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Suzhou-based maker of diodes, rectifiers and other discrete semiconductor components for power and consumer electronics.
Suzhou-based maker of diodes, rectifiers and other discrete semiconductor components for power and consumer electronics.
Discrete parts are sold in huge volume at small unit prices, so earnings depend on keeping factories full and costs low, with automotive-qualified parts commanding better prices than consumer grades.
In one line: A Chinese discrete-semiconductor maker (diodes/rectifiers).
Moat: none (scale). Commoditized discrete-component manufacturing with thin pricing power.
Headquarters: Suzhou, China · Founded: 1990 · Employees: 1,962
Size Suzhou Good-Ark Electronics (002079.SZ) is a China Information Technology company (Semiconductors) with a market value of $1.10B, the 2117th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.11 on 6 Nov 2026.
Performance Over six months the shares fell 30.7%, against -28.2% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 11.7% over the last twelve months (peer median +8.1%); the operating margin is 1.8% (peer median 3.4%).
Valuation It trades at 42.7× forward earnings against a peer median of 36.9× (7th most expensive of 15).
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 +17%, so the hurdle is +15 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 8.2 points below its cost of capital (12.6% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.77B | CN¥3.95B | CN¥5.64B | CN¥4.07B | CN¥3.26B |
| Revenue growth | — | -30% | +39% | +25% | — |
| Gross profit | CN¥551M | CN¥397M | CN¥556M | CN¥558M | CN¥540M |
| EBITDA | n/a | CN¥187M | CN¥220M | CN¥278M | CN¥332M |
| Net income | CN¥84.4M | CN¥73.4M | CN¥71.9M | CN¥153M | CN¥371M |
| Free cash flow | CN¥151M | CN¥502M | -CN¥79.2M | CN¥196M | CN¥11.3M |
| Capital expenditure | CN¥81.0M | CN¥96.3M | CN¥169M | CN¥116M | CN¥172M |
| Total debt | CN¥726M | CN¥365M | CN¥772M | CN¥585M | CN¥274M |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Suzhou Good-Ark Electronics 002079.SZ | $1.10B | -31% | +12% | 2% | 42.7× | 32.5% |
| Yangzhou Yangjie Electronic Technology 300373.SZ | $5.99B | -3% | +29% | 18% | 22.4× | 18.1% |
| Diodes DIOD | $3.56B | -31% | +18% | 5% | 14.6× | 34.0% |
| Vishay Intertechnology VSH | $3.57B | -32% | +18% | 5% | 13.2× | 18.8% |
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 | 002079.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.0% | -16.3% | 5th highest of 21 |
| 6-month return | -30.7% | -28.2% | 10th lowest of 20 |
| Distance from 52-week high | -46.6% | -55.4% | 8th highest of 21 |
| Revenue growth (TTM) | +11.7% | +8.1% | 9th highest of 21 |
| Operating margin | 1.8% | 3.4% | 10th lowest of 21 |
| Forward P/E | 42.7× | 36.9× | 7th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 32.5% | 35.9% | 5th least demanding of 10 |
| Growth delivered (Del g) | +17.1% | +15.8% | 4th highest of 10 |
| Hurdle (Req g minus delivered) | +15.5 pp | +15.3 pp | 5th most demanding of 10 |
| ROIC minus cost of capital | -8.2 pp | -7.1 pp | 11th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Suzhou Good-Ark Electronics 002079.SZ | China | $1.10B | -31% | +12% | 2% | 42.7× | 32.5% | +17.1% |
| Zhuhai Aerospace Microchips Science & Technology 300053.SZ | China | $1.10B | -40% | +10% | -114% | n/a | n/a | n/a |
| Guangdong Fuxin Technology 688662.SS | China | $1.10B | +19% | +15% | 13% | 73.2× | n/a | n/a |
| Wuxi Chipown Micro-electronics 688508.SS | China | $1.09B | -35% | +12% | -4% | 36.1× | n/a | n/a |
| Wafer Works (Shanghai) 688584.SS | China | $1.11B | -6% | -1% | 7% | 74.8× | n/a | n/a |
| Eastcompeace Technology 002017.SZ | China | $1.08B | -34% | +4% | 10% | n/a | 30.4% | +4.5% |
| CCore Technology 688262.SS | China | $1.13B | -43% | +104% | -51% | 372.5× | n/a | n/a |
| Sino Wealth Electronic 300327.SZ | China | $1.13B | -18% | +7% | 1% | 25.7× | 58.7% | +4.9% |
| Focus Lightings Tech 300708.SZ | China | $1.07B | -14% | -38% | 9% | 28.6× | n/a | n/a |
| Semitronix 301095.SZ | China | $1.07B | -35% | +29% | 0% | 59.8× | 58.0% | +42.7% |
| Scientech 3583.TW | Taiwan | $1.07B | -46% | +9% | 14% | 16.0× | 10.4% | +26.0% |
| Fujiyama Power Systems UTLSOLAR.NS | India | $1.14B | +23% | +72% | 17% | 18.6× | n/a | n/a |
| Lontium Semiconductor 688486.SS | China | $1.14B | -28% | +19% | 23% | 27.9× | n/a | n/a |
| BASiC Semiconductor 9971.HK | Hong Kong | $1.15B | n/a | +4% | -104% | n/a | n/a | n/a |
| GCS 4991.TWO | Taiwan | $1.06B | -61% | +52% | 20% | 37.8× | 39.2% | +8.2% |
| Axera Semiconductor 0600.HK | Hong Kong | $1.15B | -34% | +19% | -135% | n/a | n/a | n/a |
| Guizhou Zhenhua Fengguang Semiconductor 688439.SS | China | $1.05B | -28% | -39% | 4% | 14.9× | 18.6% | +16.1% |
| Telink Semiconductor (Shanghai) 688591.SS | China | $1.05B | -15% | +7% | 4% | 82.2× | n/a | n/a |
| Beijing Jingyuntong Technology 601908.SS | China | $1.05B | -26% | -32% | -49% | n/a | -5.1% | -5.1% |
| Beijing OnMicro Electronics 688790.SS | China | $1.04B | -51% | -10% | -16% | n/a | 41.4% | +26.8% |
| Shanghai Fortune Techgroup 300493.SZ | China | $1.04B | -15% | +3% | 3% | 59.6× | 35.9% | +15.8% |