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← CockpitCompetitor Analysis › 002117.SZ Tungkong Inc. Class AOpen in the cockpit ↗

Tungkong Inc. Class A002117.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Commercial Printing/Forms
Momentum weak 20
Mkt cap
$543M
US dollars, full cap
Free float
63%
of shares outstanding
$/day
$12.0M
20-day average traded
Fwd P/E
22.3×
forward earnings
ROIC−WACC
+6.3 pp
WACC 6.4%
Hurdle
+5 pp
Req g minus delivered
Next earnings
151 days
6 Apr 2027
Close · CNYCN¥6.91
1D-1.9%
1W+3.4%
1M-11.2%
3M-15.5%
6M-32.2%
YTD-50.0%
1Y-39.0%
ATR %4.1%
52w lowhigh52.2% off high

What Tungkong does

Employees: 1,110

Tungkong at a glance

Size Tungkong (002117.SZ) is a China Industrials company (Commercial Printing/Forms) with a market value of $543M, the 3661st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.91 on 6 Nov 2026.

Performance Over six months the shares fell 32.2%, against -15.6% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue fell 12.4% over the last twelve months (peer median +0.5%); the operating margin is 12.3% (peer median 5.0%).

Valuation It trades at 22.3× forward earnings against a peer median of 13.3× (4th most expensive of 11).

Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +5 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 6.3 points above its cost of capital (6.4% WACC).

Next results Next results expected around 6 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 83002117.SZ 67
Six months, rebased to 100: Tungkong against the median of its 20 peers (local-currency closes).

Tungkong financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.11BCN¥1.18BCN¥1.17BCN¥1.20BCN¥1.06B
Revenue growth—+1%-2%+13%—
Gross profitCN¥418MCN¥365MCN¥349MCN¥398MCN¥346M
EBITDAn/aCN¥231MCN¥220MCN¥253MCN¥210M
Net incomeCN¥140MCN¥144MCN¥158MCN¥163MCN¥135M
Free cash flowCN¥118MCN¥159MCN¥222MCN¥192MCN¥133M
Capital expenditureCN¥72.5MCN¥80.6MCN¥55.2MCN¥28.5MCN¥44.0M
Total debtCN¥196MCN¥198MCN¥192MCN¥124MCN¥152M

Quarterly statements and history in the cockpit →

Tungkong competitor charts

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.

Performance: 6-month against 1-month return

-50%-25%0%+25%+50%-20%0%002599EBF6030580021910022297868TCPLPACK600681QUAD000695WPL7860002836300556DLXCMPR002117.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Tungkong is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%20×40×002599EBF0021917868TCPLPACKQUADWPL7860DLXCMPR002117.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tungkong is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%002599EBF6030587868TCPLPACK600681QUADWPL78600028363012707915DLXCMPR002117.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Tungkong is the large dot.

Tungkong competitors and peer comparison

How Tungkong compares with its peers

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.

Tungkong against its 20 peers (data as of 6 Nov 2026)
Measure002117.SZPeer medianRank in peer set
1-month return-11.2%-7.6%8th lowest of 21
6-month return-32.2%-15.6%3rd lowest of 20
Distance from 52-week high-52.2%-37.9%2nd lowest of 21
Revenue growth (TTM)-12.4%+0.5%3rd lowest of 20
Operating margin12.3%5.0%4th highest of 20
Forward P/E22.3×13.3×4th most expensive of 11
Growth the price implies (Req g, 7 yrs)5.7%3.7%7th most demanding of 15
Growth delivered (Del g)+0.3%+3.7%4th lowest of 15
Hurdle (Req g minus delivered)+5.4 pp-1.9 pp5th most demanding of 15
ROIC minus cost of capital+6.3 pp+1.6 pp6th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Tungkong 002117.SZChina$543M-32%-12%12%22.3×5.7%+0.3%
Beijing Shengtong Printing 002599.SZChina$552M-17%-4%0%40.8×28.4%0.0%
Ennis EBFUnited States$528M+1%+2%14%13.3×-12.4%+1.9%
Yongji Printing 603058.SSChina$492M-28%-15%8%n/a25.0%+15.1%
Shenzhen Jinjia 002191.SZChina$674M-16%+32%-16%33.1×n/an/a
Hongbo 002229.SZChina$677M-44%-59%-47%n/an/an/a
KOSAIDO 7868.TJapan$434M-24%-5%18%15.2×-13.5%+2.8%
TCPL Packaging TCPLPACK.NSIndia$427M+58%+5%12%28.0×22.0%+15.0%
Bestsun Energy 600681.SSChina$696M-15%-7%10%n/a-8.3%+3.9%
Shaanxi Jinye Science Technology and Education 000812.SZChina$406M-13%+1%-8%n/an/an/a
Quad/Graphics QUADUnited States$388M+2%-5%5%5.8×-7.0%-3.8%
Tianjin Binhai Energy & Development 000695.SZChina$386M-28%+57%-8%n/an/an/a
Manipal Payment and Identity Solutions MPIMANIPAL.NSIndia$768Mn/an/an/an/an/an/a
Wirtualna Polska WPL.WAPoland$364M-6%+39%11%11.4×-5.0%+28.5%
Avex 7860.TJapan$353M+3%+7%3%13.2×-12.9%+12.4%
Guangdong New Grand Long Packing 002836.SZChina$348M-25%+6%8%n/a19.1%+15.4%
Silkroad Vision Technology 300556.SZChina$328M-9%+52%-2%n/an/an/a
Beijing Hanyi Innovation Technology 301270.SZChina$314M-19%-7%0%n/a46.1%-0.7%
Nissha 7915.TJapan$303M-19%0%2%n/a6.5%+1.6%
Deluxe DLXUnited States$1.22B0%0%13%6.6×2.1%+3.6%
Cimpress CMPRUnited States$1.39B-38%+10%6%12.4×5.4%+7.7%

Questions

Which companies are Tungkong's closest peers?
The cockpit's peer set: Beijing Shengtong Printing (002599.SZ), Ennis (EBF), Yongji Printing (603058.SS), Shenzhen Jinjia (002191.SZ), Hongbo (002229.SZ), KOSAIDO (7868.T), TCPL Packaging (TCPLPACK.NS), Bestsun Energy (600681.SS).
Is Tungkong expensive compared with its peers?
On forward p/e it trades at 22.3× against a peer median of 13.3×, 4th most expensive of 11 in its peer set. For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +5 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.
How has Tungkong stock performed?
Over six months to 6 Nov 2026 the shares returned -32.2% against -15.6% for the median peer; over one year -39.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.