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Employees: 4,949
Size De Rucci Healthy Sleep (001323.SZ) is a China Consumer Discretionary company (Home Furnishings) with a market value of $1.15B, the 2048th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥17.68 on 6 Nov 2026.
Performance Over six months the shares fell 25.8%, against -13.7% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue fell 5.6% over the last twelve months (peer median +0.1%); the operating margin is 5.3% (peer median 6.6%).
Valuation It trades at 19.5× forward earnings against a peer median of 18.2× (6th most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.5 points above its cost of capital (6.3% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.18B | CN¥5.20B | CN¥5.57B | CN¥5.55B | CN¥5.79B |
| Revenue growth | — | -7% | 0% | -4% | — |
| Gross profit | CN¥2.71B | CN¥2.48B | CN¥2.62B | CN¥2.62B | CN¥2.48B |
| EBITDA | n/a | CN¥754M | CN¥1.10B | CN¥1.13B | CN¥1.03B |
| Net income | CN¥312M | CN¥536M | CN¥767M | CN¥802M | CN¥708M |
| Free cash flow | CN¥415M | CN¥296M | CN¥737M | CN¥1.54B | CN¥26.7M |
| Capital expenditure | CN¥225M | CN¥223M | CN¥381M | CN¥396M | CN¥622M |
| Total debt | CN¥2.13B | CN¥2.03B | CN¥1.79B | CN¥1.11B | CN¥174M |
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| Measure | 001323.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.2% | -2.8% | 10th lowest of 21 |
| 6-month return | -25.8% | -13.7% | 5th lowest of 21 |
| Distance from 52-week high | -40.4% | -41.8% | 10th highest of 21 |
| Revenue growth (TTM) | -5.6% | +0.1% | 4th lowest of 21 |
| Operating margin | 5.3% | 6.6% | 9th lowest of 21 |
| Forward P/E | 19.5× | 18.2× | 6th most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 0.0% | 0.2% | 7th least demanding of 14 |
| Growth delivered (Del g) | +3.3% | +6.0% | 6th lowest of 14 |
| Hurdle (Req g minus delivered) | -3.3 pp | +0.0 pp | 7th least demanding of 14 |
| ROIC minus cost of capital | +5.5 pp | -1.9 pp | 3rd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| De Rucci Healthy Sleep 001323.SZ | China | $1.15B | -26% | -6% | 5% | 19.5× | 0.0% | +3.3% |
| CSG 000012.SZ | China | $1.17B | -13% | -12% | -5% | n/a | n/a | n/a |
| Suofeiya Home Collection 002572.SZ | China | $1.12B | -35% | -22% | 8% | 20.7× | -2.8% | +2.3% |
| Man Wah 1999.HK | Hong Kong | $1.20B | -45% | -3% | 14% | 7.9× | -6.5% | 0.0% |
| Dong Yi Ri Sheng Home Decoration 002713.SZ | China | $1.08B | -38% | -1% | -23% | n/a | n/a | n/a |
| La-Z-Boy LZB | United States | $1.27B | -11% | 0% | 7% | 12.7× | 4.2% | +4.2% |
| Ziel Home Furnishing Technology 301376.SZ | China | $1.32B | +32% | +21% | 6% | 18.2× | -7.0% | +17.0% |
| Okamura 7994.T | Japan | $1.35B | -14% | +3% | 7% | 9.5× | -6.7% | +6.1% |
| MasterBrand MBC | United States | $1.37B | -12% | 0% | -1% | n/a | 19.4% | +2.1% |
| Hyundai G.f 005440.KS | South Korea | $1.44B | -21% | -1% | 4% | 4.8× | -1.0% | +20.1% |
| TTK Prestige TTKPRESTIG.NS | India | $882M | +14% | +16% | 7% | 33.2× | 36.8% | +6.3% |
| Forbo FORN.SW | Switzerland | $1.51B | +23% | -1% | 8% | 16.7× | 0.2% | -0.6% |
| Helen of Troy HELE | United States | $876M | +51% | +1% | 7% | 9.8× | 3.9% | -3.1% |
| Cello World CELLO.NS | India | $870M | -14% | +7% | 16% | 21.5× | 28.6% | +17.2% |
| Yotrio 002489.SZ | China | $809M | -23% | 0% | 2% | n/a | n/a | n/a |
| Chongqing Zhengchuan Pharmaceutical Packaging 603976.SS | China | $769M | +41% | +9% | 3% | n/a | 51.0% | +6.0% |
| Hunan Hualian China Industry 001216.SZ | China | $729M | -9% | -15% | 12% | n/a | n/a | n/a |
| WG Tech (JiangXi) 603773.SS | China | $1.87B | -20% | +2% | -8% | 222.4× | n/a | n/a |
| Zhejiang Truelove Vogue 003041.SZ | China | $698M | -38% | -1% | 7% | 56.7× | n/a | n/a |
| A-Zenith Home Furnishings 603389.SS | China | $1.91B | -17% | +275% | -5% | n/a | n/a | n/a |
| MotoMotion China 301061.SZ | China | $1.96B | -4% | -2% | 26% | 18.5× | -5.1% | +20.7% |