Shanghai Yaohua Pilkington Glass Group (600819) Fair Value & Analysis
Basic Materials · CN · Market cap 5.2B CNY
Fair value as of: Aug 8, 2026
From 22 valuation models · updated 2 days ago
Share price +1.3% over the past month.
Below-average quality, and screening another 39% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥3.65). The favourable scenario is already priced in.
- Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
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 ¥3.32 – ¥9.77 · fair‑value band ¥2.19 – ¥3.65 · the ¥5.35 price screens above the ¥3.27 fair value. Dashed = 300-day average. As of Aug 8, 2026.
Analysis
Shanghai Yaohua Pilkington Glass Group (600819) currently trades at ¥5.35, while our model-based Fair Value estimate is ¥3.27, implying the stock looks roughly 38.9% overvalued today. The Quality Score stands at 48/100 (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, Shanghai Yaohua Pilkington Glass Group generated revenue of 5.6B CNY at a net margin of 2.1%. Revenue declined 0.3% year over year. It earns a return on equity of 3.8%. The balance sheet holds a net cash position of 137M CNY. Fundamentals as of Aug 8, 2026
Our scenario range runs from ¥2.19 (bear case) to ¥3.65 (bull case); at ¥5.35, 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 47% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -59% fair-value upside, at -39%, 600819 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 22 models by family
Widest divergence: DCF Models (¥4.46) versus Earnings-Based (¥1.25). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 24
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
Shanghai Yaohua Pilkington Glass Group Co., Ltd. engages in the production and sale of glass in China and internationally.
Full company description
Shanghai Yaohua Pilkington Glass Group Co., Ltd. engages in the production and sale of glass in China and internationally. It provides float glass, including clear and low iron glass, on line coated, special function, green tinted, privacy grey tinted, TCO glass, online energy saving, photovoltaic, grey tinted, industrial float glass, and aviation glass substrates. The company also offers architectural processing glass, such as energy-saving, composition, technical protection against glass, special application, decorative, and power generation glass; automotive glazing glass comprising ordinary and rail transit vehicle, and sky glass assembly system; home appliance glass; and special glass. The company was founded in 1983 and is headquartered in Shanghai, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shanghai Yaohua Pilkington Glass Group reported revenue of ¥5.6B in FY2025 versus ¥4.6B in FY2021, a compound +5.0%/yr. Reported net income was ¥136M in FY2025, compounding +6.2%/yr from FY2021.
600819 screens 39% overvalued. Compare with CRH plc →
Peer Group
Building Materials · 254 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 Building Materials 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.
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Building Materials stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CRH plc CRH | $102.92 | $70.57 | -31% |
| UltraTech Cement Limited ULTRACEMCO | ₹11,711 | ₹4,719 | -60% |
| China Jushi Co 600176 | ¥54.52 | ¥13.95 | -74% |
| Grasim Industries Limited GRASIM | ₹3,073 | ₹1,245 | -59% |
| CEMEX, S.A. CEMEXCPO | 21.71 MXN | 15.42 MXN | -29% |
| Anhui Conch Cement Company 600585 | ¥16.99 | ¥26.14 | +54% |
| Ambuja Cements Limited AMBUJACEM | ₹435.25 | ₹227.96 | -48% |
| Shree Cement Limited SHREECEM | ₹26,930 | ₹8,215 | -69% |
| TCC Group 1101B | 43.70 TWD | 10.48 TWD | -76% |
| Taiwan Glass Ind. Corp 1802 | 53.30 TWD | 13.98 TWD | -74% |
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Frequently asked questions
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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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