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CBAK Energy Technology Inc(CBAT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CBAT
11/05/2026: CBAT (1-star) is currently NOT-A-BUY. Pass it for now.
CBAK Energy Technology Inc is a specialized manufacturer of lithium-ion batteries, with a focus on high-capacity cylindrical cells for electric vehicles, light mobility, and energy storage systems. The company's main strengths lie in its long industry history and its ability to adapt its product portfolio to emerging niches in the energy sector. Its primary growth story centers on the rising demand for battery-based energy storage, which may provide a buffer against the volatile EV market. However, the company faces stiff competition from much larger, better-capitalized incumbents, which limits its margins. Investors should monitor production scaling and margin health, as this stock is best suited for speculative growth investors.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to the EV battery sector but faces stiff competition that challenges long-term growth predictability. |
| Momentum investor | Strong fit while signal remains positive | The stock often reacts sharply to sector-wide news and EV industry trends, providing potential short-term volatility plays. |
| Value investor | Weak fit | The lack of consistent earnings and the capital-intensive nature of the business make it a difficult fit for traditional value metrics. |
| Dividend investor | Weak fit | The company does not pay dividends and reinvests all available cash into business operations. |
| Low-risk investor | Weak fit | High volatility and sensitivity to regulatory and competitive risks make this unsuitable for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is prone to sharp swings driven by speculative sentiment in the EV and green energy sectors. |
| Valuation risk | Medium / high | Valuations are often disconnected from current earnings, relying on future growth expectations. |
| Competition risk (Battery market dominance) | Strong | Major players like CATL possess significant scale and cost advantages that directly pressure CBAK's margins. |
| Business quality | Medium | While the technology is functional, the company lacks the financial moat of established industry leaders. |
| Dividend income | Low / none | Investors receive no income from the investment. |
| Execution risk | High | Successfully scaling production to meet market demand while maintaining quality is a constant operational challenge. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 15.48% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 98.40M USD | Price to earnings Ratio - | 1Y Target Price 1.5 |
Price to earnings Ratio - | 1Y Target Price 1.5 | ||
Volume (30-day avg) 313.0K shares | Beta 1.48 | 52 Weeks Range 0.46 - 1.55 | Updated Date 11/05/2026 |
52 Weeks Range 0.46 - 1.55 | Updated Date 11/05/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.18 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| EV Battery Cells | Cylindrical battery cells for electric vehicles. | The company generates revenue by selling individual battery cells that power various types of electric vehicles. |
| Energy Storage Systems | Battery packs for home and industrial energy storage. | CBAK sells battery storage systems, which are increasingly important as the world shifts toward renewable energy sources like solar and wind. |
| Geography (China) | Primary manufacturing and sales operations. | Most of the company's revenue and operations are based in China, making it subject to that region's economic and regulatory environment. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 4.65 | Enterprise Value 140.51M | Price to Sales(TTM) 0.43 |
Enterprise Value 140.51M | Price to Sales(TTM) 0.43 | ||
Enterprise Value to Revenue 0.61 | Enterprise Value to EBITDA 2.58 | Shares Outstanding 88.65M | Shares Floating 69.35M |
Shares Outstanding 88.65M | Shares Floating 69.35M | ||
Percent Insiders 17.4 | Percent Institutions 2.02 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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