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← CockpitCompetitor Analysis › 300415.SZ Yizumi Holdings Co., Ltd. Class AOpen in the cockpit ↗

Yizumi Holdings Co., Ltd. Class A300415.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Industrial Machinery

Chinese maker of injection molding machines and die-casting machines, a top global plastics/metal processing equipment supplier.

Momentum neutral 42
Mkt cap
$1.29B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$15.7M
20-day average traded
Fwd P/E
11.9×
forward earnings
ROIC−WACC
+1.1 pp
WACC 9.0%
Hurdle
-8 pp
Req g minus delivered
Next earnings
172 days
27 Apr 2027
Close · CNYCN¥18.20
1D-2.0%
1W+3.3%
1M-2.9%
3M-12.4%
6M-24.9%
YTD-30.2%
1Y-23.9%
ATR %3.7%
52w lowhigh36.8% off high

What Yizumi does

Chinese maker of injection molding machines and die-casting machines, a top global plastics/metal processing equipment supplier.

Sells machines by the unit to plastic and metal-part makers, so orders follow customers' factory investment, with parts and service afterwards. Overseas sales are made through its own sales and service subsidiaries. Large die-casting machines for one-piece EV body parts are a newer line.

Products and services

  • Injection molding machines
  • Die-casting machines
  • Extrusion equipment

Customers

  • Plastics processors
  • Automotive/EV part makers (die casting)

Where it sits in the supply chain

  • Industrials
  • Plastics/metal processing equipment
  • Injection molding and die casting…

What could go right

  • EV gigacasting adoption
  • Plastics processing capex globally

What could go wrong

  • Cyclical manufacturing capex

Moat: narrow (scale, distribution). Global sales and service network scale versus smaller regional equipment makers.

Headquarters: Foshan, China · Founded: 1992 · Employees: 5,068

Named competitors

Yizumi at a glance

Size Yizumi (300415.SZ) is a China Industrials company (Industrial Machinery) with a market value of $1.29B, the 1854th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥18.20 on 6 Nov 2026.

Performance Over six months the shares fell 24.9%, against -22.7% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 19 in its peer set.

Growth Revenue grew 13.1% over the last twelve months (peer median +10.1%); the operating margin is 10.6% (peer median 7.0%).

Valuation It trades at 11.9× forward earnings against a peer median of 27.2× (3rd cheapest of 14).

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 +17%, so the hurdle is -8 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.1 points above its cost of capital (9.0% WACC).

Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 78300415.SZ 76
Six months, rebased to 100: Yizumi against the median of its 20 peers (local-currency closes).

Yizumi financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥6.44BCN¥6.02BCN¥5.05BCN¥4.08BCN¥3.66B
Revenue growth—+19%+24%+11%—
Gross profitCN¥2.04BCN¥1.82BCN¥1.54BCN¥1.23BCN¥1.09B
EBITDAn/aCN¥925MCN¥777MCN¥626MCN¥464M
Net incomeCN¥610MCN¥709MCN¥608MCN¥477MCN¥405M
Free cash flowCN¥230MCN¥37.8MCN¥79.6M-CN¥49.8M-CN¥94.7M
Capital expenditureCN¥416MCN¥415MCN¥287MCN¥225MCN¥452M
Total debtCN¥3.57BCN¥2.75BCN¥2.21BCN¥1.85BCN¥1.51B

Quarterly statements and history in the cockpit →

Yizumi 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%-50%0%+50%618268860577343002766887893013382580301369DUE3194006036016834KIRLOSBROS6030116886988021603915300415.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Yizumi is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%+60%0×100×200×300×618268860577346887893013382580DUE6036016834603011688698603915300415.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yizumi is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%7734300276DUE0022396036016834KIRLOSBROS603915300415.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. Yizumi is the large dot.

Yizumi competitors and peer comparison

Head to head with its named competitors (300415.SZ vs 1882.HK vs 300607.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Yizumi 300415.SZ$1.29B-25%+13%11%11.9×9.6%
Haitian International 1882.HK$3.64B-18%+8%17%7.4×-11.5%
Guangdong Topstar Technology 300607.SZ$2.05B-1%+20%7%88.9×31.0%

How Yizumi 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.

Yizumi against its 20 peers (data as of 6 Nov 2026)
Measure300415.SZPeer medianRank in peer set
1-month return-2.9%-19.4%8th highest of 20
6-month return-24.9%-22.7%9th lowest of 19
Distance from 52-week high-36.8%-50.8%6th highest of 20
Revenue growth (TTM)+13.1%+10.1%9th highest of 21
Operating margin10.6%7.0%7th highest of 21
Forward P/E11.9×27.2×3rd cheapest of 14
Growth the price implies (Req g, 7 yrs)9.6%18.7%2nd least demanding of 9
Growth delivered (Del g)+17.4%+9.4%highest of 9
Hurdle (Req g minus delivered)-7.8 pp+9.6 pp2nd least demanding of 9
ROIC minus cost of capital+1.1 pp-3.0 pp7th highest of 20

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
Yizumi 300415.SZChina$1.29B-25%+13%11%11.9×9.6%+17.4%
Wafer Works 6182.TWOTaiwan$1.30B+42%+9%4%36.0×n/an/a
Shenzhen Creality 3D Technology 3388.HKHong Kong$1.28Bn/a+468%1%n/an/an/a
Sprint Precision Technologies 688605.SSChina$1.31B-3%+16%10%61.2×n/an/a
Ableprint Technology 7734.TWOTaiwan$1.31B-58%+48%50%20.7×18.8%+10.1%
SanFeng Intelligent Equipment 300276.SZChina$1.27B-8%+6%-10%n/a18.5%+8.7%
Hangzhou Honghua Digital Technology Stock 688789.SSChina$1.27B-22%-7%18%18.2×n/an/a
GKG Precision Machine 301338.SZChina$1.32B-57%+38%17%24.8×n/an/a
Aux Electric 2580.HKHong Kong$1.26B-37%+1%8%4.5×n/an/a
Bonfiglioli Transmissions BONFIG.NSIndia$1.33Bn/a+9%16%n/an/an/a
PowerTECH 301369.SZChina$1.34B-26%+56%3%n/an/an/a
Durr DUE.DEGermany$1.25B-24%+2%4%9.1×-3.3%+4.6%
Aotecar New Energy Technology 002239.SZChina$1.25B-17%-7%3%n/a11.9%+17.1%
HUYNDAI MOVEX 319400.KSSouth Korea$1.24B-51%+2%3%n/an/an/a
Chongqing Zaisheng Technology 603601.SSChina$1.35B-50%-6%1%158.2×39.7%-7.5%
Seikoh Giken 6834.TJapan$1.23B+17%+55%28%18.9×24.6%+15.2%
Kirloskar Brothers KIRLOSBROS.NSIndia$1.37B-8%+11%9%n/a33.9%+10.8%
Hefei Metalforming Intelligent Manufacturing 603011.SSChina$1.22B-18%-15%-11%307.4×n/an/a
Suzhou Veichi Electric 688698.SSChina$1.37B-38%+20%7%36.4×n/an/a
Topoint Technology 8021.TWTaiwan$1.37B-28%+49%21%27.2×n/an/a
Jiangsu Guomao Reducer 603915.SSChina$1.37B-11%+11%9%28.4×16.3%+4.0%

Questions

Who are Yizumi's main competitors?
Named competitors: Haitian International (1882.HK), Guangdong Topstar Technology (300607.SZ), Engel (private or unlisted). The cockpit's measured peer set (industry) also includes Wafer Works (6182.TWO), Shenzhen Creality 3D Technology (3388.HK), Sprint Precision Technologies (688605.SS), Ableprint Technology (7734.TWO), SanFeng Intelligent Equipment (300276.SZ), Hangzhou Honghua Digital Technology Stock (688789.SS).
Is Yizumi expensive compared with its peers?
On forward p/e it trades at 11.9× against a peer median of 27.2×, 3rd cheapest of 14 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 +17%, so the hurdle is -8 pp: the price already allows for a slowdown.
How has Yizumi stock performed?
Over six months to 6 Nov 2026 the shares returned -24.9% against -22.7% for the median peer; over one year -23.9%.

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.