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Himile Mechanical Science and Technology (Shandong) Co (002595) Fair Value & Analysis

Industrials · CN · Market cap 53.1B CNY

HM Himile Mechanical Science and Technology (Shandong) Co 002595 · SHE
Price¥52.79
Fair Value¥30.24
Upside-42.7%
Quality50/100
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Expensive Growth
Highly profitable · 20.8% net margin
Low debt · generates free cash flow
1.51% dividend yield
Mixed vs. peers (8/14)
Wide moat 76/100
Evidence: High Range ¥19.98 – ¥61.51 Share as image

Fair value as of: Jul 13, 2026

From 26 valuation models · updated 25 days ago

Share price +12.2% over the past month.

A solid business, but screening 43% overvalued on our models.

What matters now

  • The model range is unusually wide (¥19.98 to ¥61.51). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥66.83 ¥11.28 Fair Value ¥30.24 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range ¥11.28 – ¥66.83 · fair‑value band ¥19.98 – ¥61.51 · the ¥52.79 price screens above the ¥30.24 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

Himile Mechanical Science and Technology (Shandong) Co (002595) currently trades at ¥52.79, while our model-based Fair Value estimate is ¥30.24, implying the stock looks roughly 42.7% overvalued today. We read business quality at 50/100 (solid 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, Himile Mechanical Science and Technology (Shandong) Co generated revenue of 11.5B CNY at a net margin of 20.8%. Revenue grew 17.1% year over year. It earns a return on equity of 20.8%. The balance sheet holds a net cash position of 1.2B CNY. Fundamentals as of Jul 13, 2026

Our scenario range runs from ¥19.98 (bear case) to ¥61.51 (bull case); at ¥52.79, 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 23% below its 52-week high and 41% 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 -43%, 002595 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ¥2.80 ¥4.32 ¥7.20 80
Residual Income ¥13.95 ¥19.33 ¥98.02 76
Rev-Margin DCF ¥14.24 ¥30.12 ¥53.77 74
All 26 models by family
DCF Models
FCF DCF ¥2.87 ¥4.01 ¥7.22 38
Owner Earnings ¥26.26 ¥57.55 ¥122.65 31
5Y Revenue Exit ¥14.24 ¥29.16 ¥57.63 39
5Y EBITDA Exit ¥19.86 ¥41.42 ¥79.72 41
5Y P/E Exit ¥23.37 ¥52.84 ¥91.30 38
10Y Revenue Exit ¥10.16 ¥25.75 ¥47.29 36
10Y EBITDA Exit ¥14.79 ¥36.24 ¥77.10 37
10Y P/E Exit ¥17.25 ¥42.79 ¥88.17 35
Earnings-Based
Graham-Dodd ¥14.03 ¥96.23 ¥134.95 54
Lynch FV ¥28.31 ¥40.44 ¥52.57 50
PEG = 1.0 ¥28.31 ¥40.44 ¥52.57 46
EPV ¥21.12 ¥24.43 ¥27.33 59
Dividend Discount
Gordon GGM ¥2.53 ¥5.27 ¥8.36 70
DDM Multi-Stage ¥2.53 ¥4.44 ¥5.53 61
Multiples
P/E Multiple ¥30.95 ¥41.26 ¥51.58 63
P/S Multiple ¥17.91 ¥23.88 ¥29.84 58
P/B Multiple ¥23.33 ¥31.10 ¥38.88 55
EV/EBIT ¥32.66 ¥43.14 ¥53.61 53
EV/EBITDA ¥27.18 ¥35.83 ¥44.47 54
EV/Revenue ¥17.96 ¥25.12 ¥32.28 43
Asset-Based
NCAV (Graham) ¥5.18 ¥6.95 ¥10.37 50
Growth DCF
Growth DCF ¥2.80 ¥4.32 ¥7.20 80
Rev-Margin DCF ¥14.24 ¥30.12 ¥53.77 74
Economic Profit
Residual Income ¥13.95 ¥19.33 ¥98.02 76
ROIC Compounder ¥25.95 ¥37.25 ¥53.17 72
Growth Earnings
Growth-Adj P/E ¥38.16 ¥54.52 ¥70.87 68

Widest divergence: Growth Earnings (¥54.52) versus Growth DCF (¥4.32). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 11.5B CNY
Revenue growth (YoY) +17.1%
Net margin 20.8%
Return on equity 20.8%
Free cash flow 121M CNY FY2025
P/E ratio 22.2
More key figures
Operating margin 23.6%
EPS (TTM) ¥2.06
Dividend yield 1.5%
EPS growth (YoY) -0.8%
Net cash 1.2B CNY FY2024

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 45 · Market factors (momentum, volatility) 55

Profitability 70
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 15
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 26
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 60
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

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

Himile Mechanical Science and Technology (Shandong) Co., Ltd, together with its subsidiaries, engages in the research, development, production, and sale of automotive radial tire molds in China, Asia, Europe, and North and South America.

Full company description

Himile Mechanical Science and Technology (Shandong) Co., Ltd, together with its subsidiaries, engages in the research, development, production, and sale of automotive radial tire molds in China, Asia, Europe, and North and South America. The company offers molds for PCR, LTR, TBR, OTR, AGR, MC, BC, and solid/industrial tires, as well as bladder molds, flat molds, and mold threads; large mechanical parts, including wind power and engineering machinery, gear box, injection molding machine, compressors, rail transportation, and other related parts; and rubber machinery, such as hydraulic curing press for giant OTR tires, curing press for TBR tires, and mold cleaning machine. It also provides design, casting, fabrication, machining, coating, assembly, and after-sales services. In addition, the company is involved in mold repair and production; general equipment manufacturing; and investment and trade businesses. It exports its products. The company was founded in 1995 and is headquartered in Gaomi, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Himile Mechanical Science and Technology (Shandong) Co reported revenue of ¥11.1B in FY2025 versus ¥6.0B in FY2021, a compound +16.5%/yr. Reported net income was ¥2.4B in FY2025, compounding +22.8%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
11.1B CNY
Latest YoY
+25.7%
Avg. growth/yr (3Y)
+18.6%
Avg. growth/yr (5Y)
+15.9%
Avg. growth/yr (18Y)
+22.1%
Revenue +16.5%/yr
FY21 ¥6.0B
FY22 ¥6.6B
FY23 ¥7.2B
FY24 ¥8.8B
FY25 ¥11.1B
Net income +22.8%/yr
FY21 ¥1.1B
FY22 ¥1.2B
FY23 ¥1.6B
FY24 ¥2.0B
FY25 ¥2.4B

002595 screens 43% overvalued. Compare with GE Vernova Inc →

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Cite: Fair Value Calculator (2026). "Himile Mechanical Science and Technology (Shandong) Co Fair Value". https://www.fairvalue-calculator.com/stock/002595

Peer Group

Specialty Industrial Machinery · 807 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.

Quality Score 50 · Below median
Fair Value upside −43% · Below median
Return on equity (TTM) 21% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 21% · Top 25%
Operating margin (TTM) 24% · Top 25%
Revenue growth 17% · Above median
Dividend yield (TTM) 1.5% · Above median
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 22.2× · Cheaper than median
P/B 4.42× · Pricier than 75% of peers
P/S (TTM) 4.63× · Pricier than 75% of peers
P/FCF 65.0× · Pricier than 75% of peers
EV/EBITDA 17.3× · Pricier than median

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 · sector 0
FUTURE 86 · sector 23
PAST 83 · sector 28
HEALTH 100 · sector 96
DIVIDEND 30 · sector 24

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

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 13, 2026).

Stock Price Fair Value vs Fair Value
GE Vernova Inc 1GEV €967.60 €212.97 -78%
1SIE 1SIE €284.30 €122.46 -57%
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%
Zhejiang Sanhua Intelligent Controls Co 002050 ¥43.20 ¥22.68 -48%
Vestas Wind Systems A/S VWS kr 178.10 kr 124.54 -30%
NARI Technology Co 600406 ¥22.19 ¥18.71 -16%

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Frequently asked questions

Is Himile Mechanical Science and Technology (Shandong) Co (002595) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of ¥30.24 versus a price of ¥52.79, about −43% (overvalued).
What is the fair value of 002595?
Our model-based fair value for Himile Mechanical Science and Technology (Shandong) Co is ¥30.24 (as of Jul 13, 2026), built from audited fundamentals. The current price is ¥52.79.
What is the quality score of 002595?
Himile Mechanical Science and Technology (Shandong) Co has a Quality Score of 50/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Himile Mechanical Science and Technology (Shandong) Co (002595)?
Himile Mechanical Science and Technology (Shandong) Co reported trailing-twelve-month revenue of about 11.5B CNY (latest available figure, as of Jul 13, 2026).
What is the net profit margin of 002595?
The net profit margin of Himile Mechanical Science and Technology (Shandong) Co is about 20.8%, meaning it keeps roughly 20.8% of revenue as net income. Based on the latest reported figures.
Does Himile Mechanical Science and Technology (Shandong) Co pay a dividend?
Himile Mechanical Science and Technology (Shandong) Co currently shows a dividend yield of about 1.32% relative to its recent price (as of Jul 13, 2026).

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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