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Zhejiang Cayi Vacuum Container Co (301004) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 5.0B CNY

ZC Zhejiang Cayi Vacuum Container Co 301004 · SHE
Price¥35.37
Fair Value¥41.62
Upside+17.7%
Quality61/100
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Mixed Growth
Solidly profitable · 16.9% net margin
Low debt · generates free cash flow
2.83% dividend yield
Ranks above peers (9/14)
Moderate moat 62/100
Evidence: High Range ¥31.70 – ¥166.48 Share as image

Fair value as of: Jul 9, 2026

From 24 valuation models · updated 32 days ago

Share price +9.7% over the past month.

A solid business, screening 18% undervalued on our models.

What matters now

  • The model range is unusually wide (¥31.70 to ¥166.48). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Our model range runs from ¥31.70 (bear) to ¥166.48 (bull), base ¥41.62. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 61/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

¥85.93 ¥10.90 Fair Value ¥41.62 Jun 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 ¥10.90 – ¥85.93 · fair‑value band ¥31.70 – ¥166.48 · the ¥35.37 price screens below the ¥41.62 fair value. Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Zhejiang Cayi Vacuum Container Co (301004) currently trades at ¥35.37, while our model-based Fair Value estimate is ¥41.62, implying the stock looks roughly 17.7% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Consumer Cyclical 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, Zhejiang Cayi Vacuum Container Co generated revenue of 2.1B CNY at a net margin of 16.9%. Revenue declined 41.0% year over year. It earns a return on equity of 17.4%. The balance sheet holds a net cash position of 287M CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥31.70 (bear case) to ¥166.48 (bull case); at ¥35.37, the current price sits within 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 53% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -22% fair-value upside, at 18%, 301004 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 ¥57.21 ¥107.85 ¥189.42 80
Residual Income ¥19.61 ¥26.42 ¥141.82 76
Rev-Margin DCF ¥34.47 ¥55.24 ¥99.11 74
All 24 models by family
DCF Models
FCF DCF ¥60.85 ¥93.06 ¥193.47 38
Owner Earnings ¥27.97 ¥60.57 ¥126.49 31
5Y Revenue Exit ¥31.63 ¥48.36 ¥82.90 39
5Y EBITDA Exit ¥40.18 ¥65.64 ¥115.38 41
5Y P/E Exit ¥46.45 ¥96.98 ¥164.91 38
10Y Revenue Exit ¥40.17 ¥73.85 ¥91.28 36
10Y EBITDA Exit ¥47.00 ¥91.84 ¥166.40 37
10Y P/E Exit ¥51.48 ¥105.03 ¥190.92 35
Earnings-Based
Graham-Dodd ¥20.39 ¥142.18 ¥199.53 54
Lynch FV ¥73.46 ¥104.94 ¥136.42 50
PEG = 1.0 ¥73.46 ¥104.94 ¥136.42 46
EPV ¥23.60 ¥27.14 ¥30.19 59
Multiples
P/E Multiple ¥38.23 ¥50.97 ¥63.71 63
P/S Multiple ¥18.16 ¥24.21 ¥30.26 58
P/B Multiple ¥27.90 ¥37.20 ¥46.50 55
EV/EBIT ¥36.31 ¥48.02 ¥59.73 53
EV/EBITDA ¥30.90 ¥40.82 ¥50.73 54
EV/Revenue ¥18.11 ¥25.38 ¥32.64 43
Asset-Based
NCAV (Graham) ¥6.20 ¥8.31 ¥12.40 50
Growth DCF
Growth DCF ¥57.21 ¥107.85 ¥189.42 80
Rev-Margin DCF ¥34.47 ¥55.24 ¥99.11 74
Economic Profit
Residual Income ¥19.61 ¥26.42 ¥141.82 76
ROIC Compounder ¥31.61 ¥50.05 ¥60.44 72
Growth Earnings
Growth-Adj P/E ¥90.37 ¥129.10 ¥167.83 68

Widest divergence: Growth Earnings (¥129.10) versus Asset-Based (¥8.31). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 2.1B CNY
Revenue growth (YoY) -41.0%
Net margin 16.9%
Return on equity 17.4%
Free cash flow 547M CNY FY2025
P/E ratio 14.4
More key figures
Operating margin 16.2%
EPS (TTM) ¥2.39
Dividend yield 2.8%
EPS growth (YoY) -58.8%
Net cash 287M CNY FY2024

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

Quality Score breakdown

Overall quality 61/100

Of which business quality 65 · Market factors (momentum, volatility) 25

Profitability 74
Margins and returns on capital today
Quality Growth 20
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 16
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 4
Price trend over the last 3–12 months (market factor)
52W Momentum 1
Distance to the 52-week high (market factor)
Net Issuance 70
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

Zhejiang Cayi Vacuum Container Co., Ltd. engages in the research, development, design, production, and sale of beverage and food containers of various materials in China and internationally.

Full company description

Zhejiang Cayi Vacuum Container Co., Ltd. engages in the research, development, design, production, and sale of beverage and food containers of various materials in China and internationally. The company offers stainless steel water bottle, tumbler and mug, wine cup, vacuum flask, and kids bottle; travel mug and bottle, straw tumbler, and stainless-steel jug; and stainless-steel vacuum insulation utensils, such as vacuum bottle, food jar, sports bottle, digital bottle; stainless steel utensils, plastic utensils, glassware, and other new materials for daily beverages and food containers. It also exports its products to various countries, such as the United States, South Korea, Brazil, Norway, the Netherlands, Japan, and Canada, as well as other European, American, and East Asian countries. Zhejiang Cayi Vacuum Container Co., Ltd. was incorporated in 2004 and is based in Jinhua, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zhejiang Cayi Vacuum Container Co reported revenue of ¥2.4B in FY2025 versus ¥586M in FY2021, a compound +41.6%/yr. Reported net income was ¥437M in FY2025, compounding +51.9%/yr from FY2021.

Growth Quality 94/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
2.4B CNY
Latest YoY
−17.0%
Avg. growth/yr (3Y)
+23.2%
Avg. growth/yr (5Y)
+45.9%
Avg. growth/yr (8Y)
+27.4%
Revenue +41.6%/yr
FY21 ¥586M
FY22 ¥1.3B
FY23 ¥1.8B
FY24 ¥2.8B
FY25 ¥2.4B
Net income +51.9%/yr
FY21 ¥82.2M
FY22 ¥272M
FY23 ¥472M
FY24 ¥733M
FY25 ¥437M

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Cite: Fair Value Calculator (2026). "Zhejiang Cayi Vacuum Container Co Fair Value". https://www.fairvalue-calculator.com/stock/301004

Peer Group

Packaging & Containers · 273 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 61 · Top 25%
Fair Value upside +18% · Above median
Return on equity (TTM) 17% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 17% · Top 25%
Operating margin (TTM) 16% · Top 25%
Revenue growth -41% · Bottom 25%
Dividend yield (TTM) 2.8% · Above median
Debt / equity 0.19× · Higher than median

Valuation Multiples vs Packaging & Containers median · lower = cheaper

P/E (TTM) 14.4× · Cheaper than median
P/B 2.78× · Pricier than 75% of peers
P/S (TTM) 2.44× · Pricier than 75% of peers
P/FCF 1.4× · Cheaper than median
EV/EBITDA 10.7× · 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 57 · sector 9
FUTURE 0 · sector 1
PAST 70 · sector 21
HEALTH 91 · sector 92
DIVIDEND 57 · sector 42

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 Packaging & Containers stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).

Stock Price Fair Value vs Fair Value
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ShenZhen YUTO Packaging Technology Co 002831 ¥29.10 ¥20.88 -28%
SCG Packaging Public Company SCGP 29.00 THB 16.12 THB -44%
AblePrint Technology Co 7734 2,850 TWD 661.69 TWD -77%
PT Fajar Surya Wisesa Tbk, FASW 5,312 IDR 1,194 IDR -78%
Taiwan Hon Chuan Enterprise Co 9939 132.50 TWD 127.06 TWD -4%
Time Technoplast Limited TIMETECHNO ₹206.82 ₹161.42 -22%
EPL Limited 500135 ₹222.25 ₹111.65 -50%
Ton Yi Industrial Corp 9907 15.15 TWD 23.17 TWD +53%
Dongwon Systems Corporation 014820 19,330 KRW 31,473 KRW +63%

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Frequently asked questions

Is Zhejiang Cayi Vacuum Container Co (301004) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥41.62 versus a price of ¥35.37, about +18% (undervalued).
What is the fair value of 301004?
Our model-based fair value for Zhejiang Cayi Vacuum Container Co is ¥41.62 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥35.37.
What is the quality score of 301004?
Zhejiang Cayi Vacuum Container Co has a Quality Score of 61/100. 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 Zhejiang Cayi Vacuum Container Co (301004)?
Zhejiang Cayi Vacuum Container Co reported trailing-twelve-month revenue of about 2.1B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 301004?
The net profit margin of Zhejiang Cayi Vacuum Container Co is about 16.9%, meaning it keeps roughly 16.9% of revenue as net income. Based on the latest reported figures.
Does Zhejiang Cayi Vacuum Container Co pay a dividend?
Zhejiang Cayi Vacuum Container Co currently shows a dividend yield of about 2.83% 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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