Sichuan Qiaoyuan Gas Co (301286) Fair Value & Analysis
Utilities · CN · Market cap 24.4B CNY
Fair value as of: Aug 13, 2026
From 24 valuation models · updated today
Fair value updated Aug 13, 2026, revised from ¥9.43 to ¥8.87 (−5.9%) since Jul 9, 2026. Share price −10.8% over the past month.
A solid business, but screening 79% overvalued on our models.
What matters now
- A high-quality business (quality 71/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case (¥12.34). The favourable scenario is already priced in.
- A fairly wide model range (¥5.89 to ¥12.34) leaves room in how you read the outcome.
Price vs Fair Value (4 years)
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
50‑month range ¥16.89 – ¥65.88 · fair‑value band ¥5.89 – ¥12.34 · the ¥42.08 price screens above the ¥8.87 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Sichuan Qiaoyuan Gas Co (301286) currently trades at ¥42.08, while our model-based Fair Value estimate is ¥8.87, implying the stock looks roughly 78.9% overvalued today. The Quality Score stands at 71/100 (solid quality), in the Utilities 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).
Over the trailing twelve months, Sichuan Qiaoyuan Gas Co generated revenue of 1.1B CNY at a net margin of 21.7%. Revenue grew 7.5% year over year. It earns a return on equity of 12.4%. Net debt stands at 222M CNY. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥5.89 (bear case) to ¥12.34 (bull case); at ¥42.08, 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 38% below its 52-week high and 79% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at 2% fair-value upside, at -79%, 301286 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.
All 24 models by family
Widest divergence: Multiples (¥9.87) versus Asset-Based (¥3.29). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 45
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
Sichuan Qiaoyuan Gas Co.,Ltd. researches and develops, produces, sells, and services of high-purity gases in China. The company offers oxygen, nitrogen, argon gas, medical oxygen, food nitrogen, industrial oxygen, carbon dioxide, hydrogen, various electronic gases, and mixed gases, etc.
Full company description
Sichuan Qiaoyuan Gas Co.,Ltd. researches and develops, produces, sells, and services of high-purity gases in China. The company offers oxygen, nitrogen, argon gas, medical oxygen, food nitrogen, industrial oxygen, carbon dioxide, hydrogen, various electronic gases, and mixed gases, etc. It also involved in production and operation of hazardous chemicals, production of food additives, production, wholesale, and retail of medicines; production, retail, and wholesale of pharmaceuticals; manufacturing of basic chemical raw materials; manufacturing of metal structures; sales of instruments and meters; and sales of mechanical equipment and leasing of mechanical equipment. The company's products are used in metallurgy, chemical industry, military industry, medical treatment, food, new energy, semiconductors, electronic information, biomedicine, and new materials. Sichuan Qiaoyuan Gas Co.,Ltd. was founded in 2002 and is headquartered in Chengdu, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sichuan Qiaoyuan Gas Co reported revenue of ¥1.1B in FY2025 versus ¥833M in FY2021, a compound +6.7%/yr. Reported net income was ¥232M in FY2025, compounding +6.5%/yr from FY2021.
301286 screens 79% overvalued. Compare with Naturgy Energy Group →
Peer Group
Utilities - Regulated Gas · 104 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.
Valuation Multiples vs Utilities - Regulated Gas median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Utilities - Regulated Gas stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Naturgy Energy Group NTGY | €28.94 | €31.58 | +9% |
| Atmos Energy Corporation ATO | $169.59 | $85.67 | -49% |
| NiSource Inc NI | $42.01 | $28.59 | -32% |
| Uniper SE UN0 | €47.45 | €48.32 | +2% |
| The Hong Kong and China Gas Company 0003 | HK$6.76 | HK$4.79 | -29% |
| GAIL (India) Limited GAIL | ₹177.95 | ₹130.21 | -27% |
| Adani Total Gas Limited ATGL | ₹660.35 | ₹101.36 | -85% |
| ENN Natural Gas Co 600803 | ¥17.32 | ¥25.71 | +48% |
| ENN Energy Holdings 2688 | HK$47.16 | HK$107.98 | +129% |
| China Suntien Green Energy Corporation 600956 | ¥7.26 | ¥7.37 | +2% |
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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.
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