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← CockpitCompetitor Analysis › 300444.SZ Beijing SOJO Electric Co., Ltd. Class AOpen in the cockpit ↗

Beijing SOJO Electric Co., Ltd. Class A300444.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Electrical Products

Beijing maker of reactive power compensation (SVG) equipment that improves power quality on industrial and grid systems.

Momentum laggard 3
Mkt cap
$912M
US dollars, full cap
Free float
97%
of shares outstanding
$/day
$40.1M
20-day average traded
Fwd P/E
9.1×
forward earnings
ROIC−WACC
-8.0 pp
WACC 7.1%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥7.56
1D-1.1%
1W+8.5%
1M-11.1%
3M-30.2%
6M-52.1%
YTD-21.5%
1Y-7.9%
ATR %6.2%
52w lowhigh60.0% off high

What Beijing SOJO Electric does

Beijing maker of reactive power compensation (SVG) equipment that improves power quality on industrial and grid systems.

Products and services

  • Static var generators (SVG)
  • Reactive power compensation devices

Customers

  • Industrial plants
  • Grid companies

Where it sits in the supply chain

  • Power equipment
  • Power quality / reactive power…
  • Industrial & grid customers

What could go right

  • Industrial power-quality and grid demand

What could go wrong

  • Price competition
  • Industrial capex cycles

Moat: narrow (process know-how). Power-quality equipment requires engineering know-how, though the segment has multiple domestic competitors.

Headquarters: Beijing, China · Employees: 2,523

Beijing SOJO Electric at a glance

Size Beijing SOJO Electric (300444.SZ) is a China Industrials company (Electrical Products) with a market value of $912M, the 2487th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.56 on 6 Nov 2026.

Performance Over six months the shares fell 52.1%, against -19.6% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 20 in its peer set.

Growth Revenue fell 11.4% over the last twelve months (peer median +6.5%); the operating margin is -4.1% (peer median 8.3%).

Valuation It trades at 9.1× forward earnings against a peer median of 14.6× (3rd cheapest of 10).

Capital Return on invested capital runs 8.0 points below its cost of capital (7.1% WACC).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 79300444.SZ 45
Six months, rebased to 100: Beijing SOJO Electric against the median of its 20 peers (local-currency closes).

Beijing SOJO Electric financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥3.73BCN¥4.83BCN¥3.47BCN¥3.14BCN¥1.88B
Revenue growth—+39%+11%+67%—
Gross profitCN¥557MCN¥667MCN¥665MCN¥575MCN¥210M
EBITDAn/aCN¥234MCN¥304MCN¥236M-CN¥69.6M
Net incomeCN¥143MCN¥185MCN¥80.8MCN¥103M-CN¥172M
Free cash flow-CN¥452M-CN¥154M-CN¥872M-CN¥238M-CN¥304M
Capital expenditureCN¥358MCN¥159MCN¥227MCN¥444MCN¥94.5M
Total debtCN¥3.83BCN¥3.17BCN¥2.46BCN¥1.14BCN¥917M

Quarterly statements and history in the cockpit →

Beijing SOJO Electric 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%-25%0%+25%+50%0024526050056651ARRY002733688103601700002300RSGN002346688326603855003033603333002801002350300443300341300393300444.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Beijing SOJO Electric is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%+40%20×40×0024526651ARRY688103RSGN603855002801300443300393300444.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Beijing SOJO Electric is the large dot.

Beijing SOJO Electric competitors and peer comparison

How Beijing SOJO Electric 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 SOJO Electric against its 20 peers (data as of 6 Nov 2026)
Measure300444.SZPeer medianRank in peer set
1-month return-11.1%-6.0%8th lowest of 21
6-month return-52.1%-19.6%lowest of 20
Distance from 52-week high-60.0%-38.1%2nd lowest of 21
Revenue growth (TTM)-11.4%+6.5%5th lowest of 21
Operating margin-4.1%8.3%4th lowest of 20
Forward P/E9.1×14.6×3rd cheapest of 10
ROIC minus cost of capital-8.0 pp-2.9 pp5th lowest 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
Beijing SOJO Electric 300444.SZChina$912M-52%-11%-4%9.1×n/an/a
Changgao Electric 002452.SZChina$917M-10%-9%19%8.2×2.6%+1.3%
CWB Automotive Electronics 605005.SSChina$907M-21%0%9%n/a9.4%+9.3%
NITTO KOGYO 6651.TJapan$906M-17%+6%8%11.6×-2.7%+7.3%
Array Technologies ARRYUnited States$902M-32%-16%0%6.5×57.9%+8.0%
Shenzhen Center Power Tech 002733.SZChina$901M-43%+16%5%n/a16.9%+6.4%
Kunshan GuoLi Electronic Technology 688103.SSChina$924M+7%+34%5%53.9×37.7%+26.6%
Changshu Fengfan Power Equipment 601700.SSChina$924M0%+31%-9%n/an/an/a
Fujian Nanping Sun Cable 002300.SZChina$924M-9%+9%0%n/a19.6%+8.7%
R&S Group Holding AG Pref RSGN.SWSwitzerland$899M-22%+2%18%14.6×-7.0%+2.3%
Shanghai Zhezhong 002346.SZChina$928M-21%+23%15%n/a22.1%+7.0%
Beijing Jingwei Hirain Technologies 688326.SSChina$896M-40%+2%-5%n/an/an/a
Warom Technology 603855.SSChina$938M+1%-18%15%14.6×-2.6%+7.1%
Qingdao CHOHO Industrial 003033.SZChina$939M+36%+6%9%n/a14.2%+14.6%
Sunway 603333.SSChina$941M+1%+68%3%n/an/an/a
Hangzhou Weiguang Electronic 002801.SZChina$884M-21%+11%17%13.4×6.6%+13.1%
Beijing Creative 002350.SZChina$946M-19%+7%-1%n/a54.8%-0.3%
Jinlei Technology 300443.SZChina$876M-40%-14%13%17.6×5.6%+11.1%
Temb Intelligent Tech Shandong 603448.SSChina$951Mn/a+16%n/an/a45.6%n/a
Motic (Xiamen) Electric 300341.SZChina$957M-20%+19%12%n/a17.7%+5.1%
Jolywood (Suzhou) Sunwatt 300393.SZChina$958M-42%-48%-62%30.8×5.1%-2.7%

Questions

Which companies are Beijing SOJO Electric's closest peers?
The cockpit's peer set: Changgao Electric (002452.SZ), CWB Automotive Electronics (605005.SS), NITTO KOGYO (6651.T), Array Technologies (ARRY), Shenzhen Center Power Tech (002733.SZ), Kunshan GuoLi Electronic Technology (688103.SS), Changshu Fengfan Power Equipment (601700.SS), Fujian Nanping Sun Cable (002300.SZ).
Is Beijing SOJO Electric expensive compared with its peers?
On forward p/e it trades at 9.1× against a peer median of 14.6×, 3rd cheapest of 10 in its peer set.
How has Beijing SOJO Electric stock performed?
Over six months to 6 Nov 2026 the shares returned -52.1% against -19.6% for the median peer; over one year -7.9%.

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.