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Ping An Insurance (Group) Company (601318) Fair Value & Analysis

Financial Services · CN · Market cap 897B CNY

PA Ping An Insurance (Group) Company 601318 · SHG
Price¥53.50
Fair Value¥96.76
Upside+80.9%
Quality57/100
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Weak Growth
Solidly profitable · 13.9% net margin
Moderate debt · generates free cash flow
5.46% dividend yield
Ranks above peers (12/15)
Moderate moat 61/100
Evidence: High Range ¥72.57 – ¥120.95 Share as image

Fair value as of: Jul 15, 2026

From 26 valuation models · updated 23 days ago

Fair value updated Jul 15, 2026, revised from ¥88.82 to ¥96.76 (+8.9%) since Jul 5, 2026. Share price +8.5% over the past month.

A solid business, screening 81% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (¥72.57). The market is more pessimistic than our downside scenario.
  • Solid quality (57/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

¥71.91 ¥30.15 Fair Value ¥96.76 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 ¥30.15 – ¥71.91 · fair‑value band ¥72.57 – ¥120.95 · the ¥53.50 price screens below the ¥96.76 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

Ping An Insurance (Group) Company (601318) currently trades at ¥53.50, while our model-based Fair Value estimate is ¥96.76, implying the stock looks roughly 80.9% undervalued today. We read business quality at 57/100 (solid quality), in the Financial Services 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, Ping An Insurance (Group) Company generated revenue of 953B CNY at a net margin of 13.9%. Revenue declined 3.3% year over year. It earns a return on equity of 11.3%. Net debt stands at 1.2T CNY. Fundamentals as of Jul 15, 2026

Our scenario range runs from ¥72.57 (bear case) to ¥120.95 (bull case); at ¥53.50, 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 29% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 1% fair-value upside, at 81%, 601318 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 ¥354.05 ¥765.87 ¥1,445 80
Residual Income ¥54.01 ¥68.85 ¥177.21 76
Rev-Margin DCF ¥155.41 ¥263.08 ¥411.84 74
All 26 models by family
DCF Models
FCF DCF ¥362.52 ¥722.27 ¥1,593 38
Owner Earnings ¥89.11 ¥209.75 ¥449.24 31
5Y Revenue Exit ¥155.41 ¥262.94 ¥405.52 39
5Y EBITDA Exit ¥159.41 ¥271.74 ¥411.25 41
5Y P/E Exit ¥163.33 ¥280.36 ¥415.55 38
10Y Revenue Exit ¥213.12 ¥345.27 ¥546.95 36
10Y EBITDA Exit ¥219.53 ¥352.13 ¥552.18 37
10Y P/E Exit ¥222.26 ¥358.84 ¥556.11 35
Earnings-Based
Graham-Dodd ¥50.61 ¥288.34 ¥400.83 54
Lynch FV ¥81.07 ¥115.82 ¥150.56 50
PEG = 1.0 ¥81.07 ¥115.82 ¥150.56 46
EPV ¥63.35 ¥78.77 ¥92.49 59
Dividend Discount
Gordon GGM ¥24.72 ¥53.97 ¥90.81 70
DDM Multi-Stage ¥24.72 ¥44.21 ¥56.24 61
Multiples
P/E Multiple ¥111.65 ¥148.86 ¥186.08 63
P/S Multiple ¥94.90 ¥126.53 ¥158.17 58
P/B Multiple ¥94.90 ¥126.53 ¥158.17 55
EV/EBIT ¥114.29 ¥160.41 ¥206.53 53
EV/EBITDA ¥81.77 ¥117.05 ¥152.34 54
EV/Revenue ¥69.19 ¥109.16 ¥149.14 43
Asset-Based
NCAV (Graham) ¥27.62 ¥37.02 ¥55.25 50
Growth DCF
Growth DCF ¥354.05 ¥765.87 ¥1,445 80
Rev-Margin DCF ¥155.41 ¥263.08 ¥411.84 74
Economic Profit
Residual Income ¥54.01 ¥68.85 ¥177.21 76
ROIC Compounder ¥69.50 ¥114.76 ¥155.32 72
Growth Earnings
Growth-Adj P/E ¥117.89 ¥168.41 ¥218.94 68

Widest divergence: DCF Models (¥280.36) versus Asset-Based (¥37.02). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 953B CNY
Revenue growth (YoY) -3.3%
Net margin 13.9%
Return on equity 11.3%
Free cash flow 469B CNY FY2025
P/E ratio 7.4
More key figures
Operating margin 49.0%
EPS (TTM) ¥7.25
Dividend yield 5.1%
EPS growth (YoY) -13.2%
Net debt 1.2T CNY FY2025

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

Quality Score breakdown

Overall quality 57/100

Of which business quality 58 · Market factors (momentum, volatility) 44

Profitability 30
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 22
Balance sheet, leverage, solvency risk
Investment 79
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 29
Distance to the 52-week high (market factor)
Net Issuance 78
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

Ping An Insurance (Group) Company of China, Ltd. provides financial products and services in the People's Republic of China. It operates through Life and Health Insurance; Property and Casualty Insurance; Banking; Asset Management; and Finance Enablement segments.

Full company description

Ping An Insurance (Group) Company of China, Ltd. provides financial products and services in the People's Republic of China. It operates through Life and Health Insurance; Property and Casualty Insurance; Banking; Asset Management; and Finance Enablement segments. The company offers life insurance products, including term, whole-life, endowment, annuity, investment-linked, universal life, and health care and medical insurance; property and casualty insurance, such as auto insurance, non-auto insurance, accident, and health insurance. It also undertakes loan and intermediary business with corporate customers and retail customers. In addition, the company provides wealth management and credit card services to individual customers; trust services, brokerage services, trading services, investment banking services, investment management services, finance lease business, and other asset management services; and financial and daily-life services through internet platforms comprising financial transaction information service platform, and health care service platform. Further, it is involved in the real estate investment and management; expressway operation; production and sale of consumer chemicals; logistics and real estate activities; consulting services; warehousing; IT services; infant products; and hospital management. Ping An Insurance (Group) Company of China, Ltd. was incorporated in 1988 and is based in Shenzhen, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ping An Insurance (Group) Company reported revenue of ¥1.1T in FY2025 versus ¥1.3T in FY2021, a compound −4.5%/yr. Reported net income was ¥135B in FY2025, compounding +7.3%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.1T CNY
Latest YoY
+10.0%
Avg. growth/yr (3Y)
+6.2%
Avg. growth/yr (5Y)
−4.3%
Avg. growth/yr (22Y)
+26.2%
Revenue −4.5%/yr
FY21 ¥1.3T
FY22 ¥885B
FY23 ¥907B
FY24 ¥964B
FY25 ¥1.1T
Net income +7.3%/yr
FY21 ¥102B
FY22 ¥111B
FY23 ¥85.7B
FY24 ¥127B
FY25 ¥135B

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Cite: Fair Value Calculator (2026). "Ping An Insurance (Group) Company Fair Value". https://www.fairvalue-calculator.com/stock/601318

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Insurance - Life · 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 57 · Above median
Fair Value upside +81% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 1% · Below median
Net margin (TTM) 14% · Above median
Operating margin (TTM) 49% · Top 25%
Revenue growth -3% · Below median
Dividend yield (TTM) 5.5% · Top 25%
Debt / equity 1.35× · Higher than 75% of peers

Valuation Multiples vs Insurance - Life median · lower = cheaper

P/E (TTM) 6.8× · Cheaper than 75% of peers
P/B 0.90× · Cheaper than median
P/S (TTM) 0.94× · Cheaper than median
P/FCF 0.3× · Cheaper than median
EV/EBITDA 5.9× · Cheaper than median
PEG 0.51× · 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 100 · sector 28
FUTURE 0 · sector 44
PAST 45 · sector 42
HEALTH 33 · sector 85
DIVIDEND 100 · sector 54

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 Insurance - Life stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
China Life Insurance Company 601628 ¥38.72 ¥70.87 +83%
AIA Group 1299 HK$75.55 HK$7.88 -90%
Manulife Financial Corporation MFC C$58.52 C$45.13 -23%
Great-West Lifeco Inc GWO C$92.34 C$59.64 -35%
Life Insurance Corporation LICI ₹438.30 ₹590.43 +35%
Fubon Financial Holding 2881 124.50 TWD 115.05 TWD -8%
Cathay Financial Holding 2882 94.00 TWD 94.95 TWD +1%
Samsung Life Insurance Co 032830 337,500 KRW 166,710 KRW -51%
China Pacific Insurance (Group) Co 601601 ¥29.75 ¥59.50 +100%
Prudential plc PUKN 545.00 MXN 722.72 MXN +33%

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Frequently asked questions

Is Ping An Insurance (Group) Company (601318) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of ¥96.76 versus a price of ¥53.50, about +81% (undervalued).
What is the fair value of 601318?
Our model-based fair value for Ping An Insurance (Group) Company is ¥96.76 (as of Jul 15, 2026), built from audited fundamentals. The current price is ¥53.50.
What is the quality score of 601318?
Ping An Insurance (Group) Company has a Quality Score of 57/100. 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 Ping An Insurance (Group) Company (601318)?
Ping An Insurance (Group) Company reported trailing-twelve-month revenue of about 953B CNY (latest available figure, as of Jul 15, 2026).
What is the net profit margin of 601318?
The net profit margin of Ping An Insurance (Group) Company is about 13.9%, meaning it keeps roughly 13.9% of revenue as net income. Based on the latest reported figures.
Does Ping An Insurance (Group) Company pay a dividend?
Ping An Insurance (Group) Company currently shows a dividend yield of about 5.07% 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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