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← CockpitCompetitor Analysis › 300740.SZ SYoung Group Co., Ltd. Class AOpen in the cockpit ↗

SYoung Group Co., Ltd. Class A300740.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Household/Personal Care

Chinese cosmetics group selling skincare brands, including acquired premium brand EviDenS de Beaute, mainly via e-commerce.

≈ A Chinese e-commerce-led multi-brand cosmetics groupMomentum laggard 5
Mkt cap
$1.00B
US dollars, full cap
Free float
57%
of shares outstanding
$/day
$96.7M
20-day average traded
Fwd P/E
39.6×
forward earnings
ROIC−WACC
-4.0 pp
WACC 10.2%
Hurdle
+12 pp
Req g minus delivered
Next earnings
173 days
28 Apr 2027
Close · CNYCN¥16.19
1D-5.4%
1W-10.3%
1M-26.3%
3M-21.1%
6M-36.9%
YTD-32.1%
1Y-27.6%
ATR %8.9%
52w lowhigh42.9% off high

What SYoung does

Chinese cosmetics group selling skincare brands, including acquired premium brand EviDenS de Beaute, mainly via e-commerce.

In one line: A Chinese e-commerce-led multi-brand cosmetics group.

Products and services

  • Domestic skincare brands
  • Premium acquired brands
  • Cosmetics OEM/distribution

Customers

  • Online consumers (Tmall/Douyin/livestream)

Where it sits in the supply chain

  • Consumer staples
  • Personal care/cosmetics
  • Multi-brand skincare, e-commerce-led

What could go right

  • Livestream/e-commerce beauty channel growth

What could go wrong

  • Brand-portfolio integration risk
  • Intense cosmetics competition

Moat: narrow (brand, distribution). Strong livestream/e-commerce distribution capability across a multi-brand skincare portfolio.

Headquarters: Hangzhou, China · Employees: 2,082

Named competitors

SYoung at a glance

Size SYoung (300740.SZ) is a China Consumer Staples company (Household/Personal Care) with a market value of $1.00B, the 2294th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.19 on 6 Nov 2026.

Performance Over six months the shares fell 36.9%, against +8.2% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 13.9% over the last twelve months (peer median +9.4%); the operating margin is 3.2% (peer median 9.9%).

Valuation It trades at 39.6× forward earnings against a peer median of 19.2× (3rd most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +12 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 4.0 points below its cost of capital (10.2% WACC).

Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 108300740.SZ 63
Six months, rebased to 100: SYoung against the median of its 20 peers (local-currency closes).

SYoung financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.24BCN¥4.97BCN¥4.23BCN¥4.48BCN¥4.71B
Revenue growth—+17%-6%-5%—
Gross profitCN¥3.55BCN¥3.18BCN¥2.61BCN¥2.56BCN¥2.46B
EBITDAn/aCN¥328MCN¥326MCN¥460MCN¥196M
Net incomeCN¥113MCN¥148MCN¥110MCN¥294MCN¥125M
Free cash flowCN¥480MCN¥505M-CN¥8.63MCN¥86.8M-CN¥275M
Capital expenditureCN¥55.7MCN¥69.4MCN¥278MCN¥178MCN¥293M
Total debtCN¥838MCN¥1.60BCN¥1.69BCN¥1.45BCN¥1.28B

Quarterly statements and history in the cockpit →

SYoung 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%-20%0%+20%492830110826570013286031932145GALAXYSURF241710EPCJYOTHYLAB483650605009603983003006ICOS4919301371ENR7956300740.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. SYoung is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%10×20×30×40×492830110826570013286031932145GALAXYSURF241710EPCJYOTHYLAB483650605009603983003006ICOS4919002790301371ENR7956300740.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. SYoung is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%492826570013286031932145GALAXYSURF241710EPCJYOTHYLAB4836506050090030064919002790301371300740.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. SYoung is the large dot.

SYoung competitors and peer comparison

Head to head with its named competitors (300740.SZ vs 603605.SS vs 300957.SZ vs 603983.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
SYoung 300740.SZ$1.00B-37%+14%3%39.6×18.1%
Proya Cosmetics 603605.SS$2.97B-19%+2%13%11.1×-4.8%
Yunnan Botanee Bio-Technology 300957.SZ$1.84B-28%+7%9%21.2×4.5%
Guangdong Marubi Biotechnology 603983.SS$1.45B-4%-6%2%37.0×n/a

How SYoung 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.

SYoung against its 20 peers (data as of 6 Nov 2026)
Measure300740.SZPeer medianRank in peer set
1-month return-26.3%+1.6%lowest of 21
6-month return-36.9%+8.2%2nd lowest of 21
Distance from 52-week high-42.9%-26.4%3rd lowest of 21
Revenue growth (TTM)+13.9%+9.4%8th highest of 21
Operating margin3.2%9.9%3rd lowest of 21
Forward P/E39.6×19.2×3rd most expensive of 21
Growth the price implies (Req g, 7 yrs)18.1%2.9%3rd most demanding of 19
Growth delivered (Del g)+6.1%+9.8%7th lowest of 19
Hurdle (Req g minus delivered)+12.0 pp-6.9 pp2nd most demanding of 19
ROIC minus cost of capital-4.0 pp+7.1 pplowest of 21

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
SYoung 300740.SZChina$1.00B-37%+14%3%39.6×18.1%+6.1%
Noevir 4928.TJapan$977M+3%+1%16%19.4×-4.8%+4.5%
Tongling Jieya Biologic Technology 301108.SZChina$961M+47%+54%7%54.0×n/an/a
Shanghai Forest Cabin Cosmetics 2657.HKHong Kong$1.06B0%+74%18%12.1×11.5%+49.0%
Dencare (Chongqing) Oral Care 001328.SZChina$944M+15%+10%11%28.9×4.3%+10.8%
Runben Biotechnology 603193.SSChina$940M-33%+13%21%18.9×1.7%+28.4%
Shanghai Chicmax Cosmetics 2145.HKHong Kong$1.22B-52%+23%8%15.0×-5.9%+21.2%
Galaxy Surfactants GALAXYSURF.NSIndia$819M+13%+30%9%18.6×18.0%+13.7%
Cosmecca Korea 241710.KSSouth Korea$798M+25%+44%13%14.4×-5.9%+13.6%
Edgewell Personal Care EPCUnited States$1.29B+32%-7%6%12.4×4.1%+2.7%
Jyothy Labs JYOTHYLAB.NSIndia$773M-23%+5%8%30.9×35.0%+8.9%
d'Alba Global 483650.KSSouth Korea$1.32B-37%+55%21%13.6×-2.2%+53.0%
Hangzhou Haoyue Personal Care 605009.SSChina$750M-19%+10%6%17.7×4.7%+7.7%
Guangdong Marubi Biotechnology 603983.SSChina$1.45B-4%-6%2%37.0×n/an/a
Chongqing Baiya Sanitary Products 003006.SZChina$1.49B+25%0%3%41.2×30.6%+22.8%
Intercos ICOS.MIItaly$1.50B+16%-5%9%19.5×4.5%+11.5%
Milbon 4919.TJapan$669M+30%+6%13%22.9×-3.1%+8.2%
AMOREPACIFIC 002790.KSSouth Korea$1.55B-3%+9%9%8.4×-17.9%-1.3%
Harbin Fuerjia Technology 301371.SZChina$1.58B-30%+28%20%22.5×8.7%+3.6%
Energizer ENRUnited States$1.63B+26%+2%16%7.2×-5.2%+1.5%
Pigeon 7956.TJapan$1.66B+30%+7%13%26.3×-1.3%+1.9%

Questions

Who are SYoung's main competitors?
Named competitors: Proya Cosmetics (603605.SS), Yunnan Botanee (300957.SZ), Guangdong Marubi (603983.SS). The cockpit's measured peer set (industry) also includes Noevir (4928.T), Tongling Jieya Biologic Technology (301108.SZ), Shanghai Forest Cabin Cosmetics (2657.HK), Dencare (Chongqing) Oral Care (001328.SZ), Runben Biotechnology (603193.SS), Shanghai Chicmax Cosmetics (2145.HK).
Is SYoung expensive compared with its peers?
On forward p/e it trades at 39.6× against a peer median of 19.2×, 3rd most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +12 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 SYoung stock performed?
Over six months to 6 Nov 2026 the shares returned -36.9% against +8.2% for the median peer; over one year -27.6%.

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.