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Xinxiang Tianli Energy Co. Ltd. A (301152) Fair Value & Analysis

Industrials · CN · Market cap 3.2B CNY

XT Xinxiang Tianli Energy Co. Ltd. A 301152 · SHE
Price¥23.32
Fair Value¥2.47
Upside-89.4%
Quality56/100

Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.

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Strengths

Low debt · generates free cash flow

Risks

!Trades 844% ABOVE our fair value of ¥2.47
!Mixed Growth (revenue 5y +12.1 %/yr)
!Loss-making · -6.7% net margin
!Trails peers (5/13)
Mixed Growth (revenue 5y +12.1 %/yr)
Loss-making · -6.7% net margin
Low debt · generates free cash flow
Trails peers (5/13)
Narrow moat 8/100
Evidence: Medium Range ¥1.31 – ¥3.62 Share as image

Fair value as of: Aug 23, 2026

From 10 valuation models · updated 2 days ago

Share price +22.0% over the past month.

A solid business, but trading 844% above our fair value.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits above even our optimistic bull case (¥3.62). The favourable scenario is already priced in.
  • The model range is unusually wide (¥1.31 to ¥3.62). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (4 years)

¥68.22 ¥18.26 Fair Value ¥2.47 Aug 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.

How to read this chart

48‑month range ¥18.26 – ¥68.22 · fair‑value band ¥1.31 – ¥3.62 · the ¥23.32 price screens above the ¥2.47 fair value. Dashed = 300-day average. As of Aug 23, 2026.

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Analysis

Xinxiang Tianli Energy Co. Ltd. A (301152) currently trades at ¥23.32, while our model-based Fair Value estimate is ¥2.47, implying the stock looks roughly 89.4% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Industrials 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, Xinxiang Tianli Energy Co. Ltd. A generated revenue of 2.3B CNY at a net margin of -6.7%. Revenue grew 23.3% year over year. It earns a return on equity of -12.7%. Net debt stands at 256M CNY. Fundamentals as of Aug 23, 2026

Our scenario range runs from ¥1.31 (bear case) to ¥3.62 (bull case); at ¥23.32, 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 46% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -44% fair-value upside, at -89%, 301152 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 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
Growth DCF ¥4.53 ¥8.29 ¥15.54 80
Rev-Margin DCF ¥3.47 ¥6.88 ¥12.12 74
EV/EBITDA ¥3.40 ¥4.55 ¥5.71 54
All 10 models by family
DCF Models
FCF DCF ¥4.81 ¥7.55 ¥15.88 38
5Y Revenue Exit ¥3.47 ¥6.12 ¥11.43 39
5Y EBITDA Exit ¥3.78 ¥6.77 ¥12.38 41
10Y Revenue Exit ¥3.74 ¥7.60 ¥11.05 36
10Y EBITDA Exit ¥4.07 ¥8.20 ¥15.83 37
Multiples
EV/EBITDA ¥3.40 ¥4.55 ¥5.71 54
EV/Revenue ¥2.76 ¥3.98 ¥5.19 43
Asset-Based
NCAV (Graham) ¥5.05 ¥6.77 ¥10.10 50
Growth DCF
Growth DCF ¥4.53 ¥8.29 ¥15.54 80
Rev-Margin DCF ¥3.47 ¥6.88 ¥12.12 74

Widest divergence: DCF Models (¥7.55) versus Multiples (¥3.98). Highest evidence: Growth DCF (80).

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Key figures & financial health

P/S ratio 1.38 TTM
Net margin -6.7% TTM
Return on equity -12.7% TTM
Return on assets -0.4% TTM
Operating margin 3.0% TTM
EPS (TTM) ¥-1.30
More key figures
Growth
Revenue (TTM) 2.3B CNY TTM
Revenue growth (YoY) +23.3% 3y avg -5.6%
Balance sheet & cash flow
Free cash flow 36.9M CNY FY2025
Net debt 256M CNY FY2025 · ≈ 6.9 yrs of FCF

Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 55 · Market factors (momentum, volatility) 18

Profitability 14
Margins and returns on capital today
Quality Growth 100
Are margins and returns improving?
Cashflow 40
Earnings quality: real cash, not paper profit
Fin. Strength 51
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 36
Calm price path (market factor)
Momentum 12
Price trend over the last 3–12 months (market factor)
52W Momentum 8
Distance to the 52-week high (market factor)
Net Issuance 62
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Tianli Lithium Energy Group Co., Ltd. engages in the research and development, production, and sale of ternary cathode materials for lithium batteries in China. The company offers ternary precursors, ternary materials, lithium iron phosphate, lithium nickel cobalt manganese oxide, lithium carbonate and other lithium battery materials.

Full company description

Tianli Lithium Energy Group Co., Ltd. engages in the research and development, production, and sale of ternary cathode materials for lithium batteries in China. The company offers ternary precursors, ternary materials, lithium iron phosphate, lithium nickel cobalt manganese oxide, lithium carbonate and other lithium battery materials. Its products have applications in the fields of electric vehicles, electric bicycles, mobile energy storage equipment and power tools. The company was formerly known as Xinxiang Tianli Energy Co., Ltd. Tianli Lithium Energy Group Co., Ltd. was founded in 2009 and is based in Xinxiang, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Xinxiang Tianli Energy Co. Ltd. A reported revenue of ¥2.2B in FY2025 versus ¥1.7B in FY2021, a compound +7.3%/yr. Reported net income was −¥201M in FY2025.

Growth Quality 58/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
2.2B CNY
Latest YoY
+25.7%
Avg. revenue 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.
−5.6%
Avg. revenue 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.
+12.1%
Avg. revenue growth/yr (12Y) 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.
+26.1%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +7.3%/yr
FY21 ¥1.7B
FY22 ¥2.6B
FY23 ¥2.4B
FY24 ¥1.8B
FY25 ¥2.2B
Net income
FY21 ¥84.9M
FY22 ¥131M
FY23 −¥502M
FY24 −¥429M
FY25 −¥201M

301152 screens 89% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "Xinxiang Tianli Energy Co. Ltd. A Fair Value". https://www.fairvalue-calculator.com/stock/301152

Peer Group

Electrical Equipment & Parts · 554 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 56 · Above median
Fair Value upside −89% · Bottom 25%
Return on assets -0% · Bottom 25%
Net margin (TTM) -7% · Bottom 25%
Operating margin (TTM) 3% · Below median
Revenue growth 23% · Above median
Dividend yield (TTM) 0.6% · Below median
Debt / equity 0.12× · Higher than median

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/B 0.39× · Cheaper than 75% of peers
P/S (TTM) 0.21× · Cheaper than 75% of peers
P/FCF 12.8× · Pricier than 75% of peers
EV/EBITDA 6.5× · Cheaper 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 57
PAST0 · sector 26
HEALTH94 · sector 97
DIVIDEND12 · sector 23

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

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Frequently asked questions

Is Xinxiang Tianli Energy Co. Ltd. A (301152) overvalued or undervalued?
As of Aug 23, 2026, our model estimates a fair value of ¥2.47 versus a price of ¥23.32, about −89% (overvalued).
What is the fair value of 301152?
Our model-based fair value for Xinxiang Tianli Energy Co. Ltd. A is ¥2.47 (as of Aug 23, 2026), built from audited fundamentals. The current price: ¥23.32.
What is the quality score of 301152?
Xinxiang Tianli Energy Co. Ltd. A has a Quality Score of 56/100. 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 Xinxiang Tianli Energy Co. Ltd. A (301152)?
Xinxiang Tianli Energy Co. Ltd. A reported trailing-twelve-month revenue of about 2.3B CNY (latest available figure, as of Aug 23, 2026).
What is the net profit margin of 301152?
The net profit margin of Xinxiang Tianli Energy Co. Ltd. A is about -6.7%, meaning it is currently running at a net loss. 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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