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FAW Jiefang Group (000800) Fair Value & Analysis

Industrials · CN · Market cap 30.2B CNY

FJ FAW Jiefang Group 000800 · SHE
Price¥6.17
Fair Value¥3.24
Upside-47.5%
Quality55/100
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Weak Growth
Thin margins · 1.2% net margin
Low debt · generates free cash flow
0.73% dividend yield
Mixed vs. peers (7/15)
Narrow moat 19/100
Evidence: Medium Range ¥2.43 – ¥4.05 Share as image

Fair value as of: Jul 21, 2026

From 23 valuation models · updated 20 days ago

Fair value updated Jul 21, 2026, revised from ¥4.26 to ¥3.24 (−23.9%) since Jun 25, 2026. Share price −0.8% over the past month.

A solid business, but screening 47% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥4.05). The favourable scenario is already priced in.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥11.08 ¥5.85 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 ¥5.85 – ¥11.08 · fair‑value band ¥2.43 – ¥4.05 · the ¥6.17 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

FAW Jiefang Group (000800) currently trades at ¥6.17, while our model-based Fair Value estimate is ¥3.24, implying the stock looks roughly 47.5% overvalued today. The Quality Score stands at 55/100 (solid 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).

Over the trailing twelve months, FAW Jiefang Group generated revenue of 67.1B CNY at a net margin of 1.2%. Revenue grew 30.9% year over year. It earns a return on equity of 3.3%. The balance sheet holds a net cash position of 8.8B CNY. Fundamentals as of Jul 21, 2026

Our scenario range runs from ¥2.43 (bear case) to ¥4.05 (bull case); at ¥6.17, 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 21% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 12% fair-value upside, at -47%, 000800 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
Growth DCF ¥9.39 ¥13.15 ¥19.57 80
Residual Income ¥3.87 ¥3.73 ¥3.10 76
Rev-Margin DCF ¥8.40 ¥11.16 ¥14.76 74
All 23 models by family
DCF Models
FCF DCF ¥9.44 ¥13.57 ¥20.83 38
Owner Earnings ¥8.94 ¥12.64 ¥19.15 31
5Y Revenue Exit ¥8.40 ¥11.22 ¥15.03 39
5Y EBITDA Exit ¥7.25 ¥8.81 ¥10.71 41
5Y P/E Exit ¥7.61 ¥9.57 ¥11.78 38
10Y Revenue Exit ¥8.59 ¥11.40 ¥15.69 36
10Y EBITDA Exit ¥7.94 ¥9.63 ¥12.04 37
10Y P/E Exit ¥8.18 ¥10.18 ¥12.95 35
Earnings-Based
Graham-Dodd ¥1.00 ¥4.79 ¥6.59 54
Lynch FV ¥1.28 ¥1.82 ¥2.37 50
PEG = 1.0 ¥1.28 ¥1.82 ¥2.37 46
Dividend Discount
Gordon GGM ¥0.4600 ¥0.9500 ¥1.51 70
DDM Multi-Stage ¥0.4600 ¥0.8000 ¥1.00 61
Multiples
P/E Multiple ¥2.43 ¥3.24 ¥4.05 63
P/S Multiple ¥1.88 ¥2.50 ¥3.13 58
P/B Multiple ¥1.88 ¥2.50 ¥3.13 55
EV/EBITDA ¥6.36 ¥6.98 ¥7.59 54
EV/Revenue ¥7.95 ¥9.42 ¥10.90 43
Asset-Based
NCAV (Graham) ¥2.69 ¥3.60 ¥5.38 50
Growth DCF
Growth DCF ¥9.39 ¥13.15 ¥19.57 80
Rev-Margin DCF ¥8.40 ¥11.16 ¥14.76 74
Economic Profit
Residual Income ¥3.87 ¥3.73 ¥3.10 76
Growth Earnings
Growth-Adj P/E ¥2.05 ¥2.93 ¥3.81 68

Widest divergence: Growth DCF (¥11.16) versus Dividend Discount (¥0.8000). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 67.1B CNY
Revenue growth (YoY) +30.9%
Net margin 1.2%
Return on equity 3.3%
Free cash flow 1.9B CNY FY2025
P/E ratio 38.4
More key figures
Operating margin 0.2%
EPS (TTM) ¥0.1600
Dividend yield 0.7%
EPS growth (YoY) +185%
Net cash 8.8B CNY FY2025

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

Quality Score breakdown

Overall quality 55/100

Of which business quality 56 · Market factors (momentum, volatility) 44

Profitability 27
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 68
Balance sheet, leverage, solvency risk
Investment 80
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 27
Price trend over the last 3–12 months (market factor)
52W Momentum 18
Distance to the 52-week high (market factor)
Net Issuance 68
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

FAW Jiefang Group Co.,Ltd, together with its subsidiaries, manufactures and sells light, medium, and heavy trucks and buses in China. The company provides engines, auto parts, and accessories; and technical services. It also engages in technology research and development activities. The company was formerly known as Faw Car Co., Ltd.

Full company description

FAW Jiefang Group Co.,Ltd, together with its subsidiaries, manufactures and sells light, medium, and heavy trucks and buses in China. The company provides engines, auto parts, and accessories; and technical services. It also engages in technology research and development activities. The company was formerly known as Faw Car Co., Ltd. and changed its name to FAW Jiefang Group Co.,Ltd in May 2020. The company was founded in 1953 and is headquartered in Changchun, China. FAW Jiefang Group Co.,Ltd operates as a subsidiary of China FAW Group Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

FAW Jiefang Group reported revenue of ¥62.6B in FY2025 versus ¥98.8B in FY2021, a compound −10.8%/yr. Reported net income was ¥725M in FY2025, compounding −34.3%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
62.6B CNY
Latest YoY
+6.9%
Avg. growth/yr (3Y)
+17.8%
Avg. growth/yr (5Y)
−11.2%
Avg. growth/yr (31Y)
+7.5%
Revenue −10.8%/yr
FY21 ¥98.8B
FY22 ¥38.3B
FY23 ¥64.3B
FY24 ¥58.6B
FY25 ¥62.6B
Net income −34.3%/yr
FY21 ¥3.9B
FY22 ¥367M
FY23 ¥806M
FY24 ¥622M
FY25 ¥725M

000800 screens 47% overvalued. Compare with Caterpillar Inc →

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Cite: Fair Value Calculator (2026). "FAW Jiefang Group Fair Value". https://www.fairvalue-calculator.com/stock/000800

Peer Group

Farm & Heavy Construction Machinery · 148 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 55 · Above median
Fair Value upside −48% · Bottom 25%
Return on equity (TTM) 3% · Below median
Return on assets -0% · Bottom 25%
Net margin (TTM) 1% · Bottom 25%
Operating margin (TTM) 0% · Bottom 25%
Revenue growth 31% · Top 25%
Dividend yield (TTM) 0.7% · Bottom 25%
Debt / equity 0.01× · Lower than 75% of peers

Valuation Multiples vs Farm & Heavy Construction Machinery median · lower = cheaper

P/E (TTM) 38.4× · Pricier than 75% of peers
P/B 1.14× · Cheaper than median
P/S (TTM) 0.45× · Cheaper than 75% of peers
P/FCF 2.4× · Cheaper than median
EV/EBITDA 6.4× · Cheaper than 75% of peers
PEG 1.63× · Pricier than median

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 22
FUTURE 100 · sector 30
PAST 13 · sector 32
HEALTH 100 · sector 93
DIVIDEND 15 · sector 40

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 Farm & Heavy Construction Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Caterpillar Inc CAT $952.41 $307.83 -68%
Deere & Company DE $597.24 $187.86 -69%
AB Volvo (publ), VOLVA kr 336.60 kr 288.08 -14%
PACCAR Inc PCAR $126.20 $94.80 -25%
Epiroc AB EPIA kr 251.90 kr 144.14 -43%
Exor N.V EXO €69.40 €219.41 +216%
Sany Heavy Industry Co 600031 ¥18.65 ¥20.84 +12%
XCMG Construction Machinery Co 000425 ¥8.39 ¥11.79 +41%
Sinotruk (Hong Kong) Limited 3808 HK$41.00 HK$53.51 +31%
Yutong Bus Co 600066 ¥32.29 ¥42.00 +30%

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Frequently asked questions

Is FAW Jiefang Group (000800) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of ¥3.24 versus a price of ¥6.17, about −47% (overvalued).
What is the fair value of 000800?
Our model-based fair value for FAW Jiefang Group is ¥3.24 (as of Jul 21, 2026), built from audited fundamentals. The current price is ¥6.17.
What is the quality score of 000800?
FAW Jiefang Group has a Quality Score of 55/100. 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 FAW Jiefang Group (000800)?
FAW Jiefang Group reported trailing-twelve-month revenue of about 67.1B CNY (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 000800?
The net profit margin of FAW Jiefang Group is about 1.2%, meaning it keeps roughly 1.2% of revenue as net income. Based on the latest reported figures.
Does FAW Jiefang Group pay a dividend?
FAW Jiefang Group currently shows a dividend yield of about 0.73% 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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