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Hubei Huitian New Materials Co (300041) Fair Value & Analysis

Basic Materials · CN · Market cap 8.0B CNY

HH Hubei Huitian New Materials Co 300041 · SHE
Price¥11.10
Fair Value¥6.70
Upside-39.6%
Quality58/100
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Mixed Growth
Thin margins · 4.9% net margin
Low debt · generates free cash flow
Trails peers (5/13)
Narrow moat 40/100
Evidence: High Range ¥4.59 – ¥8.38 Share as image

Fair value as of: Jul 9, 2026

From 26 valuation models · updated 32 days ago

Fair value updated Jul 9, 2026, revised from ¥6.89 to ¥6.70 (−2.8%) since Jun 24, 2026. Share price −26.9% over the past month.

A solid business, but screening 40% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥8.38). The favourable scenario is already priced in.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (¥4.59 to ¥8.38) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥18.74 ¥6.82 Fair Value ¥6.70 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 9, 2026.

How to read this chart

60‑month range ¥6.82 – ¥18.74 · fair‑value band ¥4.59 – ¥8.38 · the ¥11.10 price screens above the ¥6.70 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Hubei Huitian New Materials Co (300041) currently trades at ¥11.10, while our model-based Fair Value estimate is ¥6.70, implying the stock looks roughly 39.6% overvalued today. The Quality Score stands at 58/100 (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, Hubei Huitian New Materials Co generated revenue of 4.5B CNY at a net margin of 4.9%. Revenue grew 8.6% year over year. It earns a return on equity of 7.3%. Net debt stands at 868M CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥4.59 (bear case) to ¥8.38 (bull case); at ¥11.10, 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 31% below its 52-week high and 30% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -40%, 300041 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 ¥2.73 ¥5.52 ¥9.80 80
Residual Income ¥4.43 ¥4.67 ¥4.96 76
Rev-Margin DCF ¥4.95 ¥10.02 ¥17.17 74
All 26 models by family
DCF Models
FCF DCF ¥2.82 ¥5.13 ¥10.87 38
Owner Earnings ¥4.83 ¥9.87 ¥19.29 31
5Y Revenue Exit ¥4.95 ¥10.32 ¥18.17 39
5Y EBITDA Exit ¥5.45 ¥11.45 ¥19.56 41
5Y P/E Exit ¥4.10 ¥8.41 ¥13.73 38
10Y Revenue Exit ¥4.01 ¥8.92 ¥17.60 36
10Y EBITDA Exit ¥4.57 ¥9.78 ¥18.83 37
10Y P/E Exit ¥3.65 ¥7.49 ¥13.66 35
Earnings-Based
Graham-Dodd ¥2.68 ¥16.09 ¥22.43 54
Lynch FV ¥4.59 ¥6.55 ¥8.52 50
PEG = 1.0 ¥4.59 ¥6.55 ¥8.52 46
EPV ¥5.20 ¥6.04 ¥6.76 59
Dividend Discount
Gordon GGM ¥2.06 ¥4.10 ¥6.21 70
DDM Multi-Stage ¥2.06 ¥3.54 ¥4.33 61
Multiples
P/E Multiple ¥5.03 ¥6.70 ¥8.38 63
P/S Multiple ¥5.03 ¥6.70 ¥8.38 58
P/B Multiple ¥5.03 ¥6.70 ¥8.38 55
EV/EBIT ¥6.70 ¥8.97 ¥11.25 53
EV/EBITDA ¥6.99 ¥9.35 ¥11.72 54
EV/Revenue ¥5.79 ¥8.33 ¥10.86 43
Asset-Based
NCAV (Graham) ¥2.74 ¥3.68 ¥5.49 50
Growth DCF
Growth DCF ¥2.73 ¥5.52 ¥9.80 80
Rev-Margin DCF ¥4.95 ¥10.02 ¥17.17 74
Economic Profit
Residual Income ¥4.43 ¥4.67 ¥4.96 76
ROIC Compounder ¥5.20 ¥6.82 ¥8.71 72
Growth Earnings
Growth-Adj P/E ¥6.08 ¥8.68 ¥11.29 68

Widest divergence: DCF Models (¥8.92) versus Dividend Discount (¥3.54). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 4.5B CNY
Revenue growth (YoY) +8.6%
Net margin 4.9%
Return on equity 7.3%
Free cash flow 120M CNY FY2025
P/E ratio 35.8
More key figures
Operating margin 10.3%
EPS (TTM) ¥0.4000
EPS growth (YoY) +2.5%
Net debt 868M CNY FY2025

Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 55 · Market factors (momentum, volatility) 48

Profitability 34
Margins and returns on capital today
Quality Growth 62
Are margins and returns improving?
Cashflow 31
Earnings quality: real cash, not paper profit
Fin. Strength 62
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 42
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 44
Distance to the 52-week high (market factor)
Net Issuance 82
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

Hubei Huitian New Materials Co., Ltd., together with its subsidiaries, engages in the research and development, manufacture, and sale of adhesives and new materials under the Weeton, Sappolo, and Huitian brands in China and internationally. It operates through Fine Chemicals and Solar Back Film; and Photovoltaic Power Station segments.

Full company description

Hubei Huitian New Materials Co., Ltd., together with its subsidiaries, engages in the research and development, manufacture, and sale of adhesives and new materials under the Weeton, Sappolo, and Huitian brands in China and internationally. It operates through Fine Chemicals and Solar Back Film; and Photovoltaic Power Station segments. The company offers PV backsheet materials, PV sealants, potting compounds, UV bonding adhesives, and water resistance glues; solvent based and solventless adhesives; bond and seal adhesives, electronic potting compounds, conformal coating, thermal interface materials, and UV adhesives; window door and curtain wall sealants; battery cell adhesives and battery potting and encapsulation; engineering and railway industry adhesives; and glue for car parts, automotive assembly adhesives, and automotive aftermarket products. It also provides organic silicone, polyurethane adhesives, lithium battery negative electrode adhesives, epoxy resin adhesives, acrylate adhesives, and anaerobic adhesives, as well as solar cell back films; chemical products and automotive brake fluids. It serves the photovoltaic, electronics, power battery, construction, automobile, and packaging industries. The company also engages in research and development, investing, power engineering, automotive aftermarket, and trading activities; and photovoltaic power stations. It exports its products. The company was formerly known as Hubei Huitian Adhesive Enterprise Co., Ltd. and changed its name to Hubei Huitian New Materials Co., Ltd. in April 2014. Hubei Huitian New Materials Co., Ltd. was founded in 1977 and is based in Xiangyang, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hubei Huitian New Materials Co reported revenue of ¥4.4B in FY2025 versus ¥3.0B in FY2021, a compound +10.7%/yr. Reported net income was ¥221M in FY2025, compounding −0.8%/yr from FY2021.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
4.4B CNY
Latest YoY
+11.2%
Avg. growth/yr (3Y)
+6.1%
Avg. growth/yr (5Y)
+15.4%
Avg. growth/yr (19Y)
+19.4%
Revenue +10.7%/yr
FY21 ¥3.0B
FY22 ¥3.7B
FY23 ¥3.9B
FY24 ¥4.0B
FY25 ¥4.4B
Net income −0.8%/yr
FY21 ¥227M
FY22 ¥292M
FY23 ¥299M
FY24 ¥102M
FY25 ¥221M

300041 screens 40% overvalued. Compare with Linde plc →

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Cite: Fair Value Calculator (2026). "Hubei Huitian New Materials Co Fair Value". https://www.fairvalue-calculator.com/stock/300041

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.

Quality Score 58 · Above median
Fair Value upside −40% · Below median
Return on equity (TTM) 7% · Above median
Return on assets 3% · Below median
Net margin (TTM) 5% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth 9% · Above median
Debt / equity 0.32× · Higher than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 35.8× · Pricier than median
P/B 2.61× · Pricier than median
P/S (TTM) 1.77× · Pricier than median
P/FCF 9.9× · Pricier than median
EV/EBITDA 16.6× · 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 43 · sector 19
PAST 29 · sector 23
HEALTH 84 · sector 95
DIVIDEND 0 · sector 25

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.

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 Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 9, 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

Is Hubei Huitian New Materials Co (300041) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥6.70 versus a price of ¥11.10, about −40% (overvalued).
What is the fair value of 300041?
Our model-based fair value for Hubei Huitian New Materials Co is ¥6.70 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥11.10.
What is the quality score of 300041?
Hubei Huitian New Materials Co has a Quality Score of 58/100. 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 Hubei Huitian New Materials Co (300041)?
Hubei Huitian New Materials Co reported trailing-twelve-month revenue of about 4.5B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 300041?
The net profit margin of Hubei Huitian New Materials Co is about 4.9%, meaning it keeps roughly 4.9% of revenue as net income. Based on the latest reported figures.

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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