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Employees: 1,135
Size Jiangsu Yinhe Electronics (002519.SZ) is a China Consumer Discretionary company (Electronics/Appliance Stores) with a market value of $852M, the 2613th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.03 on 6 Nov 2026.
Performance Over six months the shares fell 38.1%, against +3.9% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 17 in its peer set.
Growth Revenue grew 1,594.0% over the last twelve months (peer median +10.3%); the operating margin is -9.0% (peer median 3.5%).
Valuation It trades at 16.2× forward earnings against a peer median of 19.9× (6th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 56% a year for seven years (Req g). Recent delivered growth is -18%, so the hurdle is +74 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 9.8 points below its cost of capital (7.4% WACC).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥825M | CN¥546M | CN¥518M | CN¥1.11B | CN¥1.29B |
| Revenue growth | — | +5% | -53% | -14% | — |
| Gross profit | CN¥185M | CN¥99.2M | -CN¥299M | CN¥381M | CN¥428M |
| EBITDA | n/a | -CN¥49.2M | -CN¥581M | CN¥192M | CN¥169M |
| Net income | -CN¥50.5M | -CN¥83.7M | -CN¥685M | CN¥187M | CN¥196M |
| Free cash flow | CN¥17.8M | -CN¥99.1M | -CN¥535M | CN¥633M | CN¥70.2M |
| Capital expenditure | CN¥8.06M | CN¥11.8M | CN¥64.1M | CN¥49.0M | CN¥75.7M |
| Total debt | CN¥834,571 | CN¥30.4M | CN¥86.2M | CN¥136M | CN¥107M |
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 | 002519.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.7% | -4.2% | 7th lowest of 19 |
| 6-month return | -38.1% | +3.9% | lowest of 17 |
| Distance from 52-week high | -60.1% | -22.2% | 2nd lowest of 19 |
| Revenue growth (TTM) | +1,594.0% | +10.3% | highest of 18 |
| Operating margin | -9.0% | 3.5% | 4th lowest of 19 |
| Forward P/E | 16.2× | 19.9× | 6th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 56.2% | -3.7% | most demanding of 14 |
| Growth delivered (Del g) | -18.2% | +5.1% | 2nd lowest of 14 |
| Hurdle (Req g minus delivered) | +74.4 pp | -7.2 pp | most demanding of 14 |
| ROIC minus cost of capital | -9.8 pp | +5.0 pp | 2nd lowest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Yinhe Electronics 002519.SZ | China | $852M | -38% | +1,594% | -9% | 16.2× | 56.2% | -18.2% |
| China Qidian Guofeng 1280.HK | Hong Kong | $930M | +113% | -6% | -30% | n/a | n/a | n/a |
| ATRenew Inc. Sponsored ADR RERE | United States | $944M | -7% | +35% | 3% | 8.5× | n/a | n/a |
| Aditya Vision AVL.NS | India | $714M | -6% | +28% | 7% | 40.4× | 33.5% | +29.0% |
| Kojima 7513.T | Japan | $675M | +15% | +5% | 3% | n/a | -9.8% | 0.0% |
| Joshin 8173.T | Japan | $674M | +42% | +9% | 2% | 31.8× | -3.7% | -0.6% |
| mobilezone MOZN.SW | Switzerland | $659M | -12% | -37% | 6% | 15.1× | 1.4% | -6.1% |
| Fnac Darty FNAC.PA | France | $1.16B | -1% | +10% | 2% | 17.4× | -0.6% | +6.6% |
| Electronics Mart India EMIL.NS | India | $588M | +19% | +17% | 5% | 24.0× | 12.0% | +17.5% |
| SS Retail SSRETAIL.NS | India | $501M | n/a | +47% | 4% | n/a | n/a | n/a |
| Suning.com 002024.SZ | China | $1.48B | -19% | -34% | -10% | 106.3× | -3.0% | -28.0% |
| GEO 2681.T | Japan | $467M | 0% | +16% | 3% | 9.9× | -7.5% | +7.9% |
| K's 8282.T | Japan | $1.64B | -4% | +5% | 4% | 10.0× | -11.0% | -0.8% |
| Edion 2730.T | Japan | $1.64B | +17% | +4% | 4% | 15.1× | -8.4% | +0.7% |
| Puuilo PUUILO.HE | Finland | $1.76B | +46% | +15% | 18% | 22.5× | -5.2% | +13.1% |
| Dicker Data DDR.AX | Australia | $1.78B | +54% | +12% | 6% | 22.4× | 9.9% | +5.1% |
| QVC QVCG | United States | $377M | n/a | -8% | 2% | n/a | n/a | n/a |
| Polibeli PLBL | United States | $1.96B | -28% | n/a | -29% | n/a | n/a | n/a |
| Nojima 7419.T | Japan | $2.46B | +8% | +11% | 6% | n/a | -14.2% | +13.4% |