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Bank of Shanghai Co., Ltd. (601229) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Bank of Shanghai Co., Ltd.

601229Market cap $21BPrice $1.5

Country🇨🇳China

SectorFinancials

IndustryBanks

Runs one of China's largest city commercial banks, offering deposits, loans, and wealth management mainly to Shanghai-area businesses and residents. It's a key financing partner for local governments and manufacturers, quietly powering the region's economic engine.

In Bastion Portfolios?

52W Return+9%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)+14%–

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+1+8%6

EPS Growth Y+2+1%4

EPS Growth Y+3+3%5

Quality

Margins

EBIT Margin0%4

Net Income Margin57%10

Free Cash Flow Margin146%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE9%4

ROA1%2

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)610

P/E Ratio (Forward 3y)510

P/BV0.510

EV Multiples

EV/EBITDA Fwd010

EV/EBIT Fwd010

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return+3%9

3 month return+9%8

YTD return-1%5

Mid term

Price vs 52wHigh96%10

1 year return+15%6

Long term

3 year return+88%7

5 year return+81%7

Risk Shield

Price Risk

Beta-0.110

Volatility20%10

Free Cash Flow

Free Cash Flow Margin146%10

Free Cash Flow Yield0.0%10

Quality

ROCE7%2

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

601229Bank of Shanghai Co.

Revenue FY25$7.8B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+14%–

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E+1%4

EPS growth, FY28E+3%5

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 4%/yr over the last 3 years and is set to grow 14%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

Earnings are set to grow slower than sales (EPS about 3%/yr vs revenue 14%/yr), so margins are under pressure.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

601229Bank of Shanghai Co.

Total return Current71.5%

Price return Current2.6%

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+9%8

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+15%6

3-year return+88%7

5-year return+81%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +88% over three years and +81% over five, ahead of 60% of the market.

It's up 15% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%) and over three months (+9%).

WATCH

Returns sit at the market level so far this year (-1%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Bank of Shanghai. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

601229Bank of Shanghai Co.

Revenue FY25$7.8B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+14%–

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E+1%4

EPS growth, FY28E+3%5

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 4%/yr over the last 3 years and is set to grow 14%/yr from here.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

Earnings are set to grow slower than sales (EPS about 3%/yr vs revenue 14%/yr), so margins are under pressure.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

601229Bank of Shanghai Co.

Total return Current71.5%

Price return Current2.6%

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+3%9

3-month return+9%8

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+15%6

3-year return+88%7

5-year return+81%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +88% over three years and +81% over five, ahead of 60% of the market.

It's up 15% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+3%) and over three months (+9%).

WATCH

Returns sit at the market level so far this year (-1%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Bank of Shanghai. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community