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Shaanxi Xinghua Chemistry Co Ltd (002109) Fair Value & Analysis

Basic Materials · CN · Market cap 3.4B CNY (≈ $508M) · ISIN CNE000001QD4

What is Shaanxi Xinghua Chemistry Co Ltd really worth?

SX Shaanxi Xinghua Chemistry Co Ltd 002109 · SHE
Price¥2.80
Fair Value¥3.36
Upside+20.0%
Quality33/100

Below-average quality, trading 17% below our fair value of ¥3.36.

As of Sep 3, 2026, the fair value of Shaanxi Xinghua Chemistry Co Ltd is ¥3.36 per share against a price of ¥2.80, so the fair value sits 20% above the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Risks

!Expensive Growth (revenue 5y +12.8 %/yr)
!Loss-making · -10.7% net margin
!Moderate debt · negative free cash flow
!Mixed vs. peers (5/12)
!Narrow moat 14/100
!Evidence only low, so the estimate is less certain
Evidence: Low Range ¥1.64 – ¥5.28

Fair value as of: Sep 3, 2026

From 3 valuation models · updated 2 days ago

Fair value updated Sep 3, 2026, revised from ¥1.68 to ¥3.36 (+100.0%) since Aug 13, 2026. Share price +8.1% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The model range is unusually wide (¥1.64 to ¥5.28). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.

Price vs Fair Value (5 years)

¥7.26 ¥2.36 Fair Value ¥3.36 Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.

How to read this chart

60‑month range ¥2.36 – ¥7.26 · fair‑value band ¥1.64 – ¥5.28 · the ¥2.80 price screens below the ¥3.36 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.

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Analysis

Shaanxi Xinghua Chemistry Co Ltd (002109) currently trades at ¥2.80, while our model-based Fair Value estimate is ¥3.36, implying the stock looks roughly 16.7% undervalued today. The Quality Score stands at 33/100 (below-average quality), in the Basic Materials sector. Bull case: the Asset-Based group reads highest at a median of ¥2.06 per share, and 0 of the 3 models we run sit above the ¥2.80 price. Bear case: the Dividend Discount group reads lowest at ¥1.36, and 3 of the 3 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Shaanxi Xinghua Chemistry Co Ltd generated revenue of 3.8B CNY at a net margin of −10.7%. Revenue grew 27.5% year over year. It earns a return on equity of −10.7%. Net debt stands at 2.4B CNY. Fundamentals as of Sep 3, 2026

Our scenario range runs from ¥1.64 (bear case) to ¥5.28 (bull case); at ¥2.80, the current price sits within 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 49% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −48% fair-value upside, at 20%, 002109 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM ¥0.7900 ¥1.57 ¥2.38 67
DDM Multi-Stage ¥0.7900 ¥1.36 ¥1.66 67
NCAV (Graham) ¥1.54 ¥2.06 ¥3.08 54
All 3 models by family
Dividend Discount
Gordon GGM ¥0.7900 ¥1.57 ¥2.38 67
DDM Multi-Stage ¥0.7900 ¥1.36 ¥1.66 67
Asset-Based
NCAV (Graham) ¥1.54 ¥2.06 ¥3.08 54

Widest divergence: Asset-Based (¥2.06) versus Dividend Discount (¥1.36). Highest evidence: Gordon GGM (67).

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Key figures & financial health

P/S ratio 0.90 TTM
EPS (TTM) ¥−0.3200
Dividend yield 3.4%
Net margin −14.6% FY2025
Return on equity −10.7% TTM
Return on assets (EBIT) 1.1% avg 5y
More key figures
Profitability
Operating margin 3.8% TTM
Growth
Revenue (TTM) 3.8B CNY TTM
Revenue growth (YoY) +27.5% 3y avg +2.9%
EPS growth (YoY) −78.3%
Balance sheet & cash flow
Free cash flow −120M CNY FY2025
Net debt 2.4B CNY FY2025

Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 33/100

Of which business quality 31 · Market factors (momentum, volatility) 27

Profitability 3
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 9
Earnings quality: real cash, not paper profit
Fin. Strength 36
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 62
Calm price path (market factor)
Momentum 16
Price trend over the last 3–12 months (market factor)
52W Momentum 9
Distance to the 52-week high (market factor)
Net Issuance 46
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Shaanxi Xinghua Chemistry Co.,Ltd produces and sells ammonium nitrate products in China. It also offers liquid ammonia, methanol, methylamine, dimethylformamide, ethanol, and other products. The company was founded in 1997 and is based in Xingping, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shaanxi Xinghua Chemistry Co Ltd reported revenue of 3.5B CNY in FY2025 versus 2.8B CNY in FY2021, a compound +5.8%/yr. Reported net income was −517M CNY in FY2025.

Growth Quality 36/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
3.5B CNY
Latest YoY
−14.1%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.9%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+12.8%
Avg. revenue growth/yr (22Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.1%
EBIT margin (trend) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
12.6% (2020) → −12.4% (2025)
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +5.8%/yr
FY21 2.8B CNY
FY22 3.3B CNY
FY23 3.7B CNY
FY24 4.1B CNY
FY25 3.5B CNY
Net income
FY21 539M CNY
FY22 386M CNY
FY23 −412M CNY
FY24 −380M CNY
FY25 −517M CNY

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Cite: Fair Value Calculator (2026). "Shaanxi Xinghua Chemistry Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/002109

Peer Group

Chemicals · 341 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 33 · Bottom 25%
Fair Value upside +20% · Top 25%
Return on assets −2% · Bottom 25%
Net margin (TTM) −11% · Bottom 25%
Operating margin (TTM) 4% · Below median
Revenue growth 28% · Top 25%
Dividend yield (TTM) 3.4% · Top 25%
Debt / equity 0.90× · Higher than 75% of peers

Valuation Multiples vs Chemicals median · lower = cheaper

P/B 0.13× · Cheaper than 75% of peers
P/S (TTM) 0.13× · Cheaper than 75% of peers
EV/EBITDA 10.0× · Pricier than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE60 · sector 0
FUTURE100 · sector 22
PAST0 · sector 20
HEALTH55 · sector 94
DIVIDEND67 · sector 32

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

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Frequently asked questions

Is Shaanxi Xinghua Chemistry Co Ltd (002109) overvalued or undervalued?
As of Sep 3, 2026, our model estimates a fair value of ¥3.36 versus a price of ¥2.80, about +20% upside (undervalued).
What is the fair value of 002109?
Our model-based fair value for Shaanxi Xinghua Chemistry Co Ltd is ¥3.36 (as of Sep 3, 2026), built from audited fundamentals. The current price: ¥2.80.
What is the quality score of 002109?
Shaanxi Xinghua Chemistry Co Ltd has a Quality Score of 33/100. 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 Shaanxi Xinghua Chemistry Co Ltd (002109)?
Shaanxi Xinghua Chemistry Co Ltd reported trailing-twelve-month revenue of about 3.8B CNY (latest available figure, as of Sep 3, 2026).
What is the net profit margin of 002109?
The net profit margin of Shaanxi Xinghua Chemistry Co Ltd is about −10.7%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Shaanxi Xinghua Chemistry Co Ltd pay a dividend?
Shaanxi Xinghua Chemistry Co Ltd currently shows a dividend yield of about 3.37% relative to its recent price (as of Sep 3, 2026).
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