Arrow Home Group (001322) Fair Value & Analysis
Industrials · CN · Market cap 6.3B CNY
Fair value as of: Jul 21, 2026
From 13 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from ¥1.27 to ¥0.9900 (−22.0%) since Jun 25, 2026. Share price −4.9% over the past month.
Below-average quality, and screening another 84% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥1.24). The favourable scenario is already priced in.
- Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (4 years)
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
45‑month range ¥5.73 – ¥22.99 · fair‑value band ¥0.7500 – ¥1.24 · the ¥6.05 price screens above the ¥0.9900 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Arrow Home Group (001322) currently trades at ¥6.05, while our model-based Fair Value estimate is ¥0.9900, implying the stock looks roughly 83.6% overvalued today. The Quality Score stands at 42/100 (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).
Over the trailing twelve months, Arrow Home Group generated revenue of 6.4B CNY at a net margin of 0.9%. Revenue declined 6.9% year over year. It earns a return on equity of 1.1%. Net debt stands at 345M CNY. Fundamentals as of Jul 21, 2026
Our scenario range runs from ¥0.7500 (bear case) to ¥1.24 (bull case); at ¥6.05, 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 38% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at -84%, 001322 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.
All 13 models by family
Widest divergence: Asset-Based (¥3.28) versus Earnings-Based (¥0.3900). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 26
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
Arrow Home Group Co., Ltd., together with its subsidiaries, engages in the research and development, production, sales, and service of home products worldwide.
Full company description
Arrow Home Group Co., Ltd., together with its subsidiaries, engages in the research and development, production, sales, and service of home products worldwide. It offers toilets, wash basins, faucets, shower systems, bathroom vanity, bathtubs and shower enclosures, urinals, and sanitary ceramics, as well as accessories comprising kitchen sinks and bathroom accessories. The company also provides smart bathroom, bathtubs, enclosures, and tiles. It offers its products under the ARROW, FAENZA, and ANNWA brands. In addition, the company is involved in the information system development; surface treatment and electroplating of metal/non-metal products; e-commerce; production and sales of packaging materials; and hotel management. The company was formerly known as Lehua Household Co., Ltd. Arrow Home Group Co., Ltd. was founded in 1994 and is headquartered in Foshan, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Arrow Home Group reported revenue of ¥6.5B in FY2025 versus ¥8.4B in FY2021, a compound −6.2%/yr. Reported net income was ¥45.8M in FY2025, compounding −46.9%/yr from FY2021.
001322 screens 84% overvalued. Compare with Trane Technologies plc →
Peer Group
Building Products & Equipment · 247 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.
Valuation Multiples vs Building Products & Equipment median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $469.98 | $212.34 | -55% |
| Johnson Controls International plc JCI | $142.81 | $45.65 | -68% |
| Carrier Global Corporation CARR | $68.61 | $17.35 | -75% |
| Compagnie de Saint-Gobain S.A SGO | €76.62 | €101.60 | +33% |
| Geberit AG GEBN | CHF 523.20 | CHF 307.66 | -41% |
| Lennox International Inc LII | $543.93 | $363.09 | -33% |
| Kingspan Group KRX | €87.30 | €70.76 | -19% |
| Masco Corporation MAS | $78.04 | $54.36 | -30% |
| PT Impack Pratama Industri Tbk, IMPC | 1,420 IDR | 179.76 IDR | -87% |
| NIBE Industrier AB NIBEB | kr 36.03 | kr 25.37 | -30% |
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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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