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Shenzhen-based maker of optoelectronic components such as LEDs or optical sensors.
Shenzhen-based maker of optoelectronic components such as LEDs or optical sensors.
Moat: none. Component supplier in a competitive, price-driven optoelectronics segment.
Headquarters: Shenzhen, Guangdong, China · Employees: 2,534
Size Shenzhen SNC Opto Electronic (001326.SZ) is a China Industrials company (Electrical Products) with a market value of $767M, the 2861st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥76.21 on 6 Nov 2026.
Performance Over six months the shares gained 35.6%, against -21.8% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 6.2% over the last twelve months (peer median +14.4%); the operating margin is 4.7% (peer median 5.1%).
Valuation It trades at 3.2× enterprise value to sales against a peer median of 1.7× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 33% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is +14 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 2.8 points below its cost of capital (10.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.57B | CN¥1.53B | CN¥1.47B | CN¥1.38B | CN¥1.08B |
| Revenue growth | — | +5% | +7% | +27% | — |
| Gross profit | CN¥359M | CN¥285M | CN¥294M | CN¥336M | CN¥258M |
| EBITDA | n/a | CN¥87.5M | CN¥118M | CN¥193M | CN¥155M |
| Net income | CN¥29.2M | CN¥25.3M | CN¥101M | CN¥153M | CN¥134M |
| Free cash flow | CN¥46.9M | CN¥1.29M | -CN¥116M | CN¥71.0M | CN¥124M |
| Capital expenditure | CN¥40.9M | CN¥34.9M | CN¥185M | CN¥153M | CN¥64.1M |
| Total debt | CN¥364M | CN¥338M | CN¥356M | CN¥335M | CN¥221M |
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| Measure | 001326.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -24.8% | -9.7% | 3rd lowest of 21 |
| 6-month return | +35.6% | -21.8% | 2nd highest of 21 |
| Distance from 52-week high | -32.4% | -39.6% | 8th highest of 21 |
| Revenue growth (TTM) | +6.2% | +14.4% | 6th lowest of 21 |
| Operating margin | 4.7% | 5.1% | 10th lowest of 21 |
| EV / Sales | 3.2× | 1.7× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 33.4% | 18.2% | 3rd most demanding of 10 |
| Growth delivered (Del g) | +19.5% | +17.2% | 5th highest of 10 |
| Hurdle (Req g minus delivered) | +14.0 pp | -18.2 pp | 4th most demanding of 10 |
| ROIC minus cost of capital | -2.8 pp | -0.9 pp | 9th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen SNC Opto Electronic 001326.SZ | China | $767M | +36% | +6% | 5% | 3.2× | 33.4% | +19.5% |
| Anhui Xinke New Materials 600255.SS | China | $767M | -21% | +23% | 2% | 1.4× | n/a | n/a |
| Lintes Technology 6715.TW | Taiwan | $763M | -22% | -18% | 5% | 14.2× | 53.3% | -6.9% |
| Precision Wires India PRECWIRE.NS | India | $776M | -1% | +46% | 5% | 1.2× | n/a | n/a |
| Jiangsu Zhongli 002309.SZ | China | $758M | -35% | +4% | -5% | 1.4× | n/a | n/a |
| Shanghai Zhongchen Electronic Technology 603275.SS | China | $778M | -26% | +21% | 14% | 3.7× | n/a | n/a |
| Hiconics Eco-energy Technology 300048.SZ | China | $756M | -31% | -22% | -3% | 0.9× | n/a | n/a |
| Zhuhai Enpower Electric 300681.SZ | China | $751M | -47% | +74% | 3% | 1.1× | 18.2% | +55.9% |
| Shenzhen INVT Electric 002334.SZ | China | $750M | -21% | +12% | 1% | 1.1× | n/a | n/a |
| Jiangsu Tongling Electric 301168.SZ | China | $747M | -2% | -24% | 0% | 4.3× | n/a | n/a |
| Dalian Insulator 002606.SZ | China | $788M | -17% | +36% | 22% | 2.4× | -4.8% | +15.5% |
| Anhui Coreach Technology 002983.SZ | China | $745M | -4% | -16% | 9% | 4.5× | 26.8% | +12.1% |
| Honbridge 8137.HK | Hong Kong | $792M | 0% | +295% | -12% | 20.9× | n/a | n/a |
| Jiangsu Zhenjiang New Energy Equipment 603507.SS | China | $742M | -43% | +41% | 10% | 1.7× | n/a | n/a |
| Xinya Electronic 605277.SS | China | $794M | -28% | +12% | 7% | 1.5× | 7.9% | +31.5% |
| Tianjin Guoan Mengguli New Materials Science and Technology 301487.SZ | China | $739M | -16% | +38% | 0% | 1.9× | 43.0% | +7.2% |
| Zhejiang Grandwall Electric Science & Technology 603897.SS | China | $803M | -50% | +15% | 3% | 0.6× | n/a | n/a |
| Taiwan Puritic 6826.TWO | Taiwan | $807M | -43% | +14% | 16% | 1.0× | -14.4% | +23.9% |
| Guangzhou Haoyang Electronic 300833.SZ | China | $729M | +3% | +10% | 18% | 3.1× | 5.1% | +23.3% |
| Esab India ESABINDIA.NS | India | $816M | -29% | +13% | 17% | 4.7× | 18.3% | +17.2% |
| KSH International KSHINTL.NS | India | $720M | +59% | +61% | 6% | 1.6× | n/a | n/a |