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Employees: 3,365
Size Integrated Electronic Systems Lab Co (002339.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $486M, the 3921st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.53 on 6 Nov 2026.
Performance Over six months the shares fell 34.0%, against -26.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 11.3% over the last twelve months (peer median +3.3%); the operating margin is -1.7% (peer median 3.8%).
Valuation It trades at 1.1× enterprise value to sales against a peer median of 2.7× (5th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +8 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 (7.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.26B | CN¥3.07B | CN¥2.59B | CN¥2.37B | CN¥2.19B |
| Revenue growth | — | +19% | +9% | +9% | — |
| Gross profit | CN¥709M | CN¥710M | CN¥695M | CN¥627M | CN¥578M |
| EBITDA | n/a | CN¥122M | CN¥133M | CN¥148M | CN¥73.4M |
| Net income | -CN¥18.6M | CN¥20.2M | CN¥31.6M | CN¥30.9M | -CN¥27.9M |
| Free cash flow | CN¥110M | CN¥93.3M | CN¥91.8M | CN¥59.4M | CN¥86.1M |
| Capital expenditure | CN¥73.7M | CN¥20.1M | CN¥19.6M | CN¥80.4M | CN¥45.6M |
| Total debt | CN¥723M | CN¥724M | CN¥902M | CN¥948M | CN¥754M |
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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 | 002339.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.7% | -12.7% | 6th highest of 21 |
| 6-month return | -34.0% | -26.5% | 7th lowest of 21 |
| Distance from 52-week high | -51.8% | -44.0% | 8th lowest of 21 |
| Revenue growth (TTM) | +11.3% | +3.3% | 8th highest of 21 |
| Operating margin | -1.7% | 3.8% | 6th lowest of 21 |
| EV / Sales | 1.1× | 2.7× | 5th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 15.8% | 6.9% | 4th most demanding of 12 |
| Growth delivered (Del g) | +8.2% | +6.6% | 6th highest of 12 |
| Hurdle (Req g minus delivered) | +7.6 pp | -5.5 pp | 4th most demanding of 12 |
| ROIC minus cost of capital | -8.2 pp | -4.0 pp | 5th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Integrated Electronic Systems Lab Co 002339.SZ | China | $486M | -34% | +11% | -2% | 1.1× | 15.8% | +8.2% |
| Wiscom System 002090.SZ | China | $485M | -27% | -4% | 1% | 1.5× | 34.3% | -3.4% |
| Babcock & Wilcox Enterprises BW | United States | $484M | -78% | +40% | 4% | 0.5× | n/a | n/a |
| Sinosun Technology 300333.SZ | China | $482M | +3% | +2% | -13% | 25.4× | n/a | n/a |
| Grade Upon Technology 6739.TWO | Taiwan | $481M | -52% | +99% | 57% | 13.4× | 12.4% | +26.7% |
| Merry Electronics 2439.TW | Taiwan | $493M | -26% | +9% | 2% | 0.3× | -5.0% | +6.2% |
| Careray Digital Medical Technology 688607.SS | China | $479M | -45% | +2% | -10% | 10.8× | n/a | n/a |
| Chengdu Zhimingda Electronics 688636.SS | China | $474M | -58% | -12% | 13% | 4.9× | n/a | n/a |
| Nippon Ceramic 6929.T | Japan | $501M | -14% | +3% | 23% | 1.9× | -4.5% | +9.8% |
| Henan Splendor Science and Technology 002296.SZ | China | $470M | -23% | -36% | 18% | 3.2× | 6.3% | +6.6% |
| Espec 6859.T | Japan | $504M | +7% | +9% | 10% | 0.8× | 7.1% | +12.6% |
| SZZT Electronics 002197.SZ | China | $506M | -32% | +25% | -17% | 5.9× | n/a | n/a |
| Shanghai Hi-Tech Control System 002184.SZ | China | $507M | -16% | -16% | -3% | 1.8× | n/a | n/a |
| Ningbo Jianan Electronics 300880.SZ | China | $466M | -29% | -33% | 5% | 4.6× | 34.7% | +4.7% |
| Kewell Technology 688551.SS | China | $464M | -20% | +13% | 2% | 5.0× | n/a | n/a |
| Zhejiang Wellsun Intelligent Technology 300882.SZ | China | $510M | -35% | +13% | -1% | 2.3× | n/a | n/a |
| Osaka Organic Chemical Industry 4187.T | Japan | $518M | -21% | +18% | 22% | 1.6× | 6.9% | +4.8% |
| Anhui Wanyi Science And Technology Co. Ltd. Class 1 688600.SS | China | $522M | -11% | +4% | 5% | 4.0× | 34.5% | +11.2% |
| Shenzhen Bestek Technology 300822.SZ | China | $448M | -37% | -19% | -6% | 3.7× | n/a | n/a |
| Goldcard Smart 300349.SZ | China | $531M | -33% | -5% | 4% | 1.0× | 2.9% | +10.8% |
| IDEC 6652.T | Japan | $534M | -11% | +17% | 10% | 1.1× | 0.7% | +6.2% |