Loading…
Chinese industrial group historically tied to the Jianshe motorcycle and light-vehicle manufacturing business.
Chinese industrial group historically tied to the Jianshe motorcycle and light-vehicle manufacturing business.
Moat: none. Legacy state-linked manufacturer in a competitive motorcycle market.
Headquarters: Yunnan, China · Employees: 4,421
Size Jianshe Industry Group (Yunnan) (002265.SZ) is a China Industrials company (Miscellaneous Commercial Services) with a market value of $3.12B, the 832nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.14 on 6 Nov 2026.
Performance Over six months the shares fell 10.5%, against +3.5% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 42.5% over the last twelve months (peer median +6.3%); the operating margin is 4.6% (peer median 11.4%).
Valuation It trades at 3.5× enterprise value to sales against a peer median of 1.6× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 26% a year for seven years (Req g). Recent delivered growth is +48%, so the hurdle is -22 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.6 points above its cost of capital (10.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.35B | CN¥4.49B | CN¥4.33B | CN¥4.22B | CN¥4.25B |
| Revenue growth | — | +4% | +3% | -1% | — |
| Gross profit | CN¥1.08B | CN¥725M | CN¥658M | CN¥545M | CN¥584M |
| EBITDA | n/a | CN¥381M | CN¥409M | CN¥315M | CN¥217M |
| Net income | CN¥329M | CN¥233M | CN¥260M | CN¥291M | CN¥229M |
| Free cash flow | CN¥942M | CN¥142M | CN¥95.3M | CN¥481M | -CN¥888M |
| Capital expenditure | CN¥120M | CN¥98.0M | CN¥125M | CN¥152M | CN¥410M |
| Total debt | CN¥869M | CN¥775M | CN¥942M | CN¥637M | CN¥753M |
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.
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 | 002265.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.6% | -1.1% | 5th highest of 21 |
| 6-month return | -10.5% | +3.5% | 6th lowest of 21 |
| Distance from 52-week high | -36.9% | -16.8% | 5th lowest of 21 |
| Revenue growth (TTM) | +42.5% | +6.3% | 4th highest of 21 |
| Operating margin | 4.6% | 11.4% | 3rd lowest of 21 |
| EV / Sales | 3.5× | 1.6× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 26.3% | -1.8% | 3rd most demanding of 17 |
| Growth delivered (Del g) | +47.9% | +8.6% | highest of 17 |
| Hurdle (Req g minus delivered) | -21.6 pp | -10.4 pp | 4th least demanding of 17 |
| ROIC minus cost of capital | +10.6 pp | +3.3 pp | 2nd highest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jianshe Industry Group (Yunnan) 002265.SZ | China | $3.12B | -11% | +42% | 5% | 3.5× | 26.3% | +47.9% |
| ABM Industries ABM | United States | $3.10B | +32% | +6% | 5% | 0.5× | -2.0% | +7.9% |
| JHT Design 603061.SS | China | $3.07B | -8% | +93% | 34% | 16.7× | 43.9% | +30.4% |
| TriNet TNET | United States | $3.05B | +56% | -4% | 6% | 0.5× | -3.3% | +4.4% |
| Jiangsu Boqian New Materials Stock 605376.SS | China | $2.94B | -43% | +76% | 20% | 11.2× | n/a | n/a |
| Inventurus Knowledge Solutions IKS.NS | India | $2.94B | -2% | +20% | 31% | 8.3× | 21.2% | +45.8% |
| Shenzhen Fortune Trend Technology 688318.SS | China | $3.36B | -21% | -3% | 56% | 55.3× | n/a | n/a |
| MAXIMUS MMS | United States | $3.43B | +2% | -3% | 11% | 0.9× | -8.5% | +9.4% |
| CoreCivic CXW | United States | $2.84B | +41% | +24% | 10% | 1.2× | -1.6% | +3.0% |
| Loomis LOOMIS.ST | Sweden | $3.46B | +12% | +1% | 11% | 1.3× | -9.1% | +9.7% |
| MITIE MTO.L | United Kingdom | $3.56B | +23% | +11% | 3% | 0.6× | 14.1% | +17.6% |
| Pluxee PLX.PA | France | $2.72B | 0% | +1% | 28% | 0.2× | n/a | n/a |
| Serco SRP.L | United Kingdom | $3.60B | +5% | +1% | 5% | 0.7× | 1.9% | +4.9% |
| GEO GEO | United States | $3.66B | +28% | +15% | 12% | 1.9× | 6.8% | +2.3% |
| Huron Consulting HURN | United States | $2.63B | +39% | +12% | 12% | 1.9× | -4.0% | +14.3% |
| International Workplace IWG.L | United Kingdom | $2.63B | +12% | 0% | 4% | 2.6× | 33.6% | +3.3% |
| Hui Lyu Ecological Technology Groups 001267.SZ | China | $2.61B | -59% | +90% | 10% | 7.9× | n/a | n/a |
| Alsok 2331.T | Japan | $3.79B | -1% | +7% | 8% | 0.9× | -6.0% | +4.9% |
| CECEP Environmental Protection 300140.SZ | China | $2.51B | -18% | -2% | 23% | 4.3× | -1.2% | +26.0% |
| Visional 4194.T | Japan | $2.51B | +32% | +24% | 25% | 3.1× | -2.4% | +28.2% |
| KWS SAAT SE & Co KGaA KWS.DE | Germany | $2.48B | -12% | -3% | 15% | 1.4× | -8.2% | +4.4% |