Loading…
Supplies ultra-high-purity metal sputtering targets and precision fab parts (clamp rings, shower heads, diamond disks) to chipmakers.
Supplies ultra-high-purity metal sputtering targets and precision fab parts (clamp rings, shower heads, diamond disks) to chipmakers.
Sells targets and fab parts as consumables that wear out during chip-making and are bought again and again, so revenue follows customers' wafer volumes. Each product must pass long fab qualification, but then tends to stay in place.
In one line: China's version of Honeywell/JX Nippon's sputtering-target business.
Moat: narrow (process know-how, customer qualification). Ultra-high-purity materials require long fab qualification; still trails Japanese/US leaders on scale.
Headquarters: Yuyao, China · Founded: 2005 · Employees: 4,957
Size Konfoong Materials International (300666.SZ) is a China Information Technology company (Semiconductors) with a market value of $8.09B, the 306th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥195.47 on 6 Nov 2026.
Performance Over six months the shares gained 8.8%, against -17.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 20 in its peer set.
Growth Revenue grew 35.3% over the last twelve months (peer median +21.9%); the operating margin is 9.9% (peer median 11.1%).
Valuation It trades at 53.5× forward earnings against a peer median of 17.7× (5th most expensive of 18).
Capital Return on invested capital runs 4.7 points below its cost of capital (10.4% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.78B | CN¥4.60B | CN¥3.60B | CN¥2.60B | CN¥2.32B |
| Revenue growth | — | +28% | +39% | +12% | — |
| Gross profit | CN¥1.90B | CN¥1.18B | CN¥951M | CN¥706M | CN¥652M |
| EBITDA | n/a | CN¥767M | CN¥513M | CN¥341M | CN¥380M |
| Net income | CN¥910M | CN¥500M | CN¥401M | CN¥255M | CN¥264M |
| Free cash flow | -CN¥361M | -CN¥828M | -CN¥1.48B | -CN¥597M | -CN¥791M |
| Capital expenditure | CN¥1.35B | CN¥1.30B | CN¥1.38B | CN¥849M | CN¥806M |
| Total debt | CN¥6.15B | CN¥4.18B | CN¥2.74B | CN¥1.11B | CN¥524M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Konfoong Materials International 300666.SZ | $8.09B | +9% | +35% | 10% | 53.5× | n/a |
| Honeywell Technologies HON | $69.8B | -1% | -17% | 18% | 23.2× | 4.1% |
| Tosoh 4042.T | $4.69B | -4% | -1% | 11% | 11.4× | -1.5% |
| GRINM Semiconductor Materials 688432.SS | $6.34B | +131% | +36% | 19% | 161.4× | n/a |
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 | 300666.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.8% | -25.5% | 4th highest of 21 |
| 6-month return | +8.8% | -17.5% | 4th highest of 20 |
| Distance from 52-week high | -53.4% | -47.8% | 8th lowest of 21 |
| Revenue growth (TTM) | +35.3% | +21.9% | 7th highest of 21 |
| Operating margin | 9.9% | 11.1% | 11th highest of 21 |
| Forward P/E | 53.5× | 17.7× | 5th most expensive of 18 |
| ROIC minus cost of capital | -4.7 pp | -3.2 pp | 7th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Konfoong Materials International 300666.SZ | China | $8.09B | +9% | +35% | 10% | 53.5× | n/a | n/a |
| Shenzhen Techwinsemi Technology 001309.SZ | China | $8.12B | -64% | +317% | 35% | 6.7× | n/a | n/a |
| Amkor Technology AMKR | United States | $8.13B | -57% | +16% | 10% | 12.1× | n/a | n/a |
| RMBS RMBS | United States | $7.98B | -42% | +17% | 37% | 19.9× | 24.5% | +23.5% |
| VeriSilicon Microelectronics (Shanghai) 688521.SS | China | $8.31B | -63% | +39% | -23% | n/a | 40.5% | +15.9% |
| SG Micro 300661.SZ | China | $8.33B | -12% | +46% | 17% | 55.7× | 35.9% | +26.7% |
| Ingenic Semiconductor 3223.HK | Hong Kong | $7.76B | n/a | +100% | 35% | 10.9× | -3.9% | +16.1% |
| Tianshui Huatian Technology 002185.SZ | China | $7.74B | +10% | +33% | 4% | 45.0× | n/a | n/a |
| Powerchip Semiconductor Manufacturing 6770.TW | Taiwan | $7.54B | -5% | +22% | -5% | 7.6× | 11.3% | +0.5% |
| Nexchip Semiconductor 688249.SS | China | $8.80B | -17% | +14% | 7% | 66.4× | n/a | n/a |
| WAAREE Energies WAAREEENER.NS | India | $7.41B | -24% | +75% | 16% | 17.3× | n/a | n/a |
| Silicon Laboratories SLAB | United States | $7.39B | +2% | +22% | -3% | 60.3× | n/a | n/a |
| Alchip Technologies Limitd 3661.TW | Taiwan | $7.35B | -32% | -51% | 23% | 14.4× | n/a | n/a |
| United Nova Technology 688469.SS | China | $8.92B | +4% | +42% | -10% | 102.1× | n/a | n/a |
| Novatek Microelectronics 3034.TW | Taiwan | $9.16B | +18% | +2% | 20% | 14.1× | -4.2% | +4.7% |
| Smartsens Technology (Shanghai) 688213.SS | China | $7.01B | +21% | +27% | 13% | 30.9× | 23.1% | +42.7% |
| Xi'an ESWIN Material Technology 688783.SS | China | $9.34B | -36% | +25% | -25% | n/a | n/a | n/a |
| Minebea Mitsumi 6479.T | Japan | $6.97B | -13% | +12% | 7% | 11.9× | 10.8% | +11.0% |
| Sanan Optoelectronics 600703.SS | China | $6.87B | -33% | -22% | -7% | n/a | n/a | n/a |
| Vanguard International Semiconductor 5347.TWO | Taiwan | $6.82B | -22% | +10% | 17% | 17.7× | n/a | n/a |
| Semtech SMTC | United States | $9.63B | -15% | +18% | 12% | 19.1× | 51.8% | +12.0% |