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China's largest maker of waterproofing membranes and coatings for construction, also expanding into architectural coatings.
China's largest maker of waterproofing membranes and coatings for construction, also expanding into architectural coatings.
Sells waterproofing membranes and coatings both directly to large property developers and construction projects and through dealers to smaller buyers, so a slow property market weighs on it and it has extended credit to developers. Founder Li Weiguo is the controlling shareholder, and it has pushed into paints and other building materials.
Moat: narrow (scale, brand, distribution). Largest scale and brand recognition among Chinese waterproofing material makers, with broad distribution.
Headquarters: Beijing, China · Founded: 1998 · Employees: 10,318
Size Beijing Oriental Yuhong Waterproof Technology (002271.SZ) is a China Materials company (Industrial Specialties) with a market value of $3.92B, the 654th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.93 on 6 Nov 2026.
Performance Over six months the shares fell 26.9%, against -18.6% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 20 in its peer set.
Growth Revenue grew 10.3% over the last twelve months (peer median +13.3%); the operating margin is 1.2% (peer median 10.6%).
Valuation It trades at 1.27× book value against a peer median of 3.33× (5th cheapest of 21).
Price implies The share price implies a return on equity of about 13.1%; Beijing Oriental Yuhong Waterproof Technology delivers -0.2%, so the price asks more than the business earns today.
Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥29.7B | CN¥27.5B | CN¥27.9B | CN¥32.7B | CN¥31.1B |
| Revenue growth | — | -2% | -15% | +5% | — |
| Gross profit | CN¥8.20B | CN¥6.34B | CN¥6.78B | CN¥8.67B | CN¥7.67B |
| EBITDA | n/a | CN¥1.89B | CN¥1.80B | CN¥3.59B | CN¥3.20B |
| Net income | -CN¥38.8M | CN¥113M | CN¥108M | CN¥2.27B | CN¥2.12B |
| Free cash flow | CN¥2.89B | CN¥2.59B | CN¥2.33B | CN¥265M | -CN¥3.53B |
| Capital expenditure | CN¥837M | CN¥996M | CN¥1.17B | CN¥1.88B | CN¥4.22B |
| Total debt | CN¥8.67B | CN¥7.80B | CN¥6.84B | CN¥8.11B | CN¥8.23B |
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 | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Beijing Oriental Yuhong Waterproof Technology 002271.SZ | $3.92B | -27% | +10% | 0% | 1.27× | 13.1% |
| SKSHU Paint 603737.SS | $3.14B | -33% | 0% | 13% | 6.51× | 86.4% |
| Sika SIKA.SW | $36.4B | +32% | -4% | 16% | 4.37× | 31.8% |
| Nippon Paint 4612.T | $20.4B | +40% | +16% | 11% | 1.60× | 9.9% |
| Sherwin-Williams SHW | $83.1B | +9% | +7% | 64% | 20.91× | 151.0% |
| Akzo Nobel AKZA.AS | $12.1B | +26% | -5% | 15% | 2.22× | 16.1% |
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 | 002271.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.4% | -7.1% | 5th highest of 20 |
| 6-month return | -26.9% | -18.6% | 8th lowest of 20 |
| Return on equity | -0.2% | 11.0% | 5th lowest of 21 |
| Price / book | 1.27× | 3.33× | 5th cheapest of 21 |
| ROE the price implies | 13.1% | 26.5% | 7th least demanding of 21 |
| ROE delivered | -0.2% | 10.6% | 5th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Beijing Oriental Yuhong Waterproof Technology 002271.SZ | China | $3.92B | -27% | +10% | 0% | 1.27× | 13.1% | -0.2% |
| FSPG Hi-Tech 000973.SZ | China | $4.07B | -47% | +205% | 20% | 2.75× | 14.3% | 20.5% |
| AZZ AZZ | United States | $3.76B | -15% | +10% | 12% | 2.66× | 23.5% | 12.3% |
| Shanghai Sinyang Semiconductor Materials 300236.SZ | China | $3.58B | -20% | +33% | 8% | 4.26× | 47.7% | 7.6% |
| CSW Industrials CSW | United States | $4.43B | 0% | +30% | 11% | 3.96× | 26.3% | 11.4% |
| China Hainan Rubber Industry 601118.SS | China | $3.36B | -27% | -37% | 0% | 2.39× | 19.7% | -0.4% |
| SICC 2631.HK | Hong Kong | $4.61B | -41% | +27% | -2% | 2.38× | 8.5% | -2.4% |
| Crown New Materials Techn Co L 001381.SZ | China | $3.33B | n/a | +8% | 14% | 8.69× | 60.8% | n/a |
| Kansai Paint 4613.T | Japan | $3.23B | +29% | +3% | 11% | 1.78× | 10.5% | 10.6% |
| Sunresin New Materials 300487.SZ | China | $4.77B | -2% | +17% | 20% | 6.50× | 58.3% | 19.7% |
| Sichuan EM Technology 601208.SS | China | $4.88B | -15% | +23% | 7% | 5.40× | 82.0% | 7.3% |
| SKSHU Paint 603737.SS | China | $3.14B | -33% | 0% | 13% | 6.51× | 86.4% | 12.5% |
| Kinik 1560.TW | Taiwan | $3.04B | +17% | +19% | 22% | 11.04× | 92.4% | 21.8% |
| Himadri Speciality Chemical HSCL.NS | India | $3.04B | -8% | +25% | 19% | 5.58× | 103.5% | 18.6% |
| Flat Glass 601865.SS | China | $3.03B | -30% | -23% | -2% | 1.04× | 8.2% | -2.3% |
| Taiwan Glass Industry 1802.TW | Taiwan | $5.08B | -21% | +12% | 10% | 3.53× | 26.6% | 10.1% |
| WD-40 WDFC | United States | $2.97B | +6% | +11% | 30% | 10.88× | 39.6% | 30.4% |
| Jiangsu Pacific Quartz 603688.SS | China | $2.78B | -38% | +15% | 3% | 3.12× | 39.8% | 2.6% |
| GCL Technology 3800.HK | Hong Kong | $2.71B | -30% | +25% | -9% | 0.50× | 5.5% | -8.7% |
| H.B. Fuller FUL | United States | $2.68B | -19% | +1% | 10% | 1.24× | 11.3% | 9.6% |
| DIC 4631.T | Japan | $2.68B | +25% | +6% | 12% | 0.83× | 7.7% | 12.5% |