Loading…
Employees: 5,823
Size Guangzhou Lingnan (000524.SZ) is a China Consumer Discretionary company (Hotels/Resorts/Cruise lines) with a market value of $885M, the 2550th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.80 on 6 Nov 2026.
Performance Over six months the shares fell 18.5%, against -12.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 20 in its peer set.
Growth Revenue grew 5.8% over the last twelve months (peer median +5.8%); the operating margin is 2.3% (peer median 15.8%).
Valuation It trades at 62.9× forward earnings against a peer median of 15.8× (most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.6 points above its cost of capital (8.4% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.67B | CN¥4.50B | CN¥4.27B | CN¥3.40B | CN¥1.01B |
| Revenue growth | — | +5% | +26% | +238% | — |
| Gross profit | CN¥943M | CN¥754M | CN¥714M | CN¥608M | CN¥51.0M |
| EBITDA | n/a | CN¥273M | CN¥280M | CN¥263M | -CN¥131M |
| Net income | CN¥79.4M | CN¥70.1M | CN¥150M | CN¥69.5M | -CN¥178M |
| Free cash flow | CN¥64.7M | CN¥38.4M | CN¥356M | CN¥300M | -CN¥118M |
| Capital expenditure | CN¥178M | CN¥222M | CN¥94.9M | CN¥117M | CN¥72.9M |
| Total debt | CN¥303M | CN¥271M | CN¥116M | CN¥99.4M | CN¥77.6M |
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.
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.
| Measure | 000524.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.6% | -5.1% | 8th highest of 21 |
| 6-month return | -18.5% | -12.0% | 7th lowest of 20 |
| Distance from 52-week high | -42.5% | -28.6% | 6th lowest of 21 |
| Revenue growth (TTM) | +5.8% | +5.8% | 11th highest of 21 |
| Operating margin | 2.3% | 15.8% | 3rd lowest of 21 |
| Forward P/E | 62.9× | 15.8× | most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 11.7% | -0.9% | 5th most demanding of 18 |
| Growth delivered (Del g) | +19.4% | +18.2% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | -7.6 pp | -15.2 pp | 5th most demanding of 18 |
| ROIC minus cost of capital | +15.6 pp | -1.6 pp | 2nd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangzhou Lingnan 000524.SZ | China | $885M | -19% | +6% | 2% | 62.9× | 11.7% | +19.4% |
| PPHE Hotel PPH.L | United Kingdom | $864M | -2% | +5% | 19% | 21.0× | 7.7% | +35.6% |
| Huangshan Tourism Development 600054.SS | China | $926M | -13% | +2% | 20% | 23.0× | -9.4% | +23.2% |
| Centurion OU8.SI | Singapore | $810M | -18% | +26% | 61% | 11.3× | -3.8% | +18.2% |
| Pierre et Vacances VAC.PA | France | $974M | -1% | +5% | 15% | 15.6× | -0.6% | +9.8% |
| Kelsian KLS.AX | Australia | $797M | +5% | +9% | 6% | 11.2× | 9.2% | +15.4% |
| Lemon Tree Hotels LEMONTREE.NS | India | $984M | -4% | +10% | 38% | 31.1× | 17.4% | +41.3% |
| HtlShilla 008770.KS | South Korea | $985M | -46% | +1% | 3% | 15.1× | -7.6% | +5.0% |
| Fujita Kanko 9722.T | Japan | $1.08B | +37% | +3% | 16% | 12.9× | -4.6% | +25.2% |
| Hongkong & Shanghai Hotels 0045.HK | Hong Kong | $1.11B | -12% | -4% | 13% | n/a | 4.0% | +24.1% |
| Target Hospitality TH | United States | $1.13B | -26% | +12% | -9% | 22.9× | 49.9% | +7.3% |
| Waterways Leisure Tourism CORDELIA.NS | India | $677M | n/a | -2% | 14% | n/a | n/a | n/a |
| Formosa International Hotels 2707.TW | Taiwan | $668M | +2% | +6% | 26% | 13.3× | -7.7% | +4.7% |
| Imperial Hotel 9708.T | Japan | $666M | -26% | +10% | 3% | 47.6× | n/a | n/a |
| NagaCorp 3918.HK | Hong Kong | $1.21B | -48% | +12% | 58% | 4.7× | -19.3% | -4.1% |
| Lotte Tour Development 032350.KS | South Korea | $591M | -51% | +39% | 24% | 15.9× | -6.4% | +108.0% |
| Ventive Hospitality VENTIVE.NS | India | $1.34B | -17% | +15% | 29% | 26.2× | 29.9% | +78.5% |
| Great Eagle 0041.HK | Hong Kong | $1.37B | -24% | +75% | 12% | n/a | -0.9% | +13.8% |
| India Tourism Development ITDC.NS | India | $572M | +6% | -9% | 16% | n/a | 58.7% | +24.6% |
| Harbour Centre Development 0051.HK | Hong Kong | $557M | +38% | +1% | 20% | n/a | -3.9% | -16.5% |
| Huatian Hotel 000428.SZ | China | $552M | -6% | -6% | -35% | n/a | n/a | n/a |