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← CockpitCompetitor Analysis › 300284.SZ JSTI Group Class AOpen in the cockpit ↗

JSTI Group Class A300284.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Engineering & Construction
Momentum neutral 47
Mkt cap
$963M
US dollars, full cap
Free float
49%
of shares outstanding
$/day
$13.6M
20-day average traded
Fwd P/E
39.1×
forward earnings
ROIC−WACC
-3.8 pp
WACC 5.0%
Hurdle
+16 pp
Req g minus delivered
Next earnings
165 days
20 Apr 2027
Close · CNYCN¥5.09
1D-1.4%
1W+7.6%
1M-0.4%
3M-11.2%
6M-24.7%
YTD-35.4%
1Y-40.8%
ATR %3.2%
52w lowhigh42.0% off high

What JSTI does

Employees: 7,400

JSTI at a glance

Size JSTI (300284.SZ) is a China Industrials company (Engineering & Construction) with a market value of $963M, the 2365th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.09 on 6 Nov 2026.

Performance Over six months the shares fell 24.7%, against -8.5% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue fell 4.4% over the last twelve months (peer median +8.9%); the operating margin is 0.7% (peer median 7.4%).

Valuation It trades at 39.1× forward earnings against a peer median of 18.4× (4th most expensive of 19).

Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +16 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 3.8 points below its cost of capital (5.0% WACC).

Next results Next results expected around 20 Apr 2027 (exchange calendar; dates can move).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 92300284.SZ 74
Six months, rebased to 100: JSTI against the median of its 20 peers (local-currency closes).

JSTI financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.38BCN¥4.15BCN¥4.71BCN¥5.26BCN¥5.20B
Revenue growth—-12%-10%+1%—
Gross profitCN¥1.34BCN¥1.23BCN¥1.54BCN¥1.78BCN¥1.81B
EBITDAn/aCN¥197MCN¥385MCN¥460MCN¥960M
Net incomeCN¥12.8MCN¥23.5MCN¥227MCN¥330MCN¥593M
Free cash flowCN¥717MCN¥375MCN¥193MCN¥272MCN¥191M
Capital expenditureCN¥96.7MCN¥97.0MCN¥88.8MCN¥74.3MCN¥95.6M
Total debtCN¥2.92BCN¥2.74BCN¥2.99BCN¥2.48BCN¥2.31B

Quarterly statements and history in the cockpit →

JSTI 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%-25%0%+25%+50%-20%0%63790028117004KECYITWELENT60316319340021401926GFRDSNTIA060370YRMSLC1946003013605598605167300284.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. JSTI is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×200×400×63797004KECYITWELENT002140SNTIA060370SLC003013605598605167300284.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. JSTI is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%6379002811YIT60316319340021401926GFRDSNTIASLC300284.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. JSTI is the large dot.

JSTI competitors and peer comparison

How JSTI 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.

JSTI against its 20 peers (data as of 6 Nov 2026)
Measure300284.SZPeer medianRank in peer set
1-month return-0.4%-5.6%10th highest of 21
6-month return-24.7%-8.5%6th lowest of 21
Distance from 52-week high-42.0%-28.8%5th lowest of 21
Revenue growth (TTM)-4.4%+8.9%3rd lowest of 21
Operating margin0.7%7.4%2nd lowest of 21
Forward P/E39.1×18.4×4th most expensive of 19
Growth the price implies (Req g, 7 yrs)10.5%-0.8%4th most demanding of 12
Growth delivered (Del g)-5.4%+5.1%3rd lowest of 12
Hurdle (Req g minus delivered)+15.9 pp-11.3 pp2nd most demanding of 12
ROIC minus cost of capital-3.8 pp+0.8 pp4th lowest of 19

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
JSTI 300284.SZChina$963M-25%-4%1%39.1×10.5%-5.4%
RAIZNEXT 6379.TJapan$972M+29%+13%8%15.8×-0.9%+3.6%
Shenzhen Cheng Chung Design 002811.SZChina$949M+48%+28%13%n/a9.1%-6.2%
Kanadevia 7004.TJapan$979M-23%+8%2%6.3×n/an/a
KEC International KEC.NSIndia$939M-46%-2%5%13.3×n/an/a
YIT YIT.HEFinland$938M+45%+10%3%75.2×12.8%-10.6%
Welspun Enterprises WELENT.NSIndia$995M+29%+1%19%22.3×n/an/a
Acter Technology Integration 603163.SSChina$997M-32%+1%11%28.4×18.6%+22.2%
Yurtec 1934.TJapan$998M-8%-2%8%11.0×-6.2%+5.1%
East China Engineering Science and Technology 002140.SZChina$1,000M-24%+9%7%11.6×0.3%+13.9%
Raito Kogyo 1926.TJapan$928M-5%+9%13%11.6×-8.0%+5.2%
Galliford Try GFRD.LUnited Kingdom$925M+31%+3%3%14.5×-0.8%+11.4%
Sentia SNTIA.OLNorway$924M+8%+15%5%14.3×-11.1%+4.2%
LS Marine Solution 060370.KSSouth Korea$924M-35%+21%6%55.0×n/an/a
Rosetti Marino YRM.MIItaly$1.01B-9%+14%7%27.6×n/an/a
Superloop SLC.AXAustralia$1.01B-19%+22%5%30.8×28.0%+47.3%
Toenec 1946.TJapan$1.01B-32%+2%8%7.9×-2.3%+4.8%
Hubei Chutian Smart Communication 600035.SSChina$918M-1%+34%9%n/an/an/a
Guangzhou Metro Design & Research Institute 003013.SZChina$1.01B+9%-8%15%21.1×n/an/a
Shanghai Geoharbour Construction 605598.SSChina$913M-48%+9%-3%541.7×n/an/a
Jiangsu Libert 605167.SSChina$1.02B-24%-29%8%28.6×n/an/a

Questions

Which companies are JSTI's closest peers?
The cockpit's peer set: RAIZNEXT (6379.T), Shenzhen Cheng Chung Design (002811.SZ), Kanadevia (7004.T), KEC International (KEC.NS), YIT (YIT.HE), Welspun Enterprises (WELENT.NS), Acter Technology Integration (603163.SS), Yurtec (1934.T).
Is JSTI expensive compared with its peers?
On forward p/e it trades at 39.1× against a peer median of 18.4×, 4th most expensive of 19 in its peer set. For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +16 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.
How has JSTI stock performed?
Over six months to 6 Nov 2026 the shares returned -24.7% against -8.5% for the median peer; over one year -40.8%.

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.