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Jason Furniture (Hangzhou) Co (603816) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 21.5B CNY

JF Jason Furniture (Hangzhou) Co 603816 · SHG
Price¥24.51
Fair Value¥43.66
Upside+78.1%
Quality69/100
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Healthy Growth
Thin margins · 8.8% net margin
Low debt · generates free cash flow
5.09% dividend yield
Ranks above peers (12/14)
Moderate moat 55/100
Evidence: High Range ¥33.08 – ¥54.25 Share as image

Fair value as of: Jul 24, 2026

From 26 valuation models · updated 17 days ago

Share price +9.2% over the past month.

A solid business, screening 78% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (¥33.08). The market is more pessimistic than our downside scenario.
  • Solid quality (69/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

¥64.81 ¥21.67 Fair Value ¥43.66 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

60‑month range ¥21.67 – ¥64.81 · fair‑value band ¥33.08 – ¥54.25 · the ¥24.51 price screens below the ¥43.66 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Jason Furniture (Hangzhou) Co (603816) currently trades at ¥24.51, while our model-based Fair Value estimate is ¥43.66, implying the stock looks roughly 78.1% 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: high), always confirm before acting.

Over the trailing twelve months, Jason Furniture (Hangzhou) Co generated revenue of 20.2B CNY at a net margin of 8.8%. Revenue grew 2.4% year over year. It earns a return on equity of 16.6%. The balance sheet holds a net cash position of 1.1B CNY. Fundamentals as of Jul 24, 2026

Our scenario range runs from ¥33.08 (bear case) to ¥54.25 (bull case); at ¥24.51, the current price sits below 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 35% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 16% fair-value upside, at 78%, 603816 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ¥38.58 ¥69.51 ¥124.83 80
Residual Income ¥14.18 ¥17.77 ¥43.38 76
Rev-Margin DCF ¥28.59 ¥47.54 ¥73.48 74
All 26 models by family
DCF Models
FCF DCF ¥39.37 ¥72.22 ¥141.08 38
Owner Earnings ¥32.89 ¥61.95 ¥116.39 31
5Y Revenue Exit ¥28.59 ¥48.06 ¥75.02 39
5Y EBITDA Exit ¥35.00 ¥62.01 ¥97.10 41
5Y P/E Exit ¥37.75 ¥68.01 ¥104.16 38
10Y Revenue Exit ¥31.06 ¥51.38 ¥83.97 36
10Y EBITDA Exit ¥36.16 ¥61.93 ¥103.47 37
10Y P/E Exit ¥38.03 ¥66.46 ¥109.71 35
Earnings-Based
Graham-Dodd ¥14.82 ¥81.95 ¥113.73 54
Lynch FV ¥22.85 ¥32.64 ¥42.44 50
PEG = 1.0 ¥22.85 ¥32.64 ¥42.44 46
EPV ¥24.59 ¥28.17 ¥31.30 59
Dividend Discount
Gordon GGM ¥12.16 ¥25.28 ¥40.10 70
DDM Multi-Stage ¥12.16 ¥21.32 ¥26.53 61
Multiples
P/E Multiple ¥35.96 ¥47.94 ¥59.93 63
P/S Multiple ¥21.97 ¥29.30 ¥36.62 58
P/B Multiple ¥27.78 ¥37.05 ¥46.31 55
EV/EBIT ¥40.88 ¥53.47 ¥66.05 53
EV/EBITDA ¥34.87 ¥45.46 ¥56.04 54
EV/Revenue ¥23.63 ¥32.42 ¥41.21 43
Asset-Based
NCAV (Graham) ¥6.44 ¥8.64 ¥12.89 50
Growth DCF
Growth DCF ¥38.58 ¥69.51 ¥124.83 80
Rev-Margin DCF ¥28.59 ¥47.54 ¥73.48 74
Economic Profit
Residual Income ¥14.18 ¥17.77 ¥43.38 76
ROIC Compounder ¥28.32 ¥37.85 ¥50.43 72
Growth Earnings
Growth-Adj P/E ¥33.90 ¥48.42 ¥62.95 68

Widest divergence: DCF Models (¥61.95) versus Asset-Based (¥8.64). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 20.2B CNY
Revenue growth (YoY) +2.4%
Net margin 8.8%
Return on equity 16.6%
Free cash flow 2.1B CNY FY2025
P/E ratio 12.0
More key figures
Operating margin 11.3%
EPS (TTM) ¥2.17
Dividend yield 5.1%
EPS growth (YoY) -4.7%
Net cash 1.1B CNY FY2024

Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100

Of which business quality 68 · Market factors (momentum, volatility) 36

Profitability 62
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 62
Earnings quality: real cash, not paper profit
Fin. Strength 85
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 19
Distance to the 52-week high (market factor)
Net Issuance 77
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

Jason Furniture (Hangzhou) Co.,Ltd. engages in the design, development, production, and marketing of home furnishing products in China and internationally. The company offers sofas, beds, dining tables, chairs, coffee tables, and related parts and accessories under the KUKA HOME brand name.

Full company description

Jason Furniture (Hangzhou) Co.,Ltd. engages in the design, development, production, and marketing of home furnishing products in China and internationally. The company offers sofas, beds, dining tables, chairs, coffee tables, and related parts and accessories under the KUKA HOME brand name. It sells its products through dealers, stores, online, bulk business, and other channels. The company was formerly known as Hangzhou Zhuangsheng Furniture Manufacturing Co., Ltd. and changed its name to Jason Furniture (Hangzhou) Co.,Ltd. in December 2011. Jason Furniture (Hangzhou) Co.,Ltd. was founded in 1982 and is headquartered in Hangzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jason Furniture (Hangzhou) Co reported revenue of ¥20.1B in FY2025 versus ¥18.3B in FY2021, a compound +2.3%/yr. Reported net income was ¥1.8B in FY2025, compounding +1.8%/yr from FY2021.

Growth Quality 85/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
20.1B CNY
Latest YoY
+8.5%
Avg. growth/yr (3Y)
+3.7%
Avg. growth/yr (5Y)
+9.6%
Avg. growth/yr (14Y)
+17.6%
Revenue +2.3%/yr
FY21 ¥18.3B
FY22 ¥18.0B
FY23 ¥19.2B
FY24 ¥18.5B
FY25 ¥20.1B
Net income +1.8%/yr
FY21 ¥1.7B
FY22 ¥1.8B
FY23 ¥2.0B
FY24 ¥1.4B
FY25 ¥1.8B

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Cite: Fair Value Calculator (2026). "Jason Furniture (Hangzhou) Co Fair Value". https://www.fairvalue-calculator.com/stock/603816

Peer Group

Furnishings, Fixtures & Appliances · 311 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 69 · Top 25%
Fair Value upside +78% · Top 25%
Return on equity (TTM) 17% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 9% · Top 25%
Operating margin (TTM) 11% · Top 25%
Revenue growth 2% · Above median
Dividend yield (TTM) 5.1% · Above median
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Furnishings, Fixtures & Appliances median · lower = cheaper

P/E (TTM) 12.0× · Cheaper than median
P/B 2.03× · Pricier than median
P/S (TTM) 1.06× · Pricier than median
P/FCF 1.5× · Cheaper than median
EV/EBITDA 7.2× · Cheaper 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 100 · sector 26
FUTURE 12 · sector 0
PAST 66 · sector 19
HEALTH 100 · sector 98
DIVIDEND 100 · sector 55

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

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

Similar stocks

10 more Furnishings, Fixtures & Appliances stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).

Stock Price Fair Value vs Fair Value
Midea Group 000333 ¥82.71 ¥107.22 +30%
Gree Electric Appliances, Inc 000651 ¥38.25 ¥88.02 +130%
Haier Smart Home Co 600690 ¥21.46 ¥36.04 +68%
King Slide Works Co 2059 8,655 TWD 1,917 TWD -78%
Guangdong Songfa Ceramics Co 603268 ¥155.59 ¥38.95 -75%
SharkNinja, Inc SN $154.53 $89.07 -42%
Hisense Home Appliances Group 000921 ¥26.33 ¥48.03 +82%
Zhejiang Supor Co 002032 ¥43.85 ¥44.84 +2%
COWAY Co 021240 96,700 KRW 112,530 KRW +16%
Ecovacs Robotics Co 603486 ¥50.13 ¥54.11 +8%

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Frequently asked questions

Is Jason Furniture (Hangzhou) Co (603816) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of ¥43.66 versus a price of ¥24.51, about +78% (undervalued).
What is the fair value of 603816?
Our model-based fair value for Jason Furniture (Hangzhou) Co is ¥43.66 (as of Jul 24, 2026), built from audited fundamentals. The current price is ¥24.51.
What is the quality score of 603816?
Jason Furniture (Hangzhou) Co has a Quality Score of 69/100. 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 Jason Furniture (Hangzhou) Co (603816)?
Jason Furniture (Hangzhou) Co reported trailing-twelve-month revenue of about 20.2B CNY (latest available figure, as of Jul 24, 2026).
What is the net profit margin of 603816?
The net profit margin of Jason Furniture (Hangzhou) Co is about 8.8%, meaning it keeps roughly 8.8% of revenue as net income. Based on the latest reported figures.
Does Jason Furniture (Hangzhou) Co pay a dividend?
Jason Furniture (Hangzhou) Co currently shows a dividend yield of about 5.09% relative to its recent price (as of Jul 24, 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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