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Zhejiang NHU Company (002001) Fair Value & Analysis

Healthcare · CN · Market cap 88.6B CNY

ZN Zhejiang NHU Company 002001 · SHE
Price¥30.45
Fair Value¥44.59
Upside+46.4%
Quality74/100
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Healthy Growth
Highly profitable · 29.1% net margin
Low debt · generates free cash flow
3.48% dividend yield
Ranks above peers (12/15)
Wide moat 80/100
Evidence: High Range ¥33.56 – ¥62.20 Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 21 days ago

Fair value updated Jul 17, 2026, revised from ¥47.25 to ¥44.59 (−5.6%) since Jun 25, 2026. Share price +3.0% over the past month.

A solid business, screening 46% undervalued on our models.

What matters now

  • The rarer combination: high quality (74/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (¥33.56). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (¥33.56 to ¥62.20) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥38.27 ¥13.37 Fair Value ¥44.59 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range ¥13.37 – ¥38.27 · fair‑value band ¥33.56 – ¥62.20 · the ¥30.45 price screens below the ¥44.59 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

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Analysis

Zhejiang NHU Company (002001) currently trades at ¥30.45, while our model-based Fair Value estimate is ¥44.59, implying the stock looks roughly 46.4% undervalued today. We read business quality at 74/100 (solid quality), in the Healthcare sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Zhejiang NHU Company generated revenue of 23.1B CNY at a net margin of 29.1%. Revenue grew 15.7% year over year. It earns a return on equity of 20.4%. The balance sheet holds a net cash position of 1.4B CNY. Fundamentals as of Jul 17, 2026

Our scenario range runs from ¥33.56 (bear case) to ¥62.20 (bull case); at ¥30.45, the current price sits below 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 22% below its 52-week high and 50% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at 46%, 002001 screens cheaper 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 ¥31.41 ¥57.08 ¥102.56 80
Residual Income ¥14.21 ¥18.28 ¥65.31 76
Rev-Margin DCF ¥19.53 ¥31.67 ¥48.14 74
All 26 models by family
DCF Models
FCF DCF ¥32.01 ¥60.66 ¥115.02 38
Owner Earnings ¥33.17 ¥63.41 ¥119.33 31
5Y Revenue Exit ¥19.53 ¥31.84 ¥48.48 39
5Y EBITDA Exit ¥31.89 ¥58.49 ¥92.97 41
5Y P/E Exit ¥32.17 ¥59.10 ¥91.07 38
10Y Revenue Exit ¥22.91 ¥36.37 ¥57.22 36
10Y EBITDA Exit ¥31.72 ¥56.42 ¥96.15 37
10Y P/E Exit ¥31.91 ¥56.88 ¥94.49 35
Earnings-Based
Graham-Dodd ¥14.97 ¥80.44 ¥111.47 54
Lynch FV ¥22.25 ¥31.78 ¥41.31 50
PEG = 1.0 ¥22.25 ¥31.78 ¥41.31 46
EPV ¥22.70 ¥26.28 ¥29.41 59
Dividend Discount
Gordon GGM ¥8.92 ¥18.56 ¥29.44 70
DDM Multi-Stage ¥8.92 ¥15.65 ¥19.48 61
Multiples
P/E Multiple ¥33.01 ¥44.02 ¥55.02 63
P/S Multiple ¥13.57 ¥18.10 ¥22.62 58
P/B Multiple ¥24.02 ¥32.02 ¥40.03 55
EV/EBIT ¥36.26 ¥47.94 ¥59.62 53
EV/EBITDA ¥33.81 ¥44.67 ¥55.53 54
EV/Revenue ¥13.90 ¥19.33 ¥24.76 43
Asset-Based
NCAV (Graham) ¥5.34 ¥7.15 ¥10.67 50
Growth DCF
Growth DCF ¥31.41 ¥57.08 ¥102.56 80
Rev-Margin DCF ¥19.53 ¥31.67 ¥48.14 74
Economic Profit
Residual Income ¥14.21 ¥18.28 ¥65.31 76
ROIC Compounder ¥26.27 ¥35.49 ¥47.55 72
Growth Earnings
Growth-Adj P/E ¥31.90 ¥45.57 ¥59.25 68

Widest divergence: DCF Models (¥56.88) versus Asset-Based (¥7.15). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 23.1B CNY
Revenue growth (YoY) +15.7%
Net margin 29.1%
Return on equity 20.4%
Free cash flow 6.9B CNY FY2025
P/E ratio 13.2
More key figures
Operating margin 35.1%
EPS (TTM) ¥2.19
Dividend yield 3.5%
EPS growth (YoY) -3.3%
Net cash 1.4B CNY FY2024

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 74/100

Of which business quality 75 · Market factors (momentum, volatility) 65

Profitability 66
Margins and returns on capital today
Quality Growth 63
Are margins and returns improving?
Cashflow 81
Earnings quality: real cash, not paper profit
Fin. Strength 90
Balance sheet, leverage, solvency risk
Investment 59
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 57
Price trend over the last 3–12 months (market factor)
52W Momentum 68
Distance to the 52-week high (market factor)
Net Issuance 82
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

Zhejiang NHU Company Ltd., together with its subsidiaries, produces and sells nutritional products, fragrances and flavors, polymer materials, and active pharmaceutical ingredients in China and internationally. It operates through Pharmaceutical and Chemical; and Other segments.

Full company description

Zhejiang NHU Company Ltd., together with its subsidiaries, produces and sells nutritional products, fragrances and flavors, polymer materials, and active pharmaceutical ingredients in China and internationally. It operates through Pharmaceutical and Chemical; and Other segments. The company offers animal nutrition products comprising vitamins, amino acids, and carotenoids for poultry, swine, ruminants, and farmed fish; human nutrition products consisting of vitamins A, D3, E, H, C, B5, B6, and B12, as well as coenzyme Q10, beta carotene, taurine, and l-serine for use in nutritional supplements, food and beverages, and personal care applications; and flavor and fragrance products, including fruity, floral, and green/herbal products for use in soap, toothpaste, shampoo, skin care products, and food and beverage products. It also provides pigments; methionine, biotin, cysteine, and tryptophan; linalool, citral, leaf alcohol, methyl dihydrojasmonate, raspberry ketone, privet aldehyde, and menthol; PPS and PPA resins, PPS fibers, LTF composite materials, and PPS cast films and heat pipes; chemical products, such as prenol, l-ascorbic acid, acrylic acid, acrolein, sodium thiomethoxide in H2O, acrolein cyanohydrin acetate, diethyl oxalate/oxalic acid diethyl ester, potassium sulfate, ammonium sulfate, isophorone, cyclopentanone, and isovaleraldehyde for use in construction chemicals, crop protection, fertilizers, industrial solvents, and intermediates. In addition, the company offers active pharmaceutical ingredients, vitamins, and pharmaceutical intermediates, as well as professional services for preparation companies. The company exports its products. The company was incorporated in 1999 and is headquartered in Xinchang, the People's Republic of China. Zhejiang NHU Company Ltd. operates as a subsidiary of NHU Holding Group Co.,Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zhejiang NHU Company reported revenue of ¥22.3B in FY2025 versus ¥14.9B in FY2021, a compound +10.5%/yr. Reported net income was ¥6.8B in FY2025, compounding +11.6%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
22.3B CNY
Latest YoY
+3.0%
Avg. growth/yr (3Y)
+11.8%
Avg. growth/yr (5Y)
+16.6%
Avg. growth/yr (24Y)
+16.8%
Revenue +10.5%/yr
FY21 ¥14.9B
FY22 ¥15.9B
FY23 ¥15.1B
FY24 ¥21.6B
FY25 ¥22.3B
Net income +11.6%/yr
FY21 ¥4.4B
FY22 ¥3.6B
FY23 ¥2.7B
FY24 ¥5.9B
FY25 ¥6.8B

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Cite: Fair Value Calculator (2026). "Zhejiang NHU Company Fair Value". https://www.fairvalue-calculator.com/stock/002001

Peer Group

Drug Manufacturers - Specialty & Generic · 625 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 74 · Top 25%
Fair Value upside +46% · Top 25%
Return on equity (TTM) 20% · Top 25%
Return on assets 11% · Top 25%
Net margin (TTM) 29% · Top 25%
Operating margin (TTM) 35% · Top 25%
Revenue growth 16% · Top 25%
Dividend yield (TTM) 3.5% · Top 25%
Debt / equity 0.13× · Higher than median

Valuation Multiples vs Drug Manufacturers - Specialty & Generic median · lower = cheaper

P/E (TTM) 13.2× · Cheaper than 75% of peers
P/B 2.70× · Pricier than median
P/S (TTM) 3.84× · Pricier than 75% of peers
P/FCF 1.9× · Cheaper than median
EV/EBITDA 8.4× · Cheaper than median
PEG 0.07× · 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 95 · sector 9
FUTURE 79 · sector 20
PAST 82 · sector 23
HEALTH 94 · sector 97
DIVIDEND 70 · sector 35

Insider activity: 40/100

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 Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Jiangsu Hengrui Pharmaceuticals Co 600276 ¥53.19 ¥25.94 -51%
Sun Pharmaceutical Industries Limited SUNPHARMA ₹1,933 ₹989.50 -49%
Divi's Laboratories Limited DIVISLAB ₹7,316 ₹1,943 -73%
Torrent Pharmaceuticals Limited TORNTPHARM ₹4,763 ₹1,329 -72%
PharmaEssentia Corporation 6446 1,285 TWD 221.01 TWD -83%
Cipla Limited CIPLA ₹1,439 ₹1,001 -30%
Zydus Lifesciences Limited ZYDUSLIFE ₹1,151 ₹703.32 -39%
Lupin Limited LUPIN ₹2,443 ₹2,477 +1%
Mankind Pharma Limited MANKIND ₹2,484 ₹983.11 -60%
Dr. Reddy's Laboratories Limited DRREDDY ₹1,211 ₹874.79 -28%

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Frequently asked questions

Is Zhejiang NHU Company (002001) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of ¥44.59 versus a price of ¥30.45, about +46% (undervalued).
What is the fair value of 002001?
Our model-based fair value for Zhejiang NHU Company is ¥44.59 (as of Jul 17, 2026), built from audited fundamentals. The current price is ¥30.45.
What is the quality score of 002001?
Zhejiang NHU Company has a Quality Score of 74/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Zhejiang NHU Company (002001)?
Zhejiang NHU Company reported trailing-twelve-month revenue of about 23.1B CNY (latest available figure, as of Jul 17, 2026).
What is the net profit margin of 002001?
The net profit margin of Zhejiang NHU Company is about 29.1%, meaning it keeps roughly 29.1% of revenue as net income. Based on the latest reported figures.
Does Zhejiang NHU Company pay a dividend?
Zhejiang NHU Company currently shows a dividend yield of about 3.26% relative to its recent price (as of Jul 17, 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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