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Employees: 296
Size Hangzhou Hota M&E (001225.SZ) is a China Industrials company (Trucks/Construction/Farm Machinery) with a market value of $469M, the 4021st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥34.04 on 6 Nov 2026.
Performance Over six months the shares fell 31.6%, against -19.2% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue fell 2.1% over the last twelve months (peer median +5.7%); the operating margin is 3.1% (peer median 6.5%).
Valuation It trades at 9.9× enterprise value to sales against a peer median of 1.3× (2nd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 42% a year for seven years (Req g). Recent delivered growth is -10%, so the hurdle is +53 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 6.6 points below its cost of capital (9.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥246M | CN¥239M | CN¥249M | CN¥384M | CN¥494M |
| Revenue growth | — | -4% | -35% | -22% | — |
| Gross profit | CN¥89.2M | CN¥70.1M | CN¥80.7M | CN¥142M | CN¥197M |
| EBITDA | n/a | CN¥40.0M | CN¥52.2M | CN¥96.8M | CN¥157M |
| Net income | CN¥22.9M | CN¥34.1M | CN¥57.5M | CN¥114M | CN¥221M |
| Free cash flow | CN¥51.6M | CN¥26.7M | CN¥59.7M | CN¥37.1M | CN¥118M |
| Capital expenditure | CN¥23.7M | CN¥41.9M | CN¥48.6M | CN¥66.3M | CN¥41.2M |
| Total debt | CN¥41.8M | CN¥42.1M | CN¥8.54M | CN¥20.0M | CN¥12.2M |
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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 | 001225.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.5% | -9.9% | 2nd lowest of 21 |
| 6-month return | -31.6% | -19.2% | 6th lowest of 21 |
| Distance from 52-week high | -61.8% | -42.9% | 3rd lowest of 21 |
| Revenue growth (TTM) | -2.1% | +5.7% | 7th lowest of 21 |
| Operating margin | 3.1% | 6.5% | 8th lowest of 21 |
| EV / Sales | 9.9× | 1.3× | 2nd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 42.5% | 5.9% | most demanding of 12 |
| Growth delivered (Del g) | -10.3% | +6.6% | lowest of 12 |
| Hurdle (Req g minus delivered) | +52.7 pp | -3.6 pp | most demanding of 12 |
| ROIC minus cost of capital | -6.6 pp | -0.5 pp | 7th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hangzhou Hota M&E 001225.SZ | China | $469M | -32% | -2% | 3% | 9.9× | 42.5% | -10.3% |
| Anshan Senyuan Road and Bridge 300210.SZ | China | $471M | -40% | -36% | -24% | 14.9× | n/a | n/a |
| Karnell KARNEL-B.ST | Sweden | $465M | +8% | +28% | 14% | 2.5× | 5.9% | +24.2% |
| Kunming Yunnei Power 000903.SZ | China | $474M | -23% | -13% | -23% | 2.1× | n/a | n/a |
| Anhui Quanchai Engine 600218.SS | China | $463M | -27% | +3% | -1% | 0.3× | -3.7% | 0.0% |
| Kyokuto Kaihatsu Kogyo 7226.T | Japan | $481M | -25% | +15% | 6% | 0.6× | n/a | n/a |
| Ningbo Daye Garden Machinery 300879.SZ | China | $457M | -37% | +8% | -4% | 1.4× | n/a | n/a |
| Junjin Construction & Robot 079900.KS | South Korea | $452M | -34% | +2% | 13% | 3.2× | 4.5% | +15.9% |
| Texmaco Rail & Engineering TEXRAIL.NS | India | $452M | -9% | -14% | 8% | 1.0× | 24.5% | +21.0% |
| Wabash National WNC | United States | $444M | +46% | -7% | -10% | 0.6× | n/a | n/a |
| Greaves Cotton GREAVESCOT.NS | India | $503M | +22% | +28% | 3% | 1.2× | 41.8% | +17.8% |
| Naipu Mining Machinery 300818.SZ | China | $504M | -40% | +21% | 9% | 3.6× | n/a | n/a |
| Aichi 6345.T | Japan | $507M | -11% | +2% | 11% | 0.9× | -5.3% | +0.1% |
| Columbus McKinnon CMCO | United States | $510M | +11% | +81% | 4% | 2.1× | n/a | n/a |
| Inner Mongolia North Hauler Joint Stock 600262.SS | China | $510M | -18% | -3% | 8% | 0.7× | -13.2% | +17.5% |
| L. B. Foster FSTR | United States | $418M | -6% | +16% | 5% | 0.8× | 11.5% | +1.7% |
| STX Engine 077970.KS | South Korea | $413M | -77% | +10% | 7% | 0.9× | n/a | n/a |
| Japan Engine 6016.T | Japan | $532M | -19% | -2% | 20% | 2.9× | n/a | n/a |
| Nanjing Railway New Technology 301016.SZ | China | $542M | -28% | -1% | 18% | 8.1× | 19.2% | -3.9% |
| Shenzhen Keanda Electronic Technology 002972.SZ | China | $405M | -18% | +20% | 19% | 5.7× | 12.2% | +0.9% |
| Tianjin Keyvia Electric 300407.SZ | China | $549M | -20% | +13% | 2% | 0.8× | -1.6% | +6.6% |