Sanlux Co (002224) Fair Value & Analysis
Industrials · CN · Market cap 3.3B CNY
Fair value as of: Jul 22, 2026
From 15 valuation models · updated 19 days ago
Fair value updated Jul 22, 2026, revised from ¥1.42 to ¥0.4300 (−69.7%) since Jun 25, 2026. Share price +6.7% over the past month.
Below-average quality, and screening another 88% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥0.5300). The favourable scenario is already priced in.
- Weak quality (30/100) and above fair value at the same time, the margin of safety is missing on both counts.
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 ¥3.27 – ¥6.12 · fair‑value band ¥0.3200 – ¥0.5300 · the ¥3.51 price screens above the ¥0.4300 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
Sanlux Co (002224) currently trades at ¥3.51, while our model-based Fair Value estimate is ¥0.4300, implying the stock looks roughly 87.8% overvalued today. The Quality Score stands at 30/100 (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: high).
Over the trailing twelve months, Sanlux Co generated revenue of 1.1B CNY at a net margin of -1.3%. Revenue grew 21.1% year over year. It earns a return on equity of -0.8%. The balance sheet holds a net cash position of 1.1B CNY. Fundamentals as of Jul 22, 2026
Our scenario range runs from ¥0.3200 (bear case) to ¥0.5300 (bull case); at ¥3.51, 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 32% 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 -48% fair-value upside, at -88%, 002224 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 15 models by family
Widest divergence: Asset-Based (¥2.39) versus Earnings-Based (¥0.3000). Highest evidence: Residual Income (76).
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 35 · Market factors (momentum, volatility) 34
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
Sanlux Co.,Ltd engages in the research and development, production, and sale of rubber V-belts in China and internationally.
Full company description
Sanlux Co.,Ltd engages in the research and development, production, and sale of rubber V-belts in China and internationally. The company offers classical, narrow, banded classical, banded narrow, double, dry fabric, high load industrial classical, industrial raw edge, automotive raw edge, agriculture raw edge, snow bike raw edge, agriculture banded, agricultural machinery H series cogged, and micro-cultivator V-belt products. It also provides industrial and automotive ribbed, motorcycle, and agriculture variable speed belts; special V-belt products for knitting machine, as well as cogged V-belt for peanuts machine; and conveyor, synchronous, and other belt products The company offers solutions to general machinery, agriculture machinery, automotive, and other applications. Sanlux Co.,Ltd was founded in 1984 and is headquartered in Shaoxing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sanlux Co reported revenue of ¥1.1B in FY2025 versus ¥978M in FY2021, a compound +1.8%/yr. Reported net income was ¥18.4M in FY2025, compounding −36.5%/yr from FY2021.
002224 screens 88% overvalued. Compare with GE Vernova Inc →
Peer Group
Specialty Industrial Machinery · 809 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 Specialty Industrial Machinery 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 Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| GE Vernova Inc 1GEV | €887.60 | €186.93 | -79% |
| 1SIE 1SIE | €273.20 | €91.93 | -66% |
| SMNS SMNS | C$31.76 | C$22.68 | -29% |
| Eaton Corporation ETN | $407.28 | $171.92 | -58% |
| Atlas Copco AB ATCOA | kr 195.15 | kr 112.59 | -42% |
| Sandvik AB SAND | kr 384.10 | kr 193.01 | -50% |
| Doosan Enerbility Co 034020 | 76,400 KRW | 7,938 KRW | -90% |
| Vestas Wind Systems A/S VWS | kr 178.10 | kr 124.54 | -30% |
| Zhejiang Sanhua Intelligent Controls Co 002050 | ¥43.20 | ¥22.68 | -48% |
| NARI Technology Co 600406 | ¥22.19 | ¥18.71 | -16% |
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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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