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Hubei Feilihua Quartz Glass Co (300395) Fair Value & Analysis

Basic Materials · CN · Market cap 44.5B CNY

HF Hubei Feilihua Quartz Glass Co 300395 · SHE
Price¥81.83
Fair Value¥16.81
Upside-79.5%
Quality47/100
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Expensive Growth
Highly profitable · 21.6% net margin
Low debt · negative free cash flow
Mixed vs. peers (6/12)
Moderate moat 63/100
Evidence: Medium Range ¥12.84 – ¥20.77 Share as image

Fair value as of: Jul 18, 2026

From 17 valuation models · updated 20 days ago

Share price −22.9% over the past month.

Below-average quality, and screening another 79% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥20.77). The favourable scenario is already priced in.
  • Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥151.46 ¥22.73 Fair Value ¥16.81 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range ¥22.73 – ¥151.46 · fair‑value band ¥12.84 – ¥20.77 · the ¥81.83 price screens above the ¥16.81 fair value. Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Hubei Feilihua Quartz Glass Co (300395) currently trades at ¥81.83, while our model-based Fair Value estimate is ¥16.81, implying the stock looks roughly 79.5% overvalued today. We read business quality at 47/100 (below-average 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: medium).

Over the trailing twelve months, Hubei Feilihua Quartz Glass Co generated revenue of 2.2B CNY at a net margin of 21.6%. Revenue grew 53.0% year over year. It earns a return on equity of 8.6%. The balance sheet holds a net cash position of 494M CNY. Fundamentals as of Jul 18, 2026

Our scenario range runs from ¥12.84 (bear case) to ¥20.77 (bull case); at ¥81.83, 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 47% below its 52-week high and 93% 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 -79%, 300395 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥7.63 ¥8.43 ¥13.32 76
ROIC Compounder ¥9.65 ¥13.24 ¥16.50 72
Gordon GGM ¥1.36 ¥2.82 ¥4.48 70
All 17 models by family
DCF Models
Owner Earnings ¥4.76 ¥8.71 ¥16.59 31
Earnings-Based
Graham-Dodd ¥5.73 ¥36.12 ¥50.46 54
Lynch FV ¥10.42 ¥14.89 ¥19.35 50
PEG = 1.0 ¥10.42 ¥14.89 ¥19.35 46
EPV ¥9.26 ¥10.60 ¥11.76 59
Dividend Discount
Gordon GGM ¥1.36 ¥2.82 ¥4.48 70
DDM Multi-Stage ¥1.36 ¥2.38 ¥2.96 61
Multiples
P/E Multiple ¥12.64 ¥16.86 ¥21.07 63
P/S Multiple ¥7.19 ¥9.59 ¥11.99 58
P/B Multiple ¥10.75 ¥14.33 ¥17.91 55
EV/EBIT ¥13.86 ¥18.06 ¥22.26 53
EV/EBITDA ¥14.81 ¥19.32 ¥23.84 54
EV/Revenue ¥7.97 ¥10.85 ¥13.73 43
Asset-Based
NCAV (Graham) ¥4.40 ¥5.90 ¥8.80 50
Economic Profit
Residual Income ¥7.63 ¥8.43 ¥13.32 76
ROIC Compounder ¥9.65 ¥13.24 ¥16.50 72
Growth Earnings
Growth-Adj P/E ¥14.52 ¥20.74 ¥26.96 68

Widest divergence: Growth Earnings (¥20.74) versus Dividend Discount (¥2.38). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 2.2B CNY
Revenue growth (YoY) +53.0%
Net margin 21.6%
Return on equity 8.6%
Free cash flow −297M CNY FY2025
P/E ratio 131.0
More key figures
Operating margin 27.9%
EPS (TTM) ¥0.9100
EPS growth (YoY) +23.7%
Net cash 494M CNY FY2024

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 47/100

Of which business quality 48 · Market factors (momentum, volatility) 46

Profitability 43
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 14
Earnings quality: real cash, not paper profit
Fin. Strength 86
Balance sheet, leverage, solvency risk
Investment 9
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 46
Price trend over the last 3–12 months (market factor)
52W Momentum 43
Distance to the 52-week high (market factor)
Net Issuance 77
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 Feilihua Quartz Glass Co., Ltd. engages in research, development, production, and sale of quartz glass and fiber, and composite materials in China and internationally.

Full company description

Hubei Feilihua Quartz Glass Co., Ltd. engages in research, development, production, and sale of quartz glass and fiber, and composite materials in China and internationally. The company offers fused quartz, fused opaque quartz, fused opaque quartz, gas-fused opaque quartz, gas-melted synthetic quartz, gas-fused transparent quartz, synthetic quartz material, porous quartz, and composite quartz material; and transparent ceramics, water-based synthetic quartz material, low-hydroxyl synthetic quartz, chlorine-free synthetic quartz, photomask substrate, as well as low expansion quartz under the LEQZ brand. It also provides photovoltaics; aerospace; composite materials; quartz precision-machined products; and high-purity quartz sand products. The company serves semiconductors, optical communications, photovoltaic solar energy, high-end optics, and aerospace. Hubei Feilihua Quartz Glass Co., Ltd. was founded in 1966 and is headquartered in Jingzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hubei Feilihua Quartz Glass Co reported revenue of ¥2.0B in FY2025 versus ¥1.2B in FY2021, a compound +13.3%/yr. Reported net income was ¥443M in FY2025, compounding +4.6%/yr from FY2021.

Growth Quality 57/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.0B CNY
Latest YoY
+15.8%
Avg. growth/yr (3Y)
+5.5%
Avg. growth/yr (5Y)
+18.5%
Avg. growth/yr (14Y)
+15.4%
Revenue +13.3%/yr
FY21 ¥1.2B
FY22 ¥1.7B
FY23 ¥2.1B
FY24 ¥1.7B
FY25 ¥2.0B
Net income +4.6%/yr
FY21 ¥370M
FY22 ¥489M
FY23 ¥538M
FY24 ¥314M
FY25 ¥443M

300395 screens 79% overvalued. Compare with Linde plc →

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Cite: Fair Value Calculator (2026). "Hubei Feilihua Quartz Glass Co Fair Value". https://www.fairvalue-calculator.com/stock/300395

Peer Group

Specialty Chemicals · 680 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 47 · Below median
Fair Value upside −80% · Bottom 25%
Return on equity (TTM) 9% · Above median
Return on assets 4% · Above median
Net margin (TTM) 22% · Top 25%
Operating margin (TTM) 28% · Top 25%
Revenue growth 53% · Top 25%
Debt / equity 0.03× · Lower than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 93.0× · Pricier than 75% of peers
P/B 9.61× · Pricier than 75% of peers
P/S (TTM) 19.94× · Pricier than 75% of peers
EV/EBITDA 61.3× · Pricier than 75% of peers

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 100 · sector 19
PAST 34 · sector 23
HEALTH 98 · sector 95
DIVIDEND 0 · sector 24

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

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 18, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $520.74 $226.27 -57%
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 Feilihua Quartz Glass Co (300395) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of ¥16.81 versus a price of ¥81.83, about −79% (overvalued).
What is the fair value of 300395?
Our model-based fair value for Hubei Feilihua Quartz Glass Co is ¥16.81 (as of Jul 18, 2026), built from audited fundamentals. The current price is ¥81.83.
What is the quality score of 300395?
Hubei Feilihua Quartz Glass Co has a Quality Score of 47/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Hubei Feilihua Quartz Glass Co (300395)?
Hubei Feilihua Quartz Glass Co reported trailing-twelve-month revenue of about 2.2B CNY (latest available figure, as of Jul 18, 2026).
What is the net profit margin of 300395?
The net profit margin of Hubei Feilihua Quartz Glass Co is about 21.6%, meaning it keeps roughly 21.6% 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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