NanJi E-Commerce Co (002127) Fair Value & Analysis
Communication Services · CN · Market cap 6.7B CNY
Fair value as of: Jul 22, 2026
From 14 valuation models · updated 19 days ago
Share price +15.2% over the past month.
Below-average quality, and screening another 69% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥1.26). The favourable scenario is already priced in.
- Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.
How to read this chart
60‑month range ¥2.44 – ¥11.31 · fair‑value band ¥0.8800 – ¥1.26 · the ¥3.19 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 22, 2026.
Analysis
NanJi E-Commerce Co (002127) currently trades at ¥3.19, while our model-based Fair Value estimate is ¥0.9900, implying the stock looks roughly 69.0% overvalued today. The Quality Score stands at 47/100 (below-average quality), in the Communication Services 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, NanJi E-Commerce Co generated revenue of 2.4B CNY at a net margin of -9.9%. Revenue declined 31.3% year over year. It earns a return on equity of -5.9%. The balance sheet holds a net cash position of 2.1B CNY. Fundamentals as of Jul 22, 2026
Our scenario range runs from ¥0.8800 (bear case) to ¥1.26 (bull case); at ¥3.19, 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 20% below its 52-week high and 23% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -1% fair-value upside, at -69%, 002127 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 14 models by family
Widest divergence: Asset-Based (¥1.05) versus Dividend Discount (¥0.5900). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · Market factors (momentum, volatility) 46
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
NanJi E-Commerce Co., LTD provides brand licensing and comprehensive and mobile Internet marketing services in China. The company offers men's, women's, and children's clothing, as well as underwear, bedding, mother and baby, and healthy life clothing products.
Full company description
NanJi E-Commerce Co., LTD provides brand licensing and comprehensive and mobile Internet marketing services in China. The company offers men's, women's, and children's clothing, as well as underwear, bedding, mother and baby, and healthy life clothing products. It also provides resource integration, data empowerment, research and development design, quality management, and traffic management services. It offers its products under the Antartic, Antartic+, Antartic home, Crocodile, and Classic Teddy brand names. The company was formerly known as Jiangsu Xinmin Textile Science & Technology Co., Ltd. and changed its name to NanJi E-Commerce Co., LTD in March 2016. NanJi E-Commerce Co., LTD was founded in 1998 and is headquartered in Shanghai, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
NanJi E-Commerce Co reported revenue of ¥2.6B in FY2025 versus ¥3.9B in FY2021, a compound −9.6%/yr. Reported net income was −¥282M in FY2025.
002127 screens 69% overvalued. Compare with AppLovin Corporation →
Peer Group
Advertising Agencies · 199 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 Advertising Agencies 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 Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| AppLovin Corporation APP | $506.98 | $181.37 | -64% |
| Publicis Groupe S.A PUB | €87.16 | €146.36 | +68% |
| Omnicom Group OMC | $80.75 | $99.84 | +24% |
| Focus Media Information Technology Co 002027 | ¥5.00 | ¥4.08 | -18% |
| The Trade Desk, Inc TTD | $19.37 | $20.76 | +7% |
| BlueFocus Intelligent Communications Group 300058 | ¥13.81 | ¥1.50 | -89% |
| JCDecaux SE DEC | €21.28 | €20.99 | -1% |
| WPP plc WPP | $18.13 | $18.56 | +2% |
| Easy Click Worldwide Network Technology Co 301171 | ¥28.85 | ¥5.62 | -81% |
| Magnite, Inc MGNI | $19.91 | $17.17 | -14% |
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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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