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China Eastern Airlines Corporation (600115) Fair Value & Analysis

Industrials · CN · Market cap 80.8B CNY

CE China Eastern Airlines Corporation 600115 · SHG
Price¥3.74
Fair Value¥14.20
Upside+279.7%
Quality37/100
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Mixed Growth
Thin margins · 0.7% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 26/100
Evidence: High Range ¥9.89 – ¥18.51 Share as image

Fair value as of: Jul 11, 2026

From 13 valuation models · updated 27 days ago

Fair value updated Jul 11, 2026, revised from ¥13.63 to ¥14.20 (+4.2%) since Jul 5, 2026.

Below-average quality, screening 280% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (37/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (¥9.89). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (¥9.89 to ¥18.51) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥6.39 ¥3.41 Fair Value ¥14.20 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range ¥3.41 – ¥6.39 · fair‑value band ¥9.89 – ¥18.51 · the ¥3.74 price screens below the ¥14.20 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

China Eastern Airlines Corporation (600115) currently trades at ¥3.74, while our model-based Fair Value estimate is ¥14.20, implying the stock looks roughly 279.7% undervalued today. We read business quality at 37/100 (below-average quality), in the Industrials 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, China Eastern Airlines Corporation generated revenue of 144B CNY at a net margin of 0.7%. Revenue grew 10.9% year over year. It earns a return on equity of 2.2%. Net debt stands at 67.2B CNY. Fundamentals as of Jul 11, 2026

Our scenario range runs from ¥9.89 (bear case) to ¥18.51 (bull case); at ¥3.74, the current price sits below 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 42% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 40% fair-value upside, at 280%, 600115 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 ¥7.51 ¥13.94 ¥24.46 80
Rev-Margin DCF ¥1.75 ¥3.02 ¥4.64 74
Gordon GGM ¥1.74 ¥3.62 ¥5.75 70
All 13 models by family
DCF Models
FCF DCF ¥7.49 ¥14.25 ¥25.44 38
Owner Earnings ¥0.4500 ¥2.23 ¥5.16 31
5Y Revenue Exit ¥1.75 ¥2.89 ¥4.17 39
5Y EBITDA Exit ¥8.98 ¥17.26 ¥27.39 41
10Y Revenue Exit ¥3.62 ¥5.27 ¥7.31 36
10Y EBITDA Exit ¥8.38 ¥15.59 ¥26.07 37
Dividend Discount
Gordon GGM ¥1.74 ¥3.62 ¥5.75 70
DDM Multi-Stage ¥1.74 ¥3.05 ¥3.80 61
Multiples
EV/EBIT ¥0.3800 53
EV/EBITDA ¥10.89 ¥15.20 ¥19.51 54
Asset-Based
NCAV (Graham) ¥0.8500 ¥1.15 ¥1.71 50
Growth DCF
Growth DCF ¥7.51 ¥13.94 ¥24.46 80
Rev-Margin DCF ¥1.75 ¥3.02 ¥4.64 74

Widest divergence: Multiples (¥15.20) versus Asset-Based (¥1.15). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 144B CNY
Revenue growth (YoY) +10.9%
Net margin 0.7%
Return on equity 2.2%
Free cash flow 17.1B CNY FY2025
Operating margin 5.6%
More key figures
EPS growth (YoY) +16.4%
Net debt 67.2B CNY FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 37/100

Of which business quality 37 · Market factors (momentum, volatility) 37

Profitability 12
Margins and returns on capital today
Quality Growth 57
Are margins and returns improving?
Cashflow 55
Earnings quality: real cash, not paper profit
Fin. Strength 4
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 23
Price trend over the last 3–12 months (market factor)
52W Momentum 19
Distance to the 52-week high (market factor)
Net Issuance 58
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

China Eastern Airlines Corporation Limited, together with its subsidiaries, engages in the civil aviation business in the People's Republic of China and internationally. It operates through Aviation Operations and Other segments.

Full company description

China Eastern Airlines Corporation Limited, together with its subsidiaries, engages in the civil aviation business in the People's Republic of China and internationally. It operates through Aviation Operations and Other segments. The company is involved in air passenger, cargo, mail and baggage transportation and related services; general aviation; aircraft maintenance; aircraft equipment manufacturing and maintenance; agency business for domestic and foreign airlines; import and export of industry-related materials, equipment and technology; tourism services; hotel business; and other businesses related to air transportation. It also provides Engineering services; aircraft training; research and development services for technologies and products in the aviation field; investment, leasing, and consulting services; e-commerce and ticketing agency; value-added telecommunications; and produces and sells of aviation gifts and other general merchandise. The company operated a fleet of 826 aircraft. China Eastern Airlines Corporation Limited was founded in 1957 and is headquartered in Shanghai, the People's Republic of China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

China Eastern Airlines Corporation reported revenue of ¥140B in FY2025 versus ¥67.1B in FY2021, a compound +20.2%/yr. Reported net income was −¥1.6B in FY2025.

Growth Quality 81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
140B CNY
Latest YoY
+5.9%
Avg. growth/yr (3Y)
+44.6%
Avg. growth/yr (5Y)
+19.0%
Avg. growth/yr (31Y)
+10.7%
Revenue +20.2%/yr
FY21 ¥67.1B
FY22 ¥46.3B
FY23 ¥114B
FY24 ¥132B
FY25 ¥140B
Net income
FY21 −¥12.2B
FY22 −¥37.4B
FY23 −¥8.2B
FY24 −¥4.2B
FY25 −¥1.6B

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Cite: Fair Value Calculator (2026). "China Eastern Airlines Corporation Fair Value". https://www.fairvalue-calculator.com/stock/600115

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Airlines · 60 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 37 · Below median
Return on equity (TTM) 2% · Below median
Return on assets 1% · Bottom 25%
Net margin (TTM) 1% · Below median
Operating margin (TTM) 6% · Below median
Revenue growth 11% · Above median
Debt / equity 1.39× · Higher than 75% of peers

Valuation Multiples vs Airlines median · lower = cheaper

P/B 0.32× · Cheaper than 75% of peers
P/S (TTM) 0.08× · Cheaper than 75% of peers
P/FCF 0.7× · Cheaper than median
EV/EBITDA 3.4× · Cheaper than 75% of peers
PEG 2.15× · 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 0 · sector 36
FUTURE 55 · sector 46
PAST 9 · sector 46
HEALTH 31 · sector 72
DIVIDEND 0 · sector 44

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 Airlines stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Delta Air Lines, Inc DAL $84.17 $118.24 +40%
United Airlines Holdings UAL $120.97 $175.62 +45%
Ryanair Holdings RYA €25.47 €41.26 +62%
Southwest Airlines Co LUV $47.56 $14.76 -69%
InterGlobe Aviation Limited INDIGO ₹5,249 ₹3,704 -29%
Singapore Airlines Limited C6L 7.60 SGD 7.89 SGD +4%
Air China Limited 601111 ¥5.97 ¥7.16 +20%
LATAM Airlines Group LTM $54.87 $106.79 +95%
Deutsche Lufthansa AG 1LHA €9.98 €15.60 +56%
China Southern Airlines Company 600029 ¥4.99 ¥1.28 -74%

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Frequently asked questions

Is China Eastern Airlines Corporation (600115) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of ¥14.20 versus a price of ¥3.74, about +280% (undervalued).
What is the fair value of 600115?
Our model-based fair value for China Eastern Airlines Corporation is ¥14.20 (as of Jul 11, 2026), built from audited fundamentals. The current price is ¥3.74.
What is the quality score of 600115?
China Eastern Airlines Corporation has a Quality Score of 37/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of China Eastern Airlines Corporation (600115)?
China Eastern Airlines Corporation reported trailing-twelve-month revenue of about 144B CNY (latest available figure, as of Jul 11, 2026).
What is the net profit margin of 600115?
The net profit margin of China Eastern Airlines Corporation is about 0.7%, meaning it keeps roughly 0.7% of revenue as net income. 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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