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← CockpitCompetitor Analysis › 001228.SZ Yongtaiyun Chemical Logistics Co., Ltd. Class AOpen in the cockpit ↗

Yongtaiyun Chemical Logistics Co., Ltd. Class A001228.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Trucking
Momentum leader 90
Mkt cap
$481M
US dollars, full cap
Free float
57%
of shares outstanding
$/day
$9.57M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+1.7 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥32.28
1D-0.2%
1W+2.3%
1M-14.9%
3M+18.8%
6M+6.6%
YTD+23.0%
1Y+22.0%
ATR %5.3%
52w lowhigh17.8% off high

What Yongtaiyun Chemical Logistics does

Employees: 1,424

Yongtaiyun Chemical Logistics at a glance

Size Yongtaiyun Chemical Logistics (001228.SZ) is a China Industrials company (Trucking) with a market value of $481M, the 3945th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥32.28 on 6 Nov 2026.

Performance Over six months the shares gained 6.6%, against -11.4% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue grew 31.0% over the last twelve months (peer median +3.4%); the operating margin is 4.8% (peer median 5.5%).

Valuation It trades at 0.9× enterprise value to sales against a peer median of 1.2× (6th cheapest of 21).

Capital Return on invested capital runs 1.7 points above its cost of capital (5.0% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026001228.SZ 108Peer median 89
Six months, rebased to 100: Yongtaiyun Chemical Logistics against the median of its 20 peers (local-currency closes).

Yongtaiyun Chemical Logistics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥6.43BCN¥5.78BCN¥3.90BCN¥2.20BCN¥3.01B
Revenue growth—+48%+77%-27%—
Gross profitCN¥605MCN¥410MCN¥386MCN¥315MCN¥501M
EBITDAn/aCN¥302MCN¥239MCN¥242MCN¥405M
Net incomeCN¥106MCN¥107MCN¥87.8MCN¥150MCN¥294M
Free cash flow-CN¥1.10B-CN¥1.39B-CN¥542MCN¥148MCN¥211M
Capital expenditureCN¥84.2MCN¥181MCN¥94.6MCN¥266MCN¥59.5M
Total debtCN¥2.67BCN¥3.09BCN¥1.47BCN¥1.51BCN¥122M

Quarterly statements and history in the cockpit →

Yongtaiyun Chemical Logistics 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

-25%0%+25%+50%+75%-20%0%+20%9369FWRD3010682608001317VRLLOG3008676006506564ULH9304001202603686HTLD90399068001228.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Yongtaiyun Chemical Logistics is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%2×4×9369FWRD3010682608001317VRLLOG300867TCI6006506564ULH93040012029028603686HTLDCVLG600676001228.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yongtaiyun Chemical Logistics is the large dot.

Yongtaiyun Chemical Logistics competitors and peer comparison

How Yongtaiyun Chemical Logistics 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.

Yongtaiyun Chemical Logistics against its 20 peers (data as of 6 Nov 2026)
Measure001228.SZPeer medianRank in peer set
1-month return-14.9%-5.0%6th lowest of 21
6-month return+6.6%-11.4%5th highest of 21
Distance from 52-week high-17.8%-31.9%4th highest of 21
Revenue growth (TTM)+31.0%+3.4%highest of 21
Operating margin4.8%5.5%10th lowest of 21
EV / Sales0.9×1.2×6th cheapest of 21
ROIC minus cost of capital+1.7 pp-0.3 pp7th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Yongtaiyun Chemical Logistics 001228.SZChina$481M+7%+31%5%0.9×n/an/a
K.R.S.Corporation 9369.TJapan$441M-9%+4%3%0.6×n/an/a
Forward Air FWRDUnited States$562M+69%0%3%1.0×17.1%+14.5%
Hangzhou Dadi Haiyang Environmental Protection 301068.SZChina$409M-45%+25%3%2.0×16.2%+23.5%
Kerry TJ Logistics 2608.TWTaiwan$391M-8%-1%12%1.6×-5.0%+0.8%
San Yang Ma (Chongqing) Logistics 001317.SZChina$606M-11%-51%4%5.5×35.8%+7.1%
VRL Logistics VRLLOG.NSIndia$624M+27%+11%14%2.0×6.2%+12.8%
Shengyuan Environmental Protection 300867.SZChina$638M-24%+3%28%4.9×-4.1%+8.5%
Transport Corporation of India TCI.NSIndia$700M-12%+12%8%1.3×14.9%+11.9%
Shanghai Jin Jiang Online Network Service 600650.SSChina$705M-14%-19%-2%2.0×5.6%-10.8%
Midac 6564.TJapan$326M-12%+14%40%4.8×n/an/a
Universal Logistics ULHUnited States$715M+108%-7%4%0.9×n/an/a
Shibusawa Logistics 9304.TJapan$723M+48%+2%5%1.7×16.9%+4.1%
Jushen Logistics 001202.SZChina$315M-26%+16%6%1.6×n/an/a
Zero 9028.TJapan$311M-11%+2%7%0.3×-19.2%+10.3%
Fulongma 603686.SSChina$743M-37%+6%6%1.1×2.4%-2.0%
Heartland Express HTLDUnited States$780M-24%-17%-6%1.2×n/an/a
Sakai Moving Service 9039.TJapan$785M+2%+4%10%0.8×-11.2%+4.5%
Covenant Logistics CVLGUnited States$801M-5%+12%1%0.8×n/an/a
Shanghai Juss Sports and Entertainment 600676.SSChina$802M-36%-14%-15%0.8×5.1%-11.0%
Maruzen Showa Unyu 9068.TJapan$922M-15%+3%10%0.9×-7.4%+4.2%

Questions

Which companies are Yongtaiyun Chemical Logistics's closest peers?
The cockpit's peer set: K.R.S.Corporation (9369.T), Forward Air (FWRD), Hangzhou Dadi Haiyang Environmental Protection (301068.SZ), Kerry TJ Logistics (2608.TW), San Yang Ma (Chongqing) Logistics (001317.SZ), VRL Logistics (VRLLOG.NS), Shengyuan Environmental Protection (300867.SZ), Transport Corporation of India (TCI.NS).
Is Yongtaiyun Chemical Logistics expensive compared with its peers?
On ev / sales it trades at 0.9× against a peer median of 1.2×, 6th cheapest of 21 in its peer set.
How has Yongtaiyun Chemical Logistics stock performed?
Over six months to 6 Nov 2026 the shares returned +6.6% against -11.4% for the median peer; over one year +22.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.