Loading…
← CockpitCompetitor Analysis › 002647.SZ Rendong Holdings Group Co., Ltd Class AOpen in the cockpit ↗

Rendong Holdings Group Co., Ltd Class A002647.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Data Processing Services

Chinese holding company classified under data-processing services; specific businesses not confirmed.

Momentum laggard 2
Mkt cap
$1.20B
US dollars, full cap
Free float
44%
of shares outstanding
$/day
$39.5M
20-day average traded
Fwd P/E
19.1×
forward earnings
ROIC−WACC
n/a
WACC 13.4%
Hurdle
+59 pp
Req g minus delivered
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥7.05
1D-4.6%
1W+0.7%
1M-39.1%
3M-25.9%
6M-43.2%
YTD-12.1%
1Y+4.0%
ATR %8.3%
52w lowhigh49.6% off high

What Rendong does

Chinese holding company classified under data-processing services; specific businesses not confirmed.

Where it sits in the supply chain

  • Information Technology

Moat: none

Headquarters: China · Employees: 328

Rendong at a glance

Size Rendong (002647.SZ) is a China Information Technology company (Data Processing Services) with a market value of $1.20B, the 1965th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.05 on 6 Nov 2026.

Performance Over six months the shares fell 43.2%, against -29.1% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 5.5% over the last twelve months (peer median +20.7%); the operating margin is 6.3% (peer median -0.5%).

Valuation It trades at 19.1× forward earnings against a peer median of 23.6× (6th cheapest of 11).

Price implies For today's price to make sense, revenue must grow about 42% a year for seven years (Req g). Recent delivered growth is -17%, so the hurdle is +59 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.

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 68002647.SZ 56
Six months, rebased to 100: Rendong against the median of its 20 peers (local-currency closes).

Rendong financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥869MCN¥822MCN¥1.15BCN¥1.80BCN¥1.65B
Revenue growth—-29%-36%+9%—
Gross profitCN¥262MCN¥254MCN¥249MCN¥266MCN¥255M
EBITDAn/aCN¥57.8MCN¥118MCN¥248MCN¥239M
Net incomeCN¥51.6MCN¥360M-CN¥833M-CN¥215M-CN¥141M
Free cash flowCN¥42.7MCN¥57.2MCN¥10.9MCN¥24.3MCN¥42.8M
Capital expenditureCN¥5.38MCN¥3.00MCN¥41.1MCN¥138MCN¥170M
Total debtCN¥58.8MCN¥70.8MCN¥884MCN¥1.05BCN¥1.15B

Quarterly statements and history in the cockpit →

Rendong 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

-50%-25%0%+25%-40%-20%0%7711KEELINOD300846GLIBAVNETHAWKBLS67364483300895CHRN688228SHAZ3317YEXTPSI3778RXT002647.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Rendong is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×100×200×7711INODGLIBAVNETBLS44833317YEXT002647.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Rendong is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%0%50%100%7711INODGLIBABLS4483300895688228YEXTPSIRXT002647.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. Rendong is the large dot.

Rendong competitors and peer comparison

How Rendong 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.

Rendong against its 20 peers (data as of 6 Nov 2026)
Measure002647.SZPeer medianRank in peer set
1-month return-39.1%-14.5%5th lowest of 21
6-month return-43.2%-29.1%9th lowest of 21
Distance from 52-week high-49.6%-57.7%10th highest of 21
Revenue growth (TTM)+5.5%+20.7%9th lowest of 21
Operating margin6.3%-0.5%10th highest of 21
Forward P/E19.1×23.6×6th cheapest of 11
Growth the price implies (Req g, 7 yrs)42.3%12.8%2nd most demanding of 11
Growth delivered (Del g)-17.2%+23.2%lowest of 11
Hurdle (Req g minus delivered)+59.5 pp-11.5 ppmost demanding of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Rendong 002647.SZChina$1.20B-43%+6%6%19.1×42.3%-17.2%
ASrock Rack 7711.TWTaiwan$1.23B+35%+183%10%15.3×7.5%+42.1%
Keel Infrastructure KEELUnited States$1.15B-53%-23%-121%n/an/an/a
Innodata INODUnited States$1.27B-56%+39%17%37.3×15.9%+34.0%
Capitalonline Data Service 300846.SZChina$1.28B-37%0%-7%n/an/an/a
Liberty Capital GLIBAUnited States$1.06B-2%+13%13%8.0×0.8%+113.1%
VNET Group, Inc. Sponsored ADR VNETUnited States$1.00B-64%+23%7%89.6×n/an/a
HawkEye 360 HAWKUnited States$1.45B-55%+88%-8%n/an/an/a
BLS International Services BLS.NSIndia$973M-23%+29%23%10.7×9.7%+44.4%
Suncorporation 6736.TJapan$1.49B+22%-11%1%n/an/an/a
JMDC 4483.TJapan$1.52B+10%+19%20%31.9×19.7%+24.6%
Beijing Topnew Info & Tech 300895.SZChina$938M-27%+1%-25%n/a54.6%-3.4%
ChronoScale CHRNUnited States$1.57B-31%+190%-68%n/an/an/a
Bitdeer Technologies BTDRUnited States$1.63B-55%+128%-30%n/an/an/a
Ucap Cloud Information Technology 688228.SSChina$786M-26%-39%-14%n/a39.9%+6.8%
SharonAI SHAZUnited States$781M-59%+257%-894%n/an/an/a
Shenzhen Xunce Technology 3317.HKHong Kong$1.93B-79%+287%-3%200.1×n/an/a
Yext YEXTUnited States$749M+88%-1%10%10.0×9.6%+4.7%
Pason Systems PSI.TOCanada$742M-10%-2%18%12.4×1.5%+21.8%
SAKURA Internet 3778.TJapan$688M-13%+26%8%35.7×n/an/a
Rackspace Technology RXTUnited States$645M-54%0%-2%n/a35.0%-0.2%

Questions

Which companies are Rendong's closest peers?
The cockpit's peer set: ASrock Rack (7711.TW), Keel Infrastructure (KEEL), Innodata (INOD), Capitalonline Data Service (300846.SZ), Liberty Capital (GLIBA), VNET Group, Inc. Sponsored ADR (VNET), HawkEye 360 (HAWK), BLS International Services (BLS.NS).
Is Rendong expensive compared with its peers?
On forward p/e it trades at 19.1× against a peer median of 23.6×, 6th cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about 42% a year for seven years (Req g). Recent delivered growth is -17%, so the hurdle is +59 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 Rendong stock performed?
Over six months to 6 Nov 2026 the shares returned -43.2% against -29.1% for the median peer; over one year +4.0%.

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.