Which companies are Yang Guang's closest peers?

The cockpit's peer set: Sinostone (Guangdong) (001212.SZ), Ningxia Building Materials (600449.SS), Xinjiang Qingsong Building Materials & Chemicals (Group) (600425.SS), NWPX Infrastructure (NWPX), Pan-United (P52.SI), Guangdong Dongpeng (003012.SZ), Jilin Yatai (Group) (600881.SS), China Resources Building Materials Technology (1313.HK).

Is Yang Guang expensive compared with its peers?

On price / book it trades at 2.18× against a peer median of 1.26×, 5th most expensive of 21 in its peer set. The share price implies a return on equity of about 20.3%; Yang Guang delivers -9.2%, so the price asks more than the business earns today.

How has Yang Guang stock performed?

Over six months to 6 Nov 2026 the shares returned +59.8% against -12.7% for the median peer; over one year +204.7%.

← CockpitCompetitor Analysis › 000608.SZ Yang Guang Co., Ltd Class AOpen in the cockpit ↗

Yang Guang Co., Ltd Class A000608.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Construction Materials

Momentum leader 92

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$814M

US dollars, full cap

Free float

93%

of shares outstanding

$/day

$19.2M

20-day average traded

P/B

2.18×

price to book

ROE

-9.2%

delivered

Implied ROE

20.3%

what the price asks

Close · CNYCN¥5.88

1D-2.3%

1W+7.9%

1M-14.9%

3M-12.4%

6M+59.8%

YTD+123.6%

1Y+204.7%

ATR %6.6%

52w lowhigh28.9% off high

What Yang Guang does

Employees: 397

Yang Guang at a glance

Size Yang Guang (000608.SZ) is a China Materials company (Construction Materials) with a market value of $814M, the 2712th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.88 on 6 Nov 2026.

Performance Over six months the shares gained 59.8%, against -12.7% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 68.4% over the last twelve months (peer median -3.5%); the operating margin is 3.8% (peer median 7.2%).

Valuation It trades at 2.18× book value against a peer median of 1.26× (5th most expensive of 21).

Price implies The share price implies a return on equity of about 20.3%; Yang Guang delivers -9.2%, so the price asks more than the business earns today.

Relative performance

Six months, rebased to 100: Yang Guang against the median of its 20 peers (local-currency closes).

Yang Guang financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥552M	CN¥318M	CN¥340M	CN¥410M	CN¥320M
Revenue growth	—	-6%	-17%	+28%	—
Gross profit	CN¥190M	CN¥74.1M	CN¥130M	CN¥208M	CN¥197M
EBITDA	n/a	CN¥69.4M	CN¥120M	CN¥202M	CN¥121M
Net income	-CN¥196M	-CN¥218M	-CN¥129M	-CN¥227M	-CN¥384M
Free cash flow	-CN¥442M	CN¥160M	CN¥180M	CN¥140M	CN¥158M
Capital expenditure	CN¥188M	CN¥4.71M	CN¥13.4M	CN¥1.70M	CN¥1.39M
Total debt	CN¥805M	CN¥1.25B	CN¥1.33B	CN¥1.47B	CN¥880M

Quarterly statements and history in the cockpit →

Yang Guang 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

Up and to the right = strong over both horizons. Yang Guang is the large dot.

Fundamentals: return on equity against price-to-book

A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Yang Guang is the large dot.

Capital: ROE delivered against the ROE the price implies

Above the diagonal = the price asks for a higher return on equity than the business earns today. Yang Guang is the large dot.

Yang Guang competitors and peer comparison

How Yang Guang 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.

Yang Guang against its 20 peers (data as of 6 Nov 2026)
Measure	000608.SZ	Peer median	Rank in peer set
1-month return	-14.9%	-3.8%	3rd lowest of 21
6-month return	+59.8%	-12.7%	highest of 21
Return on equity	-9.2%	3.7%	4th lowest of 21
Price / book	2.18×	1.26×	5th most expensive of 21
ROE the price implies	20.3%	8.5%	3rd most demanding of 20
ROE delivered	-9.2%	3.7%	4th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	ROE	Price / book	Implied ROE	Delivered ROE
Yang Guang 000608.SZ	China	$814M	+60%	+68%	-9%	2.18×	20.3%	-9.2%
Sinostone (Guangdong) 001212.SZ	China	$814M	-52%	-21%	-2%	2.82×	34.3%	-2.4%
Ningxia Building Materials 600449.SS	China	$818M	-12%	-36%	1%	0.73×	5.9%	1.1%
Xinjiang Qingsong Building Materials & Chemicals (Group) 600425.SS	China	$833M	-16%	-8%	5%	0.86×	6.2%	4.6%
NWPX Infrastructure NWPX	United States	$841M	-22%	+16%	13%	1.92×	17.5%	13.0%
Pan-United P52.SI	Singapore	$784M	-9%	+26%	22%	3.38×	14.8%	21.7%
Guangdong Dongpeng 003012.SZ	China	$779M	-24%	-15%	1%	0.68×	7.1%	0.7%
Jilin Yatai (Group) 600881.SS	China	$776M	+3%	-15%	-281%	8.34×	n/a	-281.4%
China Resources Building Materials Technology 1313.HK	Hong Kong	$873M	-31%	-12%	-2%	0.13×	4.2%	-1.5%
China West Construction 002302.SZ	China	$884M	-16%	-24%	-12%	0.78×	3.0%	-12.3%
Hanilcmt 300720.KS	South Korea	$905M	-4%	-10%	6%	0.66×	4.6%	5.7%
Maeda Kosen 7821.T	Japan	$944M	+21%	+11%	13%	1.93×	9.3%	13.2%
Sumitomo Osaka Cement 5232.T	Japan	$969M	+49%	+5%	6%	0.77×	6.0%	6.2%
Wagners WGN.AX	Australia	$650M	-4%	+17%	22%	4.29×	27.1%	21.8%
Suncrete RMIX	United States	$646M	-47%	n/a	-14%	1.80×	14.8%	-14.3%
Goldsun Building Materials 2504.TW	Taiwan	$1.06B	-14%	-3%	15%	1.36×	4.4%	14.8%
Nichiha 7943.T	Japan	$599M	-10%	-3%	3%	0.76×	5.4%	3.5%
Sinosteel Luonai Materials Technology 688119.SS	China	$597M	-32%	-2%	-9%	1.46×	13.2%	-9.1%
Marshalls MSLH.L	United Kingdom	$597M	+40%	0%	3%	0.67×	9.8%	3.1%
Mitani Sekisan 5273.T	Japan	$1.12B	+33%	+9%	15%	1.51×	8.5%	14.5%
Loma Negra Compania Industrial Argentina SA Sponsored ADR LOMA	United States	$1.12B	-21%	-5%	4%	1.16×	9.2%	3.9%

Questions

Which companies are Yang Guang's closest peers?: The cockpit's peer set: Sinostone (Guangdong) (001212.SZ), Ningxia Building Materials (600449.SS), Xinjiang Qingsong Building Materials & Chemicals (Group) (600425.SS), NWPX Infrastructure (NWPX), Pan-United (P52.SI), Guangdong Dongpeng (003012.SZ), Jilin Yatai (Group) (600881.SS), China Resources Building Materials Technology (1313.HK).
Is Yang Guang expensive compared with its peers?: On price / book it trades at 2.18× against a peer median of 1.26×, 5th most expensive of 21 in its peer set. The share price implies a return on equity of about 20.3%; Yang Guang delivers -9.2%, so the price asks more than the business earns today.
How has Yang Guang stock performed?: Over six months to 6 Nov 2026 the shares returned +59.8% against -12.7% for the median peer; over one year +204.7%.