Loading…
← CockpitCompetitor Analysis › 300123.SZ YaGuang Technology Group Co. Ltd. Class AOpen in the cockpit ↗

YaGuang Technology Group Co. Ltd. Class A300123.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Production Equipment
Momentum strong 75
Mkt cap
$629M
US dollars, full cap
Free float
87%
of shares outstanding
$/day
$11.4M
20-day average traded
Fwd P/E
37.1×
forward earnings
ROIC−WACC
-47.7 pp
WACC 5.2%
Hurdle
n/a
no reverse DCF
Next earnings
173 days
28 Apr 2027
Close · CNYCN¥4.08
1D+13.7%
1W+18.9%
1M-2.4%
3M-9.3%
6M+2.3%
YTD-49.6%
1Y-29.8%
ATR %5.2%
52w lowhigh60.8% off high

What YaGuang Technology does

Employees: 1,128

YaGuang Technology at a glance

Size YaGuang Technology (300123.SZ) is a China Information Technology company (Electronic Production Equipment) with a market value of $629M, the 3306th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.08 on 6 Nov 2026.

Performance Over six months the shares gained 2.3%, against -25.2% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue fell 44.6% over the last twelve months (peer median +2.6%); the operating margin is -263.6% (peer median 3.9%).

Valuation It trades at 37.1× forward earnings against a peer median of 16.0× (2nd most expensive of 18).

Capital Return on invested capital runs 47.7 points below its cost of capital (5.2% WACC).

Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026300123.SZ 97Peer median 73
Six months, rebased to 100: YaGuang Technology against the median of its 20 peers (local-currency closes).

YaGuang Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥490MCN¥780MCN¥932MCN¥1.58BCN¥1.67B
Revenue growth—-16%-41%-5%—
Gross profitCN¥16.0M-CN¥42.4MCN¥73.6MCN¥356MCN¥243M
EBITDAn/a-CN¥76.8M-CN¥73.3MCN¥192M-CN¥113M
Net income-CN¥1.36B-CN¥1.23B-CN¥919M-CN¥283M-CN¥1.20B
Free cash flow-CN¥70.8M-CN¥68.0MCN¥56.1MCN¥117M-CN¥403M
Capital expenditureCN¥11.0MCN¥18.8MCN¥56.1MCN¥82.5MCN¥173M
Total debtCN¥1.81BCN¥2.31BCN¥2.27BCN¥2.21BCN¥2.60B

Quarterly statements and history in the cockpit →

YaGuang Technology 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

-40%-20%0%-20%0%300752300553301379E286524688181301383002137300552496130025920427023280029026033806412688312ET6632688776300123.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. YaGuang Technology is the large dot.

Fundamentals: revenue growth against valuation

-50%-25%0%+25%+50%20×40×300752300553301379E28652468818130138330055249613002592042706412688312ET6632688776300123.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. YaGuang Technology is the large dot.

YaGuang Technology competitors and peer comparison

How YaGuang Technology 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.

YaGuang Technology against its 20 peers (data as of 6 Nov 2026)
Measure300123.SZPeer medianRank in peer set
1-month return-2.4%-19.9%3rd highest of 21
6-month return+2.3%-25.2%2nd highest of 21
Distance from 52-week high-60.8%-49.7%4th lowest of 21
Revenue growth (TTM)-44.6%+2.6%lowest of 21
Operating margin-263.6%3.9%lowest of 21
Forward P/E37.1×16.0×2nd most expensive of 18
ROIC minus cost of capital-47.7 pp-3.6 pp2nd lowest of 21

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
YaGuang Technology 300123.SZChina$629M+2%-45%-264%37.1×n/an/a
Shenzhen Longli Technology 300752.SZChina$627M-28%+17%2%10.3×n/an/a
Hangzhou Jizhi Mechatronic 300553.SZChina$626M-15%-4%-4%41.8×n/an/a
Techshine Electronics 301379.SZChina$617M-21%+12%4%16.0×n/an/a
Frencken E28.SISingapore$642M-42%+1%6%17.2×3.1%+6.9%
Kohoku Kogyo 6524.TJapan$644M-28%+22%29%21.1×22.8%+9.3%
Beijing Bayi Space LCD Technology 688181.SSChina$609M-14%+12%11%31.5×n/an/a
Minami Acoustics 301383.SZChina$604M-14%-11%-4%18.6×48.1%+8.2%
SHENZHEN SEA STAR TECHNOLOGY 002137.SZChina$603M-16%+26%3%n/a38.0%-2.8%
Vanjee Technology 300552.SZChina$601M-29%+16%-13%18.8×n/an/a
Fitipower Integrated Technology 4961.TWTaiwan$600M+4%-10%6%12.1×-7.2%+10.6%
Suntront Technology 300259.SZChina$598M-22%0%12%12.0×8.6%-2.2%
JNTC 204270.KSSouth Korea$663M-18%-13%-47%6.9×n/an/a
Pan-International Industrial 2328.TWTaiwan$667M-23%-14%2%n/a18.3%+1.2%
Dongguan Mentech Optical & Magnetic 002902.SZChina$670M-38%+30%-6%n/an/an/a
Suzhou Etron Technologies 603380.SSChina$588M-33%+3%11%13.2×12.2%+12.2%
Chicony Power Technology 6412.TWTaiwan$680M-38%+62%-128%9.9×-5.2%-0.2%
Shenzhen Yanmade Technology 688312.SSChina$682M-56%+1%17%25.1×26.6%+12.0%
Evertz Technologies ET.TOCanada$689M-21%+4%13%15.1×5.0%+8.5%
JVCKENWOOD 6632.TJapan$694M-34%+2%7%7.0×-17.0%+5.5%
Guoguang Electric Co., Ltd.Chengdu 688776.SSChina$709M-46%-38%-89%30.3×n/an/a

Questions

Which companies are YaGuang Technology's closest peers?
The cockpit's peer set: Shenzhen Longli Technology (300752.SZ), Hangzhou Jizhi Mechatronic (300553.SZ), Techshine Electronics (301379.SZ), Frencken (E28.SI), Kohoku Kogyo (6524.T), Beijing Bayi Space LCD Technology (688181.SS), Minami Acoustics (301383.SZ), SHENZHEN SEA STAR TECHNOLOGY (002137.SZ).
Is YaGuang Technology expensive compared with its peers?
On forward p/e it trades at 37.1× against a peer median of 16.0×, 2nd most expensive of 18 in its peer set.
How has YaGuang Technology stock performed?
Over six months to 6 Nov 2026 the shares returned +2.3% against -25.2% for the median peer; over one year -29.8%.

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.