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ENN Natural Gas Co (600803) Fair Value & Analysis

Utilities · CN · Market cap 53.5B CNY

EN ENN Natural Gas Co 600803 · SHG
Price¥17.30
Fair Value¥17.67
Upside+2.2%
Quality53/100
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Mixed Growth
Thin margins · 3.4% net margin
Moderate debt · generates free cash flow
6.56% dividend yield
Ranks above peers (10/15)
Narrow moat 43/100
Evidence: Medium Range ¥13.25 – ¥22.09 Share as image

Fair value as of: Aug 9, 2026

From 26 valuation models · updated yesterday

Fair value updated Aug 9, 2026, revised from ¥25.71 to ¥17.67 (−31.3%) since Jul 11, 2026. Share price +10.0% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from ¥13.25 (bear) to ¥22.09 (bull), base ¥17.67. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 53/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

¥24.05 ¥13.51 Fair Value ¥17.67 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 9, 2026.

How to read this chart

60‑month range ¥13.51 – ¥24.05 · fair‑value band ¥13.25 – ¥22.09 · the ¥17.30 price screens below the ¥17.67 fair value. Dashed = 300-day average. As of Aug 9, 2026.

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Analysis

ENN Natural Gas Co (600803) currently trades at ¥17.30, while our model-based Fair Value estimate is ¥17.67, implying the stock looks roughly 2.2% fairly valued today. The Quality Score stands at 53/100 (solid quality), in the Utilities 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: medium), always confirm before acting.

Over the trailing twelve months, ENN Natural Gas Co generated revenue of 129B CNY at a net margin of 3.4%. Revenue declined 7.6% year over year. It earns a return on equity of 15.7%. Net debt stands at 19.1B CNY. Fundamentals as of Aug 9, 2026

Our scenario range runs from ¥13.25 (bear case) to ¥22.09 (bull case); at ¥17.30, 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 30% below its 52-week high, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -23% fair-value upside, at 2%, 600803 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ¥36.65 ¥71.95 ¥129.81 80
Residual Income ¥9.62 ¥11.67 ¥28.05 76
Rev-Margin DCF ¥41.01 ¥76.21 ¥148.19 74
All 26 models by family
DCF Models
FCF DCF ¥38.91 ¥60.77 ¥130.38 38
Owner Earnings ¥5.88 ¥12.36 ¥25.97 31
5Y Revenue Exit ¥37.77 ¥66.76 ¥127.59 39
5Y EBITDA Exit ¥39.99 ¥71.24 ¥132.57 41
5Y P/E Exit ¥25.80 ¥52.49 ¥88.16 38
10Y Revenue Exit ¥37.31 ¥85.48 ¥117.54 36
10Y EBITDA Exit ¥40.42 ¥90.26 ¥177.56 37
10Y P/E Exit ¥30.06 ¥59.70 ¥106.77 35
Earnings-Based
Graham-Dodd ¥10.28 ¥71.72 ¥100.65 54
Lynch FV ¥33.73 ¥48.19 ¥62.64 50
PEG = 1.0 ¥33.73 ¥48.19 ¥62.64 46
EPV ¥29.81 ¥34.65 ¥38.88 59
Dividend Discount
Gordon GGM ¥11.09 ¥23.07 ¥36.59 70
DDM Multi-Stage ¥11.09 ¥19.45 ¥24.21 61
Multiples
P/E Multiple ¥19.28 ¥25.71 ¥32.14 63
P/S Multiple ¥19.28 ¥25.71 ¥32.14 58
P/B Multiple ¥17.92 ¥23.89 ¥29.86 55
EV/EBIT ¥38.64 ¥51.26 ¥63.87 53
EV/EBITDA ¥38.88 ¥51.57 ¥64.26 54
EV/Revenue ¥33.60 ¥47.65 ¥61.71 43
Asset-Based
NCAV (Graham) ¥3.98 ¥5.34 ¥7.96 50
Growth DCF
Growth DCF ¥36.65 ¥71.95 ¥129.81 80
Rev-Margin DCF ¥41.01 ¥76.21 ¥148.19 74
Economic Profit
Residual Income ¥9.62 ¥11.67 ¥28.05 76
ROIC Compounder ¥38.11 ¥57.24 ¥82.49 72
Growth Earnings
Growth-Adj P/E ¥42.14 ¥60.21 ¥78.27 68

Widest divergence: Growth DCF (¥71.95) versus Asset-Based (¥5.34). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 129B CNY
Revenue growth (YoY) -7.6%
Net margin 3.4%
Return on equity 15.7%
Free cash flow 7.0B CNY FY2025
P/E ratio 13.0
More key figures
Operating margin 7.7%
EPS (TTM) ¥1.41
Dividend yield 6.3%
EPS growth (YoY) -34.4%
Net debt 19.1B CNY FY2025

Figures from reported company fundamentals · as of Aug 9, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 52 · Market factors (momentum, volatility) 41

Profitability 45
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 40
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 26
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

ENN Natural Gas Co., Ltd., together with its subsidiaries, engages in the natural gas business in China and internationally.

Full company description

ENN Natural Gas Co., Ltd., together with its subsidiaries, engages in the natural gas business in China and internationally. The company operates through eight segments: Natural Gas Retail, Natural Gas Wholesale, Platform Trading Gas, Project Construction and Installation, Pan-Energy Business, Smart Home Business, Energy Production, and Infrastructure Operation. It distributes natural gas; operates city gas projects; offers gas services to residential, commercial, and industrial customers; and provides integrated energy services to industrial parks, new and old urban areas, large public buildings, and commercial enterprises. The company also operates LNG receiving terminals for receiving and discharging storage, outbound transmission of gas and LNG, distribution and transfer, vessel refilling, trans-shipment, and peak-shaving. In addition, it is involved in the operation of natural gas delivery and reserve networks; production and supply of natural gas, methanol, and coal, as well as coal-to-gas; and design, gas and thermal engineering, and general construction contracting. The company was formerly known as ENN Ecological Holdings Co., Ltd. and changed its name to ENN Natural Gas Co., Ltd. in October 2020. ENN Natural Gas Co., Ltd. was founded in 1992 and is headquartered in Langfang, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ENN Natural Gas Co reported revenue of ¥131B in FY2025 versus ¥116B in FY2021, a compound +3.2%/yr. Reported net income was ¥4.7B in FY2025, compounding +0.3%/yr from FY2021.

Growth Quality 71/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
131B CNY
Latest YoY
−3.4%
Avg. growth/yr (3Y)
−5.2%
Avg. growth/yr (5Y)
+8.3%
Avg. growth/yr (35Y)
+27.9%
Revenue +3.2%/yr
FY21 ¥116B
FY22 ¥154B
FY23 ¥144B
FY24 ¥136B
FY25 ¥131B
Net income +0.3%/yr
FY21 ¥4.6B
FY22 ¥5.8B
FY23 ¥7.1B
FY24 ¥4.5B
FY25 ¥4.7B

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Cite: Fair Value Calculator (2026). "ENN Natural Gas Co Fair Value". https://www.fairvalue-calculator.com/stock/600803

Peer Group

Utilities - Regulated Gas · 104 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 53 · Above median
Fair Value upside +2% · Above median
Return on equity (TTM) 16% · Top 25%
Return on assets 5% · Top 25%
Net margin (TTM) 3% · Below median
Operating margin (TTM) 8% · Below median
Revenue growth -8% · Below median
Dividend yield (TTM) 6.6% · Top 25%
Debt / equity 0.54× · Higher than median

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

P/E (TTM) 12.3× · Cheaper than median
P/B 2.17× · Pricier than median
P/S (TTM) 0.42× · Cheaper than 75% of peers
P/FCF 1.1× · Cheaper than median
EV/EBITDA 3.4× · Cheaper than 75% of peers
PEG 0.14× · 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 36 · sector 22
FUTURE 0 · sector 0
PAST 63 · sector 34
HEALTH 73 · sector 85
DIVIDEND 100 · sector 67

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 Gas stocks, each showing price versus our Fair Value estimate (as of Aug 9, 2026).

Stock Price Fair Value vs Fair Value
Naturgy Energy Group NTGY €28.84 €35.80 +24%
Atmos Energy Corporation ATO $177.68 $85.67 -52%
NiSource Inc NI $47.07 $28.59 -39%
Uniper SE UN0 €42.80 €49.13 +15%
The Hong Kong and China Gas Company 0003 HK$7.03 HK$5.08 -28%
Italgas S.p.A IG €9.98 €8.11 -19%
GAIL (India) Limited GAIL ₹171.71 ₹147.74 -14%
Adani Total Gas Limited ATGL ₹723.90 ₹101.36 -86%
UGI Corporation UGI $35.84 $27.13 -24%
Southwest Gas Holdings SWX $92.06 $70.67 -23%

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Frequently asked questions

Is ENN Natural Gas Co (600803) overvalued or undervalued?
As of Aug 9, 2026, our model estimates a fair value of ¥17.67 versus a price of ¥17.30, about +2% (fairly valued).
What is the fair value of 600803?
Our model-based fair value for ENN Natural Gas Co is ¥17.67 (as of Aug 9, 2026), built from audited fundamentals. The current price is ¥17.30.
What is the quality score of 600803?
ENN Natural Gas Co has a Quality Score of 53/100. 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 ENN Natural Gas Co (600803)?
ENN Natural Gas Co reported trailing-twelve-month revenue of about 129B CNY (latest available figure, as of Aug 9, 2026).
What is the net profit margin of 600803?
The net profit margin of ENN Natural Gas Co is about 3.4%, meaning it keeps roughly 3.4% of revenue as net income. Based on the latest reported figures.
Does ENN Natural Gas Co pay a dividend?
ENN Natural Gas Co currently shows a dividend yield of about 6.25% relative to its recent price (as of Aug 9, 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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