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Shanghai Pudong Development Bank Co Ltd (600000) Fair Value & Analysis

Financial Services · CN · Market cap 302B CNY (≈ $45.1B) · ISIN CNE0000011B7

What is Shanghai Pudong Development Bank Co Ltd really worth?

SP Shanghai Pudong Development Bank Co Ltd 600000 · SHG
Price¥9.43
Fair Value¥18.36
Upside+94.7%
Quality61/100

A solid business, trading 49% below our fair value of ¥18.36.

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Strengths

Highly profitable · 46.1% net margin
Moderate debt · generates free cash flow
Ranks above peers (11/15)

Risks

!Weak Growth (revenue 5y −13.2 %/yr)
!Moderate moat 55/100
!Weak on future: 13 out of 100
!Weak on past: 25 out of 100

For context

·4.45% dividend yield
Evidence: High Range ¥13.77 – ¥22.95

Fair value as of: Aug 13, 2026

From 6 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from ¥18.12 to ¥18.36 (+1.3%) since Jul 12, 2026. Share price +1.8% 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 is below even our cautious bear case (¥13.77). The market is more pessimistic than our downside scenario.
  • Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

¥14.60 ¥6.35 Fair Value ¥18.36 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 ¥6.35 – ¥14.60 · fair‑value band ¥13.77 – ¥22.95 · the ¥9.43 price screens below the ¥18.36 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

Shanghai Pudong Development Bank Co Ltd (600000) currently trades at ¥9.43, while our model-based Fair Value estimate is ¥18.36, implying the stock looks roughly 48.6% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services sector. Bull case: the Dividend Discount group reads highest at a median of ¥23.44 per share, and 6 of the 6 models we run sit above the ¥9.43 price. Bear case: the Asset-Based group reads lowest at ¥16.43, and 0 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Shanghai Pudong Development Bank Co Ltd generated revenue of 109B CNY at a net margin of 46.1%. Revenue grew 2.6% year over year. It earns a return on equity of 6.4%. Net debt stands at 399B CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥13.77 (bear case) to ¥22.95 (bull case); at ¥9.43, the current price sits below 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 36% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at 95%, 600000 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 ¥0.6767 per share, which is 3.7 % 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 ¥19.91 ¥20.88 ¥21.78 74
DDM Multi-Stage ¥13.11 ¥23.44 ¥29.82 64
Gordon GGM ¥13.11 ¥28.61 ¥48.14 63
All 6 models by family
Dividend Discount
Gordon GGM ¥13.11 ¥28.61 ¥48.14 63
DDM Multi-Stage ¥13.11 ¥23.44 ¥29.82 64
Multiples
P/E Multiple ¥14.64 ¥19.52 ¥24.40 63
P/B Multiple ¥19.15 ¥25.53 ¥31.91 55
Asset-Based
NCAV (Graham) ¥12.26 ¥16.43 ¥24.53 54
Economic Profit
Residual Income best evidence ¥19.91 ¥20.88 ¥21.78 74

Widest divergence: Dividend Discount (¥23.44) versus Asset-Based (¥16.43). Highest evidence: Residual Income (74).

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Key figures & financial health

P/E ratio 6.6
P/S ratio 1.91 P/E × margin
EPS (TTM) ¥1.42 price ÷ EPS = P/E 6.6
Dividend yield 4.5% payout 29.6%
Net margin 28.8% FY2025
Return on equity 6.4% TTM
More key figures
Profitability
Return on assets (EBIT) 0.6% avg 5y
Operating margin 65.3% TTM
Growth
Revenue (TTM) 109B CNY TTM
Revenue growth (YoY) +2.6% 3y avg −21.1%
Balance sheet & cash flow
Free cash flow 355B CNY FY2025
Net debt 399B CNY FY2025 · ≈ 1.1 yrs of FCF

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

Quality Score breakdown

Overall quality 61/100

Of which business quality 62 · Market factors (momentum, volatility) 42

Profitability 32
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 36
Balance sheet, leverage, solvency risk
Investment 64
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 8
Distance to the 52-week high (market factor)
Net Issuance 90
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

Shanghai Pudong Development Bank Co., Ltd., together with its subsidiaries, provides commercial banking products and services in China and internationally.

Full company description

Shanghai Pudong Development Bank Co., Ltd., together with its subsidiaries, provides commercial banking products and services in China and internationally. It offers personal banking services, including saving products, premium weekly deposit, and private deposit; leisure banking and oriental debit cards, foreign currency exchange, remittance, and bill payment; wealth management services, such as open-ended funds, special investments, SPDB structured deposits, security investment custody accounts, individual FX trading, collective security investments, and insurance products distribution; deposit treasury bond pledged loans and car mortgages; online payment and consumption; and instant messaging services. The company also provides corporate and investment banking services comprising small and medium enterprises services, offshore banking, and multinational company services; and cash management, trade and supply chain finance solutions, assets custody, and occupational pension. In addition, it offers treasury and market products, which include FX and interest rate risk management; CNY bond and foreign currency securities; gold commodity; and structured products, such as RMB structured, premium, callable interest rate step up, callable fixed interest rate, callable reverse floating rate, callable interest rate linked daily range accrual, and gold price linked daily range accrual deposits, as well as other structured products. The company was founded in 1992 and is headquartered in Shanghai, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shanghai Pudong Development Bank Co Ltd reported revenue of 174B CNY in FY2025 versus 355B CNY in FY2021, a compound −16.4%/yr. Reported net income was 50.0B CNY in FY2025, compounding −1.4%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
174B CNY
Latest YoY
−49.5%
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.
−21.1%
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.
−13.2%
Avg. revenue growth/yr (29Y) 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.
+13.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+1.1% (−3.4 + 4.5)
Revenue −16.4%/yr
FY21 355B CNY
FY22 354B CNY
FY23 352B CNY
FY24 344B CNY
FY25 174B CNY
Net income −1.4%/yr
FY21 53.0B CNY
FY22 51.2B CNY
FY23 36.7B CNY
FY24 45.3B CNY
FY25 50.0B CNY
Character of growth · EPS growth decomposed (2013-2024) −3.0 % p.a.
Revenue per share +2.0 %

of which total revenue +4.8 % · buybacks/dilution −2.6 %

EBIT margin −7.0 %
Tax rate +2.2 %
Residual (interest, one-offs) −0.1 %

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). "Shanghai Pudong Development Bank Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/600000

Peer Group

Banks - Regional · 1071 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 64 · Top 25%
Fair Value upside +95% · Top 25%
Return on equity (TTM) 6% · Below median
Return on assets 1% · Bottom 25%
Net margin (TTM) 46% · Top 25%
Operating margin (TTM) 65% · Top 25%
Revenue growth 3% · Below median
Dividend yield (TTM) 4.5% · Top 25%
Debt / equity 1.03× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 6.6× · Cheaper than 75% of peers
P/B 0.37× · Cheaper than 75% of peers
P/S (TTM) 2.77× · Cheaper than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 0.8× · Cheaper than 75% of peers
PEG 0.56× · 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
VALUE100 · sector 33
FUTURE13 · sector 45
PAST25 · sector 41
HEALTH48 · sector 85
DIVIDEND89 · sector 51

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 Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
DBS Group D05 75.65 SGD 40.48 SGD −46%
China Merchants Bank Co 3968 HK$47.96 HK$76.51 +60%
Intesa Sanpaolo S.p.A ISP €6.78 €5.66 −17%
HDFC Bank Limited HDB $23.17 $24.12 +4%
BNP Paribas SA BNP €102.56 €144.64 +41%
UniCredit S.p.A UCG €84.71 €77.62 −8%
Mizuho Financial Group MFG $10.74 $9.69 −10%
ICICI Bank Limited ICICIBANK ₹1,443 ₹835.21 −42%
Oversea-Chinese Banking Corporation O39 31.07 SGD 19.80 SGD −36%
CaixaBank, S.A CABK €13.52 €8.85 −35%

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Frequently asked questions

Is Shanghai Pudong Development Bank Co Ltd (600000) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥18.36 versus a price of ¥9.43, about +95% upside (undervalued).
What is the fair value of 600000?
Our model-based fair value for Shanghai Pudong Development Bank Co Ltd is ¥18.36 (as of Aug 13, 2026), built from audited fundamentals. The current price: ¥9.43.
What is the quality score of 600000?
Shanghai Pudong Development Bank Co Ltd has a Quality Score of 61/100. 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 Shanghai Pudong Development Bank Co Ltd (600000)?
Shanghai Pudong Development Bank Co Ltd reported trailing-twelve-month revenue of about 109B CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 600000?
The net profit margin of Shanghai Pudong Development Bank Co Ltd is about 46.1%, meaning it keeps roughly 46.1% of revenue as net income. Based on the latest reported figures.
Does Shanghai Pudong Development Bank Co Ltd pay a dividend?
Shanghai Pudong Development Bank Co Ltd currently shows a dividend yield of about 4.45% relative to its recent price (as of Aug 13, 2026).
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