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Yanpai Filtration Technology Co (301081) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 3.6B CNY

YF Yanpai Filtration Technology Co 301081 · SHE
Price¥12.18
Fair Value¥1.07
Upside-91.2%
Quality30/100
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Expensive Growth
Thin margins · 0.9% net margin
Low debt · negative free cash flow
0.32% dividend yield
Trails peers (2/13)
Narrow moat 27/100
Evidence: Medium Range ¥0.8075 – ¥1.56 Share as image

Fair value as of: Aug 13, 2026

From 14 valuation models · updated today

Share price −7.6% over the past month.

Below-average quality, and screening another 91% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥1.56). The favourable scenario is already priced in.
  • Weak quality (30/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (¥0.8075 to ¥1.56) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥21.62 ¥5.33 Fair Value ¥1.07 Oct 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

58‑month range ¥5.33 – ¥21.62 · fair‑value band ¥0.8075 – ¥1.56 · the ¥12.18 price screens above the ¥1.07 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Yanpai Filtration Technology Co (301081) currently trades at ¥12.18, while our model-based Fair Value estimate is ¥1.07, implying the stock looks roughly 91.2% overvalued today. The Quality Score stands at 30/100 (below-average quality), in the Consumer Cyclical 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, Yanpai Filtration Technology Co generated revenue of 954M CNY at a net margin of 0.9%. Revenue grew 28.9% year over year. It earns a return on equity of 0.5%. Net debt stands at 581M CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥0.8075 (bear case) to ¥1.56 (bull case); at ¥12.18, 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 45% below its 52-week high and 40% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -7% fair-value upside, at -91%, 301081 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (¥0.2400 to ¥3.89). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ¥3.25 ¥3.03 ¥2.26 76
ROIC Compounder ¥0.0200 ¥0.2400 ¥0.4300 72
Growth-Adj P/E ¥0.8800 ¥1.26 ¥1.64 68
All 14 models by family
Earnings-Based
Graham-Dodd ¥0.5100 ¥1.95 ¥2.64 54
Lynch FV ¥0.4800 ¥0.6800 ¥0.8900 50
PEG = 1.0 ¥0.4800 ¥0.6800 ¥0.8900 46
EPV ¥0.0200 ¥0.2400 ¥0.4300 59
Multiples
P/E Multiple ¥1.23 ¥1.63 ¥2.04 63
P/S Multiple ¥0.9500 ¥1.26 ¥1.58 58
P/B Multiple ¥0.9500 ¥1.26 ¥1.58 55
EV/EBIT ¥1.23 ¥2.10 ¥2.97 53
EV/EBITDA ¥2.58 ¥3.89 ¥5.20 54
EV/Revenue ¥0.3900 ¥1.14 ¥1.89 43
Asset-Based
NCAV (Graham) ¥2.38 ¥3.19 ¥4.76 50
Economic Profit
Residual Income ¥3.25 ¥3.03 ¥2.26 76
ROIC Compounder ¥0.0200 ¥0.2400 ¥0.4300 72
Growth Earnings
Growth-Adj P/E ¥0.8800 ¥1.26 ¥1.64 68

Widest divergence: Asset-Based (¥3.19) versus Economic Profit (¥0.2400). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 954M CNY
Revenue growth (YoY) +28.9%
Net margin 0.9%
Return on equity 0.5%
Free cash flow −305M CNY FY2025
P/E ratio 406.0
More key figures
Operating margin 8.2%
EPS (TTM) ¥0.0300
Dividend yield 0.3%
EPS growth (YoY) -80.0%
Net debt 581M CNY FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 30/100

Of which business quality 33 · Market factors (momentum, volatility) 45

Profitability 20
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 32
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 31
Disciplined investing over empire-building
Low Volatility 56
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 40
Distance to the 52-week high (market factor)
Net Issuance 24
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

Yanpai Filtration Technology Co., Ltd. engages in the research, development, production, and sale of filter materials in China and internationally.

Full company description

Yanpai Filtration Technology Co., Ltd. engages in the research, development, production, and sale of filter materials in China and internationally. It offers needle punched felt products comprising dust bags, such as PTFE polytetrafluoroethylene, GL glass fiber, PPS polyphenylene sulfide, MX Aramid, PI polyimide, DT acrylic, and PR polyester filter bags, as well as glass fiber composite felt filter materials and micron filter felts; woven filter cloths; filter belt/dry products consisting of pressing, sludge dewatering, vacuum drying, material conveying, and desulfurization; air slides, such as breathable layer cloths; and synthetic fibers. Its products are used in industrial dust removal, wastewater treatment, industrial production filtration and purification in thermal power, cement, chemical, metallurgy, mining, waste incineration, food, medicine, environmental protection, and new energy and other industries. The company was incorporated in 2014 and is headquartered in Tiantai, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Yanpai Filtration Technology Co reported revenue of ¥897M in FY2025 versus ¥709M in FY2021, a compound +6.1%/yr. Reported net income was ¥17.4M in FY2025, compounding −32.1%/yr from FY2021.

Growth Quality 41/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
897M CNY
Latest YoY
+14.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.9%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.4%
Avg. growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.3%
Revenue +6.1%/yr
FY21 ¥709M
FY22 ¥754M
FY23 ¥721M
FY24 ¥785M
FY25 ¥897M
Net income −32.1%/yr
FY21 ¥81.7M
FY22 ¥63.7M
FY23 ¥65.6M
FY24 ¥42.2M
FY25 ¥17.4M

301081 screens 91% overvalued. Compare with Shenzhou International Group →

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Cite: Fair Value Calculator (2026). "Yanpai Filtration Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/301081

Peer Group

Textile Manufacturing · 319 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 30 · Bottom 25%
Fair Value upside −91% · Bottom 25%
Return on equity (TTM) 1% · Below median
Return on assets 1% · Below median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 8% · Above median
Revenue growth 29% · Top 25%
Dividend yield (TTM) 0.3% · Bottom 25%
Debt / equity 0.46× · Higher than 75% of peers

Valuation Multiples vs Textile Manufacturing median · lower = cheaper

P/E (TTM) 406.0× · Pricier than 75% of peers
P/B 3.25× · Pricier than 75% of peers
P/S (TTM) 3.79× · Pricier than 75% of peers
EV/EBITDA 43.5× · 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 8
FUTURE 100 · sector 0
PAST 2 · sector 15
HEALTH 77 · sector 95
DIVIDEND 6 · sector 33

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 Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Shenzhou International Group 2313 HK$42.10 HK$68.24 +62%
Tongkun Group 601233 ¥22.67 ¥14.53 -36%
Inner Mongolia ERDOS Resources Co 600295 ¥12.79 ¥14.35 +12%
Far Eastern New Century Corporation 1402 27.55 TWD 25.64 TWD -7%
K.P.R. Mill Limited KPRMILL ₹1,089 ₹467.49 -57%
HMT (Xiamen) New Technical Materials Co 603306 ¥71.55 ¥11.85 -83%
Vardhman Textiles Limited VTL ₹591.90 ₹437.53 -26%
Isiklar Enerji ve Yapi Holding IEYHO 174.20 TRY 324.31 TRY +86%
Ruentex Industries Ltd 2915 54.10 TWD 133.24 TWD +146%
Welspun Living Limited WELSPUNLIV ₹165.23 ₹47.77 -71%

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Frequently asked questions

Is Yanpai Filtration Technology Co (301081) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥1.07 versus a price of ¥12.18, about −91% (overvalued).
What is the fair value of 301081?
Our model-based fair value for Yanpai Filtration Technology Co is ¥1.07 (as of Aug 13, 2026), built from audited fundamentals. The current price is ¥12.18.
What is the quality score of 301081?
Yanpai Filtration Technology Co has a Quality Score of 30/100. 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 Yanpai Filtration Technology Co (301081)?
Yanpai Filtration Technology Co reported trailing-twelve-month revenue of about 954M CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 301081?
The net profit margin of Yanpai Filtration Technology Co is about 0.9%, meaning it keeps roughly 0.9% of revenue as net income. Based on the latest reported figures.
Does Yanpai Filtration Technology Co pay a dividend?
Yanpai Filtration Technology Co currently shows a dividend yield of about 0.32% relative to its recent price (as of Aug 13, 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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