Shanghai Electric Group (601727) Fair Value & Analysis
Industrials · CN · Market cap 104B CNY
Fair value as of: Jul 13, 2026
From 24 valuation models · updated 25 days ago
Fair value updated Jul 13, 2026, revised from ¥1.59 to ¥1.79 (+12.6%) since Jul 5, 2026. Share price +1.8% over the past month.
Below-average quality, and screening another 74% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥2.10). The favourable scenario is already priced in.
- Solid but not exceptional quality (45/100) 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 Jul 13, 2026.
How to read this chart
60‑month range ¥3.48 – ¥12.30 · fair‑value band ¥1.22 – ¥2.10 · the ¥6.88 price screens above the ¥1.79 fair value. Dashed = 300-day average. As of Jul 13, 2026.
Analysis
Shanghai Electric Group (601727) currently trades at ¥6.88, while our model-based Fair Value estimate is ¥1.79, implying the stock looks roughly 74.0% overvalued today. We read business quality at 45/100 (below-average quality), in the Industrials 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 Electric Group generated revenue of 129B CNY at a net margin of 1.0%. Revenue grew 9.3% year over year. It earns a return on equity of 3.9%. Net debt stands at 1.6B CNY. Fundamentals as of Jul 13, 2026
Our scenario range runs from ¥1.22 (bear case) to ¥2.10 (bull case); at ¥6.88, 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 39% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -74%, 601727 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 24 models by family
Widest divergence: Growth DCF (¥5.59) versus Dividend Discount (¥1.28). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 34
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 Electric Group Co., Ltd. manufactures and sells industrial and energy equipment in Mainland China and internationally. The company operates through Energy Equipment Business, Industrial Equipment Business, and Integrated Service Business segments.
Full company description
Shanghai Electric Group Co., Ltd. manufactures and sells industrial and energy equipment in Mainland China and internationally. The company operates through Energy Equipment Business, Industrial Equipment Business, and Integrated Service Business segments. It offers designs, manufactures, and sells nuclear power, energy storage, coal-fired power generation and auxiliary, gas power generation, wind power, hydrogen, photovoltaic, and high-end chemical equipment, as well as elevators, large and medium-sized electric motors, intelligent manufacturing equipment, industrial basic parts, and construction industrialization equipment. The company also provides power grid and industrial intelligent power supply system solutions; energy, environmental protection and automation engineering and services, such as traditional and new energy, comprehensive utilization of solid waste, sewage treatment, flue gas treatment, and rail transit; industrial internet services; financial services, including financial leasing, factoring, asset management, and insurance brokerage; and park and property management services. The company was founded in 1902 and is headquartered in Shanghai, the People's Republic of China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shanghai Electric Group reported revenue of ¥127B in FY2025 versus ¥130B in FY2021, a compound −0.7%/yr. Reported net income was ¥1.2B in FY2025.
601727 screens 74% overvalued. Compare with GE Vernova Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Shanghai Electric showcases embodied intelligence robot matrix and AI-native smart factory solutions at WAIC 2026
- Shanghai Electric Marks International Day for Biological Diversity with Localized Green Practices
- Shanghai Electric Group (SEHK:2727) Valuation Check As Recent Share Price Gains Contrast With Year To Date Declines
- Shanghai Electric Highlights AI-Driven Integration of Energy and Industry at Hannover Messe 2026
Peer Group
Specialty Industrial Machinery · 808 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 Specialty Industrial Machinery 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 Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| GE Vernova Inc 1GEV | €887.60 | €186.93 | -79% |
| 1SIE 1SIE | €273.20 | €91.93 | -66% |
| SMNS SMNS | C$31.76 | C$22.68 | -29% |
| Eaton Corporation ETN | $407.28 | $171.92 | -58% |
| Atlas Copco AB ATCOA | kr 195.15 | kr 112.59 | -42% |
| Sandvik AB SAND | kr 384.10 | kr 193.01 | -50% |
| Doosan Enerbility Co 034020 | 76,400 KRW | 7,938 KRW | -90% |
| Zhejiang Sanhua Intelligent Controls Co 002050 | ¥43.20 | ¥22.68 | -48% |
| Vestas Wind Systems A/S VWS | kr 178.10 | kr 124.54 | -30% |
| NARI Technology Co 600406 | ¥22.19 | ¥18.71 | -16% |
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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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