Chinese maker of industrial machinery and precision equipment components.
Chinese maker of industrial machinery and precision equipment components.
Moat: none
Headquarters: China · Employees: 2,270
Size SVG (300331.SZ) is a China Industrials company (Industrial Machinery) with a market value of $1.19B, the 1976th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥30.60 on 6 Nov 2026.
Performance Over six months the shares fell 42.3%, against -23.0% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 5.5% over the last twelve months (peer median +6.5%); the operating margin is 2.0% (peer median 3.6%).
Valuation It trades at 4.1× enterprise value to sales against a peer median of 3.7× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 46% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +38 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 8.8 points below its cost of capital (13.2% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.05B | CN¥2.04B | CN¥1.84B | CN¥1.72B | CN¥1.71B |
| Revenue growth | — | +11% | +7% | 0% | — |
| Gross profit | CN¥593M | CN¥344M | CN¥299M | CN¥302M | CN¥234M |
| EBITDA | n/a | CN¥79.3M | CN¥56.5M | CN¥64.4M | -CN¥247M |
| Net income | CN¥20.0M | -CN¥18.5M | -CN¥58.0M | -CN¥45.7M | -CN¥279M |
| Free cash flow | CN¥109M | CN¥136M | CN¥159M | -CN¥87.5M | CN¥92,420 |
| Capital expenditure | CN¥70.5M | CN¥78.3M | CN¥46.1M | CN¥76.3M | CN¥202M |
| Total debt | CN¥1.09B | CN¥803M | CN¥630M | CN¥665M | CN¥770M |
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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.
| Measure | 300331.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -25.1% | -9.2% | 7th lowest of 21 |
| 6-month return | -42.3% | -23.0% | 5th lowest of 21 |
| Distance from 52-week high | -59.7% | -46.0% | 8th lowest of 21 |
| Revenue growth (TTM) | +5.5% | +6.5% | 11th highest of 21 |
| Operating margin | 2.0% | 3.6% | 8th lowest of 21 |
| EV / Sales | 4.1× | 3.7× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 46.0% | 19.1% | most demanding of 9 |
| Growth delivered (Del g) | +8.1% | +11.8% | 2nd lowest of 9 |
| Hurdle (Req g minus delivered) | +37.9 pp | +7.0 pp | most demanding of 9 |
| ROIC minus cost of capital | -8.8 pp | -5.0 pp | 6th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SVG 300331.SZ | China | $1.19B | -42% | +6% | 2% | 4.1× | 46.0% | +8.1% |
| Guangdong Anda Automation Solutions 688125.SS | China | $1.19B | -55% | +56% | 2% | 7.0× | n/a | n/a |
| Ariston ARIS.MI | Italy | $1.20B | -17% | +5% | 6% | 0.6× | 0.1% | +10.5% |
| Union Tool 6278.T | Japan | $1.20B | -41% | +40% | 25% | 2.9× | 22.0% | +12.0% |
| Eugene Technology 084370.KS | South Korea | $1.21B | -43% | +2% | 15% | 3.5× | 16.3% | +11.6% |
| EFORT Intelligent Robot 688165.SS | China | $1.18B | -18% | +12% | -48% | 6.9× | n/a | n/a |
| Shuangliang Eco-Energy Systems 600481.SS | China | $1.21B | -36% | -29% | -29% | 2.6× | n/a | n/a |
| Shenzhen iN-Cube Automation 301312.SZ | China | $1.18B | -43% | +18% | 6% | 9.5× | n/a | n/a |
| Suzhou Gyz Electronic Technology 688260.SS | China | $1.17B | +96% | +56% | -13% | 10.1× | n/a | n/a |
| Guangdong Lyric Robot Automation 688499.SS | China | $1.17B | -15% | +37% | 1% | 2.5× | n/a | n/a |
| Tennant TNC | United States | $1.22B | -18% | 0% | 4% | 1.2× | n/a | n/a |
| Jiangsu Bide Science & Technology 605298.SS | China | $1.16B | -30% | -4% | 15% | 13.8× | 40.4% | +10.1% |
| Shanghai Step Electric 002527.SZ | China | $1.16B | -21% | 0% | -2% | 2.3× | n/a | n/a |
| Hefei Metalforming Intelligent Manufacturing 603011.SS | China | $1.22B | -18% | -15% | -11% | 4.3× | n/a | n/a |
| Shenzhen Xinyichang Technology 688383.SS | China | $1.16B | -25% | +34% | -9% | 8.6× | n/a | n/a |
| KSB KSB.NS | India | $1.16B | -30% | +8% | 10% | 3.8× | 35.3% | +17.5% |
| YAPP Automotive Systems 603013.SS | China | $1.16B | -25% | -1% | 7% | 0.8× | -9.1% | +0.7% |
| Seikoh Giken 6834.T | Japan | $1.23B | +17% | +55% | 28% | 5.3× | 24.6% | +15.2% |
| Jiangsu Rongtai Industry 605133.SS | China | $1.15B | -17% | +51% | 6% | 2.1× | n/a | n/a |
| HUYNDAI MOVEX 319400.KS | South Korea | $1.24B | -51% | +2% | 3% | 4.4× | n/a | n/a |
| Aotecar New Energy Technology 002239.SZ | China | $1.25B | -17% | -7% | 3% | 1.2× | 11.9% | +17.1% |