Shenzhen Ellassay Fashion Co (603808) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 3.3B CNY
Fair value as of: Jul 11, 2026
From 26 valuation models · updated 30 days ago
Fair value updated Jul 11, 2026, revised from ¥10.16 to ¥9.97 (−1.9%) since Jun 24, 2026. Share price +5.2% over the past month.
A solid business, screening 24% undervalued on our models.
What matters now
- Solid quality (69/100) at a price below fair value, the discount is the argument here, not the business quality.
- Our model range runs from ¥7.48 (bear) to ¥12.47 (bull), base ¥9.97. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 69/100 (solid quality) with medium evidence: read the verdict with care.
Price vs Fair Value (5 years)
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 ¥5.83 – ¥16.62 · fair‑value band ¥7.48 – ¥12.47 · the ¥8.05 price screens below the ¥9.97 fair value. Dashed = 300-day average. As of Jul 11, 2026.
Analysis
Shenzhen Ellassay Fashion Co (603808) currently trades at ¥8.05, while our model-based Fair Value estimate is ¥9.97, implying the stock looks roughly 23.9% undervalued today. The Quality Score stands at 69/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Shenzhen Ellassay Fashion Co generated revenue of 2.9B CNY at a net margin of 5.7%. Revenue grew 7.8% year over year. It earns a return on equity of 8.2%. The balance sheet holds a net cash position of 269M CNY. Fundamentals as of Jul 11, 2026
Our scenario range runs from ¥7.48 (bear case) to ¥12.47 (bull case); at ¥8.05, 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 29% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 1% fair-value upside, at 24%, 603808 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 (¥19.82) versus Dividend Discount (¥0.7700). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 69 · Market factors (momentum, volatility) 40
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
Shenzhen Ellassay Fashion Co.,Ltd. engages in the research and development, production, and sales of clothing products in China, Hong Kong, Macao, Taiwan, and internationally. The company provides clothing, accessories, underwear, and other, as well as skirts, jackets, coats, and pants for men and women; and women's shoes.
Full company description
Shenzhen Ellassay Fashion Co.,Ltd. engages in the research and development, production, and sales of clothing products in China, Hong Kong, Macao, Taiwan, and internationally. The company provides clothing, accessories, underwear, and other, as well as skirts, jackets, coats, and pants for men and women; and women's shoes. It offers its products under the ELLASSAY, Laurel, IRO Paris, Ed Hardy, nobis, and self-portrait brand names through its retail outlets and franchise stores. The company was founded in 1996 and is headquartered in Shenzhen, China. Shenzhen Ellassay Fashion Co.,Ltd. operates as a subsidiary of Shenzhen Ellassay Investment Management Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shenzhen Ellassay Fashion Co reported revenue of ¥2.9B in FY2025 versus ¥2.4B in FY2021, a compound +4.9%/yr. Reported net income was ¥165M in FY2025, compounding −14.2%/yr from FY2021.
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Peer Group
Apparel Manufacturing · 212 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 Apparel Manufacturing 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 Apparel Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| H & M Hennes & Mauritz AB HMB | kr 163.45 | kr 165.47 | +1% |
| Ralph Lauren Corporation RL | $374.08 | $224.21 | -40% |
| Moncler S.p.A MONC | €52.08 | €50.69 | -3% |
| LPP SA LPP | 19,380 PLN | 17,754 PLN | -8% |
| Bosideng International Holdings 3998 | HK$4.88 | HK$5.92 | +21% |
| Youngor Fashion Co 600177 | ¥7.57 | ¥5.59 | -26% |
| Page Industries Limited PAGEIND | ₹39,900 | ₹12,395 | -69% |
| Hla Group 600398 | ¥6.05 | ¥9.92 | +64% |
| Eclat Textile Co 1476 | 333.50 TWD | 357.81 TWD | +7% |
| Youngone Corporation 111770 | 87,600 KRW | 196,629 KRW | +124% |
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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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