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Langfang Development Co (600149) Fair Value & Analysis

Technology · CN · Market cap 1.8B CNY

LD Langfang Development Co 600149 · SHG
Price¥4.92
Fair Value¥0.8500
Upside-82.7%
Quality58/100
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Weak Growth
Thin margins · 8.0% net margin
Low debt · generates free cash flow
Trails peers (5/13)
Moderate moat 58/100
Evidence: Medium Range ¥0.6400 – ¥1.06 Share as image

Fair value as of: Aug 6, 2026

From 26 valuation models · updated 4 days ago

Share price +6.0% over the past month.

A solid business, but screening 83% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥1.06). The favourable scenario is already priced in.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥7.41 ¥3.07 Fair Value ¥0.8500 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 ¥3.07 – ¥7.41 · fair‑value band ¥0.6400 – ¥1.06 · the ¥4.92 price screens above the ¥0.8500 fair value. Dashed = 300-day average. As of Aug 6, 2026.

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Analysis

Langfang Development Co (600149) currently trades at ¥4.92, while our model-based Fair Value estimate is ¥0.8500, implying the stock looks roughly 82.7% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Technology 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, Langfang Development Co generated revenue of 200M CNY at a net margin of 8.0%. Revenue grew 0.3% year over year. It earns a return on equity of 10.9%. The balance sheet holds a net cash position of 215M CNY. Fundamentals as of Aug 6, 2026

Our scenario range runs from ¥0.6400 (bear case) to ¥1.06 (bull case); at ¥4.92, 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 36% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -33% fair-value upside, at -83%, 600149 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ¥1.43 ¥1.99 ¥2.83 80
Residual Income ¥0.4800 ¥0.4800 ¥0.4600 76
Rev-Margin DCF ¥1.31 ¥1.85 ¥2.56 74
All 26 models by family
DCF Models
FCF DCF ¥1.45 ¥2.11 ¥3.19 38
Owner Earnings ¥0.8600 ¥1.06 ¥1.40 31
5Y Revenue Exit ¥1.31 ¥1.86 ¥2.61 39
5Y EBITDA Exit ¥2.01 ¥3.34 ¥5.08 41
5Y P/E Exit ¥1.27 ¥1.77 ¥2.34 38
10Y Revenue Exit ¥1.33 ¥1.85 ¥2.66 36
10Y EBITDA Exit ¥1.78 ¥2.86 ¥4.62 37
10Y P/E Exit ¥1.33 ¥1.79 ¥2.45 35
Earnings-Based
Graham-Dodd ¥0.2800 ¥1.45 ¥2.01 54
Lynch FV ¥0.4000 ¥0.5700 ¥0.7400 50
PEG = 1.0 ¥0.4000 ¥0.5700 ¥0.7400 46
EPV ¥1.38 ¥1.49 ¥1.58 59
Dividend Discount
Gordon GGM ¥0.0400 ¥0.0800 ¥0.1100 70
DDM Multi-Stage ¥0.0400 ¥0.0700 ¥0.0800 61
Multiples
P/E Multiple ¥0.6400 ¥0.8500 ¥1.06 63
P/S Multiple ¥0.5200 ¥0.6900 ¥0.8600 58
P/B Multiple ¥0.5200 ¥0.6900 ¥0.8600 55
EV/EBIT ¥2.22 ¥2.77 ¥3.31 53
EV/EBITDA ¥2.46 ¥3.09 ¥3.72 54
EV/Revenue ¥1.25 ¥1.53 ¥1.82 43
Asset-Based
NCAV (Graham) ¥0.3300 ¥0.4400 ¥0.6500 50
Growth DCF
Growth DCF ¥1.43 ¥1.99 ¥2.83 80
Rev-Margin DCF ¥1.31 ¥1.85 ¥2.56 74
Economic Profit
Residual Income ¥0.4800 ¥0.4800 ¥0.4600 76
ROIC Compounder ¥1.42 ¥1.56 ¥1.71 72
Growth Earnings
Growth-Adj P/E ¥0.5900 ¥0.8500 ¥1.10 68

Widest divergence: DCF Models (¥1.85) versus Dividend Discount (¥0.0700). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 200M CNY
Revenue growth (YoY) +0.3%
Net margin 8.0%
Return on equity 10.9%
Free cash flow 29.5M CNY FY2025
P/E ratio 120.0
More key figures
Operating margin 31.9%
EPS (TTM) ¥0.0400
EPS growth (YoY) +5.3%
Net cash 215M CNY FY2024

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

Quality Score breakdown

Overall quality 58/100

Of which business quality 58 · Market factors (momentum, volatility) 36

Profitability 28
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 72
Earnings quality: real cash, not paper profit
Fin. Strength 85
Balance sheet, leverage, solvency risk
Investment 50
Disciplined investing over empire-building
Low Volatility 70
Calm price path (market factor)
Momentum 21
Price trend over the last 3–12 months (market factor)
52W Momentum 21
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

Langfang Development Co., Ltd. provides electronic products and network technology services in China. The company also offers heating and steam services for residents, and commercial and industrial users; real estate consulting; business management consulting; and interior decoration and design services.

Full company description

Langfang Development Co., Ltd. provides electronic products and network technology services in China. The company also offers heating and steam services for residents, and commercial and industrial users; real estate consulting; business management consulting; and interior decoration and design services. In addition, it engages in the development and operation of real estate properties; manufacture of refrigeration and air-conditioning equipment; and planning, design, construction, and operation of thermal systems. The company was formerly known as C&T Technology Development CO., LTD and changed its name to Langfang Development Co., Ltd. Langfang Development Co., Ltd. was founded in 1958 and is based in Langfang, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Langfang Development Co reported revenue of ¥200M in FY2025 versus ¥221M in FY2021, a compound −2.4%/yr. Reported net income was ¥15.4M in FY2025, compounding +65.9%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
200M CNY
Latest YoY
−49.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.3%
Avg. growth/yr (29Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.0%
Revenue −2.4%/yr
FY21 ¥221M
FY22 ¥213M
FY23 ¥195M
FY24 ¥396M
FY25 ¥200M
Net income +65.9%/yr
FY21 ¥2.0M
FY22 −¥8.4M
FY23 −¥14.9M
FY24 ¥84.9M
FY25 ¥15.4M

600149 screens 83% overvalued. Compare with TD SYNNEX Corporation →

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Cite: Fair Value Calculator (2026). "Langfang Development Co Fair Value". https://www.fairvalue-calculator.com/stock/600149

Peer Group

Electronics & Computer Distribution · 151 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 58 · Above median
Fair Value upside −83% · Bottom 25%
Return on equity (TTM) 11% · Above median
Return on assets 5% · Above median
Net margin (TTM) 8% · Top 25%
Operating margin (TTM) 32% · Top 25%
Revenue growth 0% · Below median
Debt / equity 0.09× · Higher than median

Valuation Multiples vs Electronics & Computer Distribution median · lower = cheaper

P/E (TTM) 120.0× · Pricier than 75% of peers
P/B 7.37× · Pricier than 75% of peers
P/S (TTM) 9.11× · Pricier than 75% of peers
P/FCF 9.2× · Pricier than 75% of peers
EV/EBITDA 22.6× · Pricier 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 0 · sector 14
FUTURE 2 · sector 57
PAST 43 · sector 36
HEALTH 96 · sector 98
DIVIDEND 0 · sector 39

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.

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 Electronics & Computer Distribution stocks, each showing price versus our Fair Value estimate (as of Aug 6, 2026).

Stock Price Fair Value vs Fair Value
TD SYNNEX Corporation SNX $251.52 $207.02 -18%
Unisplendour Corporation 000938 ¥38.59 ¥11.79 -69%
Rexel S.A RXL €38.59 €33.31 -14%
Arrow Electronics, Inc ARW $204.10 $115.40 -43%
Avnet, Inc AVT $87.13 $58.57 -33%
WPG Holdings 3702 106.50 TWD 102.31 TWD -4%
Shenzhen Huaqiang Industry Co 000062 ¥22.37 ¥7.52 -66%
Synnex Technology International Corporation 2347 85.30 TWD 86.30 TWD +1%
Nanjing Sunlord Electronics Corporation 300975 ¥37.37 ¥8.60 -77%
Beijing Tricolor Technology Co 603516 ¥106.52 ¥23.39 -78%

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Frequently asked questions

Is Langfang Development Co (600149) overvalued or undervalued?
As of Aug 6, 2026, our model estimates a fair value of ¥0.8500 versus a price of ¥4.92, about −83% (overvalued).
What is the fair value of 600149?
Our model-based fair value for Langfang Development Co is ¥0.8500 (as of Aug 6, 2026), built from audited fundamentals. The current price is ¥4.92.
What is the quality score of 600149?
Langfang Development Co has a Quality Score of 58/100. 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 Langfang Development Co (600149)?
Langfang Development Co reported trailing-twelve-month revenue of about 200M CNY (latest available figure, as of Aug 6, 2026).
What is the net profit margin of 600149?
The net profit margin of Langfang Development Co is about 8.0%, meaning it keeps roughly 8.0% 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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