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Chinese maker of automotive driveline components including universal joints and transmission parts.
Chinese maker of automotive driveline components including universal joints and transmission parts.
Moat: none. Commodity driveline-component maker in a competitive segment.
Headquarters: Ningbo, Zhejiang, China · Employees: 4,890
Size Shuanglin (300100.SZ) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $1.80B, the 1394th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.69 on 6 Nov 2026.
Performance Over six months the shares fell 27.4%, against -19.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue fell 11.3% over the last twelve months (peer median +11.2%); the operating margin is 4.2% (peer median 5.4%).
Valuation It trades at 32.6× forward earnings against a peer median of 15.6× (5th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 26% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +17 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 1.8 points below its cost of capital (10.1% WACC).
Next results Next results expected around 21 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.88B | CN¥5.46B | CN¥4.87B | CN¥4.10B | CN¥4.17B |
| Revenue growth | — | +12% | +19% | -2% | — |
| Gross profit | CN¥1.16B | CN¥1.07B | CN¥816M | CN¥605M | CN¥623M |
| EBITDA | n/a | CN¥840M | CN¥696M | CN¥564M | CN¥506M |
| Net income | CN¥218M | CN¥503M | CN¥497M | CN¥80.9M | CN¥75.2M |
| Free cash flow | CN¥48.5M | CN¥373M | CN¥537M | CN¥100M | CN¥235M |
| Capital expenditure | CN¥332M | CN¥408M | CN¥296M | CN¥277M | CN¥213M |
| Total debt | CN¥1.30B | CN¥1.48B | CN¥1.54B | CN¥2.12B | CN¥2.02B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Shuanglin 300100.SZ | $1.80B | -27% | -11% | 4% | 32.6× | 25.5% |
| Zhejiang Wanliyang 002434.SZ | $1.19B | -13% | -30% | -10% | 15.5× | n/a |
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 | 300100.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.4% | -4.8% | 8th highest of 21 |
| 6-month return | -27.4% | -19.0% | 7th lowest of 21 |
| Distance from 52-week high | -51.0% | -37.3% | 3rd lowest of 21 |
| Revenue growth (TTM) | -11.3% | +11.2% | 3rd lowest of 21 |
| Operating margin | 4.2% | 5.4% | 5th lowest of 21 |
| Forward P/E | 32.6× | 15.6× | 5th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 25.5% | 9.2% | 6th most demanding of 18 |
| Growth delivered (Del g) | +8.9% | +8.8% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | +16.6 pp | -2.8 pp | 3rd most demanding of 18 |
| ROIC minus cost of capital | -1.8 pp | +0.2 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shuanglin 300100.SZ | China | $1.80B | -27% | -11% | 4% | 32.6× | 25.5% | +8.9% |
| Minda MINDACORP.NS | India | $1.80B | +33% | +33% | 8% | 37.6× | 32.0% | +21.3% |
| Tenneco Clean Air India TENNIND.NS | India | $1.81B | -35% | +22% | 14% | 24.9× | 14.4% | +3.8% |
| Gestamp Automocion GEST.MC | Spain | $1.77B | -13% | -3% | 5% | 7.3× | -5.7% | +8.8% |
| Shanghai Aerospace Automobile Electromechanical 600151.SS | China | $1.83B | -41% | -19% | -10% | n/a | 34.7% | -9.9% |
| Foryou 002906.SZ | China | $1.87B | -25% | +28% | 5% | 13.9× | n/a | n/a |
| Visteon VC | United States | $1.87B | -34% | +2% | 5% | 8.0× | 5.3% | +8.1% |
| Ningbo Zhongda Leader Intelligent Transmission 002896.SZ | China | $1.69B | -18% | +22% | 4% | 132.1× | n/a | n/a |
| Lumax Auto Technologies LUMAXTECH.NS | India | $1.68B | +36% | +33% | 10% | 37.2× | 34.9% | +34.5% |
| Forvia FRVIA.PA | France | $1.93B | -20% | -32% | 5% | n/a | -8.3% | +8.1% |
| Ningbo Xusheng 603305.SS | China | $1.98B | -26% | +12% | 7% | 27.5× | 9.2% | +22.1% |
| Tokai Rika 6995.T | Japan | $1.57B | 0% | +5% | 5% | 9.9× | -4.6% | +7.9% |
| Jiangnan Mould & Plastic Technology 000700.SZ | China | $2.05B | +24% | -3% | 5% | 23.6× | 11.9% | +3.1% |
| Johnson Electric 0179.HK | Hong Kong | $1.56B | -53% | 0% | 8% | 10.8× | -16.4% | +3.1% |
| Ningbo Hengshuai 300969.SZ | China | $2.07B | -4% | +16% | 15% | 75.9× | 43.2% | +22.7% |
| Gentherm THRM | United States | $1.55B | -7% | +9% | 5% | 9.8× | 21.7% | +10.4% |
| SPR Auto Technologies SHRIPISTON.NS | India | $2.10B | +19% | +47% | 14% | 30.5× | 31.3% | +22.9% |
| Slcorp 005850.KS | South Korea | $1.54B | -25% | +10% | 8% | 5.7× | -19.7% | +15.9% |
| Ningbo Jifeng Auto Parts 603997.SS | China | $2.13B | -8% | +21% | 4% | 17.3× | n/a | n/a |
| Autel Intelligent Technology 688208.SS | China | $2.14B | -37% | +14% | 19% | 13.2× | 5.0% | +25.2% |
| OPmobility OPM.PA | France | $1.51B | -42% | -3% | 4% | 8.2× | -8.1% | +7.6% |