Sinoma Science & Technology Co (002080) Fair Value & Analysis
Basic Materials · CN · Market cap 93.7B CNY
Fair value as of: Jul 19, 2026
From 26 valuation models · updated 19 days ago
Share price −30.7% over the past month.
A solid business, but screening 64% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥23.02). The favourable scenario is already priced in.
- Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (¥10.20 to ¥23.02) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range ¥9.21 – ¥97.67 · fair‑value band ¥10.20 – ¥23.02 · the ¥51.52 price screens above the ¥18.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Sinoma Science & Technology Co (002080) currently trades at ¥51.52, while our model-based Fair Value estimate is ¥18.41, implying the stock looks roughly 64.3% overvalued today. We read business quality at 54/100 (solid 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, Sinoma Science & Technology Co generated revenue of 31.5B CNY at a net margin of 6.2%. Revenue grew 24.5% year over year. It earns a return on equity of 8.1%. Net debt stands at 9.8B CNY. Fundamentals as of Jul 19, 2026
Our scenario range runs from ¥10.20 (bear case) to ¥23.02 (bull case); at ¥51.52, 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 33% below its 52-week high and 230% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -64%, 002080 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 26 models by family
Widest divergence: Growth Earnings (¥28.96) versus Dividend Discount (¥3.62). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 51
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
Sinoma Science & Technology Co.,Ltd. engages in the research and development, manufacture, and sale of specialty fiber composite materials in China.
Full company description
Sinoma Science & Technology Co.,Ltd. engages in the research and development, manufacture, and sale of specialty fiber composite materials in China. The company offers special fibers and composites, including glass fibers, three-dimensional fabrics, phenolic resins, composite molds, power composite materials, rail transportation composite materials, and automobile composite materials used in the aerospace, ship, track transportation, automobile, infrastructure construction, electricity, chemical corrosion, and other fields. It also provides lithium battery separators for lithium batteries and lithium battery materials; high-pressure gas cylinders, such as vehicle control CNG cylinders, automotive steel deep drawing CNG cylinders, tube bundles and hydrogen cylinders; engineering technology and equipment used in the defense, military, environmental protection, agriculture, plastics, rubber, high-voltage cables, and other industrial applications; fiberglass products, such as alkali-free glass fiber roving series, chopped mat, square grid cloth, wind turbine blades with multi-axial warp knitting fabric, thermoplastic chopped fiber, thermoplastic long fiber, acid-resistant alkali-free boron-free TCR Fiber, and electronic grade yarn; filtration and separation materials, such as air dust, filter materials, battery separators, etc. used in the cement, steel, carbon black, electricity, and other industries; and composite wind power blades. It exports its products to the United States, Japan, Western Europe, Canada, the Middle East, South Africa and internationally. Sinoma Science & Technology Co.,Ltd. was incorporated in 2001 and is headquartered in Beijing, China. Sinoma Science & Technology Co.,Ltd. is a subsidiary of China National Building Material Company Limited.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sinoma Science & Technology Co reported revenue of ¥30.1B in FY2025 versus ¥20.3B in FY2021, a compound +10.4%/yr. Reported net income was ¥1.8B in FY2025, compounding −14.3%/yr from FY2021.
002080 screens 64% overvalued. Compare with BASF SE →
Peer Group
Chemicals · 334 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 Chemicals 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 Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BASF SE BASN | 1,034 MXN | 532.13 MXN | -49% |
| Ningxia Baofeng Energy Group 600989 | ¥20.32 | ¥20.17 | -1% |
| Zhejiang Juhua Co 600160 | ¥42.85 | ¥23.35 | -46% |
| PT Barito Pacific Tbk, BRPT | 1,690 IDR | 1,628 IDR | -4% |
| LG Chem, Ltd 051910 | 260,500 KRW | 587,755 KRW | +126% |
| Formosa Chemicals & Fibre Corporation 1326 | 66.10 TWD | 6.79 TWD | -90% |
| PTT Global Chemical Public Company PTTGC | 35.50 THB | 18.21 THB | -49% |
| 542812 542812 | ₹4,369 | ₹791.05 | -82% |
| Indorama Ventures Public Company IVL | 24.50 THB | 17.95 THB | -27% |
| Navin Fluorine International Limited NAVINFLUOR | ₹7,647 | ₹2,200 | -71% |
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Frequently asked questions
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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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