China Telecom Corp Ltd (601728) Fair Value & Analysis
Communication Services · CN · Market cap 550B CNY (≈ $82.1B) · ISIN CNE100004QG0
What is China Telecom Corp Ltd really worth?
A solid business, trading 24% below our fair value of ¥8.36.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 22 days ago
Share price +2.4% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
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 ¥3.12 – ¥8.17 · fair‑value band ¥6.39 – ¥10.32 · the ¥6.38 price screens below the ¥8.36 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
China Telecom Corp Ltd (601728) currently trades at ¥6.38, while our model-based Fair Value estimate is ¥8.36, implying the stock looks roughly 23.7% undervalued today. The Quality Score stands at 59/100 (solid quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of ¥11.81 per share, and 19 of the 26 models we run sit above the ¥6.38 price. Bear case: the Earnings-Based group reads lowest at ¥2.36, and 7 of the 26 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, China Telecom Corp Ltd generated revenue of 520B CNY at a net margin of 6.1%. Revenue declined 2.6% year over year. It earns a return on equity of 6.7%. The balance sheet holds a net cash position of 38.6B CNY. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥6.39 (bear case) to ¥10.32 (bull case); at ¥6.38, 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 18% below its 52-week high and 14% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 14% fair-value upside, at 31%, 601728 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 ¥0.0596 per share, which is 0.7 % 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.
All 26 models by family
Widest divergence: DCF Models (¥11.81) versus Earnings-Based (¥2.36). Highest evidence: FCF 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 59 · Market factors (momentum, volatility) 56
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
China Telecom Corporation Limited, together with its subsidiaries, provides mobile communications, wireline and satellite communications, internet access, cloud computing and computing power, AI, big data, quantum, ICT integration in the People's Republic of China.
Full company description
China Telecom Corporation Limited, together with its subsidiaries, provides mobile communications, wireline and satellite communications, internet access, cloud computing and computing power, AI, big data, quantum, ICT integration in the People's Republic of China. The company offers mobile communications; wireline and smart family; industrial digitalisation; and other services. The company also develops and deploys industry-specific large models and digital platforms, including the Xingchen platform series, to support digital transformation in sectors such as manufacturing, education, healthcare, government, and smart city management. The company was incorporated in 2002 and is based in Beijing, China. China Telecom Corporation Limited operates as a subsidiary of China Telecom Group Co., Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
China Telecom Corp Ltd reported revenue of 523B CNY in FY2025 versus 440B CNY in FY2021, a compound +4.4%/yr. Reported net income was 33.2B CNY in FY2025, compounding +6.3%/yr from FY2021.
of which total revenue +5.0 % · buybacks/dilution −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).
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Peer Group
Telecom Services · 248 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 Telecom Services median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| China Mobile Limited 600941 | ¥96.11 | ¥109.88 | +14% |
| T-Mobile US, Inc TMUS | $177.75 | $172.67 | −3% |
| Verizon Communications Inc VZ | $49.43 | $64.43 | +30% |
| AT&T Inc T | $26.01 | $43.97 | +69% |
| Bharti Airtel Limited BHARTIARTL | ₹1,935 | ₹941.48 | −51% |
| Comcast Corporation CMCSA | $26.41 | $95.42 | +261% |
| América Móvil, S.A. AMX | $23.50 | $39.45 | +68% |
| Singapore Telecommunications Limited Z77 | 4.29 SGD | 3.03 SGD | −29% |
| Swisscom AG SCMN | CHF 627.50 | CHF 463.92 | −26% |
| Telstra Group TLS | A$4.80 | A$3.31 | −31% |
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