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← CockpitCompetitor Analysis › 002642.SZ Ronglian Group Ltd. Class AOpen in the cockpit ↗

Ronglian Group Ltd. Class A002642.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Information Technology Services
Momentum strong 64
Mkt cap
$664M
US dollars, full cap
Free float
97%
of shares outstanding
$/day
$12.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-4.0 pp
WACC 5.4%
Hurdle
+51 pp
Req g minus delivered
Close · CNYCN¥6.78
1D-2.2%
1W+6.3%
1M-0.9%
3M-8.6%
6M-13.2%
YTD-18.0%
1Y-24.8%
ATR %3.8%
52w lowhigh29.7% off high

What Ronglian does

Employees: 505

Ronglian at a glance

Size Ronglian (002642.SZ) is a China Information Technology company (Information Technology Services) with a market value of $664M, the 3191st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.78 on 6 Nov 2026.

Performance Over six months the shares fell 13.2%, against -9.6% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 17.7% over the last twelve months (peer median +5.8%); the operating margin is 1.3% (peer median 2.0%).

Valuation It trades at 2.3× enterprise value to sales against a peer median of 4.6× (8th cheapest of 20).

Price implies For today's price to make sense, revenue must grow about 44% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +51 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 4.0 points below its cost of capital (5.4% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 91002642.SZ 85
Six months, rebased to 100: Ronglian against the median of its 20 peers (local-currency closes).

Ronglian financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.97BCN¥1.95BCN¥2.02BCN¥2.37BCN¥3.74B
Revenue growth—-4%-15%-37%—
Gross profitCN¥244MCN¥251MCN¥244MCN¥180MCN¥383M
EBITDACN¥38.9MCN¥43.0MCN¥36.4M-CN¥201MCN¥65.1M
Net incomeCN¥17.1MCN¥20.0MCN¥28.1M-CN¥357MCN¥12.2M
Free cash flown/aCN¥60.9M-CN¥126MCN¥197M-CN¥178M
Capital expendituren/aCN¥1.87MCN¥1.73MCN¥2.76MCN¥1.14M
Total debtCN¥559MCN¥429MCN¥248MCN¥372MCN¥395M

Quarterly statements and history in the cockpit →

Ronglian competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%+10%300044COKVTEX688175VRC301273300465600288603138250699596947688768MUMEBGNGSONATSOFTW0026574413300287002642.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Ronglian is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%0×10×20×30×300044COKVTEX688175VRC30127330046560313825066947688768EBGNG0026574413300287002642.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Ronglian is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%COKVTEX688175VRC3004656947MUMSONATSOFTW4413603206002642.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Ronglian is the large dot.

Ronglian competitors and peer comparison

How Ronglian compares with its peers

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.

Ronglian against its 20 peers (data as of 6 Nov 2026)
Measure002642.SZPeer medianRank in peer set
1-month return-0.9%-3.2%7th highest of 21
6-month return-13.2%-9.6%10th lowest of 21
Distance from 52-week high-29.7%-31.1%10th highest of 21
Revenue growth (TTM)+17.7%+5.8%6th highest of 21
Operating margin1.3%2.0%11th highest of 21
EV / Sales2.3×4.6×8th cheapest of 20
Growth the price implies (Req g, 7 yrs)43.6%10.7%most demanding of 11
Growth delivered (Del g)-7.1%+9.1%3rd lowest of 11
Hurdle (Req g minus delivered)+50.6 pp-1.6 pp2nd most demanding of 11
ROIC minus cost of capital-4.0 pp-4.4 pp10th highest of 20
Net debt / EBITDA2.9×-0.4×most indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Ronglian 002642.SZChina$664M-13%+18%1%2.3×43.6%-7.1%
Shenzhen Sunwin Intelligent 300044.SZChina$663M-14%+116%-679%32.4×n/an/a
Cancom COK.DEGermany$662M-20%-1%3%0.5×6.5%+7.8%
VTEX VTEXUnited States$666M+6%+10%13%1.9×4.2%+19.5%
Zhuhai Comleader Information Science & Technology 688175.SSChina$657M-8%-20%-10%13.7×38.7%-10.3%
Vercom VRC.WAPoland$656M-3%0%24%5.1×13.1%+32.2%
Shanghai Rychen Technologies 301273.SZChina$645M+60%-6%-30%13.4×n/an/a
Global Infotech 300465.SZChina$685M-28%-19%3%4.9×41.1%-11.5%
Daheng New Epoch Technology 600288.SSChina$644M-35%-3%11%2.0×n/an/a
Beijing Vastdata Technology 603138.SSChina$642M-19%+18%-25%8.3×n/an/a
Xunfei Healthcare Technology 2506.HKHong Kong$641M-17%+25%-7%4.6×n/an/a
Linklogis 9959.HKHong Kong$698M+4%+24%-9%n/an/an/a
Zuken 6947.TJapan$699M+12%+12%14%1.7×-6.8%+8.4%
Anhui Ronds Science & Technology 688768.SSChina$629M+16%-5%-5%7.1×n/an/a
Mensch und Maschine Software MUM.DEGermany$627M-5%+8%19%2.2×0.6%-0.4%
Gng Electronics EBGNG.NSIndia$705M+32%+34%11%3.3×n/an/a
Sonata Software SONATSOFTW.NSIndia$711M-12%+4%5%0.6×18.5%+20.4%
Sinodata 002657.SZChina$734M-30%-31%-33%5.6×n/an/a
baudroie,inc 4413.TJapan$600M+48%+49%18%4.4×8.4%+41.4%
Beijing Philisense Technology 300287.SZChina$736M-21%-52%-25%22.1×n/an/a
Bestlink Technologies 603206.SSChina$598M-21%+10%1%1.1×26.9%+9.9%

Questions

Which companies are Ronglian's closest peers?
The cockpit's peer set: Shenzhen Sunwin Intelligent (300044.SZ), Cancom (COK.DE), VTEX (VTEX), Zhuhai Comleader Information Science & Technology (688175.SS), Vercom (VRC.WA), Shanghai Rychen Technologies (301273.SZ), Global Infotech (300465.SZ), Daheng New Epoch Technology (600288.SS).
Is Ronglian expensive compared with its peers?
On ev / sales it trades at 2.3× against a peer median of 4.6×, 8th cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about 44% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +51 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.
How has Ronglian stock performed?
Over six months to 6 Nov 2026 the shares returned -13.2% against -9.6% for the median peer; over one year -24.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.