Loading…
Employees: 538
Size ActBlue (300816.SZ) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $577M, the 3519th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥48.10 on 6 Nov 2026.
Performance Over six months the shares fell 33.5%, against -19.2% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 29.6% over the last twelve months (peer median +4.4%); the operating margin is 7.2% (peer median 5.5%).
Valuation It trades at 26.4× forward earnings against a peer median of 20.1× (3rd most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is +10%, 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 1.2 points below its cost of capital (10.0% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.30B | CN¥1.08B | CN¥943M | CN¥1.04B | CN¥815M |
| Revenue growth | — | +14% | -10% | +28% | — |
| Gross profit | CN¥290M | CN¥263M | CN¥199M | CN¥166M | CN¥126M |
| EBITDA | n/a | CN¥179M | CN¥121M | CN¥56.6M | -CN¥15.8M |
| Net income | CN¥71.2M | CN¥95.0M | CN¥49.9M | CN¥10.7M | -CN¥10.5M |
| Free cash flow | CN¥170M | CN¥28.8M | CN¥16.4M | -CN¥111M | -CN¥43.6M |
| Capital expenditure | CN¥656M | CN¥155M | CN¥129M | CN¥92.0M | CN¥106M |
| Total debt | CN¥1.45B | CN¥982M | CN¥781M | CN¥611M | CN¥677M |
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.
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 | 300816.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.8% | -5.7% | 4th lowest of 21 |
| 6-month return | -33.5% | -19.2% | 5th lowest of 21 |
| Distance from 52-week high | -53.3% | -41.3% | 5th lowest of 21 |
| Revenue growth (TTM) | +29.6% | +4.4% | highest of 21 |
| Operating margin | 7.2% | 5.5% | 6th highest of 21 |
| Forward P/E | 26.4× | 20.1× | 3rd most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 21.5% | 8.7% | 3rd most demanding of 13 |
| Growth delivered (Del g) | +9.9% | +9.0% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | +11.7 pp | -3.8 pp | 4th most demanding of 13 |
| ROIC minus cost of capital | -1.2 pp | -2.3 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ActBlue 300816.SZ | China | $577M | -34% | +30% | 7% | 26.4× | 21.5% | +9.9% |
| Jamna Auto Industries JAMNAAUTO.NS | India | $580M | +4% | +16% | 13% | 20.1× | 11.8% | +19.3% |
| Dalian Demaishi Precision Technology 301007.SZ | China | $571M | -31% | 0% | 6% | n/a | 34.5% | +7.6% |
| G-Tekt 5970.T | Japan | $570M | +16% | +5% | 5% | 6.2× | n/a | n/a |
| Shenzhen Kaizhong Precision Technology 002823.SZ | China | $585M | -27% | +10% | 8% | 13.8× | -3.3% | +8.8% |
| Chongqing Qin'an M&E 603758.SS | China | $567M | -25% | -1% | 6% | 16.6× | 8.8% | +8.2% |
| Jiangsu Changshu Automotive Trim 603035.SS | China | $567M | -23% | +17% | 2% | 11.4× | -8.4% | +26.2% |
| BeijingWest Industries International 2339.HK | Hong Kong | $589M | -23% | -3% | 1% | n/a | n/a | n/a |
| GSP Automotive Group Wenzhou 605088.SS | China | $590M | -45% | +15% | 8% | 13.6× | n/a | n/a |
| Hamaton Automotive Technology 300643.SZ | China | $559M | -10% | +7% | 18% | n/a | 6.4% | +9.1% |
| Jiangsu Nonghua Intelligent Agriculture Technology 000816.SZ | China | $597M | -15% | +14% | 6% | n/a | n/a | n/a |
| Wheels India WHEELS.NS | India | $597M | +74% | +17% | 5% | n/a | 10.4% | +17.8% |
| Harbin Dongan Auto Engine 600178.SS | China | $603M | -15% | +4% | -3% | 22.1× | 14.4% | +1.3% |
| Shanghai Kelai Mechatronics Engineering 603960.SS | China | $549M | -37% | +4% | 0% | 45.0× | n/a | n/a |
| Shanghai Sinotec 603121.SS | China | $546M | -46% | +2% | -2% | 30.2× | n/a | n/a |
| Shandong Meichen Technology 300237.SZ | China | $613M | +23% | -3% | -7% | n/a | 2.6% | -10.1% |
| Zhejiang Xiantong Rubber & Plastic 603239.SS | China | $540M | -44% | +9% | 14% | 20.8× | 8.6% | +19.8% |
| Lumax Industries LUMAXIND.NS | India | $539M | 0% | +29% | 6% | 22.4× | 22.7% | +23.8% |
| Shenzhen Soling Industrial 002766.SZ | China | $538M | -11% | -57% | -29% | n/a | n/a | n/a |
| TPR 6463.T | Japan | $620M | +23% | +1% | 6% | 9.6× | -0.4% | +4.6% |
| Wuhu Sanlian Forging 001282.SZ | China | $537M | -23% | +2% | 5% | 24.8× | n/a | n/a |