China Oilfield Services Limited (601808) Fair Value & Analysis
Energy · CN · Market cap 59.1B CNY
Fair value as of: Jul 5, 2026
From 26 valuation models · updated 33 days ago
Fair value updated Jul 5, 2026, revised from ¥20.38 to ¥11.43 (−43.9%) since Jun 24, 2026. Share price +10.7% 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 ¥8.57 (bear) to ¥14.28 (bull), base ¥11.43. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 52/100 (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 Jul 5, 2026.
How to read this chart
60‑month range ¥10.79 – ¥20.68 · fair‑value band ¥8.57 – ¥14.28 · the ¥12.23 price screens above the ¥11.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 5, 2026.
Analysis
China Oilfield Services Limited (601808) currently trades at ¥12.23, while our model-based Fair Value estimate is ¥11.43, implying the stock looks roughly 6.5% fairly valued today. We read business quality at 52/100 (solid quality), in the Energy 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, China Oilfield Services Limited generated revenue of 50.8B CNY at a net margin of 7.5%. Revenue grew 4.6% year over year. It earns a return on equity of 8.6%. Net debt stands at 9.4B CNY. Fundamentals as of Jul 5, 2026
Our scenario range runs from ¥8.57 (bear case) to ¥14.28 (bull case); at ¥12.23, 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 44% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -39% fair-value upside, at -7%, 601808 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 26 models by family
Widest divergence: DCF Models (¥22.09) versus Dividend Discount (¥3.71). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 35
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
China Oilfield Services Limited, together with its subsidiaries, provides integrated oilfield services in China, Indonesia, Mexico, Norway, the Middle East, and internationally. The company operates through four divisions: Geophysical Services, Drilling Services, Well Services, and Marine and Transportation Services.
Full company description
China Oilfield Services Limited, together with its subsidiaries, provides integrated oilfield services in China, Indonesia, Mexico, Norway, the Middle East, and internationally. The company operates through four divisions: Geophysical Services, Drilling Services, Well Services, and Marine and Transportation Services. It offers drilling services, including drilling lift boats and accommodation and rigs; well services, such as directional drilling, logging, drilling and completion fluids, cementing, workover, production and optimization, and well completion; and geophysics and geotechnical surveying, as well as marine support vessels comprising anchor handling, towing, cargo (passenger) transportation, stand-by, and oil lifting assisting services. The company was incorporated in 2001 and is based in Sanhe, China. China Oilfield Services Limited is a subsidiary of China National Offshore Oil Corporation.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
China Oilfield Services Limited reported revenue of ¥50.3B in FY2025 versus ¥29.2B in FY2021, a compound +14.5%/yr. Reported net income was ¥3.8B in FY2025, compounding +87.1%/yr from FY2021.
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Peer Group
Oil & Gas Equipment & Services · 191 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 Oil & Gas Equipment & Services 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 Oil & Gas Equipment & Services stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SLB N.V SLBN | 836.00 MXN | 533.97 MXN | -36% |
| Baker Hughes Company BKR | $55.95 | $33.55 | -40% |
| TechnipFMC plc FTI | $74.57 | $27.57 | -63% |
| Halliburton Company HAL | $35.22 | $21.50 | -39% |
| Tenaris S.A TS | $57.16 | $45.68 | -20% |
| Yantai Jereh Oilfield Services Group 002353 | ¥138.79 | ¥34.17 | -75% |
| Saipem SpA SPM | €4.20 | €2.72 | -35% |
| Subsea 7 S.A SUBC | kr 319.00 | kr 227.98 | -29% |
| Gaztransport & Technigaz SA GTT | €188.10 | €95.01 | -49% |
| Kodiak Gas Services, Inc KGS | $67.59 | $13.56 | -80% |
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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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