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China Railway Tielong Container Logistics Co (600125) Fair Value & Analysis

Industrials · CN · Market cap 7.2B CNY

CR China Railway Tielong Container Logistics Co 600125 · SHG
Price¥5.44
Fair Value¥4.88
Upside-10.2%
Quality62/100
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Mixed Growth
Thin margins · 4.7% net margin
Low debt · generates free cash flow
2.18% dividend yield
Ranks above peers (11/15)
Narrow moat 39/100
Evidence: High Range ¥3.61 – ¥6.10 Share as image

Fair value as of: Aug 6, 2026

From 26 valuation models · updated 4 days ago

Fair value updated Aug 6, 2026, revised from ¥8.45 to ¥4.88 (−42.2%) since Jul 11, 2026. Share price +3.6% over the past month.

A solid business, but screening 10% overvalued on our models.

What matters now

  • Our model range runs from ¥3.61 (bear) to ¥6.10 (bull), base ¥4.88. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 62/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

¥7.16 ¥4.38 Fair Value ¥4.88 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 6, 2026.

How to read this chart

60‑month range ¥4.38 – ¥7.16 · fair‑value band ¥3.61 – ¥6.10 · the ¥5.44 price screens above the ¥4.88 fair value. Dashed = 300-day average. As of Aug 6, 2026.

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Analysis

China Railway Tielong Container Logistics Co (600125) currently trades at ¥5.44, while our model-based Fair Value estimate is ¥4.88, implying the stock looks roughly 10.2% overvalued today. The Quality Score stands at 62/100 (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: high).

Over the trailing twelve months, China Railway Tielong Container Logistics Co generated revenue of 11.5B CNY at a net margin of 4.6%. Revenue grew 0.7% year over year. It earns a return on equity of 7.0%. The balance sheet holds a net cash position of 1.9B CNY. Fundamentals as of Aug 6, 2026

Our scenario range runs from ¥3.61 (bear case) to ¥6.10 (bull case); at ¥5.44, the current price sits within 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 24% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -28% fair-value upside, at -10%, 600125 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 ¥5.49 ¥8.66 ¥13.81 80
Residual Income ¥4.65 ¥4.85 ¥5.07 76
Rev-Margin DCF ¥6.17 ¥10.21 ¥15.48 74
All 26 models by family
DCF Models
FCF DCF ¥5.55 ¥9.08 ¥15.08 38
Owner Earnings ¥8.38 ¥14.18 ¥24.02 31
5Y Revenue Exit ¥6.17 ¥10.35 ¥16.10 39
5Y EBITDA Exit ¥8.31 ¥14.80 ¥23.09 41
5Y P/E Exit ¥6.49 ¥11.02 ¥16.25 38
10Y Revenue Exit ¥5.73 ¥9.58 ¥15.65 36
10Y EBITDA Exit ¥7.30 ¥12.79 ¥21.43 37
10Y P/E Exit ¥6.12 ¥10.07 ¥15.77 35
Earnings-Based
Graham-Dodd ¥2.73 ¥13.16 ¥18.12 54
Lynch FV ¥3.51 ¥5.02 ¥6.52 50
PEG = 1.0 ¥3.51 ¥5.02 ¥6.52 46
EPV ¥5.13 ¥5.77 ¥6.31 59
Dividend Discount
Gordon GGM ¥1.20 ¥2.39 ¥3.61 70
DDM Multi-Stage ¥1.20 ¥2.06 ¥2.52 61
Multiples
P/E Multiple ¥6.33 ¥8.45 ¥10.56 63
P/S Multiple ¥5.13 ¥6.84 ¥8.55 58
P/B Multiple ¥5.13 ¥6.84 ¥8.55 55
EV/EBIT ¥8.71 ¥11.25 ¥13.78 53
EV/EBITDA ¥10.39 ¥13.48 ¥16.57 54
EV/Revenue ¥6.54 ¥8.86 ¥11.19 43
Asset-Based
NCAV (Graham) ¥2.92 ¥3.91 ¥5.84 50
Growth DCF
Growth DCF ¥5.49 ¥8.66 ¥13.81 80
Rev-Margin DCF ¥6.17 ¥10.21 ¥15.48 74
Economic Profit
Residual Income ¥4.65 ¥4.85 ¥5.07 76
ROIC Compounder ¥5.13 ¥5.77 ¥6.97 72
Growth Earnings
Growth-Adj P/E ¥5.48 ¥7.84 ¥10.19 68

Widest divergence: DCF Models (¥10.35) versus Dividend Discount (¥2.06). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 11.4B CNY
Revenue growth (YoY) -4.6%
Net margin 4.7%
Return on equity 7.0%
Free cash flow 466M CNY FY2025
P/E ratio 13.4
More key figures
Operating margin 11.4%
EPS (TTM) ¥0.4100
Dividend yield 2.2%
EPS growth (YoY) +7.1%
Net cash 1.9B CNY FY2024

Figures from reported company fundamentals · as of Aug 6, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 62 · Market factors (momentum, volatility) 43

Profitability 41
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 43
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 92
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 82
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 Railway Tielong Container Logistics Co., Ltd. provides railway transportation services in China and internationally. The company offers railway special container logistics services, such as transportation of steel, grain, ore, cement, cold and liquid chemicals, and other transportation services.

Full company description

China Railway Tielong Container Logistics Co., Ltd. provides railway transportation services in China and internationally. The company offers railway special container logistics services, such as transportation of steel, grain, ore, cement, cold and liquid chemicals, and other transportation services. It also offers railway freight, port logistics, warehousing, and freight forwarding services. In addition, the company is involved in real estate development activities, logistics and supply chain operations, and consulting services. China Railway Tielong Container Logistics Co., Ltd. was founded in 1993 and is headquartered in Dalian, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

China Railway Tielong Container Logistics Co reported revenue of ¥11.5B in FY2025 versus ¥17.9B in FY2021, a compound −10.5%/yr. Reported net income was ¥525M in FY2025, compounding +11.7%/yr from FY2021.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
11.5B CNY
Avg. growth/yr (3Y)
−10.1%
Avg. growth/yr (5Y)
−4.5%
Avg. growth/yr (29Y)
+16.6%
Revenue −10.5%/yr
FY21 ¥17.9B
FY22 ¥12.0B
FY23 ¥14.7B
FY24 ¥13.0B
FY25 ¥11.5B
Net income +11.7%/yr
FY21 ¥337M
FY22 ¥337M
FY23 ¥471M
FY24 ¥382M
FY25 ¥525M

600125 screens 10% overvalued. Compare with Union Pacific Corporation →

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Cite: Fair Value Calculator (2026). "China Railway Tielong Container Logistics Co Fair Value". https://www.fairvalue-calculator.com/stock/600125

Peer Group

Railroads · 111 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 62 · Top 25%
Fair Value upside −10% · Below median
Return on equity (TTM) 7% · Below median
Return on assets 5% · Above median
Net margin (TTM) 5% · Below median
Operating margin (TTM) 11% · Above median
Revenue growth -5% · Bottom 25%
Dividend yield (TTM) 2.2% · Above median
Debt / equity 0.07× · Lower than median

Valuation Multiples vs Railroads median · lower = cheaper

P/E (TTM) 13.4× · Cheaper than median
P/B 0.94× · Cheaper than median
P/S (TTM) 0.63× · Cheaper than median
P/FCF 2.3× · Cheaper than median
EV/EBITDA 4.7× · Cheaper than median
PEG 0.55× · 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.

VALUE 20 · sector 28
FUTURE 0 · sector 20
PAST 28 · sector 31
HEALTH 97 · sector 88
DIVIDEND 44 · sector 41

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 Railroads stocks, each showing price versus our Fair Value estimate (as of Aug 6, 2026).

Stock Price Fair Value vs Fair Value
Union Pacific Corporation UNP $301.75 $144.60 -52%
CSX Corporation CSX $49.41 $12.85 -74%
Canadian Pacific Kansas City Limited CP $92.91 $35.00 -62%
Canadian National Railway Company CNI $128.22 $92.63 -28%
Norfolk Southern Corporation NSC $327.47 $117.90 -64%
Westinghouse Air Brake Technologies Corporation WAB $259.71 $144.80 -44%
Beijing-Shanghai High-Speed Railway Co 601816 ¥4.82 ¥5.65 +17%
CRRC Corporation 601766 ¥5.65 ¥9.53 +69%
Daqin Railway Co 601006 ¥4.85 ¥6.24 +29%
Hyundai Rotem Company 064350 167,700 KRW 125,182 KRW -25%

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Frequently asked questions

Is China Railway Tielong Container Logistics Co (600125) overvalued or undervalued?
As of Aug 6, 2026, our model estimates a fair value of ¥4.88 versus a price of ¥5.44, about −10% (overvalued).
What is the fair value of 600125?
Our model-based fair value for China Railway Tielong Container Logistics Co is ¥4.88 (as of Aug 6, 2026), built from audited fundamentals. The current price is ¥5.44.
What is the quality score of 600125?
China Railway Tielong Container Logistics Co has a Quality Score of 62/100. 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 China Railway Tielong Container Logistics Co (600125)?
China Railway Tielong Container Logistics Co reported trailing-twelve-month revenue of about 11.5B CNY (latest available figure, as of Aug 6, 2026).
What is the net profit margin of 600125?
The net profit margin of China Railway Tielong Container Logistics Co is about 4.6%, meaning it keeps roughly 4.6% 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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