Guangdong Delian Group (002666) Fair Value & Analysis
Basic Materials · CN · Market cap 3.5B CNY
Fair value as of: Jul 22, 2026
From 25 valuation models · updated 19 days ago
Fair value updated Jul 22, 2026, revised from ¥2.15 to ¥3.49 (+62.4%) since Jun 25, 2026. Share price +5.1% over the past month.
A solid business, but screening 15% overvalued on our models.
What matters now
- The model range is unusually wide (¥1.34 to ¥4.21). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (53/100) 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 ¥3.28 – ¥7.84 · fair‑value band ¥1.34 – ¥4.21 · the ¥4.11 price screens above the ¥3.49 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.
Analysis
Guangdong Delian Group (002666) currently trades at ¥4.11, while our model-based Fair Value estimate is ¥3.49, implying the stock looks roughly 15.1% overvalued today. The Quality Score stands at 53/100 (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, Guangdong Delian Group generated revenue of 5.7B CNY at a net margin of 0.8%. Revenue grew 17.6% year over year. It earns a return on equity of 1.1%. Net debt stands at 81.7M CNY. Fundamentals as of Jul 22, 2026
Our scenario range runs from ¥1.34 (bear case) to ¥4.21 (bull case); at ¥4.11, 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 35% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -15%, 002666 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 25 models by family
Widest divergence: DCF Models (¥3.23) versus Earnings-Based (¥0.7400). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 53 · Market factors (momentum, volatility) 31
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
Guangdong Delian Group Co., Ltd., together with its subsidiaries, engages in the automobile fine chemicals, automobile sales service, and automobile repair and maintenance businesses, and development of new application scenarios in China, Hong Kong, Macau, Taiwan, and internationally.
Full company description
Guangdong Delian Group Co., Ltd., together with its subsidiaries, engages in the automobile fine chemicals, automobile sales service, and automobile repair and maintenance businesses, and development of new application scenarios in China, Hong Kong, Macau, Taiwan, and internationally. The company offers coolants, brake fluids, power steering oils, engine lubricants, automatic transmission oils, fuel additives, glass cleaning fluids, and other automotive fine chemical products. Guangdong Delian Group Co., Ltd. was founded in 1984 and is headquartered in Foshan, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Guangdong Delian Group reported revenue of ¥5.7B in FY2025 versus ¥5.2B in FY2021, a compound +2.3%/yr. Reported net income was ¥45.6M in FY2025, compounding −34.6%/yr from FY2021.
002666 screens 15% 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.
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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $489.98 | $222.03 | -55% |
| Nan Ya Plastics Corporation 1303 | 181.50 TWD | 255.83 TWD | +41% |
| Wanhua Chemical Group 600309 | ¥70.04 | ¥68.03 | -3% |
| Novozymes A/S NSISB | kr 428.20 | kr 179.66 | -58% |
| Asian Paints Limited ASIANPAINT | ₹2,689 | ₹668.81 | -75% |
| Solar Industries India Limited SOLARINDS | ₹18,236 | ₹2,793 | -85% |
| Pidilite Industries Limited PIDILITIND | ₹1,560 | ₹351.84 | -77% |
| PT Chandra Asri Pacific Tbk TPIA | 1,805 IDR | 2,888 IDR | +60% |
| Linde India Limited LINDEINDIA | ₹7,115 | ₹757.93 | -89% |
| Berger Paints India Limited BERGEPAINT | ₹493.70 | ₹164.29 | -67% |
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Frequently asked questions
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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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