Panda Dairy Corporation (300898) Fair Value & Analysis
Consumer Defensive · CN · Market cap 2.5B CNY
Fair value as of: Jun 24, 2026
Analysis
Panda Dairy Corporation (300898) currently trades at ¥19.78, while our model-based Fair Value estimate is ¥10.80 — implying the stock looks roughly 45.4% overvalued today. We read business quality at 94/100 (high 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).
About the company
Panda Dairy Corporation engages in the research, development, production, and sale of concentrated dairy products in China. It operates through Concentrated Dairy Products, Coconut Products, and Dairy Trading segments. The company offers sweetened and unsweetened condensed milk; evaporated milk and condensed milk sauces; cream, concentrated milk, and base milk; thick, fresh, and freshly squeezed coconut milk, as well as and other coconut products; mozzarella cheese, flavored cheese slices, cream cheese, and cheese sauces; grain-based milk; mango pomelo sago; whipping cream; non-hydrogenated base, butter base, and light milk; cheese snacks, lollipops, popcorn, and biscuits; and sauces and milk tea catering ingredients. It also engages in supply chain management, food business, investment, and Internet sales activities, as well as the provision of technical services. The company's products are used in catering, baking, beverage, and dessert applications. It sells its products under th…
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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.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.