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Employees: 6,291
Size Guangdong Dongpeng (003012.SZ) is a China Materials company (Construction Materials) with a market value of $779M, the 2835th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.47 on 6 Nov 2026.
Performance Over six months the shares fell 24.0%, against -11.6% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 20 in its peer set.
Growth Revenue fell 15.1% over the last twelve months (peer median -2.8%); the operating margin is -0.1% (peer median 6.8%).
Valuation It trades at 29.8× forward earnings against a peer median of 15.4× (2nd most expensive of 14).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.4 points below its cost of capital (8.1% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.34B | CN¥6.03B | CN¥6.44B | CN¥7.74B | CN¥6.91B |
| Revenue growth | — | -6% | -17% | +12% | — |
| Gross profit | CN¥1.67B | CN¥1.58B | CN¥1.67B | CN¥2.24B | CN¥1.83B |
| EBITDA | n/a | CN¥964M | CN¥860M | CN¥1.29B | CN¥672M |
| Net income | CN¥53.9M | CN¥352M | CN¥328M | CN¥720M | CN¥202M |
| Free cash flow | CN¥481M | CN¥544M | CN¥424M | CN¥1.57B | -CN¥404M |
| Capital expenditure | CN¥194M | CN¥356M | CN¥451M | CN¥203M | CN¥829M |
| Total debt | CN¥1.87B | CN¥1.85B | CN¥2.06B | CN¥2.36B | CN¥3.15B |
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 | 003012.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.3% | -4.0% | 11th highest of 21 |
| 6-month return | -24.0% | -11.6% | 5th lowest of 20 |
| Distance from 52-week high | -41.4% | -30.0% | 7th lowest of 21 |
| Revenue growth (TTM) | -15.1% | -2.8% | 4th lowest of 20 |
| Operating margin | -0.1% | 6.8% | 7th lowest of 21 |
| Forward P/E | 29.8× | 15.4× | 2nd most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | -3.8% | 1.7% | 5th least demanding of 17 |
| Growth delivered (Del g) | -3.3% | +3.6% | 4th lowest of 17 |
| Hurdle (Req g minus delivered) | -0.5 pp | -1.2 pp | 9th least demanding of 17 |
| ROIC minus cost of capital | -2.4 pp | -3.2 pp | 10th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Dongpeng 003012.SZ | China | $779M | -24% | -15% | 0% | 29.8× | -3.8% | -3.3% |
| Jilin Yatai (Group) 600881.SS | China | $776M | +3% | -15% | -21% | n/a | 5.0% | -20.1% |
| Pan-United P52.SI | Singapore | $784M | -9% | +26% | 7% | 15.4× | -5.3% | +17.3% |
| Sinostone (Guangdong) 001212.SZ | China | $814M | -52% | -21% | -18% | n/a | n/a | n/a |
| Yang Guang 000608.SZ | China | $814M | +60% | +68% | 4% | n/a | n/a | n/a |
| Ningxia Building Materials 600449.SS | China | $818M | -12% | -36% | 0% | 19.0× | -3.6% | +0.3% |
| Xinjiang Qingsong Building Materials & Chemicals (Group) 600425.SS | China | $833M | -16% | -8% | 9% | 17.3× | 2.0% | +5.1% |
| NWPX Infrastructure NWPX | United States | $841M | -22% | +16% | 12% | 17.5× | 6.2% | +12.9% |
| China Resources Building Materials Technology 1313.HK | Hong Kong | $873M | -31% | -12% | -3% | n/a | -8.1% | -10.6% |
| China West Construction 002302.SZ | China | $884M | -16% | -24% | -7% | n/a | 12.5% | -5.0% |
| Hanilcmt 300720.KS | South Korea | $905M | -4% | -10% | 11% | 11.9× | -3.2% | +7.9% |
| Wagners WGN.AX | Australia | $650M | -4% | +17% | 12% | 20.7× | 10.2% | +9.5% |
| Suncrete RMIX | United States | $646M | -47% | n/a | 1% | 61.2× | n/a | n/a |
| Maeda Kosen 7821.T | Japan | $944M | +21% | +11% | 17% | 14.8× | -4.7% | +10.6% |
| Sumitomo Osaka Cement 5232.T | Japan | $969M | +49% | +5% | 7% | 13.7× | 4.6% | -1.3% |
| Nichiha 7943.T | Japan | $599M | -10% | -3% | 7% | 13.0× | -3.7% | +3.5% |
| Sinosteel Luonai Materials Technology 688119.SS | China | $597M | -32% | -2% | -13% | n/a | 3.7% | -0.3% |
| Marshalls MSLH.L | United Kingdom | $597M | +40% | 0% | 8% | 11.8× | 8.2% | +6.1% |
| Sobute New Materials 603916.SS | China | $573M | -24% | -3% | 7% | 27.1× | 1.5% | -0.5% |
| Goldsun Building Materials 2504.TW | Taiwan | $1.06B | -14% | -3% | 22% | 8.4× | -7.1% | +3.6% |
| Stewards SWRD | United States | $555M | n/a | +30% | -100% | n/a | n/a | n/a |