Beijing Oriental Yuhong Waterproof Technology Co (002271) Fair Value & Analysis

Basic Materials · CN · Market cap 30.5B CNY

A solid business, but screening 61% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (¥6.32). The favourable scenario is already priced in.
• The model range is unusually wide (¥1.72 to ¥6.32). The outcome hinges heavily on assumptions, so read the point estimate with caution.
• Solid but not exceptional quality (62/100) 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 ¥8.06 – ¥48.92 · fair‑value band ¥1.72 – ¥6.32 · the ¥11.61 price screens above the ¥4.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

Full chart & analysis →

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Analysis

Beijing Oriental Yuhong Waterproof Technology Co (002271) currently trades at ¥11.61, while our model-based Fair Value estimate is ¥4.50, implying the stock looks roughly 61.2% overvalued today. The Quality Score stands at 62/100 (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: high).

Over the trailing twelve months, Beijing Oriental Yuhong Waterproof Technology Co generated revenue of 28.8B CNY at a net margin of 1.1%. Revenue grew 20.7% year over year. It earns a return on equity of 1.2%. Net debt stands at 1.6B CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥1.72 (bear case) to ¥6.32 (bull case); at ¥11.61, 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 40% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -61%, 002271 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.

Widest divergence: Dividend Discount (¥30.63) versus Multiples (¥0.8100). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Beijing Oriental Yuhong Waterproof Technology Co., Ltd., together with its subsidiaries, engages in the production and sale of waterproof membranes and coatings in China, Hong Kong, Macau, and internationally.

Full company description

Beijing Oriental Yuhong Waterproof Technology Co., Ltd., together with its subsidiaries, engages in the production and sale of waterproof membranes and coatings in China, Hong Kong, Macau, and internationally. The company offers flow technology solutions, construction raw materials, polyester reinforcing fabric materials, inorganic non-metallic materials, waterproofing materials, specialty films, insulation materials, architectural coatings, building renovation, and vocational skills training. It also provides waterproof membranes, coatings, mortars, sealants, and waterstops under the YUHONG brand name; and fine sand, premium manufactured sand, specialty mortars, white cement, calcium carbonate, wall putty, and gypsum-based mortar products under the VASA brand name. In additions, the company offers engineering and retail system solutions; and tile and stone installation, wall coating, thermal insulation bonding, floor leveling, and infrastructure maintenance system solutions. The company was incorporated in 1995 and is headquartered in Beijing, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Beijing Oriental Yuhong Waterproof Technology Co reported revenue of ¥27.6B in FY2025 versus ¥31.9B in FY2021, a compound −3.6%/yr. Reported net income was ¥113M in FY2025, compounding −59.5%/yr from FY2021.

002271 screens 61% overvalued. Compare with Linde plc →

Peer Group

Specialty Chemicals · 676 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 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.

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Frequently asked questions

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.