Lancy Co (002612) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 5.3B CNY
Fair value as of: Jul 24, 2026
From 26 valuation models · updated 17 days ago
Share price +40.9% over the past month.
A solid business, screening 59% undervalued on our models.
What matters now
- The model range is unusually wide (¥14.09 to ¥47.02). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.
How to read this chart
60‑month range ¥11.03 – ¥60.86 · fair‑value band ¥14.09 – ¥47.02 · the ¥15.54 price screens below the ¥24.75 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.
Analysis
Lancy Co (002612) currently trades at ¥15.54, while our model-based Fair Value estimate is ¥24.75, implying the stock looks roughly 59.3% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Lancy Co generated revenue of 6.2B CNY at a net margin of 15.4%. Revenue grew 12.0% year over year. It earns a return on equity of 27.1%. Net debt stands at 731M CNY. Fundamentals as of Jul 24, 2026
Our scenario range runs from ¥14.09 (bear case) to ¥47.02 (bull case); at ¥15.54, 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 29% 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 1% fair-value upside, at 59%, 002612 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.
All 26 models by family
Widest divergence: Growth Earnings (¥53.45) versus Asset-Based (¥5.15). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 39
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
Lancy Co., Ltd., together with its subsidiaries, engages in the design, production, and sale of apparel and medical services in China and internationally. The company offers women's clothing under the LANCY, LIME, MoJo S.Phine, and m.tsubomi brands; and children's clothing under the Agabang, ETTOI, DearBaby, 2ya2yao, Putto, Design Skin, and other brands.
Full company description
Lancy Co., Ltd., together with its subsidiaries, engages in the design, production, and sale of apparel and medical services in China and internationally. The company offers women's clothing under the LANCY, LIME, MoJo S.Phine, and m.tsubomi brands; and children's clothing under the Agabang, ETTOI, DearBaby, 2ya2yao, Putto, Design Skin, and other brands. It is also involved in the medical beauty business under the Milan Baiyu and HANJIN brands; provision of medical rejuvenation services under the Jingfu brand; and operation of medical cosmetology centers, including cosmetic surgery, dermatology, traditional Chinese medicine, micro plastic surgery, and cosmetic dentistry under the Gao Yisheng brand. The company exports its products. It sells its products through stores and online. The company was founded in 2000 and is based in Beijing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lancy Co reported revenue of ¥6.0B in FY2025 versus ¥3.8B in FY2021, a compound +11.9%/yr. Reported net income was ¥999M in FY2025, compounding +54.9%/yr from FY2021.
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Peer Group
Apparel Manufacturing · 212 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 Apparel Manufacturing 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.
Similar stocks
10 more Apparel Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| H & M Hennes & Mauritz AB HMB | kr 163.45 | kr 165.47 | +1% |
| Ralph Lauren Corporation RL | $374.08 | $224.21 | -40% |
| Moncler S.p.A MONC | €52.08 | €50.69 | -3% |
| LPP SA LPP | 19,380 PLN | 17,754 PLN | -8% |
| Bosideng International Holdings 3998 | HK$4.88 | HK$5.92 | +21% |
| Youngor Fashion Co 600177 | ¥7.57 | ¥5.59 | -26% |
| Page Industries Limited PAGEIND | ₹39,900 | ₹12,395 | -69% |
| Hla Group 600398 | ¥6.05 | ¥9.92 | +64% |
| Eclat Textile Co 1476 | 333.50 TWD | 357.81 TWD | +7% |
| Youngone Corporation 111770 | 87,600 KRW | 196,629 KRW | +124% |
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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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