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Hebei Yangyuan ZhiHui Beverage Co (603156) Fair Value & Analysis

Consumer Defensive · CN · Market cap 53.5B CNY

HY Hebei Yangyuan ZhiHui Beverage Co 603156 · SHG
Price¥48.35
Fair Value¥17.77
Upside-63.3%
Quality78/100
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Mixed Growth
Highly profitable · 23.6% net margin
generates free cash flow
3.63% dividend yield
Mixed vs. peers (7/13)
Wide moat 76/100
Evidence: High Range ¥13.51 – ¥22.04 Share as image

Fair value as of: Jul 11, 2026

From 26 valuation models · updated 30 days ago

Fair value updated Jul 11, 2026, revised from ¥20.99 to ¥17.77 (−15.3%) since Jun 24, 2026. Share price +9.2% over the past month.

A strong business, but screening 63% overvalued on our models.

What matters now

  • A high-quality business (quality 78/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (¥22.04). The favourable scenario is already priced in.
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Price vs Fair Value (5 years)

¥51.46 ¥16.90 Fair Value ¥17.77 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range ¥16.90 – ¥51.46 · fair‑value band ¥13.51 – ¥22.04 · the ¥48.35 price screens above the ¥17.77 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Hebei Yangyuan ZhiHui Beverage Co (603156) currently trades at ¥48.35, while our model-based Fair Value estimate is ¥17.77, implying the stock looks roughly 63.3% overvalued today. The Quality Score stands at 78/100 (high quality), in the Consumer Defensive 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, Hebei Yangyuan ZhiHui Beverage Co generated revenue of 6.0B CNY at a net margin of 23.6%. Revenue grew 37.5% year over year. It earns a return on equity of 13.9%. The balance sheet holds a net cash position of 918M CNY. Fundamentals as of Jul 11, 2026

Our scenario range runs from ¥13.51 (bear case) to ¥22.04 (bull case); at ¥48.35, 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 9% below its 52-week high and 132% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -14% fair-value upside, at -63%, 603156 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥6.99 ¥8.41 ¥15.03 76
Growth DCF ¥17.95 ¥25.86 ¥37.04 72
Gordon GGM ¥17.16 ¥35.68 ¥56.61 70
All 26 models by family
DCF Models
FCF DCF ¥17.59 ¥26.40 ¥39.56 38
Owner Earnings ¥12.40 ¥18.52 ¥27.66 31
5Y Revenue Exit ¥9.35 ¥12.29 ¥15.78 39
5Y EBITDA Exit ¥13.94 ¥20.75 ¥28.47 41
5Y P/E Exit ¥15.64 ¥23.87 ¥32.32 38
10Y Revenue Exit ¥12.08 ¥15.41 ¥19.41 36
10Y EBITDA Exit ¥15.12 ¥21.23 ¥28.95 37
10Y P/E Exit ¥16.19 ¥23.38 ¥31.85 35
Earnings-Based
Graham-Dodd ¥6.80 ¥19.49 ¥25.70 54
Lynch FV ¥4.00 ¥5.72 ¥7.43 50
PEG = 1.0 ¥4.00 ¥5.72 ¥7.43 46
EPV ¥8.67 ¥10.01 ¥11.18 59
Dividend Discount
Gordon GGM ¥17.16 ¥35.68 ¥56.61 70
DDM Multi-Stage ¥17.16 ¥27.40 ¥37.45 61
Multiples
P/E Multiple ¥15.74 ¥20.99 ¥26.24 63
P/S Multiple ¥5.08 ¥6.77 ¥8.47 58
P/B Multiple ¥12.75 ¥16.99 ¥21.24 55
EV/EBIT ¥16.28 ¥21.49 ¥26.70 53
EV/EBITDA ¥13.42 ¥17.68 ¥21.95 54
EV/Revenue ¥5.08 ¥6.99 ¥8.90 43
Asset-Based
NCAV (Graham) ¥3.58 ¥4.79 ¥7.16 50
Growth DCF
Growth DCF ¥17.95 ¥25.86 ¥37.04 72
Rev-Margin DCF ¥9.35 ¥12.55 ¥16.26 67
Economic Profit
Residual Income ¥6.99 ¥8.41 ¥15.03 76
ROIC Compounder ¥8.98 ¥11.14 ¥13.76 67
Growth Earnings
Growth-Adj P/E ¥12.66 ¥18.09 ¥23.52 68

Widest divergence: Dividend Discount (¥27.40) versus Asset-Based (¥4.79). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 6.0B CNY
Revenue growth (YoY) +37.5%
Net margin 23.6%
Return on equity 13.9%
Free cash flow 1.9B CNY FY2025
P/E ratio 37.5
More key figures
Operating margin 36.4%
EPS (TTM) ¥1.13
Dividend yield 3.6%
EPS growth (YoY) +25.8%
Net cash 918M CNY FY2024

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 78/100

Of which business quality 74 · Market factors (momentum, volatility) 85

Profitability 53
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 93
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 100
Price trend over the last 3–12 months (market factor)
52W Momentum 93
Distance to the 52-week high (market factor)
Net Issuance 84
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

Hebei Yangyuan ZhiHui Beverage Co., Ltd., together with its subsidiaries, engages in the research, development, processing, production, and sale of vegetable protein beverages using walnut kernels in China.

Full company description

Hebei Yangyuan ZhiHui Beverage Co., Ltd., together with its subsidiaries, engages in the research, development, processing, production, and sale of vegetable protein beverages using walnut kernels in China. The company offers walnut milk, walnut soybean milk, walnut peanut milk, walnut almond milk, and other plant protein beverages under the Six Walnuts, Six Walnuts 2430, and Yangyuan Plant Milk brands. It also engages in investment management activities. The company sells its products online. The company was formerly known as Hebei Yuanyuan Health Beverage Co., Ltd. Hebei Yangyuan ZhiHui Beverage Co., Ltd. was founded in 1997 and is headquartered in Hengshui, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hebei Yangyuan ZhiHui Beverage Co reported revenue of ¥5.3B in FY2025 versus ¥6.9B in FY2021, a compound −6.2%/yr. Reported net income was ¥1.3B in FY2025, compounding −12.1%/yr from FY2021.

Growth Quality 62/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
5.3B CNY
Latest YoY
−11.9%
Avg. growth/yr (3Y)
−3.4%
Avg. growth/yr (5Y)
+3.8%
Avg. growth/yr (17Y)
+18.8%
Revenue −6.2%/yr
FY21 ¥6.9B
FY22 ¥5.9B
FY23 ¥6.2B
FY24 ¥6.1B
FY25 ¥5.3B
Net income −12.1%/yr
FY21 ¥2.1B
FY22 ¥1.5B
FY23 ¥1.5B
FY24 ¥1.7B
FY25 ¥1.3B

603156 screens 63% overvalued. Compare with The Coca-Cola Company →

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Cite: Fair Value Calculator (2026). "Hebei Yangyuan ZhiHui Beverage Co Fair Value". https://www.fairvalue-calculator.com/stock/603156

Peer Group

Beverages - Non-Alcoholic · 91 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 78 · Top 25%
Fair Value upside −63% · Bottom 25%
Return on equity (TTM) 14% · Above median
Return on assets 9% · Above median
Net margin (TTM) 24% · Top 25%
Operating margin (TTM) 36% · Top 25%
Revenue growth 38% · Top 25%
Dividend yield (TTM) 3.6% · Above median

Valuation Multiples vs Beverages - Non-Alcoholic median · lower = cheaper

P/E (TTM) 37.5× · Pricier than 75% of peers
P/B 5.93× · Pricier than 75% of peers
P/S (TTM) 8.86× · Pricier than 75% of peers
P/FCF 4.1× · Pricier than median
EV/EBITDA 28.0× · Pricier 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 0 · sector 28
FUTURE 100 · sector 46
PAST 56 · sector 49
HEALTH 0 · sector 95
DIVIDEND 73 · sector 47

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.

Alcohol

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Beverages - Non-Alcoholic stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
The Coca-Cola Company KO $87.05 $36.57 -58%
PepsiCo, Inc PEP $139.02 $106.91 -23%
Monster Beverage Corporation MNST $97.50 $35.82 -63%
Nongfu Spring Co 9633 HK$41.44 HK$30.72 -26%
Coca-Cola Europacific Partners PLC CCEP €92.10 €85.41 -7%
Keurig Dr Pepper Inc KDP $31.25 $30.99 -1%
Coca-Cola FEMSA, S.A. KOF $102.04 $106.45 +4%
Coca-Cola HBC AG EEE €57.90 €52.82 -9%
Varun Beverages Limited VBL ₹495.70 ₹187.49 -62%
Eastroc Beverage (Group) Co 605499 ¥124.43 ¥107.57 -14%

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Frequently asked questions

Is Hebei Yangyuan ZhiHui Beverage Co (603156) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of ¥17.77 versus a price of ¥48.35, about −63% (overvalued).
What is the fair value of 603156?
Our model-based fair value for Hebei Yangyuan ZhiHui Beverage Co is ¥17.77 (as of Jul 11, 2026), built from audited fundamentals. The current price is ¥48.35.
What is the quality score of 603156?
Hebei Yangyuan ZhiHui Beverage Co has a Quality Score of 78/100. 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 Hebei Yangyuan ZhiHui Beverage Co (603156)?
Hebei Yangyuan ZhiHui Beverage Co reported trailing-twelve-month revenue of about 6.0B CNY (latest available figure, as of Jul 11, 2026).
What is the net profit margin of 603156?
The net profit margin of Hebei Yangyuan ZhiHui Beverage Co is about 23.6%, meaning it keeps roughly 23.6% of revenue as net income. Based on the latest reported figures.
Does Hebei Yangyuan ZhiHui Beverage Co pay a dividend?
Hebei Yangyuan ZhiHui Beverage Co currently shows a dividend yield of about 3.63% relative to its recent price (as of Jul 11, 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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