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← CockpitCompetitor Analysis › 300286.SZ Acrel Co. Ltd. Class AOpen in the cockpit ↗

Acrel Co. Ltd. Class A300286.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Equipment/Instruments
Momentum neutral 52
Mkt cap
$691M
US dollars, full cap
Free float
89%
of shares outstanding
$/day
$10.7M
20-day average traded
Fwd P/E
18.4×
forward earnings
ROIC−WACC
+3.4 pp
WACC 10.1%
Hurdle
+7 pp
Req g minus delivered
Next earnings
143 days
29 Mar 2027
Close · CNYCN¥18.61
1D-0.9%
1W+4.4%
1M+0.3%
3M-10.1%
6M-23.0%
YTD-19.4%
1Y-21.3%
ATR %4.0%
52w lowhigh49.6% off high

What Acrel does

Employees: 681

Acrel at a glance

Size Acrel (300286.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $691M, the 3087th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥18.61 on 6 Nov 2026.

Performance Over six months the shares fell 23.0%, against -23.1% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.

Growth Revenue grew 9.3% over the last twelve months (peer median +5.3%); the operating margin is 12.8% (peer median 5.6%).

Valuation It trades at 18.4× forward earnings against a peer median of 17.5× (4th most expensive of 9).

Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +7 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 3.4 points above its cost of capital (10.1% WACC).

Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026Peer median 77300286.SZ 75
Six months, rebased to 100: Acrel against the median of its 20 peers (local-currency closes).

Acrel financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.19BCN¥1.09BCN¥1.06BCN¥1.11BCN¥1.02B
Revenue growth—+3%-5%+9%—
Gross profitCN¥554MCN¥484MCN¥451MCN¥494MCN¥455M
EBITDAn/aCN¥194MCN¥174MCN¥184MCN¥187M
Net incomeCN¥196MCN¥205MCN¥170MCN¥201MCN¥171M
Free cash flowCN¥103MCN¥171MCN¥241MCN¥250MCN¥144M
Capital expenditureCN¥73.4MCN¥70.8MCN¥27.3MCN¥93.6MCN¥29.2M
Total debtCN¥270MCN¥241MCN¥249MCN¥190MCN¥243M

Quarterly statements and history in the cockpit →

Acrel 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%00260968663015686881153006480024411723002546688623TBTG3005723016676914300466603070300853301516300099300286.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Acrel is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×200×400×00260968661723300853300099300286.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Acrel is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%002609686630156800244117230025466886230024016914300466603070300853300286.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. Acrel is the large dot.

Acrel competitors and peer comparison

How Acrel 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.

Acrel against its 20 peers (data as of 6 Nov 2026)
Measure300286.SZPeer medianRank in peer set
1-month return+0.3%-9.2%4th highest of 21
6-month return-23.0%-23.1%10th highest of 20
Distance from 52-week high-49.6%-41.6%7th lowest of 21
Revenue growth (TTM)+9.3%+5.3%10th highest of 20
Operating margin12.8%5.6%8th highest of 21
Forward P/E18.4×17.5×4th most expensive of 9
Growth the price implies (Req g, 7 yrs)15.7%8.9%6th most demanding of 14
Growth delivered (Del g)+8.8%+4.3%5th highest of 13
Hurdle (Req g minus delivered)+6.9 pp+6.3 pp7th least demanding of 13
ROIC minus cost of capital+3.4 pp-1.4 pp6th highest 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
Acrel 300286.SZChina$691M-23%+9%13%18.4×15.7%+8.8%
Shenzhen Jieshun Science & Technology Industry 002609.SZChina$683M-14%+5%3%26.4×1.9%+5.0%
Hioki E.E.Corporation 6866.TJapan$703M-27%+17%20%14.6×8.9%+13.3%
Xiamen Sinic-Tek Intelligent Technology 301568.SZChina$676M-23%+19%17%n/a35.3%+13.6%
Smartgiant Technology 688115.SSChina$672M+22%+40%5%n/an/an/a
Fujian Nebula Electronics 300648.SZChina$720M-44%-1%-18%n/an/an/a
ZhongYeDa Electric 002441.SZChina$662M-20%+5%2%n/a3.9%+0.1%
Nihon Dengi 1723.TJapan$653M-35%+2%26%11.2×-0.4%+6.4%
Nanjing Xinlian Electronics 002546.SZChina$732M-29%-2%21%n/a-8.4%+3.7%
Zhejiang Shuangyuan Technology 688623.SSChina$733M-10%+10%7%n/a39.1%+15.5%
COSCO SHIPPING Technology 002401.SZChina$646M-16%-4%-2%17.4×12.2%+3.5%
Beauty Tech TBTG.LUnited Kingdom$742M+71%n/a21%17.6×4.5%n/a
Shenzhen Anche Technologies 300572.SZChina$747M-29%+13%-33%n/an/an/a
RNBC New Energy 301667.SZChina$755M-59%+24%6%n/an/an/a
OPTEX 6914.TJapan$632M-6%+14%14%12.0×1.9%+13.6%
Saimo Technology 300466.SZChina$631M-14%-6%0%n/a57.8%-2.8%
Keytop Parking 2272.HKHong Kong$761Mn/a+4%11%n/an/an/a
Wecome Intelligent Manufacturing 603070.SSChina$624M-24%-8%0%n/a25.6%+2.3%
Hangzhou Shenhao Technology 300853.SZChina$623M-5%+125%-21%403.6×53.7%-12.4%
Shenzhen Vapel Power Supply Technology 301516.SZChina$622M-26%+32%-5%n/an/an/a
Uroica Precision Information Engineering 300099.SZChina$618M-39%-16%15%20.7×n/an/a

Questions

Which companies are Acrel's closest peers?
The cockpit's peer set: Shenzhen Jieshun Science & Technology Industry (002609.SZ), Hioki E.E.Corporation (6866.T), Xiamen Sinic-Tek Intelligent Technology (301568.SZ), Smartgiant Technology (688115.SS), Fujian Nebula Electronics (300648.SZ), ZhongYeDa Electric (002441.SZ), Nihon Dengi (1723.T), Nanjing Xinlian Electronics (002546.SZ).
Is Acrel expensive compared with its peers?
On forward p/e it trades at 18.4× against a peer median of 17.5×, 4th most expensive of 9 in its peer set. For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +7 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 Acrel stock performed?
Over six months to 6 Nov 2026 the shares returned -23.0% against -23.1% for the median peer; over one year -21.3%.

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.