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← CockpitCompetitor Analysis › 300200.SZ Beijing Comens New Materials Co., Ltd. Class AOpen in the cockpit ↗

Beijing Comens New Materials Co., Ltd. Class A300200.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Industrial Specialties
Momentum neutral 44
Mkt cap
$491M
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$5.56M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-5.7 pp
WACC 9.1%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥7.60
1D-1.4%
1W+3.7%
1M-5.9%
3M-9.3%
6M-24.1%
YTD-35.1%
1Y-26.6%
ATR %3.3%
52w lowhigh52.9% off high

What Beijing Comens New Materials does

Employees: 922

Beijing Comens New Materials at a glance

Size Beijing Comens New Materials (300200.SZ) is a China Materials company (Industrial Specialties) with a market value of $491M, the 3901st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.60 on 6 Nov 2026.

Performance Over six months the shares fell 24.1%, against -20.7% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 20.5% over the last twelve months (peer median +7.6%); the operating margin is 3.9% (peer median 4.3%).

Valuation It trades at 2.4× enterprise value to sales against a peer median of 2.6× (10th cheapest of 21).

Capital Return on invested capital runs 5.7 points below its cost of capital (9.1% WACC).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 79300200.SZ 75
Six months, rebased to 100: Beijing Comens New Materials against the median of its 20 peers (local-currency closes).

Beijing Comens New Materials financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.48BCN¥1.32BCN¥1.18BCN¥1.03BCN¥1.01B
Revenue growth—+12%+14%+2%—
Gross profitCN¥332MCN¥309MCN¥311MCN¥272MCN¥305M
EBITDAn/aCN¥130MCN¥154MCN¥110MCN¥164M
Net incomeCN¥69.9MCN¥104MCN¥135M-CN¥345MCN¥141M
Free cash flow-CN¥29.2M-CN¥56.9M-CN¥50.7MCN¥32.3MCN¥152M
Capital expenditureCN¥55.0MCN¥40.6MCN¥26.0MCN¥59.0MCN¥30.4M
Total debtCN¥637MCN¥571MCN¥353MCN¥215MCN¥115M

Quarterly statements and history in the cockpit →

Beijing Comens New Materials 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%-10%0%00266900300230016003016881573005540029173002253012374365301618600333603681INDIGOPNTS300980017960002224603928300606300920300200.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Beijing Comens New Materials is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%0×2.5×5×7.5×00266900300230016003016881573005540029173002253012374365301618600333603681INDIGOPNTS300980017960002224603928300606300920300200.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Beijing Comens New Materials is the large dot.

Beijing Comens New Materials competitors and peer comparison

How Beijing Comens New Materials 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.

Beijing Comens New Materials against its 20 peers (data as of 6 Nov 2026)
Measure300200.SZPeer medianRank in peer set
1-month return-5.9%-13.5%5th highest of 21
6-month return-24.1%-20.7%9th lowest of 21
Distance from 52-week high-52.9%-44.2%6th lowest of 21
Revenue growth (TTM)+20.5%+7.6%4th highest of 21
Operating margin3.9%4.3%10th lowest of 21
EV / Sales2.4×2.6×10th cheapest of 21
ROIC minus cost of capital-5.7 pp-3.6 pp8th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Beijing Comens New Materials 300200.SZChina$491M-24%+20%4%2.4×n/an/a
Kangda New Materials (Group) 002669.SZChina$498M-18%+23%3%1.2×n/an/a
Shanxi Huhua 003002.SZChina$482M-52%-4%6%2.2×12.0%+18.8%
Jiangsu Xiuqiang Glasswork 300160.SZChina$478M-20%-8%7%1.4×1.7%+5.3%
SANVO Fine Chemicals 0301.HKHong Kong$476M+269%+3%-3%3.5×n/an/a
Sokan New Materials 688157.SSChina$476M-44%-8%-3%4.7×n/an/a
NanJing Sanchao Advanced Materials 300554.SZChina$508M-27%+6%-51%12.4×n/an/a
Shenzhen King Explorer Science & Technology 002917.SZChina$509M-25%+1%11%2.2×-1.1%+22.8%
Shanghai Kinlita Chemical 300225.SZChina$472M+7%+20%2%3.2×48.9%-2.0%
Hangzhou Heshun Technology 301237.SZChina$471M-41%+23%-20%5.0×n/an/a
Matsumoto Yushiseiyaku 4365.TJapan$467M+10%-1%20%0.5×n/an/a
Dongguan Changlian New Materials Technology 301618.SZChina$519M-21%+23%4%5.0×48.7%+3.2%
Changchun Gas 600333.SSChina$520M-1%+15%4%2.4×21.2%+9.6%
Shanghai Yongguan Adhesive Products 603681.SSChina$520M-20%+7%1%0.8×28.1%+22.6%
Indigo Paints INDIGOPNTS.NSIndia$462M-1%+12%13%2.7×27.6%+14.2%
Hubei Xiangyuan New Material Technology 300980.SZChina$461M-52%+15%5%4.3×21.6%+13.8%
HankukCarbon 017960.KSSouth Korea$526M-71%+11%18%0.6×-20.0%+17.2%
Sanlux 002224.SZChina$458M-22%+8%-4%2.2×n/an/a
Suzhou Xingye Materials Technology 603928.SSChina$540M-14%+15%7%2.1×17.2%+1.8%
Dongguan Golden Sun Abrasives 300606.SZChina$545M-29%-12%5%7.7×35.2%+5.8%
Zhejiang Runyang New Material Technology 300920.SZChina$548M-6%-1%5%8.9×51.7%-0.5%

Questions

Which companies are Beijing Comens New Materials's closest peers?
The cockpit's peer set: Kangda New Materials (Group) (002669.SZ), Shanxi Huhua (003002.SZ), Jiangsu Xiuqiang Glasswork (300160.SZ), SANVO Fine Chemicals (0301.HK), Sokan New Materials (688157.SS), NanJing Sanchao Advanced Materials (300554.SZ), Shenzhen King Explorer Science & Technology (002917.SZ), Shanghai Kinlita Chemical (300225.SZ).
Is Beijing Comens New Materials expensive compared with its peers?
On ev / sales it trades at 2.4× against a peer median of 2.6×, 10th cheapest of 21 in its peer set.
How has Beijing Comens New Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -24.1% against -20.7% for the median peer; over one year -26.6%.

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.