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Qian Jiang Water Resources Development Co (600283) Fair Value & Analysis

Utilities · CN · Market cap 4.5B CNY

QJ Qian Jiang Water Resources Development Co 600283 · SHG
Price¥7.88
Fair Value¥5.61
Upside-28.8%
Quality35/100
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Expensive Growth
Thin margins · 7.8% net margin
Moderate debt · negative free cash flow
3.12% dividend yield
Mixed vs. peers (6/13)
Narrow moat 42/100
Evidence: Medium Range ¥3.93 – ¥7.29 Share as image

Fair value as of: Aug 7, 2026

From 17 valuation models · updated yesterday

Share price −7.4% over the past month.

Below-average quality, and screening another 29% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥7.29). The favourable scenario is already priced in.
  • Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (¥3.93 to ¥7.29) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

¥14.94 ¥6.96 Fair Value ¥5.61 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 7, 2026.

How to read this chart

60‑month range ¥6.96 – ¥14.94 · fair‑value band ¥3.93 – ¥7.29 · the ¥7.88 price screens above the ¥5.61 fair value. Dashed = 300-day average. As of Aug 7, 2026.

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Analysis

Qian Jiang Water Resources Development Co (600283) currently trades at ¥7.88, while our model-based Fair Value estimate is ¥5.61, implying the stock looks roughly 28.8% overvalued today. We read business quality at 35/100 (below-average quality), in the Utilities 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, Qian Jiang Water Resources Development Co generated revenue of 2.6B CNY at a net margin of 7.8%. Revenue grew 5.6% year over year. It earns a return on equity of 7.2%. Net debt stands at 2.2B CNY. Fundamentals as of Aug 7, 2026

Our scenario range runs from ¥3.93 (bear case) to ¥7.29 (bull case); at ¥7.88, 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 26% below its 52-week high, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -10% fair-value upside, at -29%, 600283 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 BearBaseBull Evidence
Highest evidence
Residual Income ¥4.51 ¥4.74 ¥4.96 76
ROIC Compounder ¥3.12 ¥3.96 ¥4.69 72
Gordon GGM ¥3.69 ¥7.36 ¥11.14 70
All 17 models by family
DCF Models
Owner Earnings ¥1.91 ¥5.01 ¥10.14 31
Earnings-Based
Graham-Dodd ¥2.62 ¥11.87 ¥16.27 54
Lynch FV ¥3.10 ¥4.43 ¥5.76 50
PEG = 1.0 ¥3.10 ¥4.43 ¥5.76 46
EPV ¥3.12 ¥3.96 ¥4.69 59
Dividend Discount
Gordon GGM ¥3.69 ¥7.36 ¥11.14 70
DDM Multi-Stage ¥3.69 ¥6.36 ¥7.76 61
Multiples
P/E Multiple ¥5.78 ¥7.71 ¥9.63 63
P/S Multiple ¥4.91 ¥6.55 ¥8.19 58
P/B Multiple ¥4.91 ¥6.55 ¥8.19 55
EV/EBIT ¥7.88 ¥11.25 ¥14.62 53
EV/EBITDA ¥12.06 ¥16.82 ¥21.58 54
EV/Revenue ¥4.58 ¥7.50 ¥10.42 43
Asset-Based
NCAV (Graham) ¥2.80 ¥3.75 ¥5.60 50
Economic Profit
Residual Income ¥4.51 ¥4.74 ¥4.96 76
ROIC Compounder ¥3.12 ¥3.96 ¥4.69 72
Growth Earnings
Growth-Adj P/E ¥4.89 ¥6.98 ¥9.08 68

Widest divergence: Multiples (¥7.50) versus Asset-Based (¥3.75). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 2.6B CNY
Revenue growth (YoY) +5.6%
Net margin 7.8%
Return on equity 7.2%
Free cash flow −147M CNY FY2025
P/E ratio 19.9
More key figures
Operating margin 17.6%
EPS (TTM) ¥0.4000
Dividend yield 3.1%
EPS growth (YoY) -30.0%
Net debt 2.2B CNY FY2025

Figures from reported company fundamentals · as of Aug 7, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 35/100

Of which business quality 31 · Market factors (momentum, volatility) 41

Profitability 27
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 31
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 95
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 11
Distance to the 52-week high (market factor)
Net Issuance 19
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

Qian Jiang Water Resources Development Co.,Ltd, together with its subsidiaries, produces and supplies tap water in China. The company engages in the water production and supply industry, sewage treatment, and water-related supporting projects; construction and other related businesses.

Full company description

Qian Jiang Water Resources Development Co.,Ltd, together with its subsidiaries, produces and supplies tap water in China. The company engages in the water production and supply industry, sewage treatment, and water-related supporting projects; construction and other related businesses. It also operates water industry chain, including raw water, water transmission, water production, municipal water supply, sewage treatment, sludge disposal, and water-related chemicals; urban and rural water supply, water supply and drainage, construction and operation, and industrial park sewage treatment; as well as investment activities. Qian Jiang Water Resources Development Co.,Ltd, was founded in 1998 and is headquartered in Hangzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Qian Jiang Water Resources Development Co reported revenue of ¥2.6B in FY2025 versus ¥1.5B in FY2021, a compound +13.5%/yr. Reported net income was ¥216M in FY2025, compounding +9.4%/yr from FY2021.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.6B CNY
Latest YoY
+10.0%
Avg. growth/yr (3Y)
+11.8%
Avg. growth/yr (5Y)
+14.2%
Avg. growth/yr (28Y)
+12.0%
Revenue +13.5%/yr
FY21 ¥1.5B
FY22 ¥1.8B
FY23 ¥2.2B
FY24 ¥2.3B
FY25 ¥2.6B
Net income +9.4%/yr
FY21 ¥151M
FY22 ¥172M
FY23 ¥206M
FY24 ¥215M
FY25 ¥216M

600283 screens 29% overvalued. Compare with American Water Works Company →

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Cite: Fair Value Calculator (2026). "Qian Jiang Water Resources Development Co Fair Value". https://www.fairvalue-calculator.com/stock/600283

Peer Group

Utilities - Regulated Water · 67 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 35 · Bottom 25%
Fair Value upside −29% · Below median
Return on equity (TTM) 7% · Below median
Return on assets 2% · Below median
Net margin (TTM) 8% · Below median
Operating margin (TTM) 18% · Below median
Revenue growth 6% · Above median
Dividend yield (TTM) 3.1% · Above median
Debt / equity 0.62× · Lower than median

Valuation Multiples vs Utilities - Regulated Water median · lower = cheaper

P/E (TTM) 19.9× · Cheaper than median
P/B 1.42× · Pricier than median
P/S (TTM) 1.73× · Cheaper than median
EV/EBITDA 7.7× · 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 0 · sector 7
FUTURE 28 · sector 28
PAST 29 · sector 29
HEALTH 69 · sector 66
DIVIDEND 62 · sector 49

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 Utilities - Regulated Water stocks, each showing price versus our Fair Value estimate (as of Aug 7, 2026).

Stock Price Fair Value vs Fair Value
American Water Works Company AWK $134.33 $65.80 -51%
SBSP3 SBSP3 R$29.22 R$31.23 +7%
SBS SBS $5.79 $5.21 -10%
Essential Utilities, Inc WTRG $38.59 $21.81 -43%
CSMG3 CSMG3 R$66.10 R$60.17 -9%
Grandblue Environment Co 600323 ¥29.42 ¥33.29 +13%
American States Water Company AWR $85.01 $48.02 -44%
Chengdu Xingrong Environment Co 000598 ¥6.97 ¥10.74 +54%
California Water Service Group CWT $49.73 $33.56 -33%
Chongqing Water Group 601158 ¥4.12 ¥2.77 -33%

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Frequently asked questions

Is Qian Jiang Water Resources Development Co (600283) overvalued or undervalued?
As of Aug 7, 2026, our model estimates a fair value of ¥5.61 versus a price of ¥7.88, about −29% (overvalued).
What is the fair value of 600283?
Our model-based fair value for Qian Jiang Water Resources Development Co is ¥5.61 (as of Aug 7, 2026), built from audited fundamentals. The current price is ¥7.88.
What is the quality score of 600283?
Qian Jiang Water Resources Development Co has a Quality Score of 35/100. 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 Qian Jiang Water Resources Development Co (600283)?
Qian Jiang Water Resources Development Co reported trailing-twelve-month revenue of about 2.6B CNY (latest available figure, as of Aug 7, 2026).
What is the net profit margin of 600283?
The net profit margin of Qian Jiang Water Resources Development Co is about 7.8%, meaning it keeps roughly 7.8% of revenue as net income. Based on the latest reported figures.
Does Qian Jiang Water Resources Development Co pay a dividend?
Qian Jiang Water Resources Development Co currently shows a dividend yield of about 3.06% relative to its recent price (as of Aug 7, 2026).

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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