Lanzhou Zhuangyuan Pasture Co (002910) Fair Value & Analysis
Consumer Defensive · CN · Market cap 2.2B CNY
Fair value as of: Jul 22, 2026
From 15 valuation models · updated 19 days ago
Fair value updated Jul 22, 2026, revised from ¥2.20 to ¥4.40 (+100.0%) since Jun 25, 2026. Share price −10.9% over the past month.
Below-average quality, and screening another 54% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥6.36). The favourable scenario is already priced in.
- Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
- A fairly wide model range (¥3.06 to ¥6.36) 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 ¥5.72 – ¥16.31 · fair‑value band ¥3.06 – ¥6.36 · the ¥9.48 price screens above the ¥4.40 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
Lanzhou Zhuangyuan Pasture Co (002910) currently trades at ¥9.48, while our model-based Fair Value estimate is ¥4.40, implying the stock looks roughly 53.6% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Consumer Defensive 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, Lanzhou Zhuangyuan Pasture Co generated revenue of 956M CNY at a net margin of -8.4%. Revenue grew 16.7% year over year. It earns a return on equity of -7.8%. Net debt stands at 717M CNY. Fundamentals as of Jul 22, 2026
Our scenario range runs from ¥3.06 (bear case) to ¥6.36 (bull case); at ¥9.48, 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 about 41% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -54%, 002910 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.
All 15 models by family
Widest divergence: Asset-Based (¥3.49) versus Earnings-Based (¥0.9400). Highest evidence: Growth DCF (80).
Notify me when 002910 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
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 43 · Market factors (momentum, volatility) 34
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
Lanzhou Zhuangyuan Pasture Co., Ltd. manufactures, markets, and sells dairy products in China. It operates through two segments, Dairy Farming and Dairy Products Production. The company offers liquid milk products comprising pasteurized milk, sterilized milk, formulated milk, fermented milk, and other dairy products; raw milk; and milk drink products.
Full company description
Lanzhou Zhuangyuan Pasture Co., Ltd. manufactures, markets, and sells dairy products in China. It operates through two segments, Dairy Farming and Dairy Products Production. The company offers liquid milk products comprising pasteurized milk, sterilized milk, formulated milk, fermented milk, and other dairy products; raw milk; and milk drink products. It markets its products to hypermarkets, supermarkets, and local schools through distributors and direct sale. The company was incorporated in 2000 and is headquartered in Lanzhou, the People's Republic of China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lanzhou Zhuangyuan Pasture Co reported revenue of ¥921M in FY2025 versus ¥1.0B in FY2021, a compound −2.6%/yr. Reported net income was −¥74.4M in FY2025.
002910 screens 54% overvalued. Compare with Muyuan Foods Group →
Peer Group
Farm Products · 288 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 Farm Products 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.
Similar stocks
10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥40.90 | ¥48.19 | +18% |
| Wens Foodstuff Group 300498 | ¥14.51 | ¥12.08 | -17% |
| Mowi ASA MOWI | kr 188.40 | kr 262.59 | +39% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,120 IDR | 7,076 IDR | +127% |
| Charoen Pokphand Foods Public Company CPF | 22.00 THB | 55.71 THB | +153% |
| PT Triputra Agro Persada Tbk TAPG | 1,540 IDR | 3,105 IDR | +102% |
| PT FAP Agri Tbk FAPA | 7,300 IDR | 7,463 IDR | +2% |
| PT Japfa Comfeed Indonesia Tbk JPFA | 2,070 IDR | 7,231 IDR | +249% |
| Thaifoods Group TFGR | 10.60 THB | 23.53 THB | +122% |
| PT Jhonlin Agro Raya Tbk JARR | 1,845 IDR | 610.80 IDR | -67% |
Compare Lanzhou Zhuangyuan Pasture Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Defensive stocks →
Frequently asked questions
Is Lanzhou Zhuangyuan Pasture Co (002910) overvalued or undervalued?
What is the fair value of 002910?
What is the quality score of 002910?
What is the revenue of Lanzhou Zhuangyuan Pasture Co (002910)?
What is the net profit margin of 002910?
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.
Track Lanzhou Zhuangyuan Pasture Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.