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Chinese manufacturer that has shifted from wire/cable products toward semiconductor materials like silicon carbide.
Chinese manufacturer that has shifted from wire/cable products toward semiconductor materials like silicon carbide.
Moat: none. A diversifying manufacturer moving into a competitive, capital-intensive semiconductor materials segment.
Headquarters: Zhongshan, Guangdong, China · Employees: 1,381
Size Roshow Technology (002617.SZ) is a China Industrials company (Electrical Products) with a market value of $1.68B, the 1478th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.88 on 6 Nov 2026.
Performance Over six months the shares fell 23.5%, against -33.4% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 18 in its peer set.
Growth Revenue grew 4.2% over the last twelve months (peer median +25.6%); the operating margin is 8.3% (peer median 8.8%).
Valuation It trades at 3.6× enterprise value to sales against a peer median of 2.3× (6th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +13 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 3.9 points below its cost of capital (8.7% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.85B | CN¥3.66B | CN¥3.71B | CN¥2.77B | CN¥3.34B |
| Revenue growth | — | -1% | +34% | -17% | — |
| Gross profit | CN¥1.04B | CN¥754M | CN¥703M | CN¥529M | CN¥415M |
| EBITDA | n/a | CN¥758M | CN¥696M | CN¥550M | CN¥368M |
| Net income | CN¥146M | CN¥212M | CN¥258M | CN¥131M | -CN¥256M |
| Free cash flow | CN¥214M | CN¥154M | -CN¥636M | CN¥43.8M | -CN¥234M |
| Capital expenditure | CN¥63.3M | CN¥70.0M | CN¥228M | CN¥425M | CN¥715M |
| Total debt | CN¥3.15B | CN¥3.53B | CN¥3.34B | CN¥2.87B | CN¥3.37B |
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 | 002617.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.5% | -12.7% | 10th lowest of 21 |
| 6-month return | -23.5% | -33.4% | 5th highest of 18 |
| Distance from 52-week high | -45.9% | -52.0% | 6th highest of 21 |
| Revenue growth (TTM) | +4.2% | +25.6% | 8th lowest of 21 |
| Operating margin | 8.3% | 8.8% | 9th lowest of 21 |
| EV / Sales | 3.6× | 2.3× | 6th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 17.9% | 12.5% | 5th most demanding of 14 |
| Growth delivered (Del g) | +5.2% | +14.1% | 4th lowest of 14 |
| Hurdle (Req g minus delivered) | +12.7 pp | -5.0 pp | 4th most demanding of 14 |
| ROIC minus cost of capital | -3.9 pp | -1.7 pp | 10th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Roshow Technology 002617.SZ | China | $1.68B | -24% | +4% | 8% | 3.6× | 17.9% | +5.2% |
| Opple Lighting 603515.SS | China | $1.67B | -26% | +1% | 9% | 0.9× | n/a | n/a |
| Googol Technology 301510.SZ | China | $1.65B | -30% | +66% | 21% | 13.1× | 50.5% | +14.1% |
| SWCC 5805.T | Japan | $1.71B | +1% | +21% | 11% | 1.1× | 6.4% | +11.4% |
| Aerospace Hi-Tech 000901.SZ | China | $1.63B | -43% | -21% | 1% | 2.2× | n/a | n/a |
| Hainan Drinda New Energy Technology 2865.HK | Hong Kong | $1.62B | -65% | +1% | -13% | 2.0× | 29.6% | +53.8% |
| Finolex Cables FINCABLES.NS | India | $1.76B | 0% | +27% | 10% | 2.4× | n/a | n/a |
| Hammond Power Solutions HPS-A.TO | Canada | $1.60B | -41% | +51% | 11% | 2.0× | 9.4% | +22.8% |
| Yangtze Optical Electronic 688143.SS | China | $1.59B | +56% | +25% | 2% | 20.3× | n/a | n/a |
| Wuxi Huaguang Environment & Energy 600475.SS | China | $1.79B | -24% | -8% | 7% | 2.4× | 8.0% | +3.0% |
| Pfeiffer Vacuum Technology PFV.DE | Germany | $1.79B | -3% | 0% | 9% | 2.0× | 8.9% | +6.6% |
| ERock EROC | United States | $1.56B | n/a | +43% | -19% | 6.4× | 12.5% | +42.5% |
| Hangzhou Gold Electronic Equipment 301669.SZ | China | $1.56B | n/a | +37% | 9% | 7.8× | n/a | n/a |
| Sinfonia Technology 6507.T | Japan | $1.56B | -39% | +9% | 15% | 1.9× | 15.4% | +8.0% |
| Guangdong Mingyang Electric 301291.SZ | China | $1.81B | -34% | -17% | 5% | 1.8× | 15.6% | +32.9% |
| Long Young Electronic (Kunshan) 301389.SZ | China | $1.55B | -41% | +103% | 17% | 12.9× | 46.5% | +3.3% |
| Advanced Energy Solution 6781.TW | Taiwan | $1.82B | -37% | +38% | 24% | 2.7× | 2.6% | +20.5% |
| Farasis Energy (Gan Zhou) 688567.SS | China | $1.82B | -29% | -8% | -10% | 1.7× | -0.9% | +52.1% |
| Shenzhen SDG Information 000070.SZ | China | $1.55B | -33% | +27% | -1% | 2.6× | 28.4% | -1.3% |
| Shandong Hi-tech Spring Material Technology 301292.SZ | China | $1.54B | -46% | +46% | 11% | 1.9× | n/a | n/a |
| Beijing Victory Electric 001393.SZ | China | $1.53B | n/a | +31% | 11% | 2.9× | n/a | n/a |