B
SES
SES AI Corp
$0.53
+0.13%
CONSUMER CYCLICAL · Cap: $196.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Hesai Group Sponsored ADR generates 14124% more annual revenue ($3.34B vs $23.46M). HSAI leads profitability with a 14.9% profit margin vs -289.6%. HSAI earns a higher WallStSmart Score of 60/100 (C).
HSAI
Buy60
out of 100
Grade: C
SES
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HSAI.
Margin of Safety
+89.9%
Fair Value
$18.15
Current Price
$0.53
$17.62 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 21.9% year-over-year
Earnings expanding 25.0% YoY
Reasonable price relative to book value
Revenue surging 43.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 5.8% — below average capital efficiency
Operating margin of 0.3%
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -35.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : HSAI
The strongest argument for HSAI centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 21.9% demonstrates continued momentum. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : SES
The strongest argument for SES centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 43.8% demonstrates continued momentum.
Bear Case : HSAI
The primary concerns for HSAI are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : SES
The primary concerns for SES are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
HSAI profiles as a growth stock while SES is a hypergrowth play — different risk/reward profiles.
HSAI carries more volatility with a beta of 1.36 — expect wider price swings.
SES is growing revenue faster at 43.8% — sustainability is the question.
Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HSAI scores higher overall (60/100 vs 31/100) and 21.9% revenue growth. SES offers better value entry with a 89.9% margin of safety. Both earn "Buy" and "Avoid" 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.
SES AI Corp
CONSUMER CYCLICAL · AUTO PARTS · USA
Synthesis Energy Systems, Inc., an energy company, is dedicated to licensing and commercializing SES gasification technology for synthesis gas production in China and internationally. The company is headquartered in Houston, Texas.
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