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← CockpitCompetitor Analysis › 002131.SZ Leo Group Co. Ltd. Class AOpen in the cockpit ↗

Leo Group Co. Ltd. Class A002131.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Industrial Machinery

Chinese pump manufacturer that has diversified into digital marketing and advertising services alongside its industrial pump business.

Momentum weak 31
Mkt cap
$4.33B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$151M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-11.0 pp
WACC 10.1%
Hurdle
n/a
no reverse DCF
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥4.26
1D-3.0%
1W+16.1%
1M+3.4%
3M-17.0%
6M-34.0%
YTD-24.5%
1Y-13.6%
ATR %4.8%
52w lowhigh59.0% off high

What Leo does

Chinese pump manufacturer that has diversified into digital marketing and advertising services alongside its industrial pump business.

Sells pumps and small motors through dealers and to industrial users, and separately sells advertising and digital marketing services to companies, so results depend on two unrelated businesses: farm and industrial equipment demand and advertisers' budgets.

Products and services

  • Industrial and agricultural pumps
  • Micro motors
  • Digital marketing services

Customers

  • Agricultural/irrigation users
  • Industrial buyers
  • Advertisers (marketing arm)

Where it sits in the supply chain

  • Industrials
  • Fluid handling
  • Pumps

What could go right

  • Agricultural mechanization in China
  • Digital ad market recovery

What could go wrong

  • Conglomerate discount from unrelated segments
  • Advertising market cyclicality

Moat: none (scale). Commodity pump manufacturing with thin differentiation; marketing arm is an unrelated business.

Headquarters: Huzhou, China · Founded: 1993 · Employees: 5,967

Named competitors

Leo at a glance

Size Leo (002131.SZ) is a China Industrials company (Industrial Machinery) with a market value of $4.33B, the 593rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.26 on 6 Nov 2026.

Performance Over six months the shares fell 34.0%, against -11.7% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 20 in its peer set.

Growth Revenue grew 10.1% over the last twelve months (peer median +8.6%); the operating margin is -1.4% (peer median 12.6%).

Valuation It trades at 1.2× enterprise value to sales against a peer median of 3.6× (2nd cheapest of 21).

Capital Return on invested capital runs 11.0 points below its cost of capital (10.1% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 85002131.SZ 62
Six months, rebased to 100: Leo against the median of its 20 peers (local-currency closes).

Leo financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥21.8BCN¥20.0BCN¥21.2BCN¥20.5BCN¥20.3B
Revenue growth—-5%+3%+1%—
Gross profitCN¥1.74BCN¥1.65BCN¥1.80BCN¥1.63BCN¥1.66B
EBITDAn/aCN¥412MCN¥346MCN¥186MCN¥431M
Net income-CN¥927MCN¥33.7M-CN¥259MCN¥1.97B-CN¥441M
Free cash flow-CN¥273MCN¥482MCN¥324MCN¥988M-CN¥69.1M
Capital expenditureCN¥194MCN¥165MCN¥285MCN¥312MCN¥389M
Total debtCN¥3.41BCN¥3.41BCN¥3.58BCN¥4.60BCN¥2.62B

Quarterly statements and history in the cockpit →

Leo 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

-60%-40%-20%0%-40%-20%0%036930XEGILALHFELE688630IP6113277810RSW603699300776603298AAON9880KRN6856VOLTAS002131.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Leo is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×20×40×036930XEGILALH6886306888356113277810RSW300776AAON9880KRN600862002131.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Leo is the large dot.

Leo competitors and peer comparison

Head to head with its named competitors (002131.SZ vs XYL vs FELE vs 002884.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Leo 002131.SZ$4.33B-34%+10%-1%1.2×n/a
Xylem XYL$22.4B-14%+2%16%2.8×12.1%
Franklin Electric FELE$4.16B-5%+7%13%2.0×9.2%
Guangdong LingXiao Pump Industry 002884.SZ$848M-16%+8%25%2.4×-5.6%
BlueFocus Intelligent Communications 300058.SZ$6.98B-24%+6%0%0.6×58.3%

How Leo 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.

Leo against its 20 peers (data as of 6 Nov 2026)
Measure002131.SZPeer medianRank in peer set
1-month return+3.4%-15.0%7th highest of 21
6-month return-34.0%-11.7%6th lowest of 20
Distance from 52-week high-59.0%-34.4%6th lowest of 21
Revenue growth (TTM)+10.1%+8.6%10th highest of 21
Operating margin-1.4%12.6%4th lowest of 21
EV / Sales1.2×3.6×2nd cheapest of 21
ROIC minus cost of capital-11.0 pp+0.1 pp5th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Leo 002131.SZChina$4.33B-34%+10%-1%1.2×n/an/a
Jusung Engineering 036930.KSSouth Korea$4.39B+5%-33%0%24.3×n/an/a
X-Energy XEUnited States$4.24B-65%-9%-156%26.7×n/an/a
DMG MORI Aktiengesellschaft GIL.DEGermany$4.17B0%+3%5%1.8×11.3%+2.7%
Alliance Laundry ALHUnited States$4.49B-11%+10%19%3.5×15.2%+7.5%
Franklin Electric FELEUnited States$4.16B-5%+7%13%2.0×9.2%+11.3%
Circuit Fabology Microelectronics Equipment 688630.SSChina$4.50B-12%+93%27%11.6×39.4%+35.4%
Jiangsu Gao Kai Precision Fluid 688835.SSChina$4.15Bn/a+21%24%50.9×n/an/a
Interpump IP.MIItaly$4.57B+3%+1%14%2.1×12.6%+9.9%
Amada 6113.TJapan$4.10B-20%+18%10%1.3×8.7%+11.8%
Rainbow Robotics 277810.KSSouth Korea$4.59B-52%+92%-16%136.9×n/an/a
Renishaw RSW.LUnited Kingdom$4.61B-7%+14%16%3.9×24.8%+7.5%
Neway Valve (Suzhou) 603699.SSChina$4.66B-36%+11%26%3.8×10.0%+16.5%
Wuhan DR Laser Technology 300776.SZChina$4.69B-24%-23%19%16.9×51.8%+13.6%
Hangcha 603298.SSChina$4.71B-12%+7%12%1.6×2.9%+9.1%
AAON AAONUnited States$4.72B-59%+54%11%2.7×n/an/a
UBTECH ROBOTICS 9880.HKHong Kong$4.73B-41%+90%-21%12.3×n/an/a
Krones KRN.DEGermany$3.94B-7%+3%7%0.6×-1.8%+11.3%
Avic Aviation High-Technology 600862.SSChina$3.92B-6%-3%22%4.9×6.0%+11.4%
Horiba 6856.TJapan$4.79B-17%+12%17%1.8×11.2%+12.2%
Voltas VOLTAS.NSIndia$3.84B-19%+4%4%2.4×n/an/a

Questions

Who are Leo's main competitors?
Named competitors: Shuanghuan Pump (private or unlisted), Xylem (XYL), Franklin Electric (FELE), Zhejiang Lingxiao Pump (002884.SZ), BlueFocus Intelligent Communications (300058.SZ). The cockpit's measured peer set (industry) also includes Jusung Engineering (036930.KS), X-Energy (XE), DMG MORI Aktiengesellschaft (GIL.DE), Alliance Laundry (ALH), Franklin Electric (FELE), Circuit Fabology Microelectronics Equipment (688630.SS).
Is Leo expensive compared with its peers?
On ev / sales it trades at 1.2× against a peer median of 3.6×, 2nd cheapest of 21 in its peer set.
How has Leo stock performed?
Over six months to 6 Nov 2026 the shares returned -34.0% against -11.7% for the median peer; over one year -13.6%.

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.