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Hunan-based energy holding company with power generation and other regional infrastructure investments.
Hunan-based energy holding company with power generation and other regional infrastructure investments.
Moat: none. Regulated on-grid tariffs limit pricing power for a diversified regional energy holding company.
Headquarters: Changsha, Hunan, China · Employees: 196
Size Hunan Energy Group Development (000722.SZ) is a China Utilities company (Electric Utilities) with a market value of $1.19B, the 1984th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.37 on 6 Nov 2026.
Performance Over six months the shares fell 13.1%, against -13.3% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.
Growth Revenue grew 126.3% over the last twelve months (peer median +3.2%); the operating margin is 47.5% (peer median 9.5%).
Valuation It trades at 9.9× enterprise value to sales against a peer median of 2.1× (most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.7 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥843M | CN¥346M | CN¥332M | CN¥289M | CN¥418M |
| Revenue growth | — | +4% | +15% | -31% | — |
| Gross profit | CN¥591M | CN¥130M | CN¥138M | CN¥99.0M | CN¥101M |
| EBITDA | n/a | CN¥153M | CN¥164M | CN¥125M | CN¥104M |
| Net income | CN¥282M | CN¥72.1M | CN¥67.8M | CN¥49.5M | CN¥69.1M |
| Free cash flow | CN¥487M | CN¥153M | CN¥72.6M | CN¥327M | -CN¥17.8M |
| Capital expenditure | CN¥130M | CN¥96.1M | CN¥120M | CN¥78.9M | CN¥114M |
| Total debt | CN¥1.42B | CN¥200M | CN¥100M | CN¥15.3M | CN¥13.8M |
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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 | 000722.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.7% | -3.7% | 3rd lowest of 21 |
| 6-month return | -13.1% | -13.3% | 10th highest of 20 |
| Distance from 52-week high | -37.2% | -29.2% | 8th lowest of 21 |
| Revenue growth (TTM) | +126.3% | +3.2% | highest of 21 |
| Operating margin | 47.5% | 9.5% | highest of 21 |
| EV / Sales | 9.9× | 2.1× | most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 0.8% | 2.5% | 8th least demanding of 16 |
| Growth delivered (Del g) | +2.4% | +10.2% | 2nd lowest of 16 |
| Hurdle (Req g minus delivered) | -1.5 pp | -14.5 pp | 5th most demanding of 16 |
| ROIC minus cost of capital | +1.7 pp | +0.2 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hunan Energy Group Development 000722.SZ | China | $1.19B | -13% | +126% | 48% | 9.9× | 0.8% | +2.4% |
| Guizhou Qianyuan Power 002039.SZ | China | $1.19B | -8% | +14% | 45% | 5.7× | -10.1% | +4.4% |
| naturenergie NEAG.SW | Switzerland | $1.17B | -12% | -16% | 13% | 0.7× | -15.5% | +5.6% |
| CGN New Energy 1811.HK | Hong Kong | $1.16B | -23% | -12% | 26% | 4.9× | 4.2% | +8.2% |
| Kasumigaseki Capital 3498.T | Japan | $1.16B | +15% | +70% | 17% | 1.5× | n/a | n/a |
| SG Mart SGMART.NS | India | $1.15B | +55% | +9% | 3% | 1.6× | 30.1% | +298.2% |
| Jiangxi Ganneng 000899.SZ | China | $1.26B | -31% | +24% | 13% | 2.5× | -4.4% | +22.6% |
| Arendals Fossekompani AFK.OL | Norway | $1.11B | -2% | -7% | 11% | 3.0× | 14.4% | +3.6% |
| Electricite de Strasbourg ELEC.PA | France | $1.29B | -34% | -10% | 8% | 0.7× | -10.7% | +11.1% |
| Hokuriku Electric Power 9505.T | Japan | $1.34B | +16% | -5% | 7% | 1.5× | 8.4% | +3.7% |
| Unitil UTL | United States | $1.05B | +11% | +21% | 19% | 3.3× | n/a | n/a |
| Hokkaido Electric Power Company,Incorporated 9509.T | Japan | $1.38B | +5% | -1% | 4% | 2.0× | n/a | n/a |
| Polenergia PEP.WA | Poland | $1.02B | +3% | -19% | 6% | 1.7× | 15.8% | +18.5% |
| Top Energy Co. Ltd. Shanxi 600780.SS | China | $1.02B | -13% | 0% | 5% | 0.5× | -15.1% | +10.2% |
| Xinjiang Tianfu Energy 600509.SS | China | $1.40B | -16% | +9% | 7% | 2.5× | -4.3% | +11.5% |
| Jinneng Holding Shanxi Electric Power 000767.SZ | China | $1.40B | -20% | -6% | 6% | 3.2× | 2.5% | +5.6% |
| Jaiprakash Power Ventures JPPOWER.NS | India | $1.01B | -29% | +6% | 21% | 2.3× | 9.9% | +11.0% |
| Hawaiian Electric Industries HE | United States | $1.45B | -43% | +2% | 11% | 1.2× | n/a | n/a |
| Vedanta Power VEDPOWER.NS | India | $1.46B | n/a | +5% | -13% | 3.9× | n/a | n/a |
| Guangxi Energy 600310.SS | China | $939M | -14% | +11% | 16% | 5.5× | 4.8% | -27.7% |
| Telecom Plus TEP.L | United Kingdom | $922M | -15% | +6% | 6% | 0.4× | -8.6% | +17.6% |