Inner Mongolia ERDOS Resources Co (900936) Fair Value & Analysis
Consumer Cyclical · CN · Market cap $3.3B
Fair value as of: Aug 12, 2026
From 24 valuation models · updated today
Fair value updated Aug 12, 2026, revised from $125.86 to $1.44 (−98.9%) since Jul 7, 2026. Share price −1.8% over the past month.
A solid business, screening 23% undervalued on our models.
What matters now
- Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
- Our model range runs from $1.09 (bear) to $1.90 (bull), base $1.44. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 59/100 (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 Aug 12, 2026.
How to read this chart
60‑month range $0.3890 – $1.39 · fair‑value band $1.09 – $1.90 · the $1.17 price screens below the $1.44 fair value. Dashed = 300-day average. As of Aug 12, 2026.
Analysis
Inner Mongolia ERDOS Resources Co (900936) currently trades at $1.17, while our model-based Fair Value estimate is $1.44, implying the stock looks roughly 23.0% undervalued today. The Quality Score stands at 59/100 (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, Inner Mongolia ERDOS Resources Co generated revenue of $26.0B at a net margin of 9.8%. Revenue grew 4.6% year over year. It earns a return on equity of 10.9%. Net debt stands at $3.1B. Fundamentals as of Aug 12, 2026
Our scenario range runs from $1.09 (bear case) to $1.90 (bull case); at $1.17, 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 13% below its 52-week high and 27% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -3% fair-value upside, at 23%, 900936 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 24 models by family
Widest divergence: DCF Models ($17.88) versus Asset-Based ($5.22). Highest evidence: Growth DCF (80).
Notify me when 900936 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 58
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
Inner Mongolia ERDOS Resources Co.,Ltd. engages in clothing, power metallurgy, and chemical businesses in China. It offers knitted garments, including coarse/fine spun fabrics, scarves and shawls, cashmere blankets, cashmere coats.
Full company description
Inner Mongolia ERDOS Resources Co.,Ltd. engages in clothing, power metallurgy, and chemical businesses in China. It offers knitted garments, including coarse/fine spun fabrics, scarves and shawls, cashmere blankets, cashmere coats. The company is also involved in the processing and sale of electricity, silicon-based ferroalloys, chlor-alkali chemicals, synthetic ammonia, urea, and other products; mining and beneficiation of coal and other mineral resources; water diversion, water supply, and sewage treatment; and sale of mining equipment. In addition, it provides investment consulting and mining information consulting services. The company was formerly known as Inner Mongolia Eerduosi Resources Co.,Ltd. and changed its name to Inner Mongolia Erdos Resources Co.,ltd. in June 2011. The company was founded in 1980 and is headquartered in Ordos, China. Inner Mongolia ERDOS Resources Co.,Ltd. operates as a subsidiary of Inner Mongolia Erdos Cashmere Group Co., Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Inner Mongolia ERDOS Resources Co reported revenue of $25.7B in FY2025 versus $36.5B in FY2021, a compound −8.3%/yr. Reported net income was $2.4B in FY2025, compounding −21.1%/yr from FY2021.
Watch 900936: get an alert when its fair value changes →
Peer Group
Textile Manufacturing · 309 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 Textile 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 Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Shenzhou International Group 2313 | HK$44.40 | HK$75.65 | +70% |
| Tongkun Group 601233 | ¥23.56 | ¥14.53 | -38% |
| Far Eastern New Century Corporation 1402 | 27.55 TWD | 28.72 TWD | +4% |
| K.P.R. Mill Limited KPRMILL | ₹1,083 | ₹467.49 | -57% |
| HMT (Xiamen) New Technical Materials Co 603306 | ¥78.00 | ¥11.85 | -85% |
| Zhejiang Orient Holdings 600120 | ¥5.18 | ¥2.21 | -57% |
| Vardhman Textiles Limited VTL | ₹602.20 | ₹437.53 | -27% |
| Isiklar Enerji ve Yapi Holding IEYHO | 174.20 TRY | 323.84 TRY | +86% |
| Bros Eastern.,Ltd 601339 | ¥8.08 | ¥7.87 | -3% |
| Ruentex Industries Ltd 2915 | 51.10 TWD | 139.67 TWD | +173% |
Compare Inner Mongolia ERDOS Resources Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is Inner Mongolia ERDOS Resources Co (900936) overvalued or undervalued?
What is the fair value of 900936?
What is the quality score of 900936?
What is the revenue of Inner Mongolia ERDOS Resources Co (900936)?
What is the net profit margin of 900936?
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.
Track Inner Mongolia ERDOS Resources Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.