Zhejiang Shuanghuan Driveline Co (002472) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 36.2B CNY

A solid business, but screening 17% overvalued on our models.

What matters now

• Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range (¥19.32 to ¥40.82) leaves room in how you read the outcome.

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 ¥7.77 – ¥51.48 · fair‑value band ¥19.32 – ¥40.82 · the ¥39.28 price screens above the ¥32.65 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

Zhejiang Shuanghuan Driveline Co (002472) currently trades at ¥39.28, while our model-based Fair Value estimate is ¥32.65, implying the stock looks roughly 16.9% overvalued today. The Quality Score stands at 54/100 (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, Zhejiang Shuanghuan Driveline Co generated revenue of 9.1B CNY at a net margin of 13.9%. Revenue grew 1.5% year over year. It earns a return on equity of 13.1%. Net debt stands at 906M CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥19.32 (bear case) to ¥40.82 (bull case); at ¥39.28, 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 26% below its 52-week high and 32% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -17%, 002472 screens cheaper 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: Growth Earnings (¥39.45) versus Asset-Based (¥7.90). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Zhejiang Shuanghuan Driveline Co.,Ltd., together with its subsidiaries, engages in the design, research and development, and manufacturing of mechanical transmission gears and related parts in China and internationally.

Full company description

Zhejiang Shuanghuan Driveline Co.,Ltd., together with its subsidiaries, engages in the design, research and development, and manufacturing of mechanical transmission gears and related parts in China and internationally. It offers transmission core components for passenger vehicles, such as MT, AMT, DCT, CVT, AT, transfer case gears, synchronizers, electronic vehicle products, gear shafts, differential mechanisms, hybrid electric vehicle products, DHT, engine-gear rings, as well as planetary and scissor gears. The company also provides transmission case gear shafts and engine gears for commercial vehicles; off-road construction machinery gears; small spiral bevel gear power tools; rail transit gears; pinion shaft for wind power field; and motorcycle engine gears, including terrain vehicle gears and Haomai 50 gears. In addition, the company is involved in research and test experience development; software and information technology service industry; technology promotion application service industry; and investment business. Zhejiang Shuanghuan Driveline Co.,Ltd. was founded in 1980 and is headquartered in Hangzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zhejiang Shuanghuan Driveline Co reported revenue of ¥9.1B in FY2025 versus ¥5.4B in FY2021, a compound +14.0%/yr. Reported net income was ¥1.3B in FY2025, compounding +40.2%/yr from FY2021.

002472 screens 17% overvalued. Compare with Hyundai Mobis Co →

Peer Group

Auto Parts · 642 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 Auto Parts 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.

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.