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Shenzhen Yan Tian Port Holdings (000088) Fair Value & Analysis

Industrials · CN · Market cap 23.0B CNY

SY Shenzhen Yan Tian Port Holdings 000088 · SHE
Price¥4.44
Fair Value¥3.09
Upside-30.5%
Quality39/100
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Expensive Growth
Highly profitable · 167.5% net margin
Low debt · negative free cash flow
4.49% dividend yield
Trails peers (5/13)
Narrow moat 30/100
Evidence: Medium Range ¥2.55 – ¥5.02 Share as image

Fair value as of: Jul 21, 2026

From 15 valuation models · updated 20 days ago

Share price +6.7% over the past month.

Below-average quality, and screening another 31% overvalued on our models.

What matters now

  • Weak quality (39/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (¥2.55 to ¥5.02) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥5.55 ¥3.96 Fair Value ¥3.09 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.

How to read this chart

60‑month range ¥3.96 – ¥5.55 · fair‑value band ¥2.55 – ¥5.02 · the ¥4.44 price screens above the ¥3.09 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Shenzhen Yan Tian Port Holdings (000088) currently trades at ¥4.44, while our model-based Fair Value estimate is ¥3.09, implying the stock looks roughly 30.5% overvalued today. The Quality Score stands at 39/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Trailing-twelve-month revenue stands at 881M CNY. Revenue grew 13.2% year over year. It earns a return on equity of 7.6%. Net debt stands at 1.2B CNY. Fundamentals as of Jul 21, 2026

Our scenario range runs from ¥2.55 (bear case) to ¥5.02 (bull case); at ¥4.44, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 67% fair-value upside, at -31%, 000088 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥2.89 ¥3.10 ¥3.53 76
ROIC Compounder ¥2.32 ¥2.74 ¥3.12 72
Growth-Adj P/E ¥3.59 ¥5.13 ¥6.66 68
All 15 models by family
DCF Models
Owner Earnings ¥1.71 ¥2.79 ¥4.41 31
Earnings-Based
Graham-Dodd ¥1.89 ¥5.76 ¥7.64 54
Lynch FV ¥1.24 ¥1.76 ¥2.29 50
PEG = 1.0 ¥1.24 ¥1.76 ¥2.29 46
EPV ¥2.32 ¥2.74 ¥3.12 59
Multiples
P/E Multiple ¥4.37 ¥5.83 ¥7.28 63
P/S Multiple ¥0.2500 ¥0.3300 ¥0.4100 58
P/B Multiple ¥3.54 ¥4.72 ¥5.90 55
EV/EBIT ¥3.56 ¥4.83 ¥6.10 53
EV/EBITDA ¥3.11 ¥4.23 ¥5.35 54
EV/Revenue ¥0.0600 ¥0.1500 43
Asset-Based
NCAV (Graham) ¥1.74 ¥2.33 ¥3.47 50
Economic Profit
Residual Income ¥2.89 ¥3.10 ¥3.53 76
ROIC Compounder ¥2.32 ¥2.74 ¥3.12 72
Growth Earnings
Growth-Adj P/E ¥3.59 ¥5.13 ¥6.66 68

Widest divergence: Growth Earnings (¥5.13) versus Earnings-Based (¥1.76). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 881M CNY
Revenue growth (YoY) +13.2%
Net margin 167%
Return on equity 7.6%
Free cash flow −375M CNY FY2025
P/E ratio 15.3
More key figures
Operating margin 0.2%
EPS (TTM) ¥0.2900
Dividend yield 4.5%
EPS growth (YoY) +16.7%
Net debt 1.2B CNY FY2025

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100

Of which business quality 43 · Market factors (momentum, volatility) 56

Profitability 37
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 82
Balance sheet, leverage, solvency risk
Investment 45
Disciplined investing over empire-building
Low Volatility 99
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 40
Distance to the 52-week high (market factor)
Net Issuance 8
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Shenzhen Yan Tian Port Holdings Co.,Ltd. engages in the port investment, port terminal construction and operation, port transportation and supporting logistics operation, and highway operation in China.

Full company description

Shenzhen Yan Tian Port Holdings Co.,Ltd. engages in the port investment, port terminal construction and operation, port transportation and supporting logistics operation, and highway operation in China. It is also involved in highway toll collection, development and operation of wharves; loading and unloading, and transportation of cargo; construction and operation of port-related transportation facilities, storage, and industrial facilities; construction and operation of port supporting living service facilities; transit trade; and container repair, trading, and cargo and technology import and export services. The company was incorporated in 1997 and is headquartered in Shenzhen, China. Shenzhen Yan Tian Port Holdings Co.,Ltd. is a subsidiary of Shenzhen Port Group Co., Ltd.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shenzhen Yan Tian Port Holdings reported revenue of ¥858M in FY2025 versus ¥680M in FY2021, a compound +6.0%/yr. Reported net income was ¥1.4B in FY2025, compounding +33.0%/yr from FY2021.

Growth Quality 48/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
858M CNY
Latest YoY
+8.2%
Avg. growth/yr (3Y)
+2.5%
Avg. growth/yr (5Y)
+10.1%
Avg. growth/yr (31Y)
+4.4%
Revenue +6.0%/yr
FY21 ¥680M
FY22 ¥798M
FY23 ¥893M
FY24 ¥794M
FY25 ¥858M
Net income +33.0%/yr
FY21 ¥461M
FY22 ¥472M
FY23 ¥1.1B
FY24 ¥1.3B
FY25 ¥1.4B

000088 screens 31% overvalued. Compare with Adani Ports and Special Economic Zone Limited →

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Cite: Fair Value Calculator (2026). "Shenzhen Yan Tian Port Holdings Fair Value". https://www.fairvalue-calculator.com/stock/000088

Peer Group

Marine Shipping · 231 stocks

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.

Quality Score 39 · Bottom 25%
Fair Value upside −31% · Below median
Return on equity (TTM) 8% · Above median
Return on assets 0% · Bottom 25%
Net margin (TTM) 167% · Top 25%
Operating margin (TTM) 0% · Bottom 25%
Revenue growth 13% · Above median
Dividend yield (TTM) 4.5% · Top 25%
Debt / equity 0.13× · Lower than median

Valuation Multiples vs Marine Shipping median · lower = cheaper

P/E (TTM) 15.3× · Pricier than median
P/B 1.27× · Pricier than median
P/S (TTM) 26.15× · Pricier than 75% of peers
EV/EBITDA 69.5× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 29
FUTURE 66 · sector 18
PAST 30 · sector 27
HEALTH 94 · sector 88
DIVIDEND 90 · sector 47

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Marine Shipping stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Adani Ports and Special Economic Zone Limited ADANIPORTS ₹1,828 ₹1,041 -43%
A.P. Møller - Mærsk A/S MAERSKA kr 16,520 kr 3,033 -82%
COSCO SHIPPING Holdings 601919 ¥13.98 ¥40.37 +189%
Shanghai International Port (Group) Co 600018 ¥5.17 ¥6.57 +27%
HMM Co 011200 20,050 KRW 33,855 KRW +69%
Ningbo Zhoushan Port Company 601018 ¥3.35 ¥5.58 +67%
Qingdao Port International Co 601298 ¥8.88 ¥15.97 +80%
JSW Infrastructure Limited JSWINFRA ₹330.05 ₹126.31 -62%
Wan Hai Lines Ltd 2615 80.70 TWD 212.79 TWD +164%
Wallenius Wilhelmsen ASA WAWI kr 137.70 kr 50.56 -63%

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Frequently asked questions

Is Shenzhen Yan Tian Port Holdings (000088) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of ¥3.09 versus a price of ¥4.44, about −31% (overvalued).
What is the fair value of 000088?
Our model-based fair value for Shenzhen Yan Tian Port Holdings is ¥3.09 (as of Jul 21, 2026), built from audited fundamentals. The current price is ¥4.44.
What is the quality score of 000088?
Shenzhen Yan Tian Port Holdings has a Quality Score of 39/100. 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 revenue of Shenzhen Yan Tian Port Holdings (000088)?
Shenzhen Yan Tian Port Holdings reported trailing-twelve-month revenue of about 881M CNY (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 000088?
The net profit margin of Shenzhen Yan Tian Port Holdings is about 167.5%, meaning it keeps roughly 167.5% of revenue as net income. Based on the latest reported figures.
Does Shenzhen Yan Tian Port Holdings pay a dividend?
Shenzhen Yan Tian Port Holdings currently shows a dividend yield of about 4.49% relative to its recent price (as of Jul 21, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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