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← CockpitCompetitor Analysis › 000090.SZ Shenzhen Tagen Group Co., Ltd. Class AOpen in the cockpit ↗

Shenzhen Tagen Group Co., Ltd. Class A000090.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Engineering & Construction
Momentum neutral 56
Mkt cap
$883M
US dollars, full cap
Free float
58%
of shares outstanding
$/day
$16.5M
20-day average traded
Fwd P/E
7.7×
forward earnings
ROIC−WACC
-3.9 pp
WACC 5.0%
Hurdle
+8 pp
Req g minus delivered
Next earnings
160 days
15 Apr 2027
Close · CNYCN¥3.15
1D-1.6%
1W+1.3%
1M-11.3%
3M-8.7%
6M-10.5%
YTD-14.9%
1Y-23.4%
ATR %4.2%
52w lowhigh35.5% off high

What Shenzhen Tagen does

Employees: 7,711

Shenzhen Tagen at a glance

Size Shenzhen Tagen (000090.SZ) is a China Industrials company (Engineering & Construction) with a market value of $883M, the 2554th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.15 on 6 Nov 2026.

Performance Over six months the shares fell 10.5%, against -5.3% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 1.1% over the last twelve months (peer median +3.0%); the operating margin is -0.1% (peer median 7.2%).

Valuation It trades at 7.7× forward earnings against a peer median of 15.5× (cheapest of 15).

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 +6%, so the hurdle is +8 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 3.9 points below its cost of capital (5.0% WACC).

Next results Next results expected around 15 Apr 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026Peer median 92000090.SZ 89
Six months, rebased to 100: Shenzhen Tagen against the median of its 20 peers (local-currency closes).

Shenzhen Tagen financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥22.3BCN¥22.4BCN¥21.3BCN¥26.7BCN¥26.1B
Revenue growth—+5%-20%+2%—
Gross profitCN¥2.45BCN¥2.75BCN¥3.25BCN¥3.62BCN¥4.98B
EBITDAn/aCN¥1.10BCN¥1.59BCN¥2.59BCN¥3.50B
Net income-CN¥248MCN¥223MCN¥621MCN¥1.52BCN¥1.95B
Free cash flowCN¥1.43BCN¥124MCN¥1.01BCN¥7.04B-CN¥2.14B
Capital expenditureCN¥11.2MCN¥53.9MCN¥145MCN¥80.0MCN¥716M
Total debtCN¥19.7BCN¥20.9BCN¥21.9BCN¥22.5BCN¥25.9B

Quarterly statements and history in the cockpit →

Shenzhen Tagen competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%601789COSTGNG3009831968ICOPGRKNXT605178002307605598603257600035060370SNTIAGFRDAFCONS18351926TSK000090.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shenzhen Tagen is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×200×400×COSTGNG1968ICOPNXT605598603257060370000090.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shenzhen Tagen is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%COSTGNGGRK603257SNTIAGFRD18351926TSK000090.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Shenzhen Tagen is the large dot.

Shenzhen Tagen competitors and peer comparison

How Shenzhen Tagen compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Shenzhen Tagen against its 20 peers (data as of 6 Nov 2026)
Measure000090.SZPeer medianRank in peer set
1-month return-11.3%-6.6%6th lowest of 21
6-month return-10.5%-5.3%10th lowest of 21
Distance from 52-week high-35.5%-31.5%9th lowest of 21
Revenue growth (TTM)+1.1%+3.0%10th lowest of 21
Operating margin-0.1%7.2%4th lowest of 21
Forward P/E7.7×15.5×cheapest of 15
Growth the price implies (Req g, 7 yrs)13.8%-0.8%3rd most demanding of 10
Growth delivered (Del g)+5.6%+4.7%3rd highest of 10
Hurdle (Req g minus delivered)+8.1 pp-12.2 pp4th most demanding of 10
ROIC minus cost of capital-3.9 pp-0.0 pp6th lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Shenzhen Tagen 000090.SZChina$883M-11%+1%0%7.7×13.8%+5.6%
Ningbo Construction 601789.SSChina$885M-34%+10%2%n/an/an/a
Costain COST.LUnited Kingdom$890M+30%-6%5%16.5×0.1%+1.3%
GR Engineering Services GNG.AXAustralia$891M+40%+3%11%18.3×14.9%+4.7%
Shanghai Urban Architecture Design 300983.SZChina$866M+5%-7%-58%n/an/an/a
Taihei Dengyo Kaisha 1968.TJapan$899M-22%+19%11%11.2×n/an/a
I.CO.P ICOP.MIItaly$901M-6%+138%11%17.1×n/an/a
GRK Infra GRK.HEFinland$903M+30%-7%8%10.0×-1.5%+24.6%
Next Geosolutions Europe NXT.MIItaly$861M+22%+68%17%12.7×n/an/a
Beijing New Space Technology 605178.SSChina$861M-18%0%-51%n/an/an/a
Xinjiang Beixin Road & Bridge 002307.SZChina$861M-19%-22%8%n/an/an/a
Shanghai Geoharbour Construction 605598.SSChina$913M-48%+9%-3%541.7×n/an/a
China Nerin Engineering 603257.SSChina$851M-21%-21%10%23.4×15.4%+5.6%
Hubei Chutian Smart Communication 600035.SSChina$918M-1%+34%9%n/an/an/a
LS Marine Solution 060370.KSSouth Korea$924M-35%+21%6%55.0×n/an/a
Sentia SNTIA.OLNorway$924M+8%+15%5%14.3×-11.1%+4.2%
Galliford Try GFRD.LUnited Kingdom$925M+31%+3%3%14.5×-0.8%+11.4%
Afcons Infrastructure AFCONS.NSIndia$841M-36%-15%4%25.2×n/an/a
Totetsu Kogyo 1835.TJapan$841M-30%0%11%9.9×-11.6%+4.2%
Raito Kogyo 1926.TJapan$928M-5%+9%13%11.6×-8.0%+5.2%
TSK Electronica y Electricidad TSK.MCSpain$831M+10%+1%6%n/a9.9%+0.9%

Questions

Which companies are Shenzhen Tagen's closest peers?
The cockpit's peer set: Ningbo Construction (601789.SS), Costain (COST.L), GR Engineering Services (GNG.AX), Shanghai Urban Architecture Design (300983.SZ), Taihei Dengyo Kaisha (1968.T), I.CO.P (ICOP.MI), GRK Infra (GRK.HE), Next Geosolutions Europe (NXT.MI).
Is Shenzhen Tagen expensive compared with its peers?
On forward p/e it trades at 7.7× against a peer median of 15.5×, cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +8 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.
How has Shenzhen Tagen stock performed?
Over six months to 6 Nov 2026 the shares returned -10.5% against -5.3% for the median peer; over one year -23.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.