Jiangsu Jiangnan Water Co (601199) Fair Value & Analysis
Utilities · CN · Market cap 5.2B CNY
Fair value as of: Aug 10, 2026
From 26 valuation models · updated today
Fair value updated Aug 10, 2026, revised from ¥5.65 to ¥4.86 (−14.0%) since Jul 11, 2026. Share price −5.2% over the past month.
A solid business, but screening 12% overvalued on our models.
What matters now
- A fairly wide model range (¥3.95 to ¥7.35) leaves room in how you read the outcome.
- Our model range runs from ¥3.95 (bear) to ¥7.35 (bull), base ¥4.86. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 59/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 10, 2026.
How to read this chart
60‑month range ¥3.25 – ¥8.27 · fair‑value band ¥3.95 – ¥7.35 · the ¥5.51 price screens above the ¥4.86 fair value. Dashed = 300-day average. As of Aug 10, 2026.
Analysis
Jiangsu Jiangnan Water Co (601199) currently trades at ¥5.51, while our model-based Fair Value estimate is ¥4.86, implying the stock looks roughly 11.8% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Utilities 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: high).
Over the trailing twelve months, Jiangsu Jiangnan Water Co generated revenue of 1.5B CNY at a net margin of 24.6%. Revenue grew 2.8% year over year. It earns a return on equity of 7.9%. The balance sheet holds a net cash position of 204M CNY. Fundamentals as of Aug 10, 2026
Our scenario range runs from ¥3.95 (bear case) to ¥7.35 (bull case); at ¥5.51, 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 18% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -10% fair-value upside, at -12%, 601199 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.
All 26 models by family
Widest divergence: Growth Earnings (¥5.90) versus Dividend Discount (¥2.45). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 10, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 57 · Market factors (momentum, volatility) 48
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
Jiangsu Jiangnan Water Co., Ltd. supplies water in China. The company engages in the drainage and water treatment-related business; water supply engineering design and technical consulting; water quality testing; water meter measurement and testing; and public infrastructure investing business.
Full company description
Jiangsu Jiangnan Water Co., Ltd. supplies water in China. The company engages in the drainage and water treatment-related business; water supply engineering design and technical consulting; water quality testing; water meter measurement and testing; and public infrastructure investing business. The company owns 3 surface water plants with a daily water supply capacity of 1.1 million cubic meters. The company also manages and constructs drainage pipe network and drainage pumping stations; operation management, inspection, maintenance and dredging of drainage network facilities and drainage pumping stations; operates and manages sewage treatment related facilities; provides sewage treatment and industrial water purification services; designs and constructs water supply and drainage pipelines; installs water supply and drainage equipment; and offers pipeline repairs and other services. Jiangsu Jiangnan Water Co., Ltd. was founded in 1966 and is based in Jiangyin, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jiangsu Jiangnan Water Co reported revenue of ¥1.5B in FY2025 versus ¥1.1B in FY2021, a compound +7.0%/yr. Reported net income was ¥370M in FY2025, compounding +7.5%/yr from FY2021.
601199 screens 12% overvalued. Compare with American Water Works Company →
Peer Group
Utilities - Regulated Water · 67 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 Utilities - Regulated Water 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.
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 Utilities - Regulated Water stocks, each showing price versus our Fair Value estimate (as of Aug 10, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| American Water Works Company AWK | $134.33 | $65.80 | -51% |
| SBSP3 SBSP3 | R$29.22 | R$31.23 | +7% |
| SBS SBS | $5.79 | $5.21 | -10% |
| Essential Utilities, Inc WTRG | $38.59 | $21.81 | -43% |
| CSMG3 CSMG3 | R$66.10 | R$60.17 | -9% |
| Grandblue Environment Co 600323 | ¥29.42 | ¥33.29 | +13% |
| American States Water Company AWR | $85.01 | $48.02 | -44% |
| Chengdu Xingrong Environment Co 000598 | ¥6.97 | ¥10.74 | +54% |
| California Water Service Group CWT | $49.73 | $33.56 | -33% |
| Chongqing Water Group 601158 | ¥4.12 | ¥2.77 | -33% |
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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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