Beijing Yanjing Brewery Co (000729) Fair Value & Analysis
Consumer Defensive · CN · Market cap 32.0B CNY
Fair value as of: Aug 13, 2026
From 24 valuation models · updated yesterday
Share price +17.0% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- Our model range runs from ¥9.29 (bear) to ¥15.64 (bull), base ¥12.51. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 70/100 (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 13, 2026.
How to read this chart
60‑month range ¥5.91 – ¥14.26 · fair‑value band ¥9.29 – ¥15.64 · the ¥12.69 price screens above the ¥12.51 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Beijing Yanjing Brewery Co (000729) currently trades at ¥12.69, while our model-based Fair Value estimate is ¥12.51, implying the stock looks roughly 1.4% fairly valued today. The Quality Score stands at 70/100 (solid 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: medium).
Over the trailing twelve months, Beijing Yanjing Brewery Co generated revenue of 15.6B CNY at a net margin of 11.4%. Revenue grew 7.1% year over year. It earns a return on equity of 13.0%. The balance sheet holds a net cash position of 6.8B CNY. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥9.29 (bear case) to ¥15.64 (bull case); at ¥12.69, 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 16% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -5% fair-value upside, at -1%, 000729 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 (¥11.42) versus Asset-Based (¥3.68). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 70 · Market factors (momentum, volatility) 50
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
Beijing Yanjing Brewery Co.,Ltd. manufactures and sells beer in the People's Republic of China and internationally. The company also provides water, beverages, etc. The company was formerly known as Shunyi County Brewery and changed its name to Beijing Yanjing Brewery Co.,Ltd. in March 1984. Beijing Yanjing Brewery Co.,Ltd.
Full company description
Beijing Yanjing Brewery Co.,Ltd. manufactures and sells beer in the People's Republic of China and internationally. The company also provides water, beverages, etc. The company was formerly known as Shunyi County Brewery and changed its name to Beijing Yanjing Brewery Co.,Ltd. in March 1984. Beijing Yanjing Brewery Co.,Ltd. was founded in 1980 and is headquartered in Beijing, the People's Republic of China. Beijing Yanjing Brewery Co.,Ltd. operates as a subsidiary of Beijing Yanjing Brewery Investment Co., LTD.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Beijing Yanjing Brewery Co reported revenue of ¥15.3B in FY2025 versus ¥12.0B in FY2021, a compound +6.4%/yr. Reported net income was ¥1.7B in FY2025, compounding +64.7%/yr from FY2021.
of which total revenue +0.6 pp · buybacks/dilution −0.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch 000729: get an alert when its fair value changes →
Peer Group
Beverages - Brewers · 53 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 Beverages - Brewers 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 Beverages - Brewers stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Anheuser-Busch InBev SA 1ABI | €68.84 | €41.60 | -40% |
| Ambev S.A ABEV | 14,120 ARS | 3,535 ARS | -75% |
| Fomento Económico Mexicano, S.A. FEMSAUBD | 222.91 MXN | 201.74 MXN | -9% |
| Heineken N.V HEIA | €73.90 | €65.06 | -12% |
| Constellation Brands, Inc STZ | $133.98 | $173.19 | +29% |
| Carlsberg A/S CARLA | kr 1,090 | kr 607.30 | -44% |
| Heineken Holding HEIO | €69.70 | €99.95 | +43% |
| Tsingtao Brewery Company 600600 | ¥53.45 | ¥63.65 | +19% |
| Budweiser Brewing Company 1876 | HK$6.35 | HK$6.05 | -5% |
| China Resources Beer (Holdings) Company 0291 | HK$22.50 | HK$25.37 | +13% |
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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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