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Employees: 656
Size Shandong Senter Electronic (001388.SZ) is a China Industrials company (Aerospace & Defense) with a market value of $742M, the 2938th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥21.17 on 6 Nov 2026.
Performance Over six months the shares fell 16.5%, against -37.7% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue grew 4.7% over the last twelve months (peer median +4.6%); the operating margin is 6.5% (peer median -1.9%).
Valuation It trades at 4.4× enterprise value to sales against a peer median of 5.1× (9th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is +3 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 0.8 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.05B | CN¥1.05B | CN¥998M | CN¥924M | CN¥775M |
| Revenue growth | — | +5% | +8% | +19% | — |
| Gross profit | CN¥308M | CN¥327M | CN¥316M | CN¥292M | CN¥283M |
| EBITDA | n/a | CN¥135M | CN¥136M | CN¥123M | CN¥114M |
| Net income | CN¥91.9M | CN¥137M | CN¥143M | CN¥124M | CN¥116M |
| Free cash flow | CN¥69.2M | CN¥168M | CN¥134M | CN¥37.1M | -CN¥2.43M |
| Capital expenditure | CN¥9.33M | CN¥24.3M | CN¥22.2M | CN¥38.8M | CN¥34.6M |
| Total debt | CN¥240M | CN¥275M | CN¥200M | CN¥228M | CN¥163M |
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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 | 001388.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.9% | -8.5% | 3rd highest of 20 |
| 6-month return | -16.5% | -37.7% | 6th highest of 20 |
| Distance from 52-week high | -35.5% | -56.7% | 5th highest of 20 |
| Revenue growth (TTM) | +4.7% | +4.6% | 10th highest of 20 |
| Operating margin | 6.5% | -1.9% | 9th highest of 20 |
| EV / Sales | 4.4× | 5.1× | 9th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 21.1% | 36.3% | 4th least demanding of 9 |
| Growth delivered (Del g) | +17.7% | +7.4% | 3rd highest of 9 |
| Hurdle (Req g minus delivered) | +3.4 pp | +16.3 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | +0.8 pp | -6.1 pp | 7th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shandong Senter Electronic 001388.SZ | China | $742M | -16% | +5% | 6% | 4.4× | 21.1% | +17.7% |
| Chengdu ALD Aviation Manufacturing 300696.SZ | China | $733M | -58% | -18% | -12% | 10.8× | n/a | n/a |
| Shinmaywa Industries,Ltd 7224.T | Japan | $721M | -32% | +12% | 6% | 0.5× | -5.6% | +6.4% |
| Wuxi Hyatech 688510.SS | China | $768M | -41% | -4% | 12% | 7.5× | 41.9% | +18.2% |
| Xi'An Tian He Defense Technology 300397.SZ | China | $713M | -28% | +69% | -5% | 8.0× | n/a | n/a |
| Cohort CHRT.L | United Kingdom | $774M | +9% | +13% | 11% | 1.9× | n/a | n/a |
| DroneShield DRO.AX | Australia | $818M | -60% | +153% | -14% | 3.8× | n/a | n/a |
| Sun-Create Electronics 600990.SS | China | $669M | -28% | -13% | -30% | 4.6× | 35.7% | -15.1% |
| Eve EVEX | United States | $645M | -43% | n/a | n/a | n/a | n/a | n/a |
| York Space Systems YSS | United States | $860M | -82% | +52% | -15% | 1.3× | n/a | n/a |
| Nanjing LES Information Technology 688631.SS | China | $863M | -38% | -31% | -5% | 5.1× | 36.9% | -1.1% |
| Jiangxi Xinyu Guoke Technology 300722.SZ | China | $870M | -26% | +14% | 14% | 12.9× | 38.8% | +12.9% |
| Jiangsu Maixinlin Aviation Science and Technology 688685.SS | China | $620M | -42% | -36% | -18% | 13.4× | n/a | n/a |
| Tonbo Imaging India TONBO.NS | India | $895M | n/a | -23% | 21% | 23.5× | n/a | n/a |
| Kraken Robotics PNG.V | Canada | $896M | -53% | +21% | -2% | 7.4× | n/a | n/a |
| Xi'an ChenXi Aviation Technology 300581.SZ | China | $906M | -13% | 0% | -78% | 49.0× | n/a | n/a |
| Avon Technologies AVON.L | United Kingdom | $933M | +45% | +5% | 12% | 3.1× | 16.3% | +7.4% |
| Streamax Technology 002970.SZ | China | $951M | -51% | +3% | 11% | 2.3× | n/a | n/a |
| Beijing Navigation Control Technology 688282.SS | China | $564M | -42% | -4% | -26% | 14.9× | n/a | n/a |
| Vincorion V1NC.DE | Germany | $982M | -5% | +18% | 12% | 4.1× | 38.0% | +47.5% |
| National Presto Industries NPK | United States | $1.02B | 0% | +21% | 9% | 1.9× | 8.3% | +7.4% |