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← CockpitCompetitor Analysis › 002672.SZ Dongjiang Environmental Co. Ltd. Class AOpen in the cockpit ↗

Dongjiang Environmental Co. Ltd. Class A002672.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Environmental Services
Momentum neutral 46
Mkt cap
$478M
US dollars, full cap
Free float
43%
of shares outstanding
$/day
$5.02M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-10.6 pp
WACC 5.0%
Hurdle
+2 pp
Req g minus delivered
Next earnings
140 days
26 Mar 2027
Close · CNYCN¥3.38
1D-1.2%
1W+4.3%
1M-11.8%
3M-4.2%
6M-23.5%
YTD-26.8%
1Y-36.1%
ATR %4.2%
52w lowhigh40.7% off high

What Dongjiang Environmental does

Employees: 3,893

Dongjiang Environmental at a glance

Size Dongjiang Environmental (002672.SZ) is a China Industrials company (Environmental Services) with a market value of $478M, the 3960th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.38 on 6 Nov 2026.

Performance Over six months the shares fell 23.5%, against -13.7% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue fell 3.9% over the last twelve months (peer median -2.0%); the operating margin is -31.0% (peer median 9.1%).

Valuation It trades at 2.5× enterprise value to sales against a peer median of 3.1× (7th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +2 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 10.6 points below its cost of capital (5.0% WACC).

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

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 86002672.SZ 76
Six months, rebased to 100: Dongjiang Environmental against the median of its 20 peers (local-currency closes).

Dongjiang Environmental financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥3.27BCN¥3.45BCN¥3.48BCN¥4.02BCN¥3.87B
Revenue growth—-1%-13%+4%—
Gross profitCN¥485M-CN¥100MCN¥52.5MCN¥59.0MCN¥493M
EBITDAn/a-CN¥9.36MCN¥166MCN¥69.4MCN¥388M
Net income-CN¥1.08B-CN¥1.23B-CN¥804M-CN¥750M-CN¥499M
Free cash flowCN¥318MCN¥231M-CN¥68.7M-CN¥413M-CN¥262M
Capital expenditureCN¥100MCN¥164MCN¥207MCN¥426MCN¥545M
Total debtCN¥5.24BCN¥5.43BCN¥5.61BCN¥5.63BCN¥5.46B

Quarterly statements and history in the cockpit →

Dongjiang Environmental 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

-40%-20%0%-10%0%603817300774300190U9E6883700005463001876001686803CAMBI600526MBR002973688057SCHPBHKEIEL600217301305002672.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Dongjiang Environmental is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%2×4×603817300774300190U9E6883700005463001876001686803CAMBI600526MBR000826002973688057SCHPBHKEIEL600217301305002672.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dongjiang Environmental is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%300190U9E3001876803CAMBI600526MBR000826002973688057SCHP600217002672.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. Dongjiang Environmental is the large dot.

Dongjiang Environmental competitors and peer comparison

How Dongjiang Environmental 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.

Dongjiang Environmental against its 20 peers (data as of 6 Nov 2026)
Measure002672.SZPeer medianRank in peer set
1-month return-11.8%-4.8%6th lowest of 21
6-month return-23.5%-13.7%5th lowest of 21
Distance from 52-week high-40.7%-30.2%5th lowest of 21
Revenue growth (TTM)-3.9%-2.0%9th lowest of 21
Operating margin-31.0%9.1%2nd lowest of 21
EV / Sales2.5×3.1×7th cheapest of 21
Growth the price implies (Req g, 7 yrs)3.1%-3.6%4th most demanding of 13
Growth delivered (Del g)+0.9%+3.2%6th lowest of 13
Hurdle (Req g minus delivered)+2.2 pp-4.1 pp6th most demanding of 13
ROIC minus cost of capital-10.6 pp-1.8 pp3rd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Dongjiang Environmental 002672.SZChina$478M-24%-4%-31%2.5×3.1%+0.9%
Fujian Haixia Environmental Protection 603817.SSChina$480M-24%-1%26%3.4×n/an/a
BGT 300774.SZChina$475M-52%+3%4%4.3×n/an/a
WELLE 300190.SZChina$471M-21%-17%-9%2.9×-8.9%-12.5%
China Everbright Water U9E.SISingapore$462M-13%-33%34%4.9×-1.4%-1.7%
Shanghai Conglin Environmental Protection Technology 688370.SSChina$499M-3%-4%7%4.5×n/an/a
Jinyuan EP 000546.SZChina$510M-49%+34%-3%0.3×n/an/a
Yonker Environmental Protection 300187.SZChina$428M-22%+5%11%4.7×9.0%+1.5%
Wuhan Sanzhen Industry 600168.SSChina$539M-13%-3%8%4.4×n/an/a
ECOVE Environment 6803.TWOTaiwan$545M-12%+6%18%2.1×-4.5%+11.4%
Cambi CAMBI.OLNorway$390M+7%-9%11%3.4×0.1%+23.8%
Zhejiang Feida Environmental Science & Technology 600526.SSChina$596M-18%+3%7%1.1×-5.3%+9.5%
Mo-BRUK MBR.WAPoland$365M+15%+29%35%4.2×-6.8%+12.4%
Tus Environmental Science & Technology Development 000826.SZChina$364M-13%-13%-38%2.9×-2.7%-11.7%
QiaoYin City Management 002973.SZChina$661M-14%-12%10%2.5×8.9%+4.9%
Jiangxi JDL Environmental Protection 688057.SSChina$662M+28%-22%-6%9.0×-5.3%-19.8%
Seche Environnement SCHP.PAFrance$689M-7%+2%6%1.2×4.8%+13.3%
SIIC Environment BHK.SISingapore$327M-10%-8%23%3.9×n/an/a
Enviro Infra Engineers EIEL.NSIndia$319M-22%+15%20%2.4×n/an/a
China Resources and Environment 600217.SSChina$719M-24%-19%-8%2.0×-13.6%-2.2%
Shenzhen Lions King Hi-Tech 301305.SZChina$758M-22%+19%18%2.9×n/an/a

Questions

Which companies are Dongjiang Environmental's closest peers?
The cockpit's peer set: Fujian Haixia Environmental Protection (603817.SS), BGT (300774.SZ), WELLE (300190.SZ), China Everbright Water (U9E.SI), Shanghai Conglin Environmental Protection Technology (688370.SS), Jinyuan EP (000546.SZ), Yonker Environmental Protection (300187.SZ), Wuhan Sanzhen Industry (600168.SS).
Is Dongjiang Environmental expensive compared with its peers?
On ev / sales it trades at 2.5× against a peer median of 3.1×, 7th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +2 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 Dongjiang Environmental stock performed?
Over six months to 6 Nov 2026 the shares returned -23.5% against -13.7% for the median peer; over one year -36.1%.

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.