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← CockpitCompetitor Analysis › 000407.SZ Shandong Shengli Co., Ltd Class AOpen in the cockpit ↗

Shandong Shengli Co., Ltd Class A000407.SZCompetitor analysis, valuation and peers

China · CNY·Utilities›Gas Distributors
Momentum neutral 52
Mkt cap
$512M
US dollars, full cap
Free float
80%
of shares outstanding
$/day
$8.23M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+0.9 pp
WACC 5.0%
Hurdle
-1 pp
Req g minus delivered
Close · CNYCN¥3.88
1D+0.3%
1W+2.1%
1M-10.0%
3M-5.1%
6M-19.8%
YTD-22.7%
1Y+9.0%
ATR %2.7%
52w lowhigh42.1% off high

What Shandong Shengli does

Employees: 1,857

Shandong Shengli at a glance

Size Shandong Shengli (000407.SZ) is a China Utilities company (Gas Distributors) with a market value of $512M, the 3808th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.88 on 6 Nov 2026.

Performance Over six months the shares fell 19.8%, against -13.6% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 20 in its peer set.

Growth Revenue was unchanged over the last twelve months (peer median +0.5%); the operating margin is 7.0% (peer median 8.2%).

Valuation It trades at 1.2× enterprise value to sales against a peer median of 1.4× (7th cheapest of 20).

Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is -1 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.9 points above its cost of capital (5.0% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 88000407.SZ 82
Six months, rebased to 100: Shandong Shengli against the median of its 20 peers (local-currency closes).

Shandong Shengli financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.07BCN¥4.16BCN¥4.22BCN¥4.67BCN¥4.64B
Revenue growth—-1%-10%+1%—
Gross profitCN¥639MCN¥593MCN¥585MCN¥652MCN¥580M
EBITDAn/aCN¥423MCN¥357MCN¥441MCN¥412M
Net incomeCN¥158MCN¥156MCN¥117MCN¥153MCN¥153M
Free cash flowCN¥264MCN¥383MCN¥457MCN¥384MCN¥139M
Capital expenditureCN¥157MCN¥156MCN¥95.7MCN¥121MCN¥152M
Total debtCN¥1.60BCN¥1.62BCN¥2.02BCN¥2.32BCN¥2.68B

Quarterly statements and history in the cockpit →

Shandong Shengli 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

-20%0%+20%-20%0%+20%6037063003329534273416630022596036899908CLNE95369543000096YU001299605368603080ASC017940UNT000407.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shandong Shengli is the large dot.

Fundamentals: revenue growth against valuation

0%+20%0×2×4×6037063003329534273416630022596036899908CLNE9536000096YU0012998908603080ASCUNT000407.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shandong Shengli is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%60370630033295340022596036899908CLNE9543YU8908603080ASC000407.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. Shandong Shengli is the large dot.

Shandong Shengli competitors and peer comparison

How Shandong Shengli 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.

Shandong Shengli against its 20 peers (data as of 6 Nov 2026)
Measure000407.SZPeer medianRank in peer set
1-month return-10.0%-2.4%6th lowest of 20
6-month return-19.8%-13.6%5th lowest of 20
Distance from 52-week high-42.1%-27.3%2nd lowest of 20
Revenue growth (TTM)0.0%+0.5%9th lowest of 21
Operating margin7.0%8.2%9th lowest of 21
EV / Sales1.2×1.4×7th cheapest of 20
Growth the price implies (Req g, 7 yrs)-3.1%-2.6%8th least demanding of 15
Growth delivered (Del g)-2.0%+8.6%lowest of 15
Hurdle (Req g minus delivered)-1.1 pp-6.2 pp5th most demanding of 15
ROIC minus cost of capital+0.9 pp+0.8 pp10th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Shandong Shengli 000407.SZChina$512M-20%0%7%1.2×-3.1%-2.0%
Xinjiang East Universe (Group) Gas 603706.SSChina$521M-15%-14%20%2.1×-11.7%+10.6%
Top Resource Energy 300332.SZChina$556M-20%-3%0%2.0×12.9%+8.8%
Hokkaido Gas 9534.TJapan$468M+3%+1%8%0.7×-6.6%+8.1%
Sala 2734.TJapan$456M+9%+3%4%0.5×n/an/a
K&O Energy 1663.TJapan$585M-28%-1%12%0.6×-8.6%+9.3%
Sichuan Shengda Forestry Industry 002259.SZChina$447M-27%-1%10%3.0×16.9%+0.9%
Anhui Province Natural Gas Development 603689.SSChina$601M-10%-9%9%1.3×0.6%+1.4%
Great Taipei Gas 9908.TWTaiwan$435M-3%0%14%2.2×-5.4%-1.0%
Clean Energy Fuels CLNEUnited States$421M-14%+4%-7%1.4×17.0%+8.1%
Saibu Gas 9536.TJapan$630M+23%-6%5%1.4×n/an/a
Shizuoka Gas 9543.TJapan$631M-5%0%6%0.5×-9.0%+10.6%
Shenzhen Guangju Energy 000096.SZChina$634M-18%+4%4%2.8×n/an/a
Yu Group PLC YU..LUnited Kingdom$414M+3%+14%8%0.2×-9.4%+47.1%
Shaanxi Meineng Clean Energy 001299.SZChina$411M-19%-6%11%3.5×n/an/a
Henan Lantian Gas 605368.SSChina$687M-18%-9%8%1.3×0.0%+2.7%
Shinhsiung Natural Gas 8908.TWTaiwan$382Mn/a+2%8%1.5×2.4%+10.4%
Xinjiang Torch Gas 603080.SSChina$378M-19%+1%14%1.6×-5.1%+19.3%
Ascopiave ASC.MIItaly$699M-8%+34%26%4.5×4.4%+8.3%
E1 Corporation 017940.KSSouth Korea$339M-27%+24%0%n/an/an/a
Unimot UNT.WAPoland$315M-12%+5%2%0.2×n/an/a

Questions

Which companies are Shandong Shengli's closest peers?
The cockpit's peer set: Xinjiang East Universe (Group) Gas (603706.SS), Top Resource Energy (300332.SZ), Hokkaido Gas (9534.T), Sala (2734.T), K&O Energy (1663.T), Sichuan Shengda Forestry Industry (002259.SZ), Anhui Province Natural Gas Development (603689.SS), Great Taipei Gas (9908.TW).
Is Shandong Shengli expensive compared with its peers?
On ev / sales it trades at 1.2× against a peer median of 1.4×, 7th cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is -1 pp: the price already allows for a slowdown.
How has Shandong Shengli stock performed?
Over six months to 6 Nov 2026 the shares returned -19.8% against -13.6% for the median peer; over one year +9.0%.

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.