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← CockpitCompetitor Analysis › 300722.SZ Jiangxi Xinyu Guoke Technology Co., Ltd. Class AOpen in the cockpit ↗

Jiangxi Xinyu Guoke Technology Co., Ltd. Class A300722.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Aerospace & Defense
Momentum neutral 59
Mkt cap
$870M
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$18.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+3.0 pp
WACC 8.2%
Hurdle
+26 pp
Req g minus delivered
Close · CNYCN¥20.97
1D-1.5%
1W+0.9%
1M+0.6%
3M-4.2%
6M-25.8%
YTD-41.0%
1Y-31.2%
ATR %5.6%
52w lowhigh47.5% off high

What Jiangxi Xinyu Guoke Technology does

Employees: 772

Jiangxi Xinyu Guoke Technology at a glance

Size Jiangxi Xinyu Guoke Technology (300722.SZ) is a China Industrials company (Aerospace & Defense) with a market value of $870M, the 2579th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.97 on 6 Nov 2026.

Performance Over six months the shares fell 25.8%, against -27.7% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 20 in its peer set.

Growth Revenue grew 13.8% over the last twelve months (peer median +12.6%); the operating margin is 14.0% (peer median 2.1%).

Valuation It trades at 12.9× enterprise value to sales against a peer median of 5.3× (4th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +26 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 3.0 points above its cost of capital (8.2% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026300722.SZ 73Peer median 71
Six months, rebased to 100: Jiangxi Xinyu Guoke Technology against the median of its 20 peers (local-currency closes).

Jiangxi Xinyu Guoke Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥439MCN¥445MCN¥443MCN¥387MCN¥340M
Revenue growth—0%+14%+14%—
Gross profitCN¥187MCN¥195MCN¥182MCN¥175MCN¥151M
EBITDAn/aCN¥114MCN¥106MCN¥104MCN¥87.5M
Net incomeCN¥62.4MCN¥82.5MCN¥79.2MCN¥75.7MCN¥66.4M
Free cash flowCN¥20.4MCN¥61.4MCN¥59.0MCN¥74.4MCN¥42.2M
Capital expenditureCN¥12.4MCN¥24.9MCN¥12.8MCN¥14.7MCN¥13.1M
Total debtCN¥337,439CN¥614,485CN¥789,581CN¥328,583CN¥782,103

Quarterly statements and history in the cockpit →

Jiangxi Xinyu Guoke Technology 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%688631YSSPNG300581DROAVON002970CHRTV1NC688510NPK0013883006967224PARAS300397300900EOS003009300722.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangxi Xinyu Guoke Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×10×20×688631YSSTONBOPNG300581DROAVON002970CHRTV1NC688510NPK3006967224PARAS300397300900EOS003009300722.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangxi Xinyu Guoke Technology is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%688631AVONV1NC688510NPK0013887224300722.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. Jiangxi Xinyu Guoke Technology is the large dot.

Jiangxi Xinyu Guoke Technology competitors and peer comparison

How Jiangxi Xinyu Guoke Technology 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.

Jiangxi Xinyu Guoke Technology against its 20 peers (data as of 6 Nov 2026)
Measure300722.SZPeer medianRank in peer set
1-month return+0.6%-6.2%7th highest of 20
6-month return-25.8%-27.7%9th highest of 20
Distance from 52-week high-47.5%-47.7%10th highest of 20
Revenue growth (TTM)+13.8%+12.6%10th highest of 21
Operating margin14.0%2.1%3rd highest of 21
EV / Sales12.9×5.3×4th most expensive of 21
Growth the price implies (Req g, 7 yrs)38.8%21.1%2nd most demanding of 8
Growth delivered (Del g)+12.9%+7.4%4th highest of 8
Hurdle (Req g minus delivered)+26.0 pp+3.4 pp2nd most demanding of 8
ROIC minus cost of capital+3.0 pp-6.6 pp3rd highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Jiangxi Xinyu Guoke Technology 300722.SZChina$870M-26%+14%14%12.9×38.8%+12.9%
Nanjing LES Information Technology 688631.SSChina$863M-38%-31%-5%5.1×36.9%-1.1%
York Space Systems YSSUnited States$860M-82%+52%-15%1.3×n/an/a
Tonbo Imaging India TONBO.NSIndia$895Mn/a-23%21%23.5×n/an/a
Kraken Robotics PNG.VCanada$896M-53%+21%-2%7.4×n/an/a
Xi'an ChenXi Aviation Technology 300581.SZChina$906M-13%0%-78%49.0×n/an/a
DroneShield DRO.AXAustralia$818M-60%+153%-14%3.8×n/an/a
Avon Technologies AVON.LUnited Kingdom$933M+45%+5%12%3.1×16.3%+7.4%
Streamax Technology 002970.SZChina$951M-51%+3%11%2.3×n/an/a
Cohort CHRT.LUnited Kingdom$774M+9%+13%11%1.9×n/an/a
Vincorion V1NC.DEGermany$982M-5%+18%12%4.1×38.0%+47.5%
Wuxi Hyatech 688510.SSChina$768M-41%-4%12%7.5×41.9%+18.2%
National Presto Industries NPKUnited States$1.02B0%+21%9%1.9×8.3%+7.4%
Shandong Senter Electronic 001388.SZChina$742M-16%+5%6%4.4×21.1%+17.7%
Chengdu ALD Aviation Manufacturing 300696.SZChina$733M-58%-18%-12%10.8×n/an/a
Shinmaywa Industries,Ltd 7224.TJapan$721M-32%+12%6%0.5×-5.6%+6.4%
Paras Defence & Space Technologies PARAS.NSIndia$1.06B+43%+42%23%17.7×n/an/a
Xi'An Tian He Defense Technology 300397.SZChina$713M-28%+69%-5%8.0×n/an/a
Guanglian Aviation Industry 300900.SZChina$1.07B-51%+1%-10%8.6×n/an/a
Electro Optic Systems EOS.AXAustralia$1.08B-18%+225%-7%5.5×n/an/a
Shaanxi Zhongtian Rocket Technology 003009.SZChina$1.10B-26%+42%-6%6.7×n/an/a

Questions

Which companies are Jiangxi Xinyu Guoke Technology's closest peers?
The cockpit's peer set: Nanjing LES Information Technology (688631.SS), York Space Systems (YSS), Tonbo Imaging India (TONBO.NS), Kraken Robotics (PNG.V), Xi'an ChenXi Aviation Technology (300581.SZ), DroneShield (DRO.AX), Avon Technologies (AVON.L), Streamax Technology (002970.SZ).
Is Jiangxi Xinyu Guoke Technology expensive compared with its peers?
On ev / sales it trades at 12.9× against a peer median of 5.3×, 4th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +26 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 Jiangxi Xinyu Guoke Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -25.8% against -27.7% for the median peer; over one year -31.2%.

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.