Jiangxi Ganfeng Lithium Co Ltd (002460) fair value: what the stock is really worth
As of Nov 5, 2026: fair value (intrinsic value) of Jiangxi Ganfeng Lithium Co Ltd stock ¥15.80, price ¥39.33, that is 59.8% below the price, quality 46 out of 100. Rating: strongly overvalued. Calculated from audited financials with 16 of our 26 valuation models and 37 quality factors, updated daily.
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Our calculation puts a fair price 60% below what the stock costs today.
Solidly profitable · 14.8% net margin (TTM)
Low debt
Generates free cash flow over the last twelve months
Last quarter vs. a year ago: revenue +109%, profit +141%.
Quality 46/100
0.4% dividend yield · Token dividend
Mixed vs. peers(7/14)
Moderate moat50/100 · thin data
Some data
Fair value ¥15.80 · Strongly overvalued (−59.8%)
Weak Growth(revenue 3y −18.0 %/yr in CNY)
⟳ Cyclical
Risks from the AI analysis
🚩Price drop: Lithium price volatility that triggered the prior drop🚩AI-driven alternatives to lithium batteries🚩Jiangxi permit and waste regulations🚩CATL and rivals in large storage cells
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range ¥25.13 – ¥148.70 · fair‑value band ¥15.80 – ¥16.35 · the ¥39.33 price screens above the ¥15.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. As of Nov 6, 2026.
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Ganfeng Lithium Group Co., Ltd. manufactures and sells lithium products in China.
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The company offers lithium hydroxide, carbonate, fluoride, chloride, and other compounds; lithium metals, battery grade lithium metal, lithium foil, and other lithium alloys; cesium and rubidium compounds; and Organo lithium compounds.
It also provides power battery, energy storage system, 3C digital batteries, consumer electronics battery, and solid state lithium batteries; lithium battery materials, such as precursor materials and materials for solid state lithium batteries; and battery recycling solutions.
In addition, the company offers raw materials to automotive, battery, and materials manufacturers; energy storage equipment for clean energy sources, including solar and wind power; battery solutions for consumer electronic devices, such as mobile phones, headphones, and robot vacuum cleaners; and lithium-ion battery systems for industrial vehicles, as well as engages in recycling, processing, and reusing resources from used batteries.
Its products are used in electric vehicles, energy storage, aerospace, functional materials, and pharmaceuticals industries. Ganfeng Lithium Group Co., Ltd. was founded in 2000 and is headquartered in Xinyu, China.
Stock analysis
Jiangxi Ganfeng Lithium Co Ltd (002460) currently trades at ¥39.33, while our model-based Fair Value estimate is ¥15.80, 60% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of ¥30.91 per share, and 0 of the 15 models we run sit above the ¥39.33 price.
Bear case: the Asset-Based group reads lowest at ¥7.73, and 15 of the 15 models stay below the price. Data coverage for this calculation is medium.
Scenario range: ¥15.80 (bear) to ¥16.35 (bull), the price of ¥39.33 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 46/100 (below-average quality), in the Basic Materials sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Jiangxi Ganfeng Lithium Co Ltd reported revenue of 23.1B CNY in FY2025 versus 11.2B CNY in FY2021, a compound +19.9%/yr. Reported net income was 1.6B CNY in FY2025, compounding −25.5%/yr from FY2021.
Key figures
Market cap 82.5B CNY (≈ $12.4B) Large · P/E ratio 11.5 · P/S ratio 1.85 · EPS (TTM) ¥3.18 · Dividend yield 0.4% · Net margin 14.8% · Return on equity 14.1% · Return on assets (EBIT) 9.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 50 out of 100 (low confidence).
What moves the price
The share trades about 57% below its 52-week high and 13% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Basic Materials peers we cover trades at −17% fair-value upside, at −60%, 002460 screens richer than that median.
Fair Value models
Bear¥15.80Fair Value ¥15.80Bull¥16.35
Price ¥39.33 · Downside -59.8%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then (¥2.57 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.40/100
Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Revenue growth 1 year
+22.1%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−18.0%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+33.1%
Start year 2020 (pandemic). Over 10 years: +32.8% a year
Revenue growth 18 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+29.8%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+6.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year+6.4%
Dividend (yield on the price)0.4%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.6.4% vs 21.3%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.21% → 6%
AI conclusion: The business benefits from a recent sharp turnaround with doubled revenue and profits on higher lithium prices plus battery volumes, yet remains exposed to rapid margin swings in its cyclical low-quality chemicals segment.
Main risk: Generative AI tools are accelerating discovery of multivalent-ion battery materials that could reduce long-term demand for lithium compounds and salts.
Bull case: By scaling its solid-state battery and recycling capabilities Ganfeng could shift toward higher-value integrated products less exposed to raw lithium price swings.
Bear case: If alternative chemistries gain traction or Jiangxi operations face sustained regulatory constraints core lithium volumes and margins could contract materially over several years.
Ganfeng has posted a sharp turnaround in the first nine months, with revenue more than doubling and net profit rising dramatically on higher lithium prices plus stronger battery volumes. The company still operates in a cyclical, low-quality segment of chemicals where margins can swing quickly with commodity moves. Will further downstream integration into storage and batteries deliver steadier results, or will it remain vulnerable to the same price volatility that triggered the prior drop?
Compare Jiangxi Ganfeng Lithium Co Ltd with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Chemicals · 340 stocks
Beats the industry median on 7/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score46 · Below median
Fair Value upside−59.8% · Bottom 25%
Profitability
Return on equity (12 months)14.1% · Top 25%
Return on assets1.4% · Below median
Net margin (12 months)14.8% · Top 25%
Operating margin (12 months)14.5% · Above median
Growth and dividend
Revenue growth (quarter YoY)109.0% · Top 25%
Dividend yield (12 months)0.4% · Bottom 25%
Balance sheet
Debt / equity0.38× · Highest 25%
Valuation Multiplesvs Chemicals median · lower = cheaper
P/E (12 months)11.5× · Cheaper than median
P/B1.83× · Pricier than median
P/S (12 months)1.85× · Pricier than median
EV/EBITDA8.6× · Cheaper than median
PEG0.32× · Cheapest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 6
FUTURE (revenue growth)100· sector 66
PAST (return on equity)56· sector 24
HEALTH (low debt)81· sector 94
DIVIDEND (yield)8· sector 32
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Jiangxi Ganfeng Lithium Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/002460
Frequently asked questions
Is Jiangxi Ganfeng Lithium Co Ltd (002460) overvalued or undervalued?
As of Nov 6, 2026, our model estimates a fair value of ¥15.80 versus a price of ¥39.33, about 60% lower (overvalued).
What is the fair value of 002460?
Our model-based fair value for Jiangxi Ganfeng Lithium Co Ltd is ¥15.80 (as of Nov 6, 2026), built from audited fundamentals. The current price: ¥39.33.
What is the quality score of 002460?
Jiangxi Ganfeng Lithium Co Ltd has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Jiangxi Ganfeng Lithium Co Ltd (002460)?
Our model-based price target is the fair value of ¥15.80 (as of Nov 6, 2026) from 16 valuation models. Cautious scenario ¥15.80, optimistic scenario ¥16.35. It is a calculation from audited fundamentals, not an analyst target.
What is the Jiangxi Ganfeng Lithium Co Ltd stock forecast for 2026?
Our models put fair value at ¥15.80, about 60% lower versus a price of ¥39.33 (overvalued). Cautious scenario ¥15.80, optimistic scenario ¥16.35. The calculation is refreshed regularly with new filings.
What is the revenue of Jiangxi Ganfeng Lithium Co Ltd (002460)?
Jiangxi Ganfeng Lithium Co Ltd reported trailing-twelve-month revenue of about 44.6B CNY (latest available figure, as of Nov 6, 2026).
Does Jiangxi Ganfeng Lithium Co Ltd pay a dividend?
Jiangxi Ganfeng Lithium Co Ltd currently shows a dividend yield of 0.38% relative to its recent price (as of Nov 6, 2026).
What is the intrinsic value of Jiangxi Ganfeng Lithium Co Ltd (002460)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Jiangxi Ganfeng Lithium Co Ltd it is ¥15.80 per share (as of Nov 6, 2026), against a price of ¥39.33. It is the blended result of 16 valuation models (cash flow, earnings, asset, dividend).
Is Jiangxi Ganfeng Lithium Co Ltd stock overvalued or undervalued in 2026?
As of Nov 6, 2026, 002460 trades above its calculated fair value: price ¥39.33, fair value ¥15.80, a gap of about −60% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 002460?
No. The price is what the market pays today (¥39.33); the fair value is what the company's own numbers justify (¥15.80). For Jiangxi Ganfeng Lithium Co Ltd the two are ¥23.53 per share apart. That gap is exactly why we show both numbers side by side.
How much is Jiangxi Ganfeng Lithium Co Ltd worth?
The market values Jiangxi Ganfeng Lithium Co Ltd at about 82.5B CNY (market capitalisation, as of Nov 6, 2026). Per share that is ¥39.33; our models calculate a fair value of ¥15.80 per share.
What do the bullish and bearish scenarios say about 002460?
Our models span a range for Jiangxi Ganfeng Lithium Co Ltd: cautious scenario ¥15.80, base ¥15.80, optimistic ¥16.35 per share (as of Nov 6, 2026, price ¥39.33). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of 002460?
Jiangxi Ganfeng Lithium Co Ltd trades at a price-to-earnings ratio of 11.5 (as of Nov 6, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of ¥15.80 is built from several models across several years. Other multiples: PEG 0.3, P/B 1.8, P/S 1.8, EV/EBITDA 8.6.
What is the PEG ratio of 002460?
The PEG ratio of Jiangxi Ganfeng Lithium Co Ltd is 0.32 (P/E divided by earnings growth, as of Nov 6, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Jiangxi Ganfeng Lithium Co Ltd (002460)?
Balance-sheet figures for Jiangxi Ganfeng Lithium Co Ltd (as of Nov 6, 2026): return on equity 14.1%, debt of 0.38 per unit of equity. They feed the Quality Score of 46/100, which measures business quality independently of the share price.
How far is 002460 from its 52-week high?
Jiangxi Ganfeng Lithium Co Ltd trades at ¥39.33, about 57% below its 52-week high of ¥91.19 and 13% above the low of ¥34.96 (as of Nov 5, 2026). Distance from the high says nothing about value: that is what the fair value of ¥15.80 is for.
Which stocks are comparable to Jiangxi Ganfeng Lithium Co Ltd?
From the same area (Basic Materials) we also value BASF SE, Dow Inc, Ningxia Baofeng Energy Group, Zangge Mining Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Jiangxi Ganfeng Lithium Co Ltd stock attractive at the current price?
The data as of Nov 6, 2026: price ¥39.33, calculated fair value ¥15.80 (−60%), Quality Score 46/100, from 16 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 002460 calculated?
We run Jiangxi Ganfeng Lithium Co Ltd through 16 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of ¥15.80, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.5% above its aggregate fair value. Jiangxi Ganfeng Lithium Co Ltd itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The closing price on Nov 5, 2026 was ¥39.33. Our model-based fair value is ¥15.80, about 60% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Jiangxi Ganfeng Lithium Co Ltd right now?
The price sits above even our optimistic bull case (¥16.35). The favourable scenario is already priced in. Weak quality (46/100) and above fair value at the same time, the margin of safety is missing on both counts. The models converge in a tight band (¥15.80 to ¥16.35), unusually little disagreement for a valuation.
Key figures of Jiangxi Ganfeng Lithium Co Ltd
How large is the market capitalisation of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The market capitalisation of Jiangxi Ganfeng Lithium Co Ltd is 82.5B CNY (≈ $12.4B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The price-to-sales ratio of Jiangxi Ganfeng Lithium Co Ltd is 1.85 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Jiangxi Ganfeng Lithium Co Ltd (002460)?
Earnings per share at Jiangxi Ganfeng Lithium Co Ltd are ¥3.18 (price ÷ EPS = P/E 11.5). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The dividend yield of Jiangxi Ganfeng Lithium Co Ltd is 0.4% (payout 4.7%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The net margin of Jiangxi Ganfeng Lithium Co Ltd is 14.8% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The return on equity (ROE) of Jiangxi Ganfeng Lithium Co Ltd is 14.1% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Jiangxi Ganfeng Lithium Co Ltd (002460)?
On an EBIT basis the return on assets of Jiangxi Ganfeng Lithium Co Ltd is 9.6% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Jiangxi Ganfeng Lithium Co Ltd (002460)?
The operating margin of Jiangxi Ganfeng Lithium Co Ltd is 14.5% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Jiangxi Ganfeng Lithium Co Ltd (002460)?
Revenue at Jiangxi Ganfeng Lithium Co Ltd is growing +109% versus a year earlier (3y avg −18.0%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Jiangxi Ganfeng Lithium Co Ltd (002460)?
Earnings per share at Jiangxi Ganfeng Lithium Co Ltd are growing +141% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Jiangxi Ganfeng Lithium Co Ltd (002460) generate?
The free cash flow of Jiangxi Ganfeng Lithium Co Ltd is −4.5B CNY (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Jiangxi Ganfeng Lithium Co Ltd (002460) carry?
The net debt of Jiangxi Ganfeng Lithium Co Ltd is 18.1B CNY (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Some data
Nov 6, 2026