UBTech may be the only publicly traded pure-play humanoid robot stock out there currently. Sure, there's Tesla with their Optimus robot, but they're hardly a pure-play. UBTech operates in four industries: education, consumer, smart appliances, and sector-tailored smart robotic solutions. We're most interested in the latter. The company's "Walker" humanoid robot should be quite impressive after 6 years and $1B of research and development. However, the revenues are only starting to trickle in, with humanoid robots only making up around 2% of the company's revenues. UBTech also appears significantly overvalued based on our simple valuation ratio.



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