EN DE

Shenzhen Expressway Co Ltd (600548) Fair Value & Analysis

Industrials · CN · Market cap 21.2B CNY (≈ $3.2B) · ISIN CNE0000019G9

What is Shenzhen Expressway Co Ltd really worth?

SE Shenzhen Expressway Co Ltd 600548 · SHG
Price¥8.47
Fair Value¥9.16
Upside+8.2%
Quality50/100

A solid business, currently priced close to our fair value of ¥9.16.

Watch Shenzhen Expressway 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 · 12.8% net margin
Moderate debt · generates free cash flow

Risks

!Expensive Growth (revenue 5y +2.9 %/yr)
!Trails peers (3/15)
!Moderate moat 56/100
!Weak on past: 15 out of 100

For context

·2.88% dividend yield
Evidence: High Range ¥5.46 – ¥11.89

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from ¥7.70 to ¥9.16 (+19.0%) since Aug 9, 2026. Share price −0.1% 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 close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (¥5.46 to ¥11.89) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

¥13.52 ¥7.34 Fair Value ¥9.16 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 ¥7.34 – ¥13.52 · fair‑value band ¥5.46 – ¥11.89 · the ¥8.47 price screens below the ¥9.16 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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

Analysis

Shenzhen Expressway Co Ltd (600548) currently trades at ¥8.47, while our model-based Fair Value estimate is ¥9.16, implying the stock looks roughly 7.5% fairly valued today. The Quality Score stands at 50/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of ¥9.16 per share, and 9 of the 25 models we run sit above the ¥8.47 price. Bear case: the Dividend Discount group reads lowest at ¥3.93, and 16 of the 25 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Shenzhen Expressway Co Ltd generated revenue of 9.3B CNY at a net margin of 12.8%. Revenue declined 0.7% year over year. It earns a return on equity of 3.8%. Net debt stands at 31.3B CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥5.46 (bear case) to ¥11.89 (bull case); at ¥8.47, 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 22% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 6% fair-value upside, at 8%, 600548 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 ¥0.1196 per share, which is 1.3 % 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
Residual Income best evidence ¥6.99 ¥7.11 ¥6.85 75
FCF DCF ¥4.82 ¥14.42 ¥31.70 72
Owner Earnings ¥0.2700 72
All 26 models by family
DCF Models
FCF DCF ¥4.82 ¥14.42 ¥31.70 72
Owner Earnings ¥0.2700 72
5Y Revenue Exit ¥0.5200 ¥4.73 ¥10.35 64
5Y EBITDA Exit ¥8.46 ¥21.51 ¥38.32 70
5Y P/E Exit ¥1.94 ¥7.73 ¥14.41 65
10Y Revenue Exit ¥1.70 ¥6.25 ¥13.13 60
10Y EBITDA Exit ¥7.17 ¥18.72 ¥37.13 63
10Y P/E Exit ¥2.81 ¥8.48 ¥16.61 58
Earnings-Based
Graham-Dodd ¥3.08 ¥15.56 ¥21.49 61
Lynch FV ¥4.22 ¥6.03 ¥7.84 58
PEG = 1.0 ¥4.22 ¥6.03 ¥7.84 55
EPV ¥0.8600 ¥1.72 67
Dividend Discount
Gordon GGM ¥2.24 ¥4.66 ¥7.39 64
DDM Multi-Stage ¥2.24 ¥3.93 ¥4.89 64
Multiples
P/E Multiple ¥7.13 ¥9.51 ¥11.89 61
P/S Multiple ¥5.46 ¥7.28 ¥9.10 56
P/B Multiple ¥5.77 ¥7.70 ¥9.62 53
EV/EBIT ¥4.20 ¥7.60 ¥11.00 62
EV/EBITDA ¥11.30 ¥17.07 ¥22.84 65
EV/Revenue ¥0.5400 ¥2.50 49
Asset-Based
NCAV (Graham) ¥4.54 ¥6.08 ¥9.08 52
Growth DCF
Growth DCF ¥4.67 ¥13.27 ¥28.23 70
Rev-Margin DCF ¥0.5200 ¥4.70 ¥10.25 64
Economic Profit
Residual Income best evidence ¥6.99 ¥7.11 ¥6.85 75
ROIC Compounder ¥0.8600 ¥1.72 66
Growth Earnings
Growth-Adj P/E ¥6.41 ¥9.16 ¥11.91 66

Widest divergence: Growth Earnings (¥9.16) versus Economic Profit (¥0.8600). Highest evidence: Residual Income (75).

Notify me when 600548 reaches fair value

Put 600548 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 19.9 as of Aug 9, 2026
P/S ratio 2.47 P/E × margin
EPS (TTM) ¥0.4200 price ÷ EPS = P/E 19.9
Dividend yield 2.9% payout 58.1%
Net margin 12.4% FY2025
Return on equity 3.8% TTM
More key figures
Profitability
Return on assets (EBIT) 3.8% avg 5y
Operating margin 33.4% TTM
Growth
Revenue (TTM) 9.3B CNY TTM
Revenue growth (YoY) −0.7% 3y avg −0.5%
EPS growth (YoY) −5.4%
Balance sheet & cash flow
Free cash flow 2.1B CNY FY2025
Net debt 31.3B CNY FY2025 · ≈ 15.2 yrs of FCF

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

Quality Score breakdown

Overall quality 50/100

Of which business quality 47 · Market factors (momentum, volatility) 45

Profitability 24
Margins and returns on capital today
Quality Growth 44
Are margins and returns improving?
Cashflow 74
Earnings quality: real cash, not paper profit
Fin. Strength 26
Balance sheet, leverage, solvency risk
Investment 61
Disciplined investing over empire-building
Low Volatility 96
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 15
Distance to the 52-week high (market factor)
Net Issuance 64
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

Shenzhen Expressway Corporation Limited, together with its subsidiaries, primarily invests in, constructs, operates, and manages toll highways and roads, as well as other urban and transportation infrastructure in the People's Republic of China. It operates through Toll Road, Environmental Protection, and Others segments.

Full company description

Shenzhen Expressway Corporation Limited, together with its subsidiaries, primarily invests in, constructs, operates, and manages toll highways and roads, as well as other urban and transportation infrastructure in the People's Republic of China. It operates through Toll Road, Environmental Protection, and Others segments. The company offers recovery and solid waste management; clean energy power generation; construction management and highways operation management services for government and other enterprises; project development, road operation and maintenance, and construction consulting; entrusted management, advertising, finance leasing, and construction services under franchised arrangement services; property development and management; and electronic toll collection and clearing systems and services. It also provides environmental protection and infrastructure construction; capital market; wind power; kitchen waste disposal; commercial factoring; environmental and ecological monitoring agricultural science research; health, elderly care, and nursing; engineering; business and office; information technology; environment and facility; real estate; science and technology promotion and application; and real estate brokerage services. In addition, the company is involved in the leasing and management of apartments; manufacturing equipment; asphalt building materials; and ecological protection and environmental management industries. The company was incorporated in 1996 and is headquartered in Shenzhen, the People's Republic of China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shenzhen Expressway Co Ltd reported revenue of 9.2B CNY in FY2025 versus 10.9B CNY in FY2021, a compound −4.0%/yr. Reported net income was 1.1B CNY in FY2025, compounding −18.6%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
9.2B CNY
Latest YoY
+0.0%
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.
−0.5%
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.
+2.9%
Avg. revenue growth/yr (27Y) 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.
+12.5%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year.
−5.5% (−8.4 + 2.9)
Revenue −4.0%/yr
FY21 10.9B CNY
FY22 9.4B CNY
FY23 9.3B CNY
FY24 9.2B CNY
FY25 9.2B CNY
Net income −18.6%/yr
FY21 2.6B CNY
FY22 2.0B CNY
FY23 2.3B CNY
FY24 1.1B CNY
FY25 1.1B CNY
Character of growth · EPS growth decomposed (2014-2025) −1.9 % p.a.
Revenue per share +8.9 %

of which total revenue +10.2 % · buybacks/dilution −1.2 %

EBIT margin −5.4 %
Tax rate −0.8 %
Residual (interest, one-offs) −3.9 %

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).

Watch 600548: get an alert when its fair value changes →

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.

Cite: Fair Value Calculator (2026). "Shenzhen Expressway Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/600548

Peer Group

Infrastructure Operations · 64 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 50 · Below median
Fair Value upside +8% · Below median
Return on equity (TTM) 4% · Below median
Return on assets 2% · Below median
Net margin (TTM) 13% · Below median
Operating margin (TTM) 33% · Above median
Revenue growth −1% · Below median
Dividend yield (TTM) 2.9% · Below median
Debt / equity 0.89× · Higher than median

Valuation Multiples vs Infrastructure Operations median · lower = cheaper

P/E (TTM) 19.9× · Pricier than median
P/B 0.92× · Cheaper than median
P/S (TTM) 2.29× · Pricier than median
P/FCF 1.5× · Pricier than median
EV/EBITDA 8.0× · Cheaper than median
PEG 30.86× · Pricier 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
VALUE44 · sector 56
FUTURE0 · sector 10
PAST15 · sector 25
HEALTH56 · sector 69
DIVIDEND58 · sector 79

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 Infrastructure Operations stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Compare Shenzhen Expressway Co Ltd with another stock

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

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials 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 Shenzhen Expressway Co Ltd (600548) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥9.16 versus a price of ¥8.47, about +8% upside (fairly valued).
What is the fair value of 600548?
Our model-based fair value for Shenzhen Expressway Co Ltd is ¥9.16 (as of Aug 13, 2026), built from audited fundamentals. The current price: ¥8.47.
What is the quality score of 600548?
Shenzhen Expressway Co Ltd has a Quality Score of 50/100. 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 Shenzhen Expressway Co Ltd (600548)?
Shenzhen Expressway 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 600548?
The net profit margin of Shenzhen Expressway Co Ltd is about 12.8%, meaning it keeps roughly 12.8% of revenue as net income. Based on the latest reported figures.
Does Shenzhen Expressway Co Ltd pay a dividend?
Shenzhen Expressway Co Ltd currently shows a dividend yield of about 2.88% relative to its recent price (as of Aug 13, 2026).
Free · no account needed

Watch Shenzhen Expressway Co Ltd in the live analysis

One click puts Shenzhen Expressway 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.