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← CockpitCompetitor Analysis › 2451.HK Luyuan Group Holding (Cayman) LimitedOpen in the cockpit ↗

Luyuan Group Holding (Cayman) Limited2451.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Consumer Discretionary›Motor Vehicles
Momentum leader 89
Mkt cap
$722M
US dollars, full cap
Free float
37%
of shares outstanding
$/day
$566,591
20-day average traded
Fwd P/E
26.3×
forward earnings
ROIC−WACC
-2.7 pp
WACC 5.1%
Hurdle
n/a
no reverse DCF
Next earnings
140 days
26 Mar 2027
Close · HKDHK$13.82
1D-0.4%
1W+1.2%
1M-0.6%
3M+6.5%
6M+24.5%
YTD+11.4%
1Y+26.7%
ATR %3.8%
52w lowhigh28.0% off high

What Luyuan Group Holding (Cayman) does

Employees: 2,897

Luyuan Group Holding (Cayman) at a glance

Size Luyuan Group Holding (Cayman) (2451.HK) is a Hong Kong Consumer Discretionary company (Motor Vehicles) with a market value of $722M, the 669th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$13.82 on 6 Nov 2026.

Performance Over six months the shares gained 24.5%, against -6.2% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 2nd highest of 20 in its peer set.

Growth Revenue fell 3.2% over the last twelve months (peer median +6.2%); the operating margin is 1.2% (peer median 3.5%).

Valuation It trades at 26.3× forward earnings against a peer median of 12.1× (2nd most expensive of 11).

Capital Return on invested capital runs 2.7 points below its cost of capital (5.1% WACC).

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

Relative performance

10015011 May 202611 Aug 20266 Nov 20262451.HK 121Peer median 91
Six months, rebased to 100: Luyuan Group Holding (Cayman) against the median of its 20 peers (local-currency closes).

Luyuan Group Holding (Cayman) financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueHK$5.89BHK$6.41BHK$5.50BHK$5.62BHK$5.56B
Revenue growth—+16%-2%+1%—
Gross profitHK$819MHK$811MHK$666MHK$710MHK$611M
EBITDAHK$224MHK$236MHK$127MHK$176MHK$168M
Net incomeHK$157MHK$190MHK$127MHK$161MHK$137M
Free cash flow-HK$179MHK$325M-HK$395MHK$67.2MHK$355M
Capital expenditureHK$231MHK$250MHK$470MHK$225MHK$272M
Total debtn/aHK$2.78BHK$2.07BHK$1.70BHK$1.76B

Quarterly statements and history in the cockpit →

Luyuan Group Holding (Cayman) 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%0%-20%0%+20%74897222DOMPSNY3008256003756455000572SMLMAH19586006790009572201PIAAEBI002501OLECTRA2451.HK6-month return →1-month return →
Up and to the right = strong over both horizons. Luyuan Group Holding (Cayman) is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×200×400×DOM30082564550009572201AEBI2204OLECTRA2451.HKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Luyuan Group Holding (Cayman) is the large dot.

Luyuan Group Holding (Cayman) competitors and peer comparison

How Luyuan Group Holding (Cayman) 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.

Luyuan Group Holding (Cayman) against its 20 peers (data as of 6 Nov 2026)
Measure2451.HKPeer medianRank in peer set
1-month return-0.6%-4.1%7th highest of 20
6-month return+24.5%-6.2%2nd highest of 20
Distance from 52-week high-28.0%-37.0%7th highest of 20
Revenue growth (TTM)-3.2%+6.2%7th lowest of 19
Operating margin1.2%3.5%8th lowest of 19
Forward P/E26.3×12.1×2nd most expensive of 11
ROIC minus cost of capital-2.7 pp-3.2 pp9th highest of 18
Net debt / EBITDA1.9×0.7×4th most indebted 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
Luyuan Group Holding (Cayman) 2451.HKHong Kong$722M+24%-3%1%26.3×n/an/a
Voyah Automotive Technology 7489.HKHong Kong$704M-75%n/an/a16.2×n/an/a
Nissan Shatai 7222.TJapan$747M-4%+15%4%n/an/an/a
Dometic DOM.STSweden$755M-29%-6%-13%11.4×3.4%+5.4%
Polestar Automotive Holding UK PLC Sponsored ADR PSNYUnited States$778M-79%+18%-47%n/an/an/a
IAT Automobile Technology 300825.SZChina$786M+9%+7%-8%538.0×n/an/a
Hanma Technology 600375.SSChina$786M-39%+38%0%n/a11.1%+0.5%
Morita 6455.TJapan$660M-6%0%12%10.0×-13.0%+6.6%
Haima Automobile 000572.SZChina$792M-43%-48%-27%n/an/an/a
Kuen Tong Technology 7965.TWOTaiwan$796Mn/an/an/an/an/an/a
SML Mahindra SMLMAH.NSIndia$806M+35%+22%7%n/a23.6%+36.9%
BAIC Motor 1958.HKHong Kong$629M-55%-20%2%n/an/an/a
Shanghai Phoenix Enterprise (Group)Co 600679.SSChina$617M-6%+1%3%n/a10.0%+9.4%
Zhongtong Bus 000957.SZChina$857M-18%+6%6%11.6×-16.1%+10.7%
Yulon Motor 2201.TWTaiwan$860M-1%-8%8%12.6×14.9%-2.6%
Piaggio & C PIA.MIItaly$862M+24%-5%7%17.0×2.6%+2.7%
Aebi Schmidt AEBIUnited States$867M-3%+49%6%11.3×11.9%n/a
China Motor 2204.TWTaiwan$867M-4%+6%4%8.4×3.7%+0.8%
Guangdong Lvtong New Energy Electric Vehicle Tech 301322.SZChina$869M+5%+63%-3%n/an/an/a
Jilin Liyuan Precision Manufacturing 002501.SZChina$591M-25%-9%-55%n/an/an/a
Olectra Greentech OLECTRA.NSIndia$891M-19%+38%12%23.7×n/an/a

Questions

Which companies are Luyuan Group Holding (Cayman)'s closest peers?
The cockpit's peer set: Voyah Automotive Technology (7489.HK), Nissan Shatai (7222.T), Dometic (DOM.ST), Polestar Automotive Holding UK PLC Sponsored ADR (PSNY), IAT Automobile Technology (300825.SZ), Hanma Technology (600375.SS), Morita (6455.T), Haima Automobile (000572.SZ).
Is Luyuan Group Holding (Cayman) expensive compared with its peers?
On forward p/e it trades at 26.3× against a peer median of 12.1×, 2nd most expensive of 11 in its peer set.
How has Luyuan Group Holding (Cayman) stock performed?
Over six months to 6 Nov 2026 the shares returned +24.5% against -6.2% for the median peer; over one year +26.7%.

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.