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Shenzhen Guangju Energy Co (000096) Fair Value & Analysis

Energy · CN · Market cap 4.2B CNY

SG Shenzhen Guangju Energy Co 000096 · SHE
Price¥7.77
Fair Value¥3.24
Upside-58.3%
Quality48/100
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Expensive Growth
Thin margins · 8.1% net margin
negative free cash flow
0.95% dividend yield
Trails peers (2/12)
Narrow moat 33/100
Evidence: Medium Range ¥2.76 – ¥3.85 Share as image

Fair value as of: Jul 21, 2026

From 14 valuation models · updated 20 days ago

Share price +10.5% over the past month.

Below-average quality, and screening another 58% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥3.85). The favourable scenario is already priced in.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥22.17 ¥6.97 Fair Value ¥3.24 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 ¥6.97 – ¥22.17 · fair‑value band ¥2.76 – ¥3.85 · the ¥7.77 price screens above the ¥3.24 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 Guangju Energy Co (000096) currently trades at ¥7.77, while our model-based Fair Value estimate is ¥3.24, implying the stock looks roughly 58.3% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Energy 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).

Over the trailing twelve months, Shenzhen Guangju Energy Co generated revenue of 1.4B CNY at a net margin of 8.1%. Revenue grew 9.2% year over year. It earns a return on equity of 4.1%. The balance sheet holds a net cash position of 775M CNY. Fundamentals as of Jul 21, 2026

Our scenario range runs from ¥2.76 (bear case) to ¥3.85 (bull case); at ¥7.77, the current price sits above 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 47% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -48% fair-value upside, at -58%, 000096 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 ¥3.83 ¥3.79 ¥3.39 76
Gordon GGM ¥0.6600 ¥0.8200 ¥0.9800 70
Growth-Adj P/E ¥1.64 ¥2.34 ¥3.04 68
All 14 models by family
Earnings-Based
Graham-Dodd ¥1.47 ¥2.50 ¥3.05 54
EPV ¥2.87 ¥3.18 ¥3.44 59
Dividend Discount
Gordon GGM ¥0.6600 ¥0.8200 ¥0.9800 70
DDM Multi-Stage ¥0.6600 ¥0.8800 ¥1.13 61
Multiples
P/E Multiple ¥2.27 ¥3.03 ¥3.79 63
P/S Multiple ¥2.33 ¥3.11 ¥3.88 58
P/B Multiple ¥2.76 ¥3.68 ¥4.60 55
EV/EBIT ¥2.95 ¥3.61 ¥4.28 53
EV/EBITDA ¥2.28 ¥2.72 ¥3.17 54
EV/Revenue ¥3.12 ¥4.05 ¥4.99 43
Asset-Based
NCAV (Graham) ¥2.60 ¥3.48 ¥5.20 50
Economic Profit
Residual Income ¥3.83 ¥3.79 ¥3.39 76
ROIC Compounder ¥2.87 ¥3.18 ¥3.44 67
Growth Earnings
Growth-Adj P/E ¥1.64 ¥2.34 ¥3.04 68

Widest divergence: Asset-Based (¥3.48) versus Dividend Discount (¥0.8200). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 1.4B CNY
Revenue growth (YoY) +9.2%
Net margin 8.1%
Return on equity 4.1%
Free cash flow −222M CNY FY2025
P/E ratio 37.7
More key figures
Operating margin 4.0%
EPS (TTM) ¥0.2100
Dividend yield 1.0%
EPS growth (YoY) -15.6%
Net cash 775M CNY FY2024

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

Quality Score breakdown

Overall quality 48/100

Of which business quality 48 · Market factors (momentum, volatility) 29

Profitability 26
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 3
Earnings quality: real cash, not paper profit
Fin. Strength 88
Balance sheet, leverage, solvency risk
Investment 59
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 10
Price trend over the last 3–12 months (market factor)
52W Momentum 1
Distance to the 52-week high (market factor)
Net Issuance 84
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 Guangju Energy Co., Ltd., together with its subsidiaries, engages in the wholesale, retail and warehousing of refined oil in China and internationally.

Full company description

Shenzhen Guangju Energy Co., Ltd., together with its subsidiaries, engages in the wholesale, retail and warehousing of refined oil in China and internationally. The company is involved in the gasoline and diesel petroleum business; venue leasing and property management; storage, transportation, and packaging of chemical raw materials and petroleum products; agency import business of fuel oil; power supply, heating, and provision of related technical consultation and technical services, as well as power generation and supply business. It also engages in chemical trade and liquid chemical storage business, equity investment in securities and power companies. The company was founded in 1989 and is headquartered in Shenzhen, China. Shenzhen Guangju Energy Co., Ltd. is a subsidiary of Shenzhen Shennan Petroleum Group Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shenzhen Guangju Energy Co reported revenue of ¥1.4B in FY2025 versus ¥1.6B in FY2021, a compound −4.2%/yr. Reported net income was ¥114M in FY2025, compounding +14.0%/yr from FY2021.

Growth Quality 47/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
1.4B CNY
Avg. growth/yr (3Y)
+27.6%
Avg. growth/yr (5Y)
+9.1%
Avg. growth/yr (26Y)
+6.5%
Revenue −4.2%/yr
FY21 ¥1.6B
FY22 ¥2.1B
FY23 ¥2.6B
FY24 ¥2.0B
FY25 ¥1.4B
Net income +14.0%/yr
FY21 ¥67.7M
FY22 ¥55.1M
FY23 ¥88.1M
FY24 ¥97.0M
FY25 ¥114M

000096 screens 58% overvalued. Compare with Reliance Industries Limited →

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Cite: Fair Value Calculator (2026). "Shenzhen Guangju Energy Co Fair Value". https://www.fairvalue-calculator.com/stock/000096

Peer Group

Oil & Gas Refining & Marketing · 114 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 48 · Below median
Fair Value upside −58% · Bottom 25%
Return on equity (TTM) 4% · Below median
Return on assets 1% · Bottom 25%
Net margin (TTM) 8% · Top 25%
Operating margin (TTM) 4% · Below median
Revenue growth 9% · Above median
Dividend yield (TTM) 1.0% · Below median

Valuation Multiples vs Oil & Gas Refining & Marketing median · lower = cheaper

P/E (TTM) 37.7× · Pricier than 75% of peers
P/B 1.52× · Pricier than median
P/S (TTM) 3.00× · Pricier than 75% of peers
EV/EBITDA 53.8× · 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 15
FUTURE 46 · sector 15
PAST 16 · sector 32
HEALTH 0 · sector 80
DIVIDEND 19 · sector 50

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.

Oil & gas

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

Similar stocks

10 more Oil & Gas Refining & Marketing stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Reliance Industries Limited RELIANCE ₹1,293 ₹835.66 -35%
Valero Energy Corporation VLO $309.65 $127.32 -59%
Marathon Petroleum Corporation MPC $283.74 $135.80 -52%
Phillips 66 PSX $196.16 $101.04 -48%
Neste Oyj NESTE €31.10 €4.07 -87%
Formosa Petrochemical Corporation 6505 81.30 TWD 16.68 TWD -79%
Indian Oil Corporation IOC ₹138.96 ₹417.35 +200%
HF Sinclair Corporation DINO $88.59 $48.90 -45%
Bharat Petroleum Corporation BPCL ₹315.55 ₹846.81 +168%
SK Innovation Co 096770 121,400 KRW 58,865 KRW -52%

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Frequently asked questions

Is Shenzhen Guangju Energy Co (000096) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of ¥3.24 versus a price of ¥7.77, about −58% (overvalued).
What is the fair value of 000096?
Our model-based fair value for Shenzhen Guangju Energy Co is ¥3.24 (as of Jul 21, 2026), built from audited fundamentals. The current price is ¥7.77.
What is the quality score of 000096?
Shenzhen Guangju Energy Co has a Quality Score of 48/100. 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 Guangju Energy Co (000096)?
Shenzhen Guangju Energy Co reported trailing-twelve-month revenue of about 1.4B CNY (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 000096?
The net profit margin of Shenzhen Guangju Energy Co is about 8.1%, meaning it keeps roughly 8.1% of revenue as net income. Based on the latest reported figures.
Does Shenzhen Guangju Energy Co pay a dividend?
Shenzhen Guangju Energy Co currently shows a dividend yield of about 0.95% 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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