MYS Group (002303) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 5.5B CNY

A solid business, but screening 46% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (¥3.62). The favourable scenario is already priced in.
• 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 ¥1.81 – ¥5.59 · fair‑value band ¥2.17 – ¥3.62 · the ¥5.34 price screens above the ¥2.90 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

MYS Group (002303) currently trades at ¥5.34, while our model-based Fair Value estimate is ¥2.90, implying the stock looks roughly 45.7% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Cyclical 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, MYS Group generated revenue of 3.9B CNY at a net margin of 6.2%. Revenue declined 6.6% year over year. It earns a return on equity of 5.3%. The balance sheet holds a net cash position of 524M CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥2.17 (bear case) to ¥3.62 (bull case); at ¥5.34, 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 near its 52-week high and 76% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -22% fair-value upside, at -46%, 002303 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: DCF Models (¥4.04) versus Earnings-Based (¥1.74). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

MYS Group Co., Ltd. develops, produces, and sells packaging products in China and internationally. The company offers transport, corrugated, fine, heavy, and light packaging products; label products; packaging integration services, such as packaging product design, structural design, packaging solution optimization, third-party procurement of packaging …

Full company description

MYS Group Co., Ltd. develops, produces, and sells packaging products in China and internationally. The company offers transport, corrugated, fine, heavy, and light packaging products; label products; packaging integration services, such as packaging product design, structural design, packaging solution optimization, third-party procurement of packaging materials, and packaging product logistics distribution, as well as supplier inventory management and on-site auxiliary packaging services; and electronic functional material die-cutting products, such as cushioning pads, shock-absorbing foam, adhesive tape, protective film, dust-proof mesh, conductive insulating film, etc. MYS Group Co., Ltd. serves consumer electronics, liquor, furniture, home appliances, electric hand tools, automobile and new energy vehicle industry chain, medical supplies, food and beverage, e-commerce logistics, express delivery and other industries. MYS Group Co., Ltd. was formerly known as Shenzhen MYS Environmental Protection & Technology Company Ltd and changed its name to MYS Group Co., Ltd. in October 2015. The company was founded in 2000 and is headquartered in Shenzhen, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MYS Group reported revenue of ¥4.0B in FY2025 versus ¥3.6B in FY2021, a compound +2.4%/yr. Reported net income was ¥261M in FY2025, compounding +27.4%/yr from FY2021.

002303 screens 46% overvalued. Compare with Stora Enso Oyj →

Peer Group

Packaging & Containers · 273 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 Packaging & Containers 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.