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Employees: 3,507
Size Shenzhen Silver Basis Technology (002786.SZ) is a China Consumer Discretionary company (Other Consumer Services) with a market value of $483M, the 3931st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.50 on 6 Nov 2026.
Performance Over six months the shares fell 17.1%, against -8.5% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 1.2% over the last twelve months (peer median +3.0%); the operating margin is 0.9% (peer median 7.4%).
Valuation It trades at 1.6× enterprise value to sales against a peer median of 2.4× (8th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +37 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 2.4 points below its cost of capital (10.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.40B | CN¥2.29B | CN¥2.21B | CN¥2.31B | CN¥2.59B |
| Revenue growth | — | +4% | -4% | -11% | — |
| Gross profit | CN¥504M | CN¥297M | CN¥189M | CN¥148M | CN¥214M |
| EBITDA | n/a | CN¥116M | -CN¥48.0M | -CN¥85.1M | CN¥24.6M |
| Net income | -CN¥54.7M | -CN¥63.2M | -CN¥272M | CN¥245M | -CN¥258M |
| Free cash flow | CN¥92.1M | CN¥45.9M | CN¥15.9M | CN¥84.1M | -CN¥156M |
| Capital expenditure | CN¥53.1M | CN¥38.2M | CN¥35.8M | CN¥45.6M | CN¥208M |
| Total debt | CN¥945M | CN¥2.08B | CN¥1.99B | CN¥2.16B | CN¥2.30B |
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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 | 002786.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.9% | -1.3% | 3rd lowest of 21 |
| 6-month return | -17.1% | -8.5% | 8th lowest of 21 |
| Distance from 52-week high | -34.8% | -39.7% | 10th highest of 21 |
| Revenue growth (TTM) | +1.2% | +3.0% | 8th lowest of 21 |
| Operating margin | 0.9% | 7.4% | 6th lowest of 21 |
| EV / Sales | 1.6× | 2.4× | 8th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 29.9% | -1.0% | 4th most demanding of 18 |
| Growth delivered (Del g) | -6.6% | +12.6% | lowest of 18 |
| Hurdle (Req g minus delivered) | +36.5 pp | -12.6 pp | 2nd most demanding of 18 |
| ROIC minus cost of capital | -2.4 pp | -1.0 pp | 9th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Silver Basis Technology 002786.SZ | China | $483M | -17% | +1% | 1% | 1.6× | 29.9% | -6.6% |
| Vicom WJP.SI | Singapore | $489M | -1% | +29% | 34% | 3.5× | -8.4% | +14.1% |
| H.I.S.Co 9603.T | Japan | $492M | 0% | +4% | 3% | 0.4× | -1.9% | -2.8% |
| Thomas Cook (India) THOMASCOOK.NS | India | $499M | +1% | -7% | 3% | 0.5× | 13.8% | +60.2% |
| Rainbow Tours RBW.WA | Poland | $458M | -8% | +11% | 6% | 0.3× | -10.6% | +60.0% |
| ZJBC Information Technology 000889.SZ | China | $447M | -28% | -5% | 0% | 2.1× | n/a | n/a |
| Gym GYM.L | United Kingdom | $436M | +1% | +9% | 13% | 2.8× | 11.7% | +24.9% |
| Guilin Tourism 000978.SZ | China | $431M | -8% | +2% | -6% | 8.2× | 33.7% | +12.6% |
| Carriage Services CSV | United States | $426M | -41% | +1% | 23% | 2.3× | -4.3% | +4.9% |
| IDP Education IEL.AX | Australia | $424M | -19% | -10% | 12% | 1.0× | -3.0% | +8.5% |
| Mahindra Holidays & Resorts India MHRIL.NS | India | $422M | -18% | +7% | 6% | 2.4× | 30.5% | +12.0% |
| Lungyen Life Service 5530.TWO | Taiwan | $565M | +1% | -17% | 20% | 2.5× | n/a | n/a |
| Beijing Jingxi Culture and Tourism 000802.SZ | China | $409M | -12% | -60% | -62% | 15.4× | 10.6% | -4.8% |
| Youngy Health 300247.SZ | China | $409M | -21% | +2% | 19% | 2.8× | 5.7% | +12.8% |
| Nagase Brothers 9733.T | Japan | $404M | -5% | +8% | 9% | 1.3× | -8.3% | +7.0% |
| Beauty Farm Medical & Health Industry 2373.HK | Hong Kong | $585M | -9% | +23% | 16% | 0.9× | -16.4% | +14.0% |
| Curves 7085.T | Japan | $601M | +27% | +16% | 18% | 2.1× | -0.7% | +11.9% |
| Yunnan Tourism 002059.SZ | China | $606M | -19% | -24% | -62% | 12.4× | n/a | n/a |
| Azoom 3496.T | Japan | $385M | +21% | +26% | 19% | 3.5× | -1.0% | +28.7% |
| Tibet Tourism 600749.SS | China | $384M | -29% | -7% | -12% | 11.0× | 49.8% | +8.1% |
| Lion Travel Service 2731.TW | Taiwan | $382M | -15% | +5% | 5% | 0.2× | -20.4% | +35.6% |