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Jiangsu maker of high-temperature superalloys and special stainless steels for aerospace and energy equipment.
Jiangsu maker of high-temperature superalloys and special stainless steels for aerospace and energy equipment.
Sells superalloy bar, strip and wire, and master alloys that foundries remelt into cast turbine parts, each grade approved customer by customer. Approval takes years, so orders repeat for a long time once won but new business is slow to start.
In one line: A small Chinese Special Metals/Carpenter Technology.
Moat: narrow (customer qualification, process know-how). Aerospace/turbine alloys require lengthy customer qualification, protecting incumbents.
Headquarters: Danyang, China · Founded: 1991 · Employees: 982
Size Jiangsu ToLand Alloy (300855.SZ) is a China Materials company (Other Metals/Minerals) with a market value of $1.83B, the 1370th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥30.85 on 6 Nov 2026.
Performance Over six months the shares fell 21.5%, against -28.2% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 74.8% over the last twelve months (peer median +16.0%); the operating margin is 28.3% (peer median 4.6%).
Valuation It trades at 26.5× forward earnings against a peer median of 22.0× (8th most expensive of 18).
Capital Return on invested capital runs 6.5 points above its cost of capital (8.9% WACC).
Next results Next results expected around 19 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.81B | CN¥1.12B | CN¥1.25B | CN¥1.38B | CN¥1.03B |
| Revenue growth | — | -11% | -9% | +34% | — |
| Gross profit | CN¥767M | CN¥302M | CN¥412M | CN¥463M | CN¥352M |
| EBITDA | n/a | CN¥246M | CN¥373M | CN¥399M | CN¥280M |
| Net income | CN¥422M | CN¥155M | CN¥267M | CN¥330M | CN¥255M |
| Free cash flow | -CN¥451M | -CN¥295M | CN¥195M | -CN¥243M | CN¥4.53M |
| Capital expenditure | CN¥233M | CN¥304M | CN¥110M | CN¥346M | CN¥251M |
| Total debt | CN¥840M | CN¥448M | CN¥187M | CN¥162M | CN¥210M |
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 |
|---|---|---|---|---|---|---|
| Jiangsu ToLand Alloy 300855.SZ | $1.83B | -21% | +75% | 28% | 26.5× | n/a |
| Citic Pacific Special Steel 000708.SZ | $9.52B | -18% | 0% | 6% | 10.8× | -7.8% |
| Carpenter Technology CRS | $13.8B | -35% | +10% | 23% | 20.0× | 17.4% |
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 | 300855.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.0% | -8.9% | 7th highest of 21 |
| 6-month return | -21.5% | -28.2% | 9th highest of 21 |
| Distance from 52-week high | -38.0% | -48.2% | 7th highest of 21 |
| Revenue growth (TTM) | +74.8% | +16.0% | 4th highest of 20 |
| Operating margin | 28.3% | 4.6% | 5th highest of 20 |
| Forward P/E | 26.5× | 22.0× | 8th most expensive of 18 |
| ROIC minus cost of capital | +6.5 pp | -4.4 pp | 4th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu ToLand Alloy 300855.SZ | China | $1.83B | -21% | +75% | 28% | 26.5× | n/a | n/a |
| Yantai Zhenghai Magnetic Material 300224.SZ | China | $1.79B | -1% | +16% | 5% | 29.9× | 20.1% | +29.2% |
| Beijing Zhong Ke San Huan High-Tech 000970.SZ | China | $1.87B | -16% | +11% | 3% | 65.8× | n/a | n/a |
| Energy Fuels EFR.TO | Canada | $1.78B | -70% | +70% | -79% | 61.7× | n/a | n/a |
| Nickel Industries NIC.AX | Australia | $1.78B | -46% | -3% | 10% | 10.4× | 13.1% | +27.5% |
| Iluka Resources ILU.AX | Australia | $1.77B | -30% | -20% | -29% | n/a | n/a | n/a |
| Baoji Titanium Industry 600456.SS | China | $1.76B | -26% | +14% | 7% | 26.4× | n/a | n/a |
| Yellow Cake YCA.L | United Kingdom | $1.74B | -12% | n/a | n/a | 10.6× | n/a | n/a |
| RHI Magnesita RHIM.L | United Kingdom | $1.74B | +2% | -1% | 11% | 6.9× | 3.0% | +7.5% |
| Atalaya Mining Copper ATYM.L | United Kingdom | $1.71B | -2% | +20% | 29% | 7.8× | 6.5% | +13.0% |
| Denison Mines DML.TO | Canada | $2.00B | -39% | -9% | -2,101% | n/a | n/a | n/a |
| CGN Mining 1164.HK | Hong Kong | $2.03B | -47% | +15% | 2% | 20.8× | 33.0% | +19.1% |
| Lianyou Metals 7610.TW | Taiwan | $2.03B | +89% | +238% | 56% | 11.4× | n/a | n/a |
| Henan Liliang Diamond 301071.SZ | China | $2.03B | -2% | +73% | 21% | 45.0× | 28.0% | +20.9% |
| Anhui Jingcheng Copper Share 002171.SZ | China | $2.07B | -22% | +35% | 1% | 22.0× | n/a | n/a |
| Jiaxin International Resources Investment 3858.HK | Hong Kong | $2.08B | -56% | +2,782% | 65% | 6.1× | -6.4% | n/a |
| Guangdong Jia Yuan Technology Shares 688388.SS | China | $2.12B | -38% | +81% | 4% | 17.9× | n/a | n/a |
| Centrus Energy LEU | United States | $2.14B | -50% | +8% | 2% | 34.5× | n/a | n/a |
| Tibet Summit Resources 600338.SS | China | $1.56B | -59% | +54% | 30% | n/a | 12.8% | +16.5% |
| 5N Plus VNP.TO | Canada | $2.15B | -10% | +32% | 18% | 28.8× | n/a | n/a |
| China Kings Resources 603505.SS | China | $1.55B | -33% | -11% | -1% | 46.2× | n/a | n/a |