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Jiangsu Hanvo Safety Product Co (300952) Fair Value & Analysis

Basic Materials · CN · Market cap 4.9B CNY

JH Jiangsu Hanvo Safety Product Co 300952 · SHE
Price¥17.29
Fair Value¥6.09
Upside-64.8%
Quality32/100
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Expensive Growth
Thin margins · 6.7% net margin
Low debt · negative free cash flow
0.72% dividend yield
Trails peers (1/13)
Narrow moat 33/100
Evidence: Medium Range ¥4.57 – ¥7.62 Share as image

Fair value as of: Jul 9, 2026

From 14 valuation models · updated 32 days ago

Share price −4.6% over the past month.

Below-average quality, and screening another 65% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥7.62). The favourable scenario is already priced in.
  • Weak quality (32/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

¥44.51 ¥9.18 Fair Value ¥6.09 Mar 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 ¥9.18 – ¥44.51 · fair‑value band ¥4.57 – ¥7.62 · the ¥17.29 price screens above the ¥6.09 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

Jiangsu Hanvo Safety Product Co (300952) currently trades at ¥17.29, while our model-based Fair Value estimate is ¥6.09, implying the stock looks roughly 64.8% overvalued today. The Quality Score stands at 32/100 (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, Jiangsu Hanvo Safety Product Co generated revenue of 1.2B CNY at a net margin of 6.7%. Revenue declined 4.1% year over year. It earns a return on equity of 5.1%. Net debt stands at 273M CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥4.57 (bear case) to ¥7.62 (bull case); at ¥17.29, 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 57% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -65%, 300952 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 ¥5.48 ¥5.62 ¥5.57 76
ROIC Compounder ¥4.61 ¥5.35 ¥5.99 72
Growth-Adj P/E ¥5.33 ¥7.62 ¥9.90 68
All 14 models by family
Earnings-Based
Graham-Dodd ¥2.87 ¥14.36 ¥19.82 54
Lynch FV ¥3.88 ¥5.55 ¥7.21 50
PEG = 1.0 ¥3.88 ¥5.55 ¥7.21 46
EPV ¥4.61 ¥5.35 ¥5.99 59
Multiples
P/E Multiple ¥5.38 ¥7.17 ¥8.96 63
P/S Multiple ¥5.38 ¥7.17 ¥8.96 58
P/B Multiple ¥5.38 ¥7.17 ¥8.96 55
EV/EBIT ¥6.10 ¥8.16 ¥10.22 53
EV/EBITDA ¥7.66 ¥10.24 ¥12.82 54
EV/Revenue ¥5.25 ¥7.54 ¥9.82 43
Asset-Based
NCAV (Graham) ¥3.54 ¥4.74 ¥7.07 50
Economic Profit
Residual Income ¥5.48 ¥5.62 ¥5.57 76
ROIC Compounder ¥4.61 ¥5.35 ¥5.99 72
Growth Earnings
Growth-Adj P/E ¥5.33 ¥7.62 ¥9.90 68

Widest divergence: Growth Earnings (¥7.62) versus Asset-Based (¥4.74). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 1.2B CNY
Revenue growth (YoY) -4.1%
Net margin 6.7%
Return on equity 5.1%
Free cash flow −381M CNY FY2025
P/E ratio 58.2
More key figures
Operating margin 6.1%
EPS (TTM) ¥0.3500
Dividend yield 0.7%
EPS growth (YoY) -76.4%
Net debt 273M CNY FY2025

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

Quality Score breakdown

Overall quality 32/100

Of which business quality 38 · Market factors (momentum, volatility) 19

Profitability 30
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 39
Earnings quality: real cash, not paper profit
Fin. Strength 80
Balance sheet, leverage, solvency risk
Investment 3
Disciplined investing over empire-building
Low Volatility 39
Calm price path (market factor)
Momentum 11
Price trend over the last 3–12 months (market factor)
52W Momentum 11
Distance to the 52-week high (market factor)
Net Issuance 10
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

Jiangsu Hanvo Safety Product Co., Ltd. engages in the research and development, production, and sale of special safety and health protection products in China.

Full company description

Jiangsu Hanvo Safety Product Co., Ltd. engages in the research and development, production, and sale of special safety and health protection products in China. The company offers special safety and health protection products, including gloves, clothing, shoes, and hats; new graphene ultra-fiber materials; protective equipment for medical staff; and medical and daily masks, as well as technical development, consultation, exchange, and other technical services; and technology transfer and promotion services. It is also involved in the wholesale and retail of protective equipment for medical staff. The company exports its products to approximately 50 countries and regions, including Europe, the United States, Japan, and internationally. Jiangsu Hanvo Safety Product Co., Ltd. was founded in 2004 and is based in Nantong, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jiangsu Hanvo Safety Product Co reported revenue of ¥1.2B in FY2025 versus ¥950M in FY2021, a compound +6.6%/yr. Reported net income was ¥102M in FY2025, compounding +2.4%/yr from FY2021.

Growth Quality 32/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
1.2B CNY
Latest YoY
−3.3%
Avg. growth/yr (3Y)
+11.2%
Avg. growth/yr (5Y)
+8.2%
Avg. growth/yr (9Y)
+16.7%
Revenue +6.6%/yr
FY21 ¥950M
FY22 ¥893M
FY23 ¥977M
FY24 ¥1.3B
FY25 ¥1.2B
Net income +2.4%/yr
FY21 ¥92.6M
FY22 ¥122M
FY23 ¥106M
FY24 ¥117M
FY25 ¥102M

300952 screens 65% overvalued. Compare with Linde plc →

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Cite: Fair Value Calculator (2026). "Jiangsu Hanvo Safety Product Co Fair Value". https://www.fairvalue-calculator.com/stock/300952

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 32 · Bottom 25%
Fair Value upside −65% · Bottom 25%
Return on equity (TTM) 5% · Below median
Return on assets 2% · Below median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 6% · Below median
Revenue growth -4% · Below median
Dividend yield (TTM) 0.7% · Below median
Debt / equity 0.15× · Higher than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 58.2× · Pricier than 75% of peers
P/B 2.88× · Pricier than median
P/S (TTM) 4.05× · Pricier than 75% of peers
EV/EBITDA 22.8× · 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 0 · sector 19
PAST 20 · sector 23
HEALTH 93 · sector 95
DIVIDEND 14 · 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).

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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 Jiangsu Hanvo Safety Product Co (300952) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥6.09 versus a price of ¥17.29, about −65% (overvalued).
What is the fair value of 300952?
Our model-based fair value for Jiangsu Hanvo Safety Product Co is ¥6.09 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥17.29.
What is the quality score of 300952?
Jiangsu Hanvo Safety Product Co has a Quality Score of 32/100. 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 Jiangsu Hanvo Safety Product Co (300952)?
Jiangsu Hanvo Safety Product Co reported trailing-twelve-month revenue of about 1.2B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 300952?
The net profit margin of Jiangsu Hanvo Safety Product Co is about 6.7%, meaning it keeps roughly 6.7% of revenue as net income. Based on the latest reported figures.
Does Jiangsu Hanvo Safety Product Co pay a dividend?
Jiangsu Hanvo Safety Product Co currently shows a dividend yield of about 0.72% relative to its recent price (as of Jul 9, 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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