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Hengyi Petrochemical Co (000703) Fair Value & Analysis

Basic Materials · CN · Market cap 49.3B CNY

HP Hengyi Petrochemical Co 000703 · SHE
Price¥17.71
Fair Value¥4.55
Upside-74.3%
Quality39/100
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Expensive Growth
Thin margins · 1.9% net margin
Moderate debt · negative free cash flow
0.39% dividend yield
Mixed vs. peers (7/13)
Narrow moat 37/100
Evidence: Medium Range ¥3.19 – ¥4.79 Share as image

Fair value as of: Jul 21, 2026

From 14 valuation models · updated 19 days ago

Fair value updated Jul 21, 2026, revised from ¥2.91 to ¥4.55 (+56.5%) since Jun 25, 2026. Share price +25.6% over the past month.

Below-average quality, and screening another 74% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥4.79). The favourable scenario is already priced in.
  • Weak quality (39/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

¥18.19 ¥5.39 Fair Value ¥4.55 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 ¥5.39 – ¥18.19 · fair‑value band ¥3.19 – ¥4.79 · the ¥17.71 price screens above the ¥4.55 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

Hengyi Petrochemical Co (000703) currently trades at ¥17.71, while our model-based Fair Value estimate is ¥4.55, implying the stock looks roughly 74.3% overvalued today. The Quality Score stands at 39/100 (below-average quality), in the Basic Materials 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, Hengyi Petrochemical Co generated revenue of 116B CNY at a net margin of 1.9%. Revenue grew 10.2% year over year. It earns a return on equity of 9.3%. Net debt stands at 44.8B CNY. Fundamentals as of Jul 21, 2026

Our scenario range runs from ¥3.19 (bear case) to ¥4.79 (bull case); at ¥17.71, 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 3% below its 52-week high and 207% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -74%, 000703 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 ¥4.36 ¥4.05 ¥2.97 76
ROIC Compounder ¥5.94 ¥8.41 ¥11.51 72
Growth-Adj P/E ¥2.13 ¥3.05 ¥3.96 68
All 14 models by family
Earnings-Based
Graham-Dodd ¥0.4600 ¥3.21 ¥4.50 54
Lynch FV ¥1.66 ¥2.37 ¥3.08 50
PEG = 1.0 ¥1.66 ¥2.37 ¥3.08 46
EPV ¥5.94 ¥7.15 ¥8.21 59
Multiples
P/E Multiple ¥1.01 ¥1.35 ¥1.69 63
P/S Multiple ¥0.8600 ¥1.15 ¥1.44 58
P/B Multiple ¥0.8600 ¥1.15 ¥1.44 55
EV/EBIT ¥10.12 ¥13.94 ¥17.76 53
EV/EBITDA ¥14.98 ¥20.41 ¥25.85 54
EV/Revenue ¥6.39 ¥9.70 ¥13.01 43
Asset-Based
NCAV (Graham) ¥3.19 ¥4.28 ¥6.38 50
Economic Profit
Residual Income ¥4.36 ¥4.05 ¥2.97 76
ROIC Compounder ¥5.94 ¥8.41 ¥11.51 72
Growth Earnings
Growth-Adj P/E ¥2.13 ¥3.05 ¥3.96 68

Widest divergence: Asset-Based (¥4.28) versus Multiples (¥1.35). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 116B CNY
Revenue growth (YoY) +10.2%
Net margin 1.9%
Return on equity 9.3%
Free cash flow −876M CNY FY2025
P/E ratio 21.5
More key figures
Operating margin 11.2%
EPS (TTM) ¥0.6000
Dividend yield 0.4%
EPS growth (YoY) +2,600%
Net debt 44.8B 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 36 · Market factors (momentum, volatility) 77

Profitability 27
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 35
Earnings quality: real cash, not paper profit
Fin. Strength 15
Balance sheet, leverage, solvency risk
Investment 95
Disciplined investing over empire-building
Low Volatility 37
Calm price path (market factor)
Momentum 91
Price trend over the last 3–12 months (market factor)
52W Momentum 98
Distance to the 52-week high (market factor)
Net Issuance 39
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

Hengyi Petrochemical Co., Ltd. produces and sells chemical fiber products in China and internationally. The company operates through Refining, PTA, and PET products segments.

Full company description

Hengyi Petrochemical Co., Ltd. produces and sells chemical fiber products in China and internationally. The company operates through Refining, PTA, and PET products segments. It offers gasoline, diesel, aviation kerosene, and other refined oils; basic petrochemical raw materials comprising paraxylene, purified terephthalic acid, caprolactam, liquefied petroleum gas, benzene, and other chemicals; and polyester products, such as polyester pre-oriented yarn, fully drawn yarn, draw textured yarn, polyester staple fiber, polyester chips, polyester bottle chips, and other products. The company was formerly known as Shi Ji Guang Hua Technology Company Limited and changed its name to Hengyi Petrochemical Co., Ltd. in May 2011. The company was founded in 1989 and is based in Hangzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hengyi Petrochemical Co reported revenue of ¥114B in FY2025 versus ¥130B in FY2021, a compound −3.3%/yr. Reported net income was ¥258M in FY2025, compounding −47.4%/yr from FY2021.

Growth Quality 32/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
114B CNY
Latest YoY
−9.5%
Avg. growth/yr (3Y)
−9.3%
Avg. growth/yr (5Y)
+5.6%
Avg. growth/yr (32Y)
+26.7%
Revenue −3.3%/yr
FY21 ¥130B
FY22 ¥152B
FY23 ¥136B
FY24 ¥125B
FY25 ¥114B
Net income −47.4%/yr
FY21 ¥3.4B
FY22 −¥1.1B
FY23 ¥435M
FY24 ¥234M
FY25 ¥258M

000703 screens 74% overvalued. Compare with Linde plc →

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Cite: Fair Value Calculator (2026). "Hengyi Petrochemical Co Fair Value". https://www.fairvalue-calculator.com/stock/000703

Peer Group

Specialty Chemicals · 676 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 −74% · Bottom 25%
Return on equity (TTM) 9% · Above median
Return on assets 3% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 11% · Above median
Revenue growth 10% · Above median
Dividend yield (TTM) 0.4% · Bottom 25%
Debt / equity 0.65× · Higher than 75% of peers

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 21.5× · Cheaper than median
P/B 2.02× · Pricier than median
P/S (TTM) 0.42× · Cheaper than 75% of peers
EV/EBITDA 6.2× · Cheaper 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 0
FUTURE 51 · sector 19
PAST 37 · sector 23
HEALTH 68 · sector 95
DIVIDEND 8 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Hengyi Petrochemical Co (000703) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of ¥4.55 versus a price of ¥17.71, about −74% (overvalued).
What is the fair value of 000703?
Our model-based fair value for Hengyi Petrochemical Co is ¥4.55 (as of Jul 21, 2026), built from audited fundamentals. The current price is ¥17.71.
What is the quality score of 000703?
Hengyi Petrochemical Co 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 Hengyi Petrochemical Co (000703)?
Hengyi Petrochemical Co reported trailing-twelve-month revenue of about 116B CNY (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 000703?
The net profit margin of Hengyi Petrochemical Co is about 1.9%, meaning it keeps roughly 1.9% of revenue as net income. Based on the latest reported figures.
Does Hengyi Petrochemical Co pay a dividend?
Hengyi Petrochemical Co currently shows a dividend yield of about 0.39% 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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