Zhejiang China Commodities City Group (600415) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 62.0B CNY
Fair value as of: Jul 25, 2026
From 24 valuation models · updated 13 days ago
Share price +19.3% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The model range is unusually wide (¥9.77 to ¥33.13). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 25, 2026.
How to read this chart
60‑month range ¥4.14 – ¥23.02 · fair‑value band ¥9.77 – ¥33.13 · the ¥12.23 price screens below the ¥13.03 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 25, 2026.
Analysis
Zhejiang China Commodities City Group (600415) currently trades at ¥12.23, while our model-based Fair Value estimate is ¥13.03, implying the stock looks roughly 6.5% fairly valued today. We read business quality at 58/100 (solid quality), in the Consumer Cyclical 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, Zhejiang China Commodities City Group generated revenue of 21.4B CNY at a net margin of 20.6%. Revenue grew 45.3% year over year. It earns a return on equity of 19.4%. The balance sheet holds a net cash position of 4.7B CNY. Fundamentals as of Jul 25, 2026
Our scenario range runs from ¥9.77 (bear case) to ¥33.13 (bull case); at ¥12.23, 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 48% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -20% fair-value upside, at 7%, 600415 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.
All 24 models by family
Widest divergence: DCF Models (¥26.75) versus Asset-Based (¥2.80). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 25, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 72 · 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
Zhejiang China Commodities City Group Co., Ltd., through its subsidiaries, develops, manages, and operates an online trading platform service in China.
Full company description
Zhejiang China Commodities City Group Co., Ltd., through its subsidiaries, develops, manages, and operates an online trading platform service in China. It offers a commodity display and trading ecosystem, including market operation, and self-operated trade; market support service ecosystem covering exhibitions and hotels; and trade fulfillment service ecosystem comprising Chinagoods online service platform, brand overseas services, warehousing and logistics, payment, credit investigation, factoring, and other businesses. The company was founded in 1993 and is based in Yiwu, China. Zhejiang China Commodities City Group Co., Ltd. operates as a subsidiary of Yiwu China Commodities City Holdings Limited.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Zhejiang China Commodities City Group reported revenue of ¥19.9B in FY2025 versus ¥6.0B in FY2021, a compound +34.8%/yr. Reported net income was ¥4.2B in FY2025, compounding +33.2%/yr from FY2021.
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Peer Group
Footwear & Accessories · 94 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 Footwear & Accessories 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.
Insider activity: 30/100
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 Footwear & Accessories stocks, each showing price versus our Fair Value estimate (as of Jul 25, 2026).
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|---|---|---|---|
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| Deckers Outdoor Corporation DECK | $106.49 | $125.16 | +18% |
| On Holding ONON | $38.20 | $17.64 | -54% |
| Birkenstock Holding BIRK | $44.36 | $44.14 | -0% |
| Crocs, Inc CROX | $138.91 | $203.65 | +47% |
| Huali Industrial Group 300979 | ¥31.10 | ¥54.71 | +76% |
| PUMA SE PUM | €29.31 | €10.57 | -64% |
| Steven Madden, Ltd SHOO | $43.26 | $11.69 | -73% |
| Yue Yuen Industrial (Holdings) Limited 0551 | HK$14.18 | HK$4.04 | -72% |
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Price, fair value, quality and upside side by side.
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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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