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Shanxi Xinghuacun Fen Wine Factory Co (600809) Fair Value & Analysis

Consumer Defensive · CN · Market cap 139B CNY

SX Shanxi Xinghuacun Fen Wine Factory Co 600809 · SHG
Price¥119.60
Fair Value¥185.80
Upside+55.4%
Quality61/100
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Healthy Growth
Highly profitable · 29.6% net margin
generates free cash flow
5.37% dividend yield
Ranks above peers (11/14)
Wide moat 89/100
Evidence: High Range ¥135.10 – ¥359.89 Share as image

Fair value as of: Jul 15, 2026

From 26 valuation models · updated 23 days ago

Share price +10.7% over the past month.

A solid business, screening 55% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (¥135.10). The market is more pessimistic than our downside scenario.
  • The model range is unusually wide (¥135.10 to ¥359.89). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

¥365.73 ¥105.08 Fair Value ¥185.80 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range ¥105.08 – ¥365.73 · fair‑value band ¥135.10 – ¥359.89 · the ¥119.60 price screens below the ¥185.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Shanxi Xinghuacun Fen Wine Factory Co (600809) currently trades at ¥119.60, while our model-based Fair Value estimate is ¥185.80, implying the stock looks roughly 55.4% undervalued today. We read business quality at 61/100 (solid quality), in the Consumer Defensive 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, Shanxi Xinghuacun Fen Wine Factory Co generated revenue of 37.1B CNY at a net margin of 29.6%. Revenue declined 9.7% year over year. It earns a return on equity of 26.2%. The balance sheet holds a net cash position of 6.1B CNY. Fundamentals as of Jul 15, 2026

Our scenario range runs from ¥135.10 (bear case) to ¥359.89 (bull case); at ¥119.60, the current price sits below 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 44% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 6% fair-value upside, at 55%, 600809 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
Residual Income ¥64.00 ¥79.71 ¥371.56 76
Growth DCF ¥104.44 ¥196.74 ¥373.14 72
Gordon GGM ¥55.64 ¥115.69 ¥183.53 70
All 26 models by family
DCF Models
FCF DCF ¥109.18 ¥177.75 ¥374.76 38
Owner Earnings ¥158.13 ¥349.64 ¥751.67 31
5Y Revenue Exit ¥78.43 ¥133.68 ¥240.57 39
5Y EBITDA Exit ¥132.17 ¥249.89 ¥465.80 41
5Y P/E Exit ¥142.75 ¥297.92 ¥498.98 38
10Y Revenue Exit ¥85.02 ¥156.78 ¥238.68 36
10Y EBITDA Exit ¥125.18 ¥258.81 ¥505.64 37
10Y P/E Exit ¥132.64 ¥278.89 ¥533.59 35
Earnings-Based
Graham-Dodd ¥68.26 ¥476.04 ¥668.05 54
Lynch FV ¥142.15 ¥203.07 ¥264.00 50
PEG = 1.0 ¥142.15 ¥203.07 ¥264.00 46
EPV ¥102.28 ¥117.99 ¥131.74 59
Dividend Discount
Gordon GGM ¥55.64 ¥115.69 ¥183.53 70
DDM Multi-Stage ¥55.64 ¥97.55 ¥121.42 61
Multiples
P/E Multiple ¥150.57 ¥200.77 ¥250.96 63
P/S Multiple ¥59.51 ¥79.34 ¥99.18 58
P/B Multiple ¥73.10 ¥97.46 ¥121.83 55
EV/EBIT ¥188.95 ¥249.27 ¥309.58 53
EV/EBITDA ¥143.60 ¥188.80 ¥234.00 54
EV/Revenue ¥63.55 ¥87.35 ¥111.15 43
Asset-Based
NCAV (Graham) ¥16.24 ¥21.77 ¥32.49 50
Growth DCF
Growth DCF ¥104.44 ¥196.74 ¥373.14 72
Rev-Margin DCF ¥78.43 ¥141.75 ¥236.27 67
Economic Profit
Residual Income ¥64.00 ¥79.71 ¥371.56 76
ROIC Compounder ¥120.61 ¥163.49 ¥220.02 67
Growth Earnings
Growth-Adj P/E ¥189.84 ¥271.20 ¥352.55 68

Widest divergence: Growth Earnings (¥271.20) versus Asset-Based (¥21.77). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 37.1B CNY
Revenue growth (YoY) -9.7%
Net margin 29.6%
Return on equity 26.2%
Free cash flow 7.8B CNY FY2025
P/E ratio 13.6
More key figures
Operating margin 48.6%
EPS (TTM) ¥8.99
Dividend yield 5.4%
EPS growth (YoY) -19.1%
Net cash 6.1B CNY FY2024

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 73 · Market factors (momentum, volatility) 31

Profitability 88
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 92
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 11
Price trend over the last 3–12 months (market factor)
52W Momentum 7
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

Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. produces and sells liquors in China and Internationally. It offers liquors under the Fenjiu, Zhuyeqing, and Xinghuacun names. The company was founded in 1949 and is based in Fenyang, China. Shanxi Xinghuacun Fen Wine Factory Co.,Ltd. is a subsidiary of Shanxi Xinghuacun Fenjiu Group., LTd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shanxi Xinghuacun Fen Wine Factory Co reported revenue of ¥38.7B in FY2025 versus ¥20.0B in FY2021, a compound +18.0%/yr. Reported net income was ¥12.2B in FY2025, compounding +23.2%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
38.7B CNY
Latest YoY
+7.5%
Avg. growth/yr (3Y)
+13.9%
Avg. growth/yr (5Y)
+22.6%
Avg. growth/yr (35Y)
+15.4%
Revenue +18.0%/yr
FY21 ¥20.0B
FY22 ¥26.2B
FY23 ¥31.9B
FY24 ¥36.0B
FY25 ¥38.7B
Net income +23.2%/yr
FY21 ¥5.3B
FY22 ¥8.1B
FY23 ¥10.4B
FY24 ¥12.2B
FY25 ¥12.2B

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Cite: Fair Value Calculator (2026). "Shanxi Xinghuacun Fen Wine Factory Co Fair Value". https://www.fairvalue-calculator.com/stock/600809

Peer Group

Beverages - Wineries & Distilleries · 96 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 61 · Top 25%
Fair Value upside +55% · Top 25%
Return on equity (TTM) 26% · Top 25%
Return on assets 15% · Top 25%
Net margin (TTM) 30% · Top 25%
Operating margin (TTM) 49% · Top 25%
Revenue growth -10% · Below median
Dividend yield (TTM) 5.4% · Top 25%

Valuation Multiples vs Beverages - Wineries & Distilleries median · lower = cheaper

P/E (TTM) 12.6× · Cheaper than 75% of peers
P/B 3.50× · Pricier than 75% of peers
P/S (TTM) 3.74× · Pricier than 75% of peers
P/FCF 2.6× · Cheaper than median
EV/EBITDA 8.6× · Cheaper than median
PEG 1.08× · Cheaper than median

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 100 · sector 20
FUTURE 0 · sector 0
PAST 100 · sector 17
HEALTH 0 · sector 95
DIVIDEND 100 · sector 61

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Alcohol

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Beverages - Wineries & Distilleries stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Kweichow Moutai Co 600519 ¥1,251 ¥1,238 -1%
Diageo plc DEON 1,487 MXN 1,239 MXN -17%
Wuliangye Yibin Co 000858 ¥73.69 ¥48.44 -34%
Pernod Ricard SA RI €65.24 €76.68 +18%
Luzhou Laojiao Co 000568 ¥83.12 ¥149.17 +79%
Brown-Forman Corporation BFA $26.60 $28.15 +6%
United Spirits Limited UNITDSPR ₹1,376 ₹440.56 -68%
Thai Beverage Public Company Y92 0.4450 SGD 0.6900 SGD +55%
Jiangsu Yanghe Distillery Co 002304 ¥38.08 ¥27.82 -27%
Anhui Gujing Distillery Co 000596 ¥79.23 ¥128.26 +62%

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Frequently asked questions

Is Shanxi Xinghuacun Fen Wine Factory Co (600809) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of ¥185.80 versus a price of ¥119.60, about +55% (undervalued).
What is the fair value of 600809?
Our model-based fair value for Shanxi Xinghuacun Fen Wine Factory Co is ¥185.80 (as of Jul 15, 2026), built from audited fundamentals. The current price is ¥119.60.
What is the quality score of 600809?
Shanxi Xinghuacun Fen Wine Factory Co has a Quality Score of 61/100. 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 Shanxi Xinghuacun Fen Wine Factory Co (600809)?
Shanxi Xinghuacun Fen Wine Factory Co reported trailing-twelve-month revenue of about 37.1B CNY (latest available figure, as of Jul 15, 2026).
What is the net profit margin of 600809?
The net profit margin of Shanxi Xinghuacun Fen Wine Factory Co is about 29.6%, meaning it keeps roughly 29.6% of revenue as net income. Based on the latest reported figures.
Does Shanxi Xinghuacun Fen Wine Factory Co pay a dividend?
Shanxi Xinghuacun Fen Wine Factory Co currently shows a dividend yield of about 5.37% relative to its recent price (as of Jul 15, 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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