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Employees: 1,768
Size Guangdong Tloong Technology (300063.SZ) is a China Materials company (Industrial Specialties) with a market value of $946M, the 2408th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.43 on 6 Nov 2026.
Performance Over six months the shares fell 26.2%, against -23.8% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 21.3% over the last twelve months (peer median +6.3%); the operating margin is 1.9% (peer median 6.9%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 1.5× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +32 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 3.0 points below its cost of capital (8.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.42B | CN¥7.57B | CN¥7.28B | CN¥8.70B | CN¥9.63B |
| Revenue growth | — | +4% | -16% | -10% | — |
| Gross profit | CN¥537M | CN¥500M | CN¥429M | CN¥506M | CN¥548M |
| EBITDA | n/a | CN¥202M | CN¥161M | CN¥150M | CN¥219M |
| Net income | CN¥70.9M | CN¥114M | CN¥65.2M | CN¥13.6M | CN¥103M |
| Free cash flow | CN¥123M | CN¥35.8M | -CN¥41.0M | CN¥274M | -CN¥104M |
| Capital expenditure | CN¥59.5M | CN¥72.8M | CN¥62.2M | CN¥63.1M | CN¥64.3M |
| Total debt | CN¥825M | CN¥865M | CN¥857M | CN¥692M | CN¥876M |
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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 | 300063.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.9% | -7.9% | 3rd highest of 21 |
| 6-month return | -26.2% | -23.8% | 9th lowest of 21 |
| Distance from 52-week high | -54.2% | -37.2% | 5th lowest of 21 |
| Revenue growth (TTM) | +21.3% | +6.3% | 4th highest of 21 |
| Operating margin | 1.9% | 6.9% | 8th lowest of 21 |
| EV / Sales | 0.8× | 1.5× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 25.0% | 7.6% | 3rd most demanding of 13 |
| Growth delivered (Del g) | -6.6% | +6.7% | lowest of 13 |
| Hurdle (Req g minus delivered) | +31.7 pp | +2.2 pp | most demanding of 13 |
| ROIC minus cost of capital | -3.0 pp | -1.2 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Tloong Technology 300063.SZ | China | $946M | -26% | +21% | 2% | 0.8× | 25.0% | -6.6% |
| Jiangxi Guotai 603977.SS | China | $914M | -29% | +15% | 9% | 3.1× | n/a | n/a |
| Morgan Advanced Materials MGAM.L | United Kingdom | $981M | +22% | -6% | 9% | 1.0× | 9.4% | +1.8% |
| ELANTAS Beck India ELANTAS.NS | India | $999M | +23% | +19% | 21% | 9.6× | 32.4% | +17.2% |
| ZJMI Environmental Energy 603071.SS | China | $1.00B | -15% | -4% | 3% | 0.3× | n/a | n/a |
| Hainan Development Holdings Nanhai 002163.SZ | China | $892M | -44% | -9% | -3% | 2.3× | n/a | n/a |
| Intco Recycling Resources 688087.SS | China | $1.01B | -25% | +29% | 12% | 2.3× | 0.5% | +15.8% |
| Mattr MATR.TO | Canada | $879M | +108% | +25% | 7% | 1.3× | 5.8% | +1.5% |
| Chugoku Marine Paints,Ltd 4617.T | Japan | $1.04B | +4% | +10% | 13% | 1.0× | 0.0% | +11.1% |
| TOCALO 3433.T | Japan | $864M | -26% | +6% | 23% | 2.3× | n/a | n/a |
| SK Kaken 4628.T | Japan | $1.04B | +2% | +9% | 13% | 0.5× | -19.4% | +5.2% |
| Xinjiang Tianye 600075.SS | China | $1.04B | -41% | -10% | -3% | 1.1× | n/a | n/a |
| Nitta 5186.T | Japan | $1.05B | +36% | +5% | 7% | 1.4× | 10.6% | +3.1% |
| ZETTA 002256.SZ | China | $843M | -40% | +25% | -5% | 11.5× | n/a | n/a |
| Shenma Industry 600810.SS | China | $838M | -33% | -9% | 0% | 1.5× | 9.7% | +7.1% |
| Suzhou Xinguangyi Electronics 301687.SZ | China | $831M | -34% | +7% | 19% | 6.6× | 42.9% | +11.3% |
| Hubei Huitian New Materials 300041.SZ | China | $820M | -13% | +15% | 6% | 1.3× | 10.3% | +15.5% |
| Shandong Jinjing Science & Technology 600586.SS | China | $806M | -35% | -23% | -23% | 1.9× | 0.5% | -1.3% |
| Jiangsu Favored Nanotechnology 688371.SS | China | $797M | -34% | -7% | -29% | 10.2× | n/a | n/a |
| Jiangxi Black Cat Carbon Black 002068.SZ | China | $795M | -22% | +1% | -4% | 1.1× | n/a | n/a |
| SP Group A/S SPG.CO | Denmark | $788M | +17% | +18% | 14% | 1.6× | -6.2% | +6.2% |