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Chinese processor and seller of natural/engineered stone surface materials for countertops and interiors.
Chinese processor and seller of natural/engineered stone surface materials for countertops and interiors.
Moat: none (brand). Stone-surface fabrication is a fragmented, moderately differentiated segment of building materials.
Headquarters: Guangdong, China · Employees: 786
Size Sinostone (Guangdong) (001212.SZ) is a China Materials company (Construction Materials) with a market value of $814M, the 2715th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥27.00 on 6 Nov 2026.
Performance Over six months the shares fell 51.6%, against -10.8% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue fell 20.8% over the last twelve months (peer median -3.1%); the operating margin is -18.3% (peer median 7.2%).
Valuation It trades at 2.82× book value against a peer median of 1.26× (4th most expensive of 21).
Price implies The share price implies a return on equity of about 34.3%; Sinostone (Guangdong) delivers -2.4%, so the price asks more than the business earns today.
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥353M | CN¥415M | CN¥525M | CN¥683M | CN¥650M |
| Revenue growth | — | -21% | -23% | +5% | — |
| Gross profit | CN¥75.1M | CN¥29.9M | CN¥72.3M | CN¥123M | CN¥138M |
| EBITDA | n/a | CN¥27.1M | CN¥71.0M | CN¥101M | CN¥107M |
| Net income | -CN¥44.3M | -CN¥31.8M | CN¥30.5M | CN¥79.4M | CN¥86.1M |
| Free cash flow | CN¥25.2M | -CN¥13.2M | -CN¥36.8M | -CN¥107M | -CN¥60.9M |
| Capital expenditure | CN¥66.9M | CN¥68.6M | CN¥192M | CN¥156M | CN¥148M |
| Total debt | CN¥125M | CN¥131M | CN¥373M | CN¥419M | CN¥47.1M |
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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 | 001212.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -22.7% | -3.8% | lowest of 21 |
| 6-month return | -51.6% | -10.8% | lowest of 21 |
| Return on equity | -2.4% | 3.7% | 6th lowest of 21 |
| Price / book | 2.82× | 1.26× | 4th most expensive of 21 |
| ROE the price implies | 34.3% | 8.5% | most demanding of 20 |
| ROE delivered | -2.4% | 3.7% | 6th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Sinostone (Guangdong) 001212.SZ | China | $814M | -52% | -21% | -2% | 2.82× | 34.3% | -2.4% |
| Yang Guang 000608.SZ | China | $814M | +60% | +68% | -9% | 2.18× | 20.3% | -9.2% |
| 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% |