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Baoji Titanium Industry Co (600456) Fair Value & Analysis

Basic Materials · CN · Market cap 13.7B CNY

BT Baoji Titanium Industry Co 600456 · SHG
Price¥28.62
Fair Value¥13.54
Upside-52.7%
Quality40/100
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Expensive Growth
Thin margins · 6.1% net margin
Low debt · negative free cash flow
1.05% dividend yield
Mixed vs. peers (7/13)
Narrow moat 37/100
Evidence: Medium Range ¥11.09 – ¥17.33 Share as image

Fair value as of: Aug 8, 2026

From 17 valuation models · updated 2 days ago

Fair value updated Aug 8, 2026, revised from ¥14.00 to ¥13.54 (−3.3%) since Jul 11, 2026. Share price +9.3% over the past month.

Below-average quality, and screening another 53% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥17.33). The favourable scenario is already priced in.
  • Weak quality (40/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

¥70.87 ¥21.50 Fair Value ¥13.54 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.

How to read this chart

60‑month range ¥21.50 – ¥70.87 · fair‑value band ¥11.09 – ¥17.33 · the ¥28.62 price screens above the ¥13.54 fair value. Dashed = 300-day average. As of Aug 8, 2026.

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Analysis

Baoji Titanium Industry Co (600456) currently trades at ¥28.62, while our model-based Fair Value estimate is ¥13.54, implying the stock looks roughly 52.7% overvalued today. The Quality Score stands at 40/100 (below-average quality), in the Basic Materials 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, Baoji Titanium Industry Co generated revenue of 6.2B CNY at a net margin of 6.1%. Revenue grew 3.2% year over year. It earns a return on equity of 5.9%. Net debt stands at 1.5B CNY. Fundamentals as of Aug 8, 2026

Our scenario range runs from ¥11.09 (bear case) to ¥17.33 (bull case); at ¥28.62, 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 and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at -53%, 600456 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 ¥13.07 ¥13.36 ¥13.01 76
ROIC Compounder ¥6.38 ¥7.72 ¥8.89 72
Gordon GGM ¥4.76 ¥9.90 ¥15.71 70
All 17 models by family
DCF Models
Owner Earnings ¥10.81 ¥19.93 ¥35.22 31
Earnings-Based
Graham-Dodd ¥5.92 ¥24.85 ¥33.91 54
Lynch FV ¥6.31 ¥9.01 ¥11.72 50
PEG = 1.0 ¥6.31 ¥9.01 ¥11.72 46
EPV ¥6.38 ¥7.72 ¥8.89 59
Dividend Discount
Gordon GGM ¥4.76 ¥9.90 ¥15.71 70
DDM Multi-Stage ¥4.76 ¥8.35 ¥10.39 61
Multiples
P/E Multiple ¥11.09 ¥14.79 ¥18.49 63
P/S Multiple ¥11.09 ¥14.79 ¥18.49 58
P/B Multiple ¥11.09 ¥14.79 ¥18.49 55
EV/EBIT ¥10.76 ¥14.89 ¥19.02 53
EV/EBITDA ¥13.92 ¥19.10 ¥24.28 54
EV/Revenue ¥9.11 ¥13.71 ¥18.32 43
Asset-Based
NCAV (Graham) ¥8.43 ¥11.30 ¥16.86 50
Economic Profit
Residual Income ¥13.07 ¥13.36 ¥13.01 76
ROIC Compounder ¥6.38 ¥7.72 ¥8.89 72
Growth Earnings
Growth-Adj P/E ¥9.54 ¥13.63 ¥17.72 68

Widest divergence: DCF Models (¥19.93) versus Economic Profit (¥7.72). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 6.2B CNY
Revenue growth (YoY) +3.2%
Net margin 6.1%
Return on equity 5.9%
Free cash flow −123M CNY FY2025
P/E ratio 36.2
More key figures
Operating margin 11.2%
EPS (TTM) ¥0.7900
Dividend yield 1.1%
EPS growth (YoY) -27.4%
Net debt 1.5B CNY FY2025

Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 39 · Market factors (momentum, volatility) 32

Profitability 25
Margins and returns on capital today
Quality Growth 11
Are margins and returns improving?
Cashflow 10
Earnings quality: real cash, not paper profit
Fin. Strength 60
Balance sheet, leverage, solvency risk
Investment 62
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 12
Price trend over the last 3–12 months (market factor)
52W Momentum 19
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

Baoji Titanium Industry Co., Ltd. manufactures and sells titanium and titanium alloy products. Its products include rods, copper ingots, nickel ingots, tungsten, molybdenum, wires, titanium and titanium alloy plates, strips, foils, tubes, bars, wires, forgings, castings, and other metal composite products.

Full company description

Baoji Titanium Industry Co., Ltd. manufactures and sells titanium and titanium alloy products. Its products include rods, copper ingots, nickel ingots, tungsten, molybdenum, wires, titanium and titanium alloy plates, strips, foils, tubes, bars, wires, forgings, castings, and other metal composite products. The company produces zirconium, nickel, and steel in various forms. It offers its products under the Baoti brand. The company serves aviation, aerospace, ships and vessels, construction, medical, consumer, weapons, biomedicine, chemical metallurgy, marine engineering, sports, and leisure sectors. Baoji Titanium Industry Co., Ltd. exports its products to the United States, France, Italy, Sweden, India, and internationally. The company was incorporated in 1999 and is headquartered in Baoji, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Baoji Titanium Industry Co reported revenue of ¥6.2B in FY2025 versus ¥5.2B in FY2021, a compound +4.2%/yr. Reported net income was ¥416M in FY2025, compounding −7.2%/yr from FY2021.

Growth Quality 36/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
6.2B CNY
Latest YoY
−7.3%
Avg. growth/yr (3Y)
−2.4%
Avg. growth/yr (5Y)
+7.3%
Avg. growth/yr (26Y)
+13.8%
Revenue +4.2%/yr
FY21 ¥5.2B
FY22 ¥6.6B
FY23 ¥6.9B
FY24 ¥6.7B
FY25 ¥6.2B
Net income −7.2%/yr
FY21 ¥560M
FY22 ¥557M
FY23 ¥544M
FY24 ¥576M
FY25 ¥416M

600456 screens 53% overvalued. Compare with BHP Group →

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Cite: Fair Value Calculator (2026). "Baoji Titanium Industry Co Fair Value". https://www.fairvalue-calculator.com/stock/600456

Peer Group

Other Industrial Metals & Mining · 476 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 40 · Above median
Fair Value upside −53% · Below median
Return on equity (TTM) 6% · Above median
Return on assets 2% · Above median
Net margin (TTM) 6% · Top 25%
Operating margin (TTM) 11% · Above median
Revenue growth 3% · Below median
Dividend yield (TTM) 1.1% · Above median
Debt / equity 0.26× · Higher than median

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/E (TTM) 36.2× · Pricier than 75% of peers
P/B 1.70× · Pricier than median
P/S (TTM) 2.22× · Cheaper than median
EV/EBITDA 14.8× · 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 0
FUTURE 16 · sector 23
PAST 24 · sector 0
HEALTH 87 · sector 96
DIVIDEND 21 · sector 21

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 Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHPN 1,425 MXN 942.42 MXN -34%
Rio Tinto Group RIO A$164.89 A$81.76 -50%
Grupo México, S.A. GMEXICOB 199.23 MXN 187.72 MXN -6%
Vale S.A VALE $14.19 $9.14 -36%
Saudi Arabian Mining Company 1211 58.05 SAR 33.87 SAR -42%
CMOC Group 603993 ¥18.20 ¥16.15 -11%
Fortescue Ltd FMG A$18.47 A$18.62 +1%
China Tungsten And Hightech Materials Co 000657 ¥74.71 ¥9.55 -87%
Hindustan Zinc Limited HINDZINC ₹521.95 ₹576.80 +11%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥39.56 ¥10.59 -73%

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Frequently asked questions

Is Baoji Titanium Industry Co (600456) overvalued or undervalued?
As of Aug 8, 2026, our model estimates a fair value of ¥13.54 versus a price of ¥28.62, about −53% (overvalued).
What is the fair value of 600456?
Our model-based fair value for Baoji Titanium Industry Co is ¥13.54 (as of Aug 8, 2026), built from audited fundamentals. The current price is ¥28.62.
What is the quality score of 600456?
Baoji Titanium Industry Co has a Quality Score of 40/100. 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 Baoji Titanium Industry Co (600456)?
Baoji Titanium Industry Co reported trailing-twelve-month revenue of about 6.2B CNY (latest available figure, as of Aug 8, 2026).
What is the net profit margin of 600456?
The net profit margin of Baoji Titanium Industry Co is about 6.1%, meaning it keeps roughly 6.1% of revenue as net income. Based on the latest reported figures.
Does Baoji Titanium Industry Co pay a dividend?
Baoji Titanium Industry Co currently shows a dividend yield of about 1.05% relative to its recent price (as of Aug 8, 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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