Loading…
← CockpitCompetitor Analysis › 300737.SZ Keshun Waterproof Technologies Co., Ltd. Class AOpen in the cockpit ↗

Keshun Waterproof Technologies Co., Ltd. Class A300737.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Industrial Specialties
Momentum laggard 8
Mkt cap
$656M
US dollars, full cap
Free float
60%
of shares outstanding
$/day
$11.5M
20-day average traded
P/B
1.13×
price to book
ROE
-12.0%
delivered
Implied ROE
15.7%
what the price asks
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥3.99
1D-2.0%
1W+3.6%
1M-15.1%
3M-19.9%
6M-41.4%
YTD-27.4%
1Y-21.6%
ATR %4.5%
52w lowhigh57.4% off high

What Keshun Waterproof Technologies does

Employees: 3,031

Keshun Waterproof Technologies at a glance

Size Keshun Waterproof Technologies (300737.SZ) is a China Materials company (Industrial Specialties) with a market value of $656M, the 3228th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.99 on 6 Nov 2026.

Performance Over six months the shares fell 41.4%, against -6.3% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 12.4% over the last twelve months (peer median +5.1%); the operating margin is -7.7% (peer median 6.6%).

Valuation It trades at 1.13× book value against a peer median of 2.61× (5th cheapest of 21).

Price implies The share price implies a return on equity of about 15.7%; Keshun Waterproof Technologies delivers -12.0%, so the price asks more than the business earns today.

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 95300737.SZ 56
Six months, rebased to 100: Keshun Waterproof Technologies against the median of its 20 peers (local-currency closes).

Keshun Waterproof Technologies financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.60BCN¥6.03BCN¥6.81BCN¥7.92BCN¥7.64B
Revenue growth—-12%-14%+4%—
Gross profitCN¥1.60BCN¥1.38BCN¥1.40BCN¥1.57BCN¥1.55B
EBITDAn/a-CN¥34.4MCN¥257M-CN¥127MCN¥416M
Net income-CN¥505M-CN¥535MCN¥35.5M-CN¥338MCN¥178M
Free cash flowCN¥1.34BCN¥161MCN¥105M-CN¥304M-CN¥74.7M
Capital expenditureCN¥88.8MCN¥173MCN¥252MCN¥508MCN¥334M
Total debtCN¥6.42BCN¥5.31BCN¥6.08BCN¥5.70BCN¥4.31B

Quarterly statements and history in the cockpit →

Keshun Waterproof Technologies 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

-40%-20%0%+20%+40%-20%0%4044300221MATVRAINSGL49566008196002939893FCL6031106036BORORENEW688199603375SFL603683300731300243300737.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Keshun Waterproof Technologies is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%20%20×40×60×4044300221MATVRAINSGL49566008196002939893FCL6031106036BORORENEW688199603375SFL603683300731300243300737.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Keshun Waterproof Technologies is the large dot.

Capital: ROE delivered against the ROE the price implies

0%50%100%0%50%100%4044300221MATVRAINSGL495660029398936031106036603375300731300737.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Keshun Waterproof Technologies is the large dot.

Keshun Waterproof Technologies competitors and peer comparison

How Keshun Waterproof Technologies 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.

Keshun Waterproof Technologies against its 20 peers (data as of 6 Nov 2026)
Measure300737.SZPeer medianRank in peer set
1-month return-15.1%-6.8%5th lowest of 21
6-month return-41.4%-6.3%3rd lowest of 21
Return on equity-12.0%7.5%lowest of 21
Price / book1.13×2.61×5th cheapest of 21
ROE the price implies15.7%19.1%8th least demanding of 21
ROE delivered-12.0%6.7%lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Keshun Waterproof Technologies 300737.SZChina$656M-41%-12%-12%1.13×15.7%-12.0%
Central Glass 4044.TJapan$648M0%+4%9%0.80×6.3%9.4%
Guangdong Silver Age Sci & Tech 300221.SZChina$667M-16%+7%11%2.78×31.0%10.8%
Mativ MATVUnited States$646M+27%+1%20%1.37×11.9%20.0%
Rain Industries RAIN.NSIndia$645M+35%+17%7%0.76×13.8%7.2%
SGL Carbon SGL.DEGermany$668M+2%-16%-7%1.26×11.5%-7.4%
Konishi 4956.TJapan$643M+9%+7%11%1.03×7.0%11.1%
Shanghai Yaohua Pilkington Glass 600819.SSChina$643M-24%0%1%1.31×10.0%1.5%
Hubei Sanxia New Building Materials 600293.SSChina$640M+15%-34%-8%2.71×17.6%-7.6%
Pizu 9893.HKHong Kong$677M-8%-8%18%3.83×25.1%17.8%
Fineotex Chemical FCL.NSIndia$635M+86%+91%13%6.80×82.8%n/a
New East New Materials 603110.SSChina$633M-5%-5%1%6.01×59.7%0.6%
KeePer Technical Laboratory 6036.TJapan$631M+24%+12%46%3.90×17.0%45.6%
Borosil Renewables BORORENEW.NSIndia$628M-29%+11%10%3.74×38.4%n/a
Tianjin Jiuri New Materials 688199.SSChina$628M-3%+15%3%1.63×17.4%3.1%
Wuxi Holyview Microelectronics 603375.SSChina$618M-10%-17%0%2.66×23.2%-0.5%
Sheela Foam SFL.NSIndia$614M-7%+20%8%1.73×20.5%7.8%
Shanghai Smith Adhesive New Material 603683.SSChina$706M-43%+19%6%2.79×24.5%6.1%
Shenzhen Cotran Industrial Material 300731.SZChina$707M-47%-1%-1%7.96×116.6%-0.9%
Shandong Ruifeng Chemical 300243.SZChina$715M-19%+2%6%2.56×28.6%6.0%
ZACROS 7917.TJapan$596M-11%+6%8%0.91×8.4%8.3%

Questions

Which companies are Keshun Waterproof Technologies's closest peers?
The cockpit's peer set: Central Glass (4044.T), Guangdong Silver Age Sci & Tech (300221.SZ), Mativ (MATV), Rain Industries (RAIN.NS), SGL Carbon (SGL.DE), Konishi (4956.T), Shanghai Yaohua Pilkington Glass (600819.SS), Hubei Sanxia New Building Materials (600293.SS).
Is Keshun Waterproof Technologies expensive compared with its peers?
On price / book it trades at 1.13× against a peer median of 2.61×, 5th cheapest of 21 in its peer set. The share price implies a return on equity of about 15.7%; Keshun Waterproof Technologies delivers -12.0%, so the price asks more than the business earns today.
How has Keshun Waterproof Technologies stock performed?
Over six months to 6 Nov 2026 the shares returned -41.4% against -6.3% for the median peer; over one year -21.6%.

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.