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Dehua TB New Decoration Material Co Ltd (002043) Fair Value & Analysis

Basic Materials · CN · Market cap 10.2B CNY (≈ $1.5B) · ISIN CNE000001LT1

What is Dehua TB New Decoration Material Co Ltd really worth?

DT Dehua TB New Decoration Material Co Ltd 002043 · SHE
Price¥12.73
Fair Value¥14.78
Upside+16.1%
Quality63/100

A solid business, trading 14% below our fair value of ¥14.78.

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Strengths

Low debt · generates free cash flow
Ranks above peers (10/14)

Risks

!Mixed Growth (revenue 5y +6.6 %/yr)
!Thin margins · 8.1% net margin
!Moderate moat 53/100

For context

·3.24% dividend yield
Evidence: High Range ¥11.09 – ¥18.48

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 22 days ago

Share price −1.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits in the lower half of our model range, the side with the larger margin of safety.
  • The data supports the verdict: every model runs on fully documented inputs.

Price vs Fair Value (5 years)

¥17.11 ¥6.02 Fair Value ¥14.78 Mar 2021 Sep 2026

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 ¥6.02 – ¥17.11 · fair‑value band ¥11.09 – ¥18.48 · the ¥12.73 price screens below the ¥14.78 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Dehua TB New Decoration Material Co Ltd (002043) currently trades at ¥12.73, while our model-based Fair Value estimate is ¥14.78, implying the stock looks roughly 13.9% undervalued today. The Quality Score stands at 63/100 (solid quality), in the Basic Materials sector. Bull case: the Growth DCF group reads highest at a median of ¥21.46 per share, and 18 of the 26 models we run sit above the ¥12.73 price. Bear case: the Asset-Based group reads lowest at ¥2.68, and 8 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Dehua TB New Decoration Material Co Ltd generated revenue of 9.3B CNY at a net margin of 8.1%. Revenue grew 32.7% year over year. It earns a return on equity of 22.2%. The balance sheet holds a net cash position of 2.2B CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥11.09 (bear case) to ¥18.48 (bull case); at ¥12.73, 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 28% below its 52-week high and 42% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −53% fair-value upside, at 16%, 002043 screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.3452 per share, which is 2.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence ¥14.59 ¥24.51 ¥41.94 78
Growth DCF ¥14.48 ¥23.53 ¥38.97 76
5Y EBITDA Exit ¥12.26 ¥19.25 ¥27.96 75
All 26 models by family
DCF Models
FCF DCF best evidence ¥14.59 ¥24.51 ¥41.94 78
Owner Earnings ¥13.58 ¥22.67 ¥38.63 74
5Y Revenue Exit ¥13.43 ¥21.67 ¥32.90 72
5Y EBITDA Exit ¥12.26 ¥19.25 ¥27.96 75
5Y P/E Exit ¥13.45 ¥21.70 ¥31.16 70
10Y Revenue Exit ¥13.36 ¥21.36 ¥33.71 65
10Y EBITDA Exit ¥12.94 ¥19.58 ¥29.54 68
10Y P/E Exit ¥13.73 ¥21.38 ¥32.25 63
Earnings-Based
Graham-Dodd ¥5.91 ¥28.13 ¥38.70 64
Lynch FV ¥7.48 ¥10.69 ¥13.89 61
PEG = 1.0 ¥7.48 ¥10.69 ¥13.89 57
EPV ¥10.61 ¥11.94 ¥13.10 74
Dividend Discount
Gordon GGM ¥5.53 ¥11.50 ¥18.24 66
DDM Multi-Stage ¥5.53 ¥9.69 ¥12.07 66
Multiples
P/E Multiple ¥11.09 ¥14.78 ¥18.48 63
P/S Multiple ¥11.09 ¥14.78 ¥18.48 58
P/B Multiple ¥9.00 ¥12.00 ¥15.00 55
EV/EBIT ¥14.57 ¥18.54 ¥22.51 66
EV/EBITDA ¥11.87 ¥14.94 ¥18.01 67
EV/Revenue ¥12.98 ¥17.41 ¥21.83 54
Asset-Based
NCAV (Graham) ¥2.00 ¥2.68 ¥4.00 54
Growth DCF
Growth DCF ¥14.48 ¥23.53 ¥38.97 76
Rev-Margin DCF ¥13.43 ¥21.46 ¥31.91 72
Economic Profit
Residual Income ¥5.41 ¥6.62 ¥18.62 67
ROIC Compounder ¥11.26 ¥13.47 ¥15.98 72
Growth Earnings
Growth-Adj P/E ¥10.54 ¥15.06 ¥19.58 67

Widest divergence: Growth DCF (¥21.46) versus Asset-Based (¥2.68). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 13.8
P/S ratio 1.12 P/E × margin
EPS (TTM) ¥0.9200 price ÷ EPS = P/E 13.8
Dividend yield 3.2% payout 44.8%
Net margin 8.1% FY2025
Return on equity 22.2% TTM
More key figures
Profitability
Return on assets (EBIT) 14.2% avg 5y
Operating margin 8.2% TTM
Growth
Revenue (TTM) 9.3B CNY TTM
Revenue growth (YoY) +32.7% 3y avg −0.1%
EPS growth (YoY) +50.0%
Balance sheet & cash flow
Free cash flow 760M CNY FY2025
Net cash 2.2B CNY FY2024

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 63/100

Of which business quality 64 · Market factors (momentum, volatility) 51

Profitability 64
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 56
Earnings quality: real cash, not paper profit
Fin. Strength 95
Balance sheet, leverage, solvency risk
Investment 71
Disciplined investing over empire-building
Low Volatility 62
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 56
Distance to the 52-week high (market factor)
Net Issuance 62
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

DeHua TB New Decoration Material Co.,Ltd produces and sells environmentally friendly furniture panels in China and internationally. It offers veneers, particleboard products; wood flooring; and engineered wood products.

Full company description

DeHua TB New Decoration Material Co.,Ltd produces and sells environmentally friendly furniture panels in China and internationally. It offers veneers, particleboard products; wood flooring; and engineered wood products. The company offers decorative panels, technical wood, flooring, adhesives, logs, wooden doors, cabinets, wardrobes and other integrated furniture, furniture panels, basic panels and other main materials and gypsum boards, technical veneers, decorative paper, edge banding, hardware and adhesives and other supporting auxiliary material. DeHua TB New Decoration Material Co.,Ltd was founded in 1992 and is based in Deqing, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dehua TB New Decoration Material Co Ltd reported revenue of 8.9B CNY in FY2025 versus 9.4B CNY in FY2021, a compound −1.5%/yr. Reported net income was 722M CNY in FY2025, compounding +0.3%/yr from FY2021.

Growth Quality 72/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
8.9B CNY
Latest YoY
−3.3%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.1%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.6%
Avg. revenue growth/yr (23Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+13.5% (10.3 + 3.2)
Revenue −1.5%/yr
FY21 9.4B CNY
FY22 8.9B CNY
FY23 9.1B CNY
FY24 9.2B CNY
FY25 8.9B CNY
Net income +0.3%/yr
FY21 712M CNY
FY22 446M CNY
FY23 689M CNY
FY24 585M CNY
FY25 722M CNY
Character of growth · EPS growth decomposed (2014-2025) +18.2 % p.a.
Revenue per share +17.6 %

of which total revenue +18.8 % · buybacks/dilution −1.1 %

EBIT margin +2.8 %
Tax rate −1.2 %
Residual (interest, one-offs) −1.0 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Dehua TB New Decoration Material Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/002043

Peer Group

Lumber & Wood Production · 77 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 63 · Top 25%
Fair Value upside +16% · Above median
Return on equity (TTM) 22% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 8% · Top 25%
Operating margin (TTM) 8% · Top 25%
Revenue growth 33% · Top 25%
Dividend yield (TTM) 3.2% · Above median
Debt / equity 0.02× · Lower than median

Valuation Multiples vs Lumber & Wood Production median · lower = cheaper

P/E (TTM) 13.8× · Cheaper than median
P/B 3.07× · Pricier than 75% of peers
P/S (TTM) 1.10× · Pricier than median
P/FCF 2.0× · Pricier than median
EV/EBITDA 10.4× · Pricier than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE55 · sector 5
FUTURE100 · sector 0
PAST89 · sector 4
HEALTH99 · sector 92
DIVIDEND65 · sector 46

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

Similar stocks

10 more Lumber & Wood Production stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Simpson Manufacturing Co SSD $182.07 $145.26 −20%
West Fraser Timber Co WFG C$92.39 C$33.38 −64%
UFP Industries, Inc UFPI $88.29 $107.07 +21%
Stella-Jones Inc SJ C$75.22 C$92.56 +23%
Boise Cascade Company BCC $77.12 $51.39 −33%
Century Plyboards (India) Limited CENTURYPLY ₹751.05 ₹201.01 −73%
Canfor Corporation CFP C$14.77 C$4.54 −69%
Interfor Corporation IFP C$13.69 C$6.43 −53%
Kangxin New Materials Co 600076 ¥3.11 ¥0.6700 −78%
Yunnan Jinggu Forestry Co 600265 ¥24.67 ¥2.52 −90%

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Frequently asked questions

Is Dehua TB New Decoration Material Co Ltd (002043) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥14.78 versus a price of ¥12.73, about +16% upside (undervalued).
What is the fair value of 002043?
Our model-based fair value for Dehua TB New Decoration Material Co Ltd is ¥14.78 (as of Aug 13, 2026), built from audited fundamentals. The current price: ¥12.73.
What is the quality score of 002043?
Dehua TB New Decoration Material Co Ltd has a Quality Score of 63/100. 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 Dehua TB New Decoration Material Co Ltd (002043)?
Dehua TB New Decoration Material Co Ltd reported trailing-twelve-month revenue of about 9.3B CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 002043?
The net profit margin of Dehua TB New Decoration Material Co Ltd is about 8.1%, meaning it keeps roughly 8.1% of revenue as net income. Based on the latest reported figures.
Does Dehua TB New Decoration Material Co Ltd pay a dividend?
Dehua TB New Decoration Material Co Ltd currently shows a dividend yield of about 3.24% relative to its recent price (as of Aug 13, 2026).
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