Soho Holly Corporation (600128) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 2.0B CNY
Fair value as of: Aug 6, 2026
From 26 valuation models · updated 4 days ago
Share price +6.2% over the past month.
A solid business, but screening 49% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥5.27). The favourable scenario is already priced in.
- Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
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 ¥5.64 – ¥14.00 · fair‑value band ¥3.16 – ¥5.27 · the ¥8.28 price screens above the ¥4.22 fair value. Dashed = 300-day average. As of Aug 6, 2026.
Analysis
Soho Holly Corporation (600128) currently trades at ¥8.28, while our model-based Fair Value estimate is ¥4.22, implying the stock looks roughly 49.0% overvalued today. The Quality Score stands at 54/100 (solid quality), in the Consumer Cyclical 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, Soho Holly Corporation generated revenue of 7.2B CNY at a net margin of 0.8%. Revenue declined 27.3% year over year. It earns a return on equity of 2.7%. The balance sheet holds a net cash position of 283M CNY. Fundamentals as of Aug 6, 2026
Our scenario range runs from ¥3.16 (bear case) to ¥5.27 (bull case); at ¥8.28, 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 37% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -24% fair-value upside, at -49%, 600128 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 26 models by family
Widest divergence: DCF Models (¥11.25) versus Earnings-Based (¥1.47). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 6, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 31
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
Soho Holly Corporation engages in export, import, and domestic trading business in Mainland China. It offers toys, such as plush toys, stuffed animals, intelligent toys, and dolls; pet supplies, including toys, clothes, bed, bowls and feeders, cage, cleaning, tracker, furniture and accessories, harness, collars and leashes, and mat; and home supplies …
Full company description
Soho Holly Corporation engages in export, import, and domestic trading business in Mainland China. It offers toys, such as plush toys, stuffed animals, intelligent toys, and dolls; pet supplies, including toys, clothes, bed, bowls and feeders, cage, cleaning, tracker, furniture and accessories, harness, collars and leashes, and mat; and home supplies comprising bamboo and wooden products, bags and cases, basketry, and household utensils. The company also provides hardware and tools that includes personal protective equipment, electrical equipment, tool sets, motorcycle accessories, hose reel, garage trolley and stool, and garden tools; apparel and accessories, such as hats and caps, scarf, gloves, and socks; mechanical equipment; and sports and entertainment. In addition, it involved in construction and installation industry; and offers trade, decoration engineering services. The company markets its products under the Artall brand name. Soho Holly Corporation was formerly known as Jiangsu Holly Corporation and changed its name to Soho Holly Corporation in June 2023. Soho Holly Corporation was founded in 1979 and is based in Nanjing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Soho Holly Corporation reported revenue of ¥7.7B in FY2025 versus ¥5.3B in FY2021, a compound +9.8%/yr. Reported net income was ¥48.3M in FY2025, compounding +9.8%/yr from FY2021.
of which total revenue +6.4 pp · buybacks/dilution +0.0 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
600128 screens 49% overvalued. Compare with Casey's General Stores, Inc →
Peer Group
Specialty Retail · 221 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 Specialty Retail 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 Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Aug 6, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Casey's General Stores, Inc CASY | $827.04 | $405.44 | -51% |
| Williams-Sonoma, Inc WSM | $222.84 | $164.16 | -26% |
| Ulta Beauty, Inc ULTA | $479.57 | $488.39 | +2% |
| DICK'S Sporting Goods, Inc DKS | $208.89 | $181.10 | -13% |
| Best Buy Co BBY | $83.98 | $109.12 | +30% |
| China Tourism Group 601888 | ¥52.90 | ¥40.40 | -24% |
| Tractor Supply Company TSCO | $31.01 | $35.52 | +15% |
| Murphy USA Inc MUSA | $618.57 | $423.35 | -32% |
| Five Below, Inc FIVE | $197.71 | $117.29 | -41% |
| Taiwan Mobile Co 3045 | 110.50 TWD | 80.98 TWD | -27% |
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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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