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CITIC Guoan Group subsidiary spanning cable/broadband network operation and lithium-battery materials businesses.
CITIC Guoan Group subsidiary spanning cable/broadband network operation and lithium-battery materials businesses.
Moat: none. Diversified holding company; no single dominant franchise.
Headquarters: Beijing, China · Employees: 10,170
Size CITIC Guoan Information Industry (000839.SZ) is a China Information Technology company (Telecommunications Equipment) with a market value of $1.45B, the 1673rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.47 on 6 Nov 2026.
Performance Over six months the shares fell 16.8%, against -23.3% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 20 in its peer set.
Growth Revenue grew 14.3% over the last twelve months (peer median +14.4%); the operating margin is 6.9% (peer median 2.8%).
Valuation It trades at 2.9× enterprise value to sales against a peer median of 2.5× (9th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +4 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 10.7 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.69B | CN¥3.30B | CN¥3.35B | CN¥2.96B | CN¥2.68B |
| Revenue growth | — | -2% | +13% | +10% | — |
| Gross profit | CN¥611M | CN¥457M | CN¥438M | CN¥482M | CN¥297M |
| EBITDA | n/a | CN¥405M | CN¥117M | CN¥264M | -CN¥691M |
| Net income | -CN¥51.6M | CN¥94.2M | -CN¥77.8M | -CN¥91.0M | -CN¥1.39B |
| Free cash flow | CN¥123M | CN¥161M | -CN¥142M | -CN¥108M | -CN¥365M |
| Capital expenditure | CN¥14.0M | CN¥17.2M | CN¥33.7M | CN¥28.4M | CN¥97.8M |
| Total debt | CN¥2.05B | CN¥2.82B | CN¥2.86B | CN¥2.72B | CN¥2.69B |
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 | 000839.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.2% | -5.4% | 8th lowest of 21 |
| 6-month return | -16.8% | -23.3% | 8th highest of 20 |
| Distance from 52-week high | -42.0% | -44.8% | 9th highest of 21 |
| Revenue growth (TTM) | +14.3% | +14.4% | 10th lowest of 21 |
| Operating margin | 6.9% | 2.8% | 9th highest of 21 |
| EV / Sales | 2.9× | 2.5× | 9th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 11.3% | 7.4% | 5th most demanding of 10 |
| Growth delivered (Del g) | +7.0% | +11.3% | 4th lowest of 10 |
| Hurdle (Req g minus delivered) | +4.2 pp | +10.0 pp | 5th least demanding of 10 |
| ROIC minus cost of capital | +10.7 pp | -3.4 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CITIC Guoan Information Industry 000839.SZ | China | $1.45B | -17% | +14% | 7% | 2.9× | 11.3% | +7.0% |
| Furuno Electric 6814.T | Japan | $1.42B | -1% | +14% | 13% | 1.4× | 7.4% | +11.3% |
| Shenzhen Gongjin Electronics 603118.SS | China | $1.42B | -18% | +21% | 2% | 1.0× | n/a | n/a |
| Hanwha Vision 489790.KS | South Korea | $1.41B | -56% | +20% | 11% | 0.9× | n/a | n/a |
| Tianjin 712 Communication & Broadcasting 603712.SS | China | $1.41B | -25% | +27% | -17% | 5.0× | n/a | n/a |
| Hwa Create 300045.SZ | China | $1.35B | -39% | -7% | -20% | 14.5× | n/a | n/a |
| Zhejiang Chengchang Technology 001270.SZ | China | $1.34B | -37% | -1% | 27% | 20.9× | 44.0% | +18.3% |
| Arlo Technologies ARLO | United States | $1.33B | -19% | +16% | 3% | 2.0× | 32.6% | +8.2% |
| Shenzhen SDMC Technology 0901.HK | Hong Kong | $1.61B | n/a | +33% | 10% | 2.9× | n/a | n/a |
| Noritsu Koki 7744.T | Japan | $1.31B | -7% | +33% | 20% | 1.5× | -6.9% | +16.8% |
| FS.COM 3355.HK | Hong Kong | $1.63B | -27% | +14% | 23% | 3.0× | -11.0% | +19.4% |
| Vistance Networks VISN | United States | $1.27B | -35% | -38% | 12% | 0.4× | -4.6% | -25.5% |
| Eastern Communications 600776.SS | China | $1.72B | -33% | +7% | -5% | 3.5× | n/a | n/a |
| Beijing Tricolor Technology 603516.SS | China | $1.72B | -60% | -11% | -20% | 33.8× | n/a | n/a |
| Adtran Networks ADV.DE | Germany | $1.21B | -10% | +15% | -3% | 2.1× | -2.7% | -3.1% |
| Hubei Jiuzhiyang Infrared System 300516.SZ | China | $1.18B | -15% | -7% | -8% | 12.7× | 20.4% | -1.0% |
| Wuhan Yangtze Communication Industry 600345.SS | China | $1.85B | -23% | +13% | -8% | 11.2× | n/a | n/a |
| Skyworth Digital 000810.SZ | China | $1.85B | -15% | +28% | 1% | 1.4× | n/a | n/a |
| Fibocom Wireless 300638.SZ | China | $1.88B | -10% | +3% | 2% | 1.7× | n/a | n/a |
| Calix CALX | United States | $1.89B | -29% | +23% | 5% | 1.5× | 23.1% | +13.1% |
| MeiG Smart Technology 002881.SZ | China | $1.92B | +8% | +24% | 7% | 2.8× | n/a | n/a |