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Sichuan-based gold mining company producing gold from its own mines in the province.
Sichuan-based gold mining company producing gold from its own mines in the province.
Earnings follow the gold price and the amount of ore mined and processed. Mining rights in Sichuan are licensed by the state, so the company must keep securing reserves.
In one line: A small Chinese regional gold miner.
Moat: narrow (scale). Owns mining licences and reserves, a barrier to entry but exposed to gold price swings.
Headquarters: Sichuan, China · Employees: 414
Size Sichuan Gold (001337.SZ) is a China Materials company (Precious Metals) with a market value of $2.52B, the 1022nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥40.04 on 6 Nov 2026.
Performance Over six months the shares fell 25.5%, against -15.1% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue grew 56.6% over the last twelve months (peer median +53.3%); the operating margin is 55.7% (peer median 39.4%).
Valuation It trades at 11.4× enterprise value to sales against a peer median of 2.7× (2nd most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +4 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 35.4 points above its cost of capital (10.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.41B | CN¥1.03B | CN¥640M | CN¥629M | CN¥472M |
| Revenue growth | — | +60% | +2% | +33% | — |
| Gross profit | CN¥1.03B | CN¥642M | CN¥360M | CN¥320M | CN¥241M |
| EBITDA | n/a | CN¥600M | CN¥317M | CN¥295M | CN¥292M |
| Net income | CN¥650M | CN¥466M | CN¥248M | CN¥211M | CN¥199M |
| Free cash flow | CN¥276M | -CN¥106M | CN¥154M | CN¥66.9M | CN¥192M |
| Capital expenditure | CN¥660M | CN¥752M | CN¥179M | CN¥239M | CN¥190M |
| Total debt | CN¥544M | CN¥501M | CN¥272,228 | CN¥44.4M | CN¥25.9M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Sichuan Gold 001337.SZ | $2.52B | -25% | +57% | 56% | 11.4× | 17.7% |
| Zijin Mining 601899.SS | $109B | -15% | +16% | 30% | 2.3× | -10.2% |
| Western Region Gold 601069.SS | $3.29B | -26% | +118% | n/a | 1.3× | 11.7% |
| Shandong Gold Mining 600547.SS | $16.5B | -24% | +12% | 13% | 1.8× | -5.6% |
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 | 001337.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.9% | -4.4% | 6th lowest of 21 |
| 6-month return | -25.5% | -15.1% | 6th lowest of 20 |
| Distance from 52-week high | -45.6% | -32.1% | 6th lowest of 21 |
| Revenue growth (TTM) | +56.6% | +53.3% | 7th highest of 15 |
| Operating margin | 55.7% | 39.4% | 5th highest of 16 |
| EV / Sales | 11.4× | 2.7× | 2nd most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 17.7% | -5.1% | most demanding of 11 |
| Growth delivered (Del g) | +13.6% | +23.1% | 2nd lowest of 11 |
| Hurdle (Req g minus delivered) | +4.1 pp | -27.7 pp | most demanding of 11 |
| ROIC minus cost of capital | +35.4 pp | +10.7 pp | 8th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sichuan Gold 001337.SZ | China | $2.52B | -25% | +57% | 56% | 11.4× | 17.7% | +13.6% |
| Perpetua Resources PPTA | United States | $2.44B | -35% | n/a | n/a | n/a | n/a | n/a |
| Shandong Humon Smelting 002237.SZ | China | $2.44B | -32% | +25% | 1% | 0.2× | n/a | n/a |
| Endeavour Silver EDR.TO | Canada | $2.34B | -20% | +198% | 26% | 3.2× | n/a | n/a |
| West African Resources WAF.AX | Australia | $2.74B | +4% | +194% | 57% | 1.4× | -18.5% | +37.7% |
| Novagold Resources NG | United States | $2.81B | -27% | n/a | n/a | n/a | n/a | n/a |
| Seabridge Gold SEA.TO | Canada | $2.87B | -8% | n/a | n/a | n/a | n/a | n/a |
| Fortuna Mining FVI.TO | Canada | $2.87B | -5% | +6% | 49% | 2.2× | -4.6% | +29.0% |
| Wesdome Gold Mines WDO.TO | Canada | $2.92B | +6% | +49% | 57% | 3.4× | -10.7% | +33.5% |
| Lingbao Gold 3330.HK | Hong Kong | $2.94B | -28% | -10% | 22% | 1.8× | -5.6% | +17.8% |
| Emerald Resources NL EMR.AX | Australia | $3.04B | +6% | +40% | 61% | 6.6× | 1.5% | +26.4% |
| Predictive Discovery PDI.AX | Australia | $3.08B | -13% | n/a | -28% | 21.9× | n/a | n/a |
| Sino-Platinum Metals 600459.SS | China | $2.06B | -17% | -27% | 2% | 0.4× | n/a | n/a |
| DRDGOLD Ltd. Sponsored ADR DRD | United States | $2.00B | -16% | +53% | 51% | 2.8× | -16.4% | +14.1% |
| Mineros MSA.TO | Canada | $2.00B | +73% | +77% | 39% | 1.8× | -5.8% | +11.8% |
| Silvercorp Metals SVM.TO | Canada | $1.99B | -31% | +59% | 56% | 3.9× | 4.7% | +19.0% |
| Allied Gold AAUC.TO | Canada | $3.24B | -19% | +54% | 32% | 2.3× | n/a | n/a |
| Aris Mining ARIS.TO | Canada | $3.24B | -15% | +94% | 46% | 2.7× | 2.1% | +19.8% |
| Sinda SIND | United States | $1.95B | n/a | n/a | n/a | n/a | n/a | n/a |
| Ora Banda Mining OBM.AX | Australia | $1.93B | +4% | +101% | 39% | 3.1× | 1.1% | +101.1% |
| Snowline Gold SGD.TO | Canada | $1.93B | -6% | n/a | n/a | n/a | n/a | n/a |