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Bros Eastern.,Ltd (601339) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 12.1B CNY

BE Bros Eastern.,Ltd 601339 · SHG
Price¥8.08
Fair Value¥7.87
Upside-2.6%
Quality69/100
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Mixed Growth
Thin margins · 9.7% net margin
Low debt · generates free cash flow
4.91% dividend yield
Ranks above peers (9/14)
Narrow moat 42/100
Evidence: High Range ¥5.80 – ¥9.95 Share as image

Fair value as of: Aug 10, 2026

From 25 valuation models · updated today

Share price +9.9% 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 ¥5.80 (bear) to ¥9.95 (bull), base ¥7.87. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 69/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

¥9.44 ¥3.41 Fair Value ¥7.87 Mar 2021 Aug 2026

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 ¥3.41 – ¥9.44 · fair‑value band ¥5.80 – ¥9.95 · the ¥8.08 price screens above the ¥7.87 fair value. Dashed = 300-day average. As of Aug 10, 2026.

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Analysis

Bros Eastern.,Ltd (601339) currently trades at ¥8.08, while our model-based Fair Value estimate is ¥7.87, implying the stock looks roughly 2.6% fairly valued today. The Quality Score stands at 69/100 (solid quality), in the Consumer Cyclical 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, Bros Eastern.,Ltd generated revenue of 8.1B CNY at a net margin of 8.9%. Revenue grew 14.8% year over year. It earns a return on equity of 7.6%. Net debt stands at 649M CNY. Fundamentals as of Aug 10, 2026

Our scenario range runs from ¥5.80 (bear case) to ¥9.95 (bull case); at ¥8.08, 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 15% below its 52-week high and 77% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -27% fair-value upside, at -3%, 601339 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 ¥7.33 ¥9.92 ¥13.42 80
Residual Income ¥5.04 ¥5.35 ¥5.75 76
Rev-Margin DCF ¥5.43 ¥7.60 ¥9.91 74
All 25 models by family
DCF Models
FCF DCF ¥7.11 ¥9.87 ¥13.73 38
Owner Earnings ¥7.44 ¥10.32 ¥14.37 31
5Y Revenue Exit ¥5.43 ¥7.50 ¥9.99 39
5Y EBITDA Exit ¥6.82 ¥9.95 ¥13.38 41
5Y P/E Exit ¥6.93 ¥10.14 ¥13.28 38
10Y Revenue Exit ¥5.89 ¥7.84 ¥10.15 36
10Y EBITDA Exit ¥6.87 ¥9.48 ¥12.59 37
10Y P/E Exit ¥6.94 ¥9.61 ¥12.52 35
Earnings-Based
Graham-Dodd ¥2.98 ¥6.43 ¥8.18 54
PEG = 1.0 ¥1.00 ¥1.43 ¥1.86 46
EPV ¥4.49 ¥5.15 ¥5.73 59
Dividend Discount
Gordon GGM ¥4.41 ¥6.85 ¥9.53 70
DDM Multi-Stage ¥4.41 ¥6.35 ¥8.55 61
Multiples
P/E Multiple ¥7.22 ¥9.63 ¥12.03 63
P/S Multiple ¥4.72 ¥6.29 ¥7.86 58
P/B Multiple ¥5.58 ¥7.44 ¥9.30 55
EV/EBIT ¥6.76 ¥8.84 ¥10.92 53
EV/EBITDA ¥7.55 ¥9.90 ¥12.24 54
EV/Revenue ¥4.73 ¥6.53 ¥8.33 43
Asset-Based
NCAV (Graham) ¥3.07 ¥4.11 ¥6.14 50
Growth DCF
Growth DCF ¥7.33 ¥9.92 ¥13.42 80
Rev-Margin DCF ¥5.43 ¥7.60 ¥9.91 74
Economic Profit
Residual Income ¥5.04 ¥5.35 ¥5.75 76
ROIC Compounder ¥4.49 ¥5.15 ¥5.73 72
Growth Earnings
Growth-Adj P/E ¥5.33 ¥7.61 ¥9.89 68

Widest divergence: DCF Models (¥9.61) versus Asset-Based (¥4.11). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 8.1B CNY
Revenue growth (YoY) +14.8%
Net margin 8.9%
Return on equity 7.6%
Free cash flow 940M CNY FY2025
P/E ratio 15.4
More key figures
Operating margin 11.0%
EPS (TTM) ¥0.4800
Dividend yield 4.9%
EPS growth (YoY) +33.3%
Net debt 649M CNY FY2025

Figures from reported company fundamentals · as of Aug 10, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100

Of which business quality 67 · Market factors (momentum, volatility) 68

Profitability 34
Margins and returns on capital today
Quality Growth 64
Are margins and returns improving?
Cashflow 68
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 79
Distance to the 52-week high (market factor)
Net Issuance 87
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

Bros Eastern.,Ltd engages in the research and development, production, and sale of dyed mélange and colored yarns in China and internationally. It offers greige mélange yarn. The company also engages in dyeing and spinning activities. It sells its products in Europe, Asia, the United States, Hong Kong, and China.

Full company description

Bros Eastern.,Ltd engages in the research and development, production, and sale of dyed mélange and colored yarns in China and internationally. It offers greige mélange yarn. The company also engages in dyeing and spinning activities. It sells its products in Europe, Asia, the United States, Hong Kong, and China. Bros Eastern.,Ltd was founded in 2004 and is based in Ningbo, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bros Eastern.,Ltd reported revenue of ¥7.9B in FY2025 versus ¥7.8B in FY2021, a compound +0.3%/yr. Reported net income was ¥656M in FY2025, compounding −16.8%/yr from FY2021.

Growth Quality 63/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
7.9B CNY
Latest YoY
−1.0%
Avg. growth/yr (3Y)
+4.0%
Avg. growth/yr (5Y)
+5.1%
Avg. growth/yr (17Y)
+4.9%
Revenue +0.3%/yr
FY21 ¥7.8B
FY22 ¥7.0B
FY23 ¥6.9B
FY24 ¥7.9B
FY25 ¥7.9B
Net income −16.8%/yr
FY21 ¥1.4B
FY22 ¥1.6B
FY23 ¥504M
FY24 ¥410M
FY25 ¥656M

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Cite: Fair Value Calculator (2026). "Bros Eastern.,Ltd Fair Value". https://www.fairvalue-calculator.com/stock/601339

Peer Group

Textile Manufacturing · 309 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 69 · Top 25%
Fair Value upside −3% · Above median
Return on equity (TTM) 9% · Top 25%
Return on assets 3% · Top 25%
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 12% · Top 25%
Revenue growth 23% · Top 25%
Dividend yield (TTM) 4.9% · Top 25%
Debt / equity 0.11× · Higher than median

Valuation Multiples vs Textile Manufacturing median · lower = cheaper

P/E (TTM) 14.7× · Cheaper than median
P/B 1.32× · Pricier than median
P/S (TTM) 1.42× · Pricier than median
P/FCF 1.9× · Pricier than median
EV/EBITDA 9.2× · Pricier 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 30 · sector 11
FUTURE 100 · sector 0
PAST 35 · sector 14
HEALTH 95 · sector 95
DIVIDEND 98 · sector 34

Insider activity: 40/100

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 Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 10, 2026).

Stock Price Fair Value vs Fair Value
Shenzhou International Group 2313 HK$44.40 HK$75.65 +70%
Tongkun Group 601233 ¥23.56 ¥14.53 -38%
Inner Mongolia ERDOS Resources Co 600295 ¥12.04 ¥14.35 +19%
HMT (Xiamen) New Technical Materials Co 603306 ¥91.75 ¥12.85 -86%
Far Eastern New Century Corporation 1402 27.55 TWD 28.72 TWD +4%
K.P.R. Mill Limited KPRMILL ₹1,083 ₹467.49 -57%
Zhejiang Orient Holdings 600120 ¥5.18 ¥2.21 -57%
Vardhman Textiles Limited VTL ₹602.20 ₹437.53 -27%
Isiklar Enerji ve Yapi Holding IEYHO 174.20 TRY 323.84 TRY +86%
Shandong Fiberglass Group 605006 ¥16.75 ¥6.42 -62%

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Frequently asked questions

Is Bros Eastern.,Ltd (601339) overvalued or undervalued?
As of Aug 10, 2026, our model estimates a fair value of ¥7.87 versus a price of ¥8.08, about −3% (fairly valued).
What is the fair value of 601339?
Our model-based fair value for Bros Eastern.,Ltd is ¥7.87 (as of Aug 10, 2026), built from audited fundamentals. The current price is ¥8.08.
What is the quality score of 601339?
Bros Eastern.,Ltd has a Quality Score of 69/100. 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 Bros Eastern.,Ltd (601339)?
Bros Eastern.,Ltd reported trailing-twelve-month revenue of about 8.1B CNY (latest available figure, as of Aug 10, 2026).
What is the net profit margin of 601339?
The net profit margin of Bros Eastern.,Ltd is about 8.9%, meaning it keeps roughly 8.9% of revenue as net income. Based on the latest reported figures.
Does Bros Eastern.,Ltd pay a dividend?
Bros Eastern.,Ltd currently shows a dividend yield of about 4.91% relative to its recent price (as of Aug 10, 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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