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Bank of Qingdao Co (002948) Fair Value & Analysis

Financial Services · CN · Market cap 33.5B CNY

BO Bank of Qingdao Co 002948 · SHE
Price¥5.69
Fair Value¥10.54
Upside+85.2%
Quality54/100
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Healthy Growth
Highly profitable · 47.2% net margin
High debt · generates free cash flow
3.07% dividend yield
Ranks above peers (11/14)
Moderate moat 64/100
Evidence: High Range ¥7.90 – ¥13.17 Share as image

Fair value as of: Jul 5, 2026

From 6 valuation models · updated 35 days ago

Fair value updated Jul 5, 2026, revised from ¥10.70 to ¥10.54 (−1.5%) since Jun 26, 2026. Share price +4.8% over the past month.

A solid business, screening 85% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (¥7.90). The market is more pessimistic than our downside scenario.
  • Solid quality (54/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

¥6.08 ¥2.71 Fair Value ¥10.54 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 5, 2026.

How to read this chart

60‑month range ¥2.71 – ¥6.08 · fair‑value band ¥7.90 – ¥13.17 · the ¥5.69 price screens below the ¥10.54 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 5, 2026.

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Analysis

Bank of Qingdao Co (002948) currently trades at ¥5.69, while our model-based Fair Value estimate is ¥10.54, implying the stock looks roughly 85.2% undervalued today. The Quality Score stands at 54/100 (solid quality), in the Financial Services 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: high), always confirm before acting.

Over the trailing twelve months, Bank of Qingdao Co generated revenue of 11.6B CNY at a net margin of 47.2%. Revenue grew 22.6% year over year. It earns a return on equity of 11.5%. Net debt stands at 210B CNY. Fundamentals as of Jul 5, 2026

Our scenario range runs from ¥7.90 (bear case) to ¥13.17 (bull case); at ¥5.69, the current price sits below 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 9% below its 52-week high and 36% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 85%, 002948 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
Residual Income ¥6.61 ¥8.09 ¥18.63 76
Gordon GGM ¥1.91 ¥3.98 ¥6.31 70
P/E Multiple ¥8.69 ¥11.59 ¥14.48 63
All 6 models by family
Dividend Discount
Gordon GGM ¥1.91 ¥3.98 ¥6.31 70
DDM Multi-Stage ¥1.91 ¥3.35 ¥4.17 61
Multiples
P/E Multiple ¥8.69 ¥11.59 ¥14.48 63
P/B Multiple ¥7.36 ¥9.81 ¥12.26 55
Asset-Based
NCAV (Graham) ¥3.50 ¥4.69 ¥7.00 50
Economic Profit
Residual Income ¥6.61 ¥8.09 ¥18.63 76

Widest divergence: Multiples (¥9.81) versus Dividend Discount (¥3.35). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 11.6B CNY
Revenue growth (YoY) +22.6%
Net margin 47.2%
Return on equity 11.5%
Free cash flow 7.0B CNY FY2025
P/E ratio 6.8
More key figures
Operating margin 65.5%
EPS (TTM) ¥0.8500
Dividend yield 3.1%
EPS growth (YoY) +18.2%
Net debt 210B CNY FY2025

Figures from reported company fundamentals · as of Jul 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 52 · Market factors (momentum, volatility) 63

Profitability 32
Margins and returns on capital today
Quality Growth 44
Are margins and returns improving?
Cashflow 89
Earnings quality: real cash, not paper profit
Fin. Strength 18
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 59
Distance to the 52-week high (market factor)
Net Issuance 78
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

Bank of Qingdao Co., Ltd. provides personal and corporate banking, and financial market services in the People's Republic of China. It operates through Corporate Banking, Retail Banking, and Financial Market Business segments.

Full company description

Bank of Qingdao Co., Ltd. provides personal and corporate banking, and financial market services in the People's Republic of China. It operates through Corporate Banking, Retail Banking, and Financial Market Business segments. The company offers deposit and savings products; personal loans, corporate loans, Youth Easy loans; professional card services, investment and wealth management, and credit card lines; foreign exchange deposit and withdrawal services; foreign exchange settlement and sale, and foreign exchange outward and inward remittance; and agency services. It also provides bill services and asset management solutions for enterprises, including bill acceptance, e-Bill subsidy, commercial bill, bill pool, and supply chain bill; trade financing, supply chain finance, and cash management; non-financial corporate debt financing instruments, credit financing plans, and direct financing instruments; and undertaking, underwriting, and duration management services. In addition, the company offers self-service devices, ATMs, and cash deposit and withdrawal machines; letters of credit services and guarantees; safe deposit box services; bond settlement agency services; and commercial central treasury cash management. Further, it is involved in the issuance of financial bonds; underwriting of government bonds and financial bonds; buying and selling government bonds, financial bonds, and corporate bonds; interbank lending and interbank deposit business; insurance business; sale of precious metals; and general derivatives trading business. The company was formerly known as Qingdao City Commercial Bank Co., Ltd. and changed its name to Bank of Qingdao Co., Ltd. in 2008. Bank of Qingdao Co., Ltd. was founded in 1996 and is headquartered in Qingdao, the People's Republic of China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bank of Qingdao Co reported revenue of ¥26.3B in FY2025 versus ¥21.0B in FY2021, a compound +5.8%/yr. Reported net income was ¥5.2B in FY2025, compounding +15.4%/yr from FY2021.

Growth Quality 79/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
26.3B CNY
Latest YoY
+6.2%
Avg. growth/yr (3Y)
+6.4%
Avg. growth/yr (5Y)
+7.2%
Avg. growth/yr (17Y)
+17.6%
Revenue +5.8%/yr
FY21 ¥21.0B
FY22 ¥21.9B
FY23 ¥22.9B
FY24 ¥24.8B
FY25 ¥26.3B
Net income +15.4%/yr
FY21 ¥2.9B
FY22 ¥3.1B
FY23 ¥3.5B
FY24 ¥4.3B
FY25 ¥5.2B

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Cite: Fair Value Calculator (2026). "Bank of Qingdao Co Fair Value". https://www.fairvalue-calculator.com/stock/002948

Peer Group

Banks - Regional · 1083 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 56 · Above median
Fair Value upside +85% · Top 25%
Return on equity (TTM) 11% · Above median
Return on assets 1% · Below median
Net margin (TTM) 47% · Top 25%
Operating margin (TTM) 65% · Top 25%
Revenue growth 23% · Top 25%
Dividend yield (TTM) 3.1% · Above median
Debt / equity 2.13× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 6.8× · Cheaper than 75% of peers
P/B 0.82× · Cheaper than median
P/S (TTM) 2.89× · Cheaper than median
P/FCF 0.7× · Cheaper than 75% of peers
EV/EBITDA 11.3× · 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 100 · sector 39
FUTURE 100 · sector 44
PAST 46 · sector 41
HEALTH 0 · sector 85
DIVIDEND 61 · sector 49

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 Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Bank of Qingdao Co (002948) overvalued or undervalued?
As of Jul 5, 2026, our model estimates a fair value of ¥10.54 versus a price of ¥5.69, about +85% (undervalued).
What is the fair value of 002948?
Our model-based fair value for Bank of Qingdao Co is ¥10.54 (as of Jul 5, 2026), built from audited fundamentals. The current price is ¥5.69.
What is the quality score of 002948?
Bank of Qingdao Co has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Bank of Qingdao Co (002948)?
Bank of Qingdao Co reported trailing-twelve-month revenue of about 11.6B CNY (latest available figure, as of Jul 5, 2026).
What is the net profit margin of 002948?
The net profit margin of Bank of Qingdao Co is about 47.2%, meaning it keeps roughly 47.2% of revenue as net income. Based on the latest reported figures.
Does Bank of Qingdao Co pay a dividend?
Bank of Qingdao Co currently shows a dividend yield of about 3.07% relative to its recent price (as of Jul 5, 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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