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Employees: 933
Size Shenzhen Centralcon Investment (000042.SZ) is a China Consumer Discretionary company (Homebuilding) with a market value of $637M, the 3276th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.38 on 6 Nov 2026.
Performance Over six months the shares fell 33.8%, against -8.4% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 116.0% over the last twelve months (peer median +3.0%); the operating margin is 13.9% (peer median 5.8%).
Valuation It trades at 1.0× enterprise value to sales against a peer median of 1.1× (8th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -14% a year for seven years (Req g). Recent delivered growth is -25%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 12.6 points above its cost of capital (5.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.42B | CN¥2.58B | CN¥4.30B | CN¥7.57B | CN¥7.05B |
| Revenue growth | — | -40% | -43% | +7% | — |
| Gross profit | CN¥3.49B | CN¥944M | CN¥1.52B | CN¥2.55B | CN¥2.49B |
| EBITDA | n/a | -CN¥450M | -CN¥945M | -CN¥984M | CN¥1.02B |
| Net income | -CN¥27.4M | -CN¥902M | -CN¥2.02B | -CN¥1.84B | CN¥79.8M |
| Free cash flow | CN¥634M | CN¥5.45B | CN¥5.68B | CN¥1.36B | CN¥945M |
| Capital expenditure | CN¥4.11M | CN¥3.63M | CN¥8.01M | CN¥14.1M | CN¥47.8M |
| Total debt | CN¥7.43B | CN¥8.53B | CN¥11.0B | CN¥13.2B | CN¥13.8B |
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| Measure | 000042.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -25.3% | -0.5% | 3rd lowest of 21 |
| 6-month return | -33.8% | -8.4% | 2nd lowest of 21 |
| Distance from 52-week high | -39.2% | -30.6% | 7th lowest of 21 |
| Revenue growth (TTM) | +116.0% | +3.0% | 2nd highest of 20 |
| Operating margin | 13.9% | 5.8% | 7th highest of 20 |
| EV / Sales | 1.0× | 1.1× | 8th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -14.2% | -5.9% | 2nd least demanding of 15 |
| Growth delivered (Del g) | -24.7% | +2.8% | lowest of 15 |
| Hurdle (Req g minus delivered) | +10.5 pp | -7.2 pp | 3rd most demanding of 15 |
| ROIC minus cost of capital | +12.6 pp | +1.0 pp | highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Centralcon Investment 000042.SZ | China | $637M | -34% | +116% | 14% | 1.0× | -14.2% | -24.7% |
| Atal 1AT.WA | Poland | $668M | -5% | +40% | 26% | 2.6× | -3.9% | +1.8% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 1.1× | -13.2% | -3.5% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 0.5× | 4.8% | +4.9% |
| Legacy Housing LEGH | United States | $694M | +25% | -3% | 33% | 3.7× | 3.5% | -1.4% |
| Cathay Real Estate Development 2501.TW | Taiwan | $719M | -9% | +14% | 19% | 0.8× | -20.7% | +11.7% |
| Takamatsu Construction 1762.T | Japan | $769M | +16% | +6% | 6% | 0.3× | n/a | n/a |
| Chongqing Construction Engineering 600939.SS | China | $773M | -11% | -28% | -4% | 1.1× | -7.9% | -16.8% |
| Tokyu Construction 1720.T | Japan | $774M | -21% | +11% | 5% | 0.2× | -13.6% | +8.1% |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | 1.3× | -8.0% | +4.2% |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 0.9× | n/a | n/a |
| GC Construction 1489.HK | Hong Kong | $495M | +646% | -51% | -23% | 14.8× | 30.4% | -10.0% |
| Tama Home 1419.T | Japan | $486M | -26% | +2% | 2% | 0.5× | n/a | n/a |
| Hangzhou Landscaping 605303.SS | China | $484M | -17% | -34% | -27% | 7.5× | n/a | n/a |
| Run Long Construction 1808.TW | Taiwan | $844M | +10% | +741% | 25% | 2.5× | -12.0% | -3.2% |
| Nagawa 9663.T | Japan | $475M | -8% | +3% | 13% | 1.7× | 4.9% | +3.8% |
| BOXABL BXBL | United States | $466M | -81% | n/a | n/a | n/a | n/a | n/a |
| Shanghai Tongji Science & Technology Industrial 600846.SS | China | $870M | -27% | +51% | 3% | 1.0× | 7.8% | -6.8% |
| Dexterra DXT.TO | Canada | $876M | +59% | +9% | 6% | 1.3× | 5.1% | +17.2% |
| Mears MER.L | United Kingdom | $455M | +9% | +2% | 6% | 0.5× | -10.5% | +7.1% |
| YeaShin International Development 5213.TWO | Taiwan | $448M | -24% | -32% | 18% | 1.2× | n/a | n/a |