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Zhongman Petroleum and Natural Gas Group (603619) Fair Value & Analysis

Energy · CN · Market cap 10.9B CNY

ZP Zhongman Petroleum and Natural Gas Group 603619 · SHG
Price¥22.50
Fair Value¥13.12
Upside-41.7%
Quality31/100
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Expensive Growth
Thin margins · 8.3% net margin
Low debt · negative free cash flow
1.37% dividend yield
Trails peers (2/13)
Moderate moat 48/100
Evidence: High Range ¥9.83 – ¥16.40 Share as image

Fair value as of: Jul 11, 2026

From 16 valuation models · updated 30 days ago

Share price +19.2% over the past month.

Below-average quality, and screening another 42% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥16.40). The favourable scenario is already priced in.
  • Weak quality (31/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

¥47.05 ¥8.10 Fair Value ¥13.12 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 ¥8.10 – ¥47.05 · fair‑value band ¥9.83 – ¥16.40 · the ¥22.50 price screens above the ¥13.12 fair value. Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Zhongman Petroleum and Natural Gas Group (603619) currently trades at ¥22.50, while our model-based Fair Value estimate is ¥13.12, implying the stock looks roughly 41.7% overvalued today. The Quality Score stands at 31/100 (below-average 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, Zhongman Petroleum and Natural Gas Group generated revenue of 3.8B CNY at a net margin of 8.3%. Revenue declined 18.2% year over year. It earns a return on equity of 7.1%. Net debt stands at 1.1B CNY. Fundamentals as of Jul 11, 2026

Our scenario range runs from ¥9.83 (bear case) to ¥16.40 (bull case); at ¥22.50, 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 53% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -11% fair-value upside, at -42%, 603619 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 ¥8.65 ¥9.97 ¥16.32 76
ROIC Compounder ¥21.23 ¥29.01 ¥39.30 72
Gordon GGM ¥7.56 ¥15.71 ¥24.93 70
All 16 models by family
Earnings-Based
Graham-Dodd ¥7.49 ¥38.38 ¥53.04 54
Lynch FV ¥10.46 ¥14.94 ¥19.43 50
PEG = 1.0 ¥10.46 ¥14.94 ¥19.43 46
EPV ¥18.36 ¥21.38 ¥24.03 59
Dividend Discount
Gordon GGM ¥7.56 ¥15.71 ¥24.93 70
DDM Multi-Stage ¥7.56 ¥13.25 ¥16.49 61
Multiples
P/E Multiple ¥11.57 ¥15.43 ¥19.29 63
P/S Multiple ¥7.64 ¥10.19 ¥12.74 58
P/B Multiple ¥12.61 ¥16.81 ¥21.01 55
EV/EBIT ¥18.12 ¥24.09 ¥30.06 53
EV/EBITDA ¥16.18 ¥21.50 ¥26.83 54
EV/Revenue ¥7.34 ¥10.40 ¥13.45 43
Asset-Based
NCAV (Graham) ¥4.67 ¥6.26 ¥9.34 50
Economic Profit
Residual Income ¥8.65 ¥9.97 ¥16.32 76
ROIC Compounder ¥21.23 ¥29.01 ¥39.30 72
Growth Earnings
Growth-Adj P/E ¥13.02 ¥18.60 ¥24.19 68

Widest divergence: Growth Earnings (¥18.60) versus Asset-Based (¥6.26). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 3.8B CNY
Revenue growth (YoY) -18.2%
Net margin 8.3%
Return on equity 7.1%
Free cash flow −168M CNY FY2025
P/E ratio 34.7
More key figures
Operating margin 18.4%
EPS (TTM) ¥0.6800
Dividend yield 1.4%
EPS growth (YoY) -86.0%
Net debt 1.1B CNY FY2025

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

Quality Score breakdown

Overall quality 31/100

Of which business quality 34 · Market factors (momentum, volatility) 32

Profitability 37
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 45
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 36
Calm price path (market factor)
Momentum 29
Price trend over the last 3–12 months (market factor)
52W Momentum 31
Distance to the 52-week high (market factor)
Net Issuance 15
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

Zhongman Petroleum and Natural Gas Group Corp.,Ltd., an oil and gas company, provides integrated oil and gas development services in China and internationally. It engages in exploration and development, drilling and completion engineering, and equipment manufacturing business. The company explores for, develops, and produces oil and gas deposits.

Full company description

Zhongman Petroleum and Natural Gas Group Corp.,Ltd., an oil and gas company, provides integrated oil and gas development services in China and internationally. It engages in exploration and development, drilling and completion engineering, and equipment manufacturing business. The company explores for, develops, and produces oil and gas deposits. It also offers drilling and completion services, including integrated drilling engineering, equipment management, production management, and project management services, as well as cover drilling, well workover, logging, well logging, cementing, completion, drilling fluid, directional drilling, and integrated wellbore technical services; and drilling technical services. In addition, the company designs, manufactures, sells, and leases technical services petroleum drilling equipment; and researches, develops, manufactures, and sells land drilling rigs, components, electrical control systems, and intelligent products. Further, it offers pre-sale and in sale services, such as assembling tests, technical directing, customer training to operation support, maintenance with full-weather service, etc.; maintenance services; technical consultation, spare parts supply, and operational support services; and product customization services. Zhongman Petroleum and Natural Gas Group Corp.,Ltd. was founded in 2003 and is headquartered in Shanghai, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zhongman Petroleum and Natural Gas Group reported revenue of ¥3.9B in FY2025 versus ¥1.8B in FY2021, a compound +22.2%/yr. Reported net income was ¥510M in FY2025, compounding +62.0%/yr from FY2021.

Growth Quality 46/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
3.9B CNY
Latest YoY
−5.1%
Avg. growth/yr (3Y)
+7.1%
Avg. growth/yr (5Y)
+19.9%
Avg. growth/yr (13Y)
+14.7%
Revenue +22.2%/yr
FY21 ¥1.8B
FY22 ¥3.2B
FY23 ¥3.7B
FY24 ¥4.1B
FY25 ¥3.9B
Net income +62.0%/yr
FY21 ¥74.0M
FY22 ¥482M
FY23 ¥812M
FY24 ¥726M
FY25 ¥510M

603619 screens 42% overvalued. Compare with Saudi Arabian Oil Company →

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Cite: Fair Value Calculator (2026). "Zhongman Petroleum and Natural Gas Group Fair Value". https://www.fairvalue-calculator.com/stock/603619

Peer Group

Oil & Gas Integrated · 54 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 31 · Bottom 25%
Fair Value upside −42% · Bottom 25%
Return on equity (TTM) 7% · Below median
Return on assets 4% · Below median
Net margin (TTM) 8% · Above median
Operating margin (TTM) 18% · Above median
Revenue growth -18% · Bottom 25%
Dividend yield (TTM) 1.4% · Bottom 25%
Debt / equity 0.43× · Higher than median

Valuation Multiples vs Oil & Gas Integrated median · lower = cheaper

P/E (TTM) 34.7× · Pricier than 75% of peers
P/B 2.53× · Pricier than 75% of peers
P/S (TTM) 2.91× · Pricier than 75% of peers
EV/EBITDA 7.9× · 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 0 · sector 16
FUTURE 0 · sector 7
PAST 28 · sector 45
HEALTH 78 · sector 87
DIVIDEND 27 · sector 79

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.

Oil & gas

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 Integrated stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Saudi Arabian Oil Company 2222 26.72 SAR 20.14 SAR -25%
Exxon Mobil Corporation XOM $144.51 $90.37 -37%
Chevron Corporation CHEV C$22.88 C$7.97 -65%
PetroChina Company 601857 ¥10.29 ¥16.51 +60%
Shell plc SHELL €38.04 €46.09 +21%
TotalEnergies SE TTE C$13.80 C$7.92 -43%
Petróleo Brasileiro S.A PETR3 12,540 ARS 30,914 ARS +147%
BP p.l.c., an integrated energy company, BP $40.83 $12.71 -69%
China Petroleum & Chemical Corporation 600028 ¥5.03 ¥4.46 -11%
Equinor ASA EQNR $36.19 $34.53 -5%

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Frequently asked questions

Is Zhongman Petroleum and Natural Gas Group (603619) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of ¥13.12 versus a price of ¥22.50, about −42% (overvalued).
What is the fair value of 603619?
Our model-based fair value for Zhongman Petroleum and Natural Gas Group is ¥13.12 (as of Jul 11, 2026), built from audited fundamentals. The current price is ¥22.50.
What is the quality score of 603619?
Zhongman Petroleum and Natural Gas Group has a Quality Score of 31/100. 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 Zhongman Petroleum and Natural Gas Group (603619)?
Zhongman Petroleum and Natural Gas Group reported trailing-twelve-month revenue of about 3.8B CNY (latest available figure, as of Jul 11, 2026).
What is the net profit margin of 603619?
The net profit margin of Zhongman Petroleum and Natural Gas Group is about 8.3%, meaning it keeps roughly 8.3% of revenue as net income. Based on the latest reported figures.
Does Zhongman Petroleum and Natural Gas Group pay a dividend?
Zhongman Petroleum and Natural Gas Group currently shows a dividend yield of about 1.37% 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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