CAC Nantong Chemical Co (301665) Fair Value & Analysis
Basic Materials · CN · Market cap 10.1B CNY
Fair value as of: Jul 9, 2026
From 15 valuation models · updated 32 days ago
Share price −5.8% over the past month.
Below-average quality, and screening another 22% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥22.00). The favourable scenario is already priced in.
- Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (16 months)
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
16‑month range ¥20.96 – ¥38.56 · fair‑value band ¥12.70 – ¥22.00 · the ¥22.54 price screens above the ¥17.60 fair value. Dashed = 300-day average. As of Jul 9, 2026.
Analysis
CAC Nantong Chemical Co (301665) currently trades at ¥22.54, while our model-based Fair Value estimate is ¥17.60, implying the stock looks roughly 21.9% overvalued today. The Quality Score stands at 49/100 (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, CAC Nantong Chemical Co generated revenue of 5.7B CNY at a net margin of 9.1%. Revenue grew 33.4% year over year. It earns a return on equity of 16.9%. Net debt stands at 201M CNY. Fundamentals as of Jul 9, 2026
Our scenario range runs from ¥12.70 (bear case) to ¥22.00 (bull case); at ¥22.54, 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 32% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -13% fair-value upside, at -22%, 301665 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 15 models by family
Widest divergence: Growth Earnings (¥21.34) versus DCF Models (¥2.84). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 26
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
CAC Nantong Chemical Co., Ltd. engages in the research and development, production, and sale of pesticide products and functional chemicals in China, South America, North America, the Southeast Asia, Europe, and internationally.
Full company description
CAC Nantong Chemical Co., Ltd. engages in the research and development, production, and sale of pesticide products and functional chemicals in China, South America, North America, the Southeast Asia, Europe, and internationally. It offers 2,4-D, an herbicide in the phenoxy acetic acid; Chlorothalonil, a protective fungicide; Azoxystrobin, a strobilurin fungicide; and Thiocarbamate herbicides. The company was founded in 1992 and is based in Nantong, China. CAC Nantong Chemical Co., Ltd. is a subsidiary of Tahoe Group Co., Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
CAC Nantong Chemical Co reported revenue of ¥5.4B in FY2025 versus ¥3.6B in FY2021, a compound +10.7%/yr. Reported net income was ¥466M in FY2025, compounding +4.0%/yr from FY2021.
301665 screens 22% overvalued. Compare with Corteva, Inc →
Peer Group
Agricultural Inputs · 179 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 Agricultural Inputs 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.
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 Agricultural Inputs stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Corteva, Inc CTVA | $86.07 | $27.81 | -68% |
| Nutrien Ltd NTR | C$94.23 | C$81.69 | -13% |
| Qinghai Salt Lake Industry Co 000792 | ¥24.93 | ¥21.26 | -15% |
| CF Industries Holdings CF | $119.19 | $161.00 | +35% |
| SABIC Agri-Nutrients Company 2020 | 122.90 SAR | 127.31 SAR | +4% |
| Yara International ASA YAR | kr 451.30 | kr 67.25 | -85% |
| Yunnan Yuntianhua Co 600096 | ¥30.17 | ¥42.12 | +40% |
| Asia-potash International Investment (Guangzhou)Co.,Ltd., 000893 | ¥42.59 | ¥38.01 | -11% |
| Coromandel International Limited COROMANDEL | ₹2,034 | ₹1,129 | -44% |
| UPL Limited UPL | ₹594.75 | ₹387.06 | -35% |
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Frequently asked questions
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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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