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← CockpitCompetitor Analysis › 300135.SZ Jiangsu Baoli Asphalt Co Ltd Class AOpen in the cockpit ↗

Jiangsu Baoli Asphalt Co Ltd Class A300135.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Construction Materials
Momentum strong 74
Mkt cap
$470M
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$7.63M
20-day average traded
P/B
3.62×
price to book
ROE
-9.4%
delivered
Implied ROE
23.7%
what the price asks
Close · CNYCN¥3.40
1D-1.2%
1W+6.6%
1M-2.0%
3M+3.7%
6M-17.3%
YTD-13.9%
1Y-22.2%
ATR %3.6%
52w lowhigh37.0% off high

What Jiangsu Baoli Asphalt does

Employees: 180

Jiangsu Baoli Asphalt at a glance

Size Jiangsu Baoli Asphalt (300135.SZ) is a China Materials company (Construction Materials) with a market value of $470M, the 4015th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.40 on 6 Nov 2026.

Performance Over six months the shares fell 17.3%, against -19.2% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 20 in its peer set.

Growth Revenue fell 3.7% over the last twelve months (peer median -4.7%); the operating margin is -2.1% (peer median 6.4%).

Valuation It trades at 3.62× book value against a peer median of 1.10× (5th most expensive of 21).

Price implies The share price implies a return on equity of about 23.7%; Jiangsu Baoli Asphalt delivers -9.4%, so the price asks more than the business earns today.

Relative performance

809010011 May 202611 Aug 20266 Nov 2026300135.SZ 83Peer median 80
Six months, rebased to 100: Jiangsu Baoli Asphalt against the median of its 20 peers (local-currency closes).

Jiangsu Baoli Asphalt financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.31BCN¥1.37BCN¥1.96BCN¥2.14BCN¥2.46B
Revenue growth—-30%-8%-13%—
Gross profitCN¥110MCN¥9.04MCN¥54.7MCN¥78.2MCN¥222M
EBITDAn/a-CN¥87.2MCN¥33.8MCN¥8.43MCN¥14.2M
Net income-CN¥85.2M-CN¥98.5MCN¥22.3M-CN¥44.7M-CN¥172M
Free cash flowCN¥20.6M-CN¥265MCN¥196M-CN¥115MCN¥179M
Capital expenditureCN¥2.48MCN¥6.91MCN¥11.7MCN¥38.2MCN¥30.1M
Total debtCN¥800MCN¥570MCN¥610MCN¥1.01BCN¥1.06B

Quarterly statements and history in the cockpit →

Jiangsu Baoli Asphalt 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%+50%-20%0%+20%000789000965FORT60080200245799306005391518038500IBST1104002596600668688398002398300135.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Baoli Asphalt is the large dot.

Fundamentals: return on equity against price-to-book

-40%-20%0%20%00×50×100×000789000965FORT6008029930600539151811040025966050865351688398603916300135.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Jiangsu Baoli Asphalt is the large dot.

Capital: ROE delivered against the ROE the price implies

-40%-20%0%20%40%-25%0%25%50%000789000965FORT6008020024579930600539038500IBST0025966050865351688398300135.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Jiangsu Baoli Asphalt is the large dot.

Jiangsu Baoli Asphalt competitors and peer comparison

How Jiangsu Baoli Asphalt 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.

Jiangsu Baoli Asphalt against its 20 peers (data as of 6 Nov 2026)
Measure300135.SZPeer medianRank in peer set
1-month return-2.0%-5.9%7th highest of 21
6-month return-17.3%-19.2%9th highest of 20
Return on equity-9.4%3.0%3rd lowest of 20
Price / book3.62×1.10×5th most expensive of 21
ROE the price implies23.7%8.8%5th most demanding of 21
ROE delivered-9.4%3.0%3rd lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Jiangsu Baoli Asphalt 300135.SZChina$470M-17%-4%-9%3.62×23.7%-9.4%
Jiangxi Wannianqing Cement 000789.SZChina$471M-21%-28%-2%0.48×3.9%-1.7%
Tianjin Tianbao Infrastructure 000965.SZChina$476M-23%+65%-1%0.58×2.9%-0.8%
Forterra FORT.LUnited Kingdom$445M+11%-5%8%1.57×15.6%8.1%
Fujian Cement 600802.SSChina$502M+29%-22%-25%4.10×21.7%-25.2%
Qinglong Pipes Industry 002457.SZChina$507M-12%+4%4%1.32×8.4%4.0%
CHC Resources 9930.TWTaiwan$433M-17%-2%17%2.22×6.4%16.8%
Lionhead Technology Development 600539.SSChina$427M-30%-5%-9%9.81×53.8%-9.1%
Mitsui Matsushima 1518.TJapan$526M+57%+9%12%1.36×10.7%11.6%
SAMPYO Cement 038500.KSSouth Korea$413M-69%-3%5%0.72×7.6%4.6%
Ibstock IBST.LUnited Kingdom$408M-19%-10%-6%0.85×11.1%-6.1%
Universal Cement 1104.TWTaiwan$543M-7%-5%7%0.74×3.0%7.3%
Hainan RuiZe New Building Material 002596.SZChina$544M-16%-16%-35%7.59×48.4%-35.2%
Zhejiang Jianfeng 600668.SSChina$403M-41%-13%-5%0.50×4.3%-5.3%
Longyan Kaolin Clay 605086.SSChina$550M-37%-9%8%2.34×21.9%8.4%
Shinagawa Refra 5351.TJapan$551M-3%+25%29%0.77×7.5%29.3%
Fujian SuperTech Advanced Material 688398.SSChina$399M-50%+7%1%2.34×27.9%1.2%
Stewards SWRDUnited States$555Mn/a+30%n/a259.22×2,645.6%n/a
Lets 002398.SZChina$394M-24%-13%1%0.69×4.5%0.7%
Sobute New Materials 603916.SSChina$573M-24%-3%3%0.88×9.1%3.0%
Hanil 003300.KSSouth Korea$384M-4%-10%3%0.31×3.8%3.3%

Questions

Which companies are Jiangsu Baoli Asphalt's closest peers?
The cockpit's peer set: Jiangxi Wannianqing Cement (000789.SZ), Tianjin Tianbao Infrastructure (000965.SZ), Forterra (FORT.L), Fujian Cement (600802.SS), Qinglong Pipes Industry (002457.SZ), CHC Resources (9930.TW), Lionhead Technology Development (600539.SS), Mitsui Matsushima (1518.T).
Is Jiangsu Baoli Asphalt expensive compared with its peers?
On price / book it trades at 3.62× against a peer median of 1.10×, 5th most expensive of 21 in its peer set. The share price implies a return on equity of about 23.7%; Jiangsu Baoli Asphalt delivers -9.4%, so the price asks more than the business earns today.
How has Jiangsu Baoli Asphalt stock performed?
Over six months to 6 Nov 2026 the shares returned -17.3% against -19.2% for the median peer; over one year -22.2%.

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.