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Employees: 1,747
Size Guangdong Great River Smarter Logistics (002930.SZ) is a China Industrials company (Other Transportation) with a market value of $507M, the 3824th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.40 on 6 Nov 2026.
Performance Over six months the shares fell 43.0%, against -12.1% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 4.7% over the last twelve months (peer median +0.6%); the operating margin is -8.5% (peer median 12.9%).
Valuation It trades at 49.3× forward earnings against a peer median of 13.2× (2nd most expensive of 9).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +7%, 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 2.2 points below its cost of capital (5.0% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.30B | CN¥1.19B | CN¥1.45B | CN¥1.54B | CN¥1.26B |
| Revenue growth | — | -18% | -6% | +23% | — |
| Gross profit | CN¥862M | CN¥420M | CN¥692M | CN¥866M | CN¥689M |
| EBITDA | n/a | CN¥706M | CN¥959M | CN¥1.11B | CN¥870M |
| Net income | -CN¥385M | -CN¥430M | CN¥158M | CN¥296M | CN¥224M |
| Free cash flow | CN¥464M | CN¥380M | CN¥454M | CN¥777M | -CN¥219M |
| Capital expenditure | CN¥304M | CN¥408M | CN¥482M | CN¥297M | CN¥369M |
| Total debt | CN¥5.36B | CN¥5.62B | CN¥5.67B | CN¥5.63B | CN¥5.99B |
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 | 002930.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -18.2% | -4.2% | 2nd lowest of 21 |
| 6-month return | -43.0% | -12.1% | lowest of 21 |
| Distance from 52-week high | -56.2% | -28.2% | 4th lowest of 21 |
| Revenue growth (TTM) | +4.7% | +0.6% | 9th highest of 21 |
| Operating margin | -8.5% | 12.9% | 4th lowest of 21 |
| Forward P/E | 49.3× | 13.2× | 2nd most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | 8.9% | -1.8% | 5th most demanding of 18 |
| Growth delivered (Del g) | +7.1% | +7.0% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | +1.7 pp | -7.3 pp | 4th most demanding of 18 |
| ROIC minus cost of capital | -2.2 pp | -1.2 pp | 8th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Great River Smarter Logistics 002930.SZ | China | $507M | -43% | +5% | -8% | 49.3× | 8.9% | +7.1% |
| Beijing Changjiu Logistics 603569.SS | China | $502M | -17% | -47% | -1% | 10.5× | 6.2% | -2.0% |
| Sichuan Fulin Transportation 002357.SZ | China | $496M | -10% | -2% | -8% | n/a | 43.1% | +5.3% |
| Shanghai Shentong Metro 600834.SS | China | $520M | -9% | +1% | 8% | n/a | 11.4% | +14.6% |
| Tianjin Port Development 3382.HK | Hong Kong | $478M | -14% | -21% | 21% | n/a | -8.3% | -5.5% |
| Hainan Haiqi Transportation 603069.SS | China | $548M | -32% | -22% | -20% | 23.1× | n/a | n/a |
| China Hi-Tech 600730.SS | China | $548M | -31% | +16% | -32% | n/a | n/a | n/a |
| Delixi New Energy Technology 603032.SS | China | $550M | -33% | +27% | 17% | 68.0× | 33.8% | +61.4% |
| Guangzhou Hangxin Aviation Technology 300424.SZ | China | $457M | -35% | -1% | -3% | n/a | 3.2% | +7.5% |
| Bohai Ferry 603167.SS | China | $565M | -10% | -5% | 14% | 11.0× | -8.4% | +9.6% |
| Anhui Jiuhuashan Tourism Development 603199.SS | China | $573M | -5% | +6% | 32% | 16.5× | -4.0% | +21.3% |
| Nanjing Port 002040.SZ | China | $576M | -21% | +2% | 31% | n/a | -4.8% | +6.7% |
| Transport International 0062.HK | Hong Kong | $592M | -16% | +1% | 6% | n/a | -8.6% | +6.4% |
| Subaru Enterprise 9632.T | Japan | $424M | +48% | 0% | 15% | n/a | -6.0% | +1.5% |
| Zhuhai Port 000507.SZ | China | $638M | -9% | 0% | 12% | n/a | -2.0% | +4.5% |
| Longzhou 002682.SZ | China | $371M | -27% | +5% | -17% | n/a | 9.9% | -7.4% |
| Toscana Aeroporti TYA.MI | Italy | $371M | -2% | +13% | 22% | n/a | -3.9% | +23.6% |
| Yuexiu Transport Infrastructure 1052.HK | Hong Kong | $699M | -19% | +9% | 36% | 6.2× | 0.1% | +7.4% |
| Aeroporto Guglielmo Marconi di Bologna ADB.MI | Italy | $361M | +3% | +10% | 18% | 15.4× | -1.8% | +22.0% |
| Mobico MCG.L | United Kingdom | $360M | +103% | +5% | 5% | 4.3× | n/a | n/a |
| Heilongjiang Transport Development 601188.SS | China | $746M | +13% | -4% | 27% | n/a | 0.4% | +7.0% |