EN DE

Ganfeng Lithium Co Ltd (1772) Fair Value & Analysis

Basic Materials · HK · Market cap HK$101B (≈ $12.9B) · ISIN CNE1000031W9

What is Ganfeng Lithium Co Ltd really worth?

GL Ganfeng Lithium Co Ltd 1772 · HK
PriceHK$36.62
Fair ValueHK$15.48
Upside−57.7%
Quality48/100

Below-average quality, and trading another 137% above our fair value of HK$15.48.

Watch Ganfeng Lithium Co Ltd for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card. Watch for free

Strengths

✓Solidly profitable · 13.4% net margin

Risks

!Weak Growth (revenue 5y +33.1 %/yr)
!Low debt · negative free cash flow
!Mixed vs. peers (6/14)
!Moderate moat 50/100
!Evidence only medium, so the estimate is less certain
!Weak on past: 29 out of 100
!Weak on dividend: 9 out of 100

For context

·0.47% dividend yield
Evidence: Medium Range HK$9.35 – HK$15.48

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from HK$14.45 to HK$15.48 (+7.1%) since Aug 5, 2026. Share price −11.4% over the past month.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

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

What matters now

  • The price sits above even our optimistic bull case (HK$15.48). The favourable scenario is already priced in.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

HK$117.40 HK$14.89 Fair Value HK$15.48 Apr 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 HK$14.89 – HK$117.40 · fair‑value band HK$9.35 – HK$15.48 · the HK$36.62 price screens above the HK$15.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Ganfeng Lithium Co Ltd (1772) currently trades at HK$36.62, while our model-based Fair Value estimate is HK$15.48, implying the stock looks roughly 136.6% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Basic Materials sector. Bull case: the Growth Earnings group reads highest at a median of HK$24.53 per share, and 0 of the 16 models we run sit above the HK$36.62 price. Bear case: the Dividend Discount group reads lowest at HK$8.38, and 16 of the 16 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Ganfeng Lithium Co Ltd generated revenue of HK$28.5B at a net margin of 13.4%. Revenue grew 143.8% year over year. It earns a return on equity of 7.3%. Net debt stands at HK$18.1B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$9.35 (bear case) to HK$15.48 (bull case); at HK$36.62, 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 60% below its 52-week high and 54% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −31% fair-value upside, at −58%, 1772 screens richer 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 HK$0.5649 per share, which is 3.6 % 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
Residual Income best evidence HK$12.71 HK$12.67 HK$11.31 74
EPV HK$0.4900 HK$1.14 HK$1.70 69
ROIC Compounder HK$0.4900 HK$1.14 HK$1.70 67
All 16 models by family
Earnings-Based
Graham-Dodd HK$4.15 HK$28.95 HK$40.63 61
Lynch FV HK$13.77 HK$19.67 HK$25.57 59
PEG = 1.0 HK$13.77 HK$19.67 HK$25.57 55
EPV HK$0.4900 HK$1.14 HK$1.70 69
Dividend Discount
Gordon GGM HK$4.78 HK$9.93 HK$15.76 64
DDM Multi-Stage HK$4.78 HK$8.38 HK$10.43 64
Multiples
P/E Multiple HK$7.78 HK$10.38 HK$12.97 63
P/S Multiple HK$7.78 HK$10.38 HK$12.97 58
P/B Multiple HK$7.78 HK$10.38 HK$12.97 55
EV/EBIT HK$1.36 HK$2.93 HK$4.51 62
EV/EBITDA HK$5.98 HK$9.10 HK$12.21 66
EV/Revenue HK$0.7300 HK$2.48 HK$4.24 49
Asset-Based
NCAV (Graham) HK$8.54 HK$11.45 HK$17.09 54
Economic Profit
Residual Income best evidence HK$12.71 HK$12.67 HK$11.31 74
ROIC Compounder HK$0.4900 HK$1.14 HK$1.70 67
Growth Earnings
Growth-Adj P/E HK$17.17 HK$24.53 HK$31.88 65

Widest divergence: Growth Earnings (HK$24.53) versus Economic Profit (HK$1.14). Highest evidence: Residual Income (74).

Notify me when 1772 reaches fair value

Put 1772 on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.

Set up alert →

Free, no payment details. Unsubscribe anytime in one click.

Key figures & financial health

P/E ratio 22.6 as of Jul 2, 2026
P/S ratio 1.58 P/E × margin
EPS (TTM) HK$1.01 price ÷ EPS = P/E 22.6
Dividend yield 0.5% payout 17.1%
Net margin 7.0% FY2025
Return on equity 7.3% TTM
More key figures
Profitability
Return on assets (EBIT) 9.6% avg 5y
Operating margin 21.7% TTM
Growth
Revenue (TTM) HK$28.5B TTM
Revenue growth (YoY) +144% 3y avg −18.0%
EPS growth (YoY) +150%
Balance sheet & cash flow
Free cash flow −HK$4.5B FY2025
Net debt HK$18.1B FY2025

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

Quality Score breakdown

Overall quality 48/100

Of which business quality 45 · Market factors (momentum, volatility) 36

Profitability 20
Margins and returns on capital today
Quality Growth 86
Are margins and returns improving?
Cashflow 35
Earnings quality: real cash, not paper profit
Fin. Strength 36
Balance sheet, leverage, solvency risk
Investment 44
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 39
Distance to the 52-week high (market factor)
Net Issuance 68
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

Ganfeng Lithium Group Co., Ltd. manufactures and sells lithium products in China. The company offers lithium hydroxide, carbonate, fluoride, chloride, and other compounds; lithium metals, battery grade lithium metal, lithium foil, and other lithium alloys; cesium and rubidium compounds; and Organo lithium compounds.

Full company description

Ganfeng Lithium Group Co., Ltd. manufactures and sells lithium products in China. The company offers lithium hydroxide, carbonate, fluoride, chloride, and other compounds; lithium metals, battery grade lithium metal, lithium foil, and other lithium alloys; cesium and rubidium compounds; and Organo lithium compounds. It also provides power battery, energy storage system, 3C digital batteries, consumer electronics battery, and solid state lithium batteries; lithium battery materials, such as precursor materials and materials for solid state lithium batteries; and battery recycling solutions. In addition, the company offers raw materials to automotive, battery, and materials manufacturers; energy storage equipment for clean energy sources, including solar and wind power; battery solutions for consumer electronic devices, such as mobile phones, headphones, and robot vacuum cleaners; and lithium-ion battery systems for industrial vehicles, as well as engages in recycling, processing, and reusing resources from used batteries. Its products are used in electric vehicles, energy storage, aerospace, functional materials, and pharmaceuticals industries. Ganfeng Lithium Group Co., Ltd. was founded in 2000 and is headquartered in Xinyu, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ganfeng Lithium Co Ltd reported revenue of 23.1B CNY in FY2025 versus 11.2B CNY in FY2021, a compound +19.9%/yr. Reported net income was 1.6B CNY in FY2025, compounding −25.5%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
HK$23.1B
Latest YoY
+22.1%
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.
−18.0%
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.
+33.1%
Avg. revenue growth/yr (18Y) ⓘ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.
+29.8%
Value creation/yr (5Y) ⓘEarnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+1.2% (0.7 + 0.5)
Revenue +19.9%/yr
FY21 11.2B CNY
FY22 41.8B CNY
FY23 33.0B CNY
FY24 18.9B CNY
FY25 23.1B CNY
Net income −25.5%/yr
FY21 5.2B CNY
FY22 20.5B CNY
FY23 4.9B CNY
FY24 −2.1B CNY
FY25 1.6B CNY
Character of growth · EPS growth decomposed (2014-2025) +30.6 % p.a.
Revenue per share +32.5 %

of which total revenue +36.6 % · buybacks/dilution −3.0 %

EBIT margin −3.5 %
Tax rate +0.7 %
Residual (interest, one-offs) +1.4 %

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).

1772 screens 137% overvalued. Compare with Saudi Basic Industries Corporation →

Run the numbers yourself: free valuation calculators
DCF CalculatorGraham NumberPeter Lynch FormulaDDM CalculatorFama-French ModelIntrinsic Value
Share or link this analysis
𝕏 Post WhatsApp LinkedIn Reddit
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Ganfeng Lithium Co Ltd · Fair Value
HK$15.48 −137%Fair Value
Calculator →

Cite: Fair Value Calculator (2026). "Ganfeng Lithium Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/1772

Peer Group

Chemicals · 339 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 48 · Below median
Fair Value upside −58% · Below median
Return on equity (TTM) 7% · Above median
Return on assets 2% · Below median
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 22% · Top 25%
Revenue growth 144% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.38× · Higher than median

Valuation Multiples vs Chemicals median · lower = cheaper

P/E (TTM) 22.6× · Cheaper than median
P/B 2.23× · Pricier than median
P/S (TTM) 3.54× · Pricier than 75% of peers
EV/EBITDA 22.0× · Pricier than 75% of peers
PEG 0.29× · Cheaper than 75% of peers

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
VALUE0 · sector 0
FUTURE100 · sector 22
PAST29 · sector 20
HEALTH81 · sector 94
DIVIDEND9 · sector 32

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.

None of the checked exposures detected

Similar stocks

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

Stock Price Fair Value vs Fair Value
Saudi Basic Industries Corporation 2010 49.50 SAR 18.13 SAR −63%
A. Schulman, Inc SLMNP $849.00 $203.64 −76%
Ningxia Baofeng Energy Group 600989 ¥24.49 ¥20.17 −18%
Dow Inc DOW $30.51 $21.03 −31%
Zhejiang Juhua Co 600160 ¥41.32 ¥21.62 −48%
Rongsheng Petrochemical Co 002493 ¥13.76 ¥2.39 −83%
Zangge Mining Company 000408 ¥78.04 ¥20.99 −73%
PT Barito Pacific Tbk, BRPT 1,855 IDR 1,584 IDR −15%
Hengli Petrochemical Co 600346 ¥18.87 ¥17.09 −9%
LG Chem, Ltd 051910 263,000 KRW 587,755 KRW +123%

Compare Ganfeng Lithium Co Ltd with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Basic Materials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names ⭐ Top Rated 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screener Filter by region, size and sector Compare tool Two stocks side by side Extrinsic Value Calculator (Options) Splits an option premium into intrinsic and extrinsic (time) value. Peter Lynch Fair Value Formula & Calculator Apply Peter Lynch's fair value formula in seconds: fair P/E ≈ earnings growth (+ dividend) - free, with formula and example.

Frequently asked questions

Is Ganfeng Lithium Co Ltd (1772) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$15.48 versus a price of HK$36.62, about −58% upside (overvalued).
What is the fair value of 1772?
Our model-based fair value for Ganfeng Lithium Co Ltd is HK$15.48 (as of Aug 13, 2026), built from audited fundamentals. The current price: HK$36.62.
What is the quality score of 1772?
Ganfeng Lithium Co Ltd has a Quality Score of 48/100. 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 Ganfeng Lithium Co Ltd (1772)?
Ganfeng Lithium Co Ltd reported trailing-twelve-month revenue of about HK$28.5B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 1772?
The net profit margin of Ganfeng Lithium Co Ltd is about 13.4%, meaning it keeps roughly 13.4% of revenue as net income. Based on the latest reported figures.
Does Ganfeng Lithium Co Ltd pay a dividend?
Ganfeng Lithium Co Ltd currently shows a dividend yield of about 0.47% relative to its recent price (as of Aug 13, 2026).
Free · no account needed

Watch Ganfeng Lithium Co Ltd in the live analysis

One click puts Ganfeng Lithium Co Ltd on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.