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Juneyao Grand Healthy DrinksCo.,Ltd. (605388) Fair Value & Analysis

Consumer Defensive · CN · Market cap 3.2B CNY

JG Juneyao Grand Healthy DrinksCo.,Ltd. 605388 · SHG
Price¥5.90
Fair Value¥1.01
Upside-82.9%
Quality45/100
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Expensive Growth
Loss-making · -14.1% net margin
negative free cash flow
Trails peers (2/10)
Narrow moat 13/100
Evidence: Low Range ¥0.7600 – ¥1.26 Share as image

Fair value as of: Jul 24, 2026

From 3 valuation models · updated 17 days ago

Share price +20.9% over the past month.

Below-average quality, and screening another 83% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥1.26). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥28.36 ¥4.32 Fair Value ¥1.01 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 ¥4.32 – ¥28.36 · fair‑value band ¥0.7600 – ¥1.26 · the ¥5.90 price screens above the ¥1.01 fair value. Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Juneyao Grand Healthy DrinksCo.,Ltd. (605388) currently trades at ¥5.90, while our model-based Fair Value estimate is ¥1.01, implying the stock looks roughly 82.9% overvalued today. The Quality Score stands at 45/100 (below-average 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: low).

Over the trailing twelve months, Juneyao Grand Healthy DrinksCo.,Ltd. generated revenue of 1.4B CNY at a net margin of -14.1%. Revenue grew 7.3% year over year. It earns a return on equity of -14.9%. The balance sheet holds a net cash position of 214M CNY. Fundamentals as of Jul 24, 2026

Our scenario range runs from ¥0.7600 (bear case) to ¥1.26 (bull case); at ¥5.90, 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 37% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -14% fair-value upside, at -83%, 605388 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
Gordon GGM ¥0.6900 ¥0.8800 ¥1.07 70
DDM Multi-Stage ¥0.6900 ¥0.9200 ¥1.19 61
NCAV (Graham) ¥1.27 ¥1.70 ¥2.54 50
All 3 models by family
Dividend Discount
Gordon GGM ¥0.6900 ¥0.8800 ¥1.07 70
DDM Multi-Stage ¥0.6900 ¥0.9200 ¥1.19 61
Asset-Based
NCAV (Graham) ¥1.27 ¥1.70 ¥2.54 50

Widest divergence: Asset-Based (¥1.70) versus Dividend Discount (¥0.8800). Highest evidence: Gordon GGM (70).

Key figures & financial health

Revenue (TTM) 1.4B CNY
Revenue growth (YoY) +7.3%
Net margin -14.1%
Return on equity -14.9%
Free cash flow −27.6M CNY FY2025
Operating margin 3.3%
More key figures
EPS (TTM) ¥-0.3200
EPS growth (YoY) -20.9%
Net cash 214M CNY FY2024

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

Quality Score breakdown

Overall quality 45/100

Of which business quality 46 · Market factors (momentum, volatility) 26

Profitability 16
Margins and returns on capital today
Quality Growth 22
Are margins and returns improving?
Cashflow 10
Earnings quality: real cash, not paper profit
Fin. Strength 88
Balance sheet, leverage, solvency risk
Investment 97
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 65
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

Juneyao Grand Healthy DrinksCo.,Ltd. engages in the production and sale of lactic acid bacteria beverages in China and internationally. It offers probiotics, lactic acid bacteria and mineral water products, and snacks. The company was founded in 1994 and is headquartered in Yichang, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Juneyao Grand Healthy DrinksCo.,Ltd. reported revenue of ¥1.3B in FY2025 versus ¥914M in FY2021, a compound +9.9%/yr. Reported net income was −¥190M in FY2025.

Growth Quality 27/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
1.3B CNY
Latest YoY
−8.7%
Avg. growth/yr (3Y)
+10.5%
Avg. growth/yr (5Y)
+9.3%
Avg. growth/yr (9Y)
+2.1%
Revenue +9.9%/yr
FY21 ¥914M
FY22 ¥986M
FY23 ¥1.6B
FY24 ¥1.5B
FY25 ¥1.3B
Net income
FY21 ¥147M
FY22 ¥76.7M
FY23 ¥57.6M
FY24 −¥29.1M
FY25 −¥190M

605388 screens 83% overvalued. Compare with The Coca-Cola Company →

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Cite: Fair Value Calculator (2026). "Juneyao Grand Healthy DrinksCo.,Ltd. Fair Value". https://www.fairvalue-calculator.com/stock/605388

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 45 · Bottom 25%
Fair Value upside −83% · Bottom 25%
Return on assets -6% · Bottom 25%
Net margin (TTM) -14% · Bottom 25%
Operating margin (TTM) 3% · Below median
Revenue growth 7% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%

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

P/B 0.31× · Cheaper than 75% of peers
P/S (TTM) 0.35× · Cheaper 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 37 · sector 46
PAST 0 · sector 49
HEALTH 0 · sector 95
DIVIDEND 0 · 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 24, 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 Juneyao Grand Healthy DrinksCo.,Ltd. (605388) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of ¥1.01 versus a price of ¥5.90, about −83% (overvalued).
What is the fair value of 605388?
Our model-based fair value for Juneyao Grand Healthy DrinksCo.,Ltd. is ¥1.01 (as of Jul 24, 2026), built from audited fundamentals. The current price is ¥5.90.
What is the quality score of 605388?
Juneyao Grand Healthy DrinksCo.,Ltd. has a Quality Score of 45/100. 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 Juneyao Grand Healthy DrinksCo.,Ltd. (605388)?
Juneyao Grand Healthy DrinksCo.,Ltd. reported trailing-twelve-month revenue of about 1.4B CNY (latest available figure, as of Jul 24, 2026).
What is the net profit margin of 605388?
The net profit margin of Juneyao Grand Healthy DrinksCo.,Ltd. is about -14.1%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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