Perfil da empresa · Technology

Lenovo Group

0992 · Hong Kong
Indústria
Semiconductors
Bolsa
Hong Kong
País / Região
Hong Kong
Data do IPO
14 de fevereiro de 1994
Funcionários
73.500
Preço atual
HK$24.32
Ao vivo · 27 de julho de 2026
Compra justa
≤ HK$22
Entrada com margem de segurança
Pontuação de Crescimento Baillie
43/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual HK$24.32 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador HK$12–HK$18 / justo HK$18–HK$26 / otimista HK$28–HK$38. A HK$24.32, Dentro da faixa de valor intrínseco justo.

Na publicação HK$24.88 (9 de junho de 2026)

Valor de mercadoHK$ 301,93 bi
Receita (TTM)HK$ 83,07 bi
EBITDAHK$ 4,66 bi
Margem líquida2,3%
ROE28,6%
P/L (TTM)22,33
P/L projetado17,73
PEG0,82
LPAHK$ 0,16
Dividend yield0,22%
Faixa de 52 semanasHK$ 8,52 – HK$ 27,42

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

Lenovo Group Limited, an investment holding company, develops, manufactures, and markets technology products and services. It operates through Intelligent Devices Group, Infrastructure Solutions Group, and Solutions and Services Group segments. The company offers commercial and consumer personal computers, servers and workstations, and smartphones, as well as laptops, desktops, tablets, monitors, and accessories and software. It also provides consulting, deployment, managed, support, and security services. In addition, the company manufactures and distributes IT products, computers, computer hardware, and peripheral equipment; and offers IT, business planning, management, global supply chain, finance and accounting, administration support, procurement agency, data management, intellectual property, and investment management services. Further, it is involved in the retail and service business for consumer electronic products and related digital services; development, ownership, licensing, and sale of communications hardware and software; and develops software and applications. It operates in China, the Asia Pacific, Europe, the Middle East, Africa, and the Americas. The company was founded in 1984 and is headquartered in Quarry Bay, Hong Kong.

História

Lenovo Group was founded in 1984 by Liu Chuanzhi under the Chinese Academy of Sciences' Institute of Computing Technology, starting with Chinese-character add-in cards and IBM PC distribution. In 2005 it acquired IBM's ThinkPad and ThinkCentre PC business for USD 1.25 billion, joining the global top three PC makers, and became the world's largest PC vendor in 2013. In 2014 it acquired IBM's x86 server business (System x) for USD 2.1 billion and Motorola Mobility for USD 2.9 billion. Since 2024 it has pursued a Hybrid AI strategy spanning AI servers, AI PCs, and enterprise AI solutions.

Posição no setor

Lenovo is the world's largest PC maker, with a 25.2% unit share in Q1 2026 (IDC), ranking first and about 6.7 percentage points ahead of second-place HP. It is also number one in Windows AI PCs, with a 31.1% share. The company operates through three business groups: Intelligent Devices Group (IDG, 70.9% of revenue), Infrastructure Solutions Group (ISG, 23.1%), and Solutions and Services Group (SSG, 12.1%). In AI servers it sits in the upper second tier, around fourth with an 11% share on a brand-vendor basis (ABI Research, 2024).

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