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Employees: 1,624
Size Shengyuan Environmental Protection (300867.SZ) is a China Industrials company (Trucking) with a market value of $638M, the 3272nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.65 on 6 Nov 2026.
Performance Over six months the shares fell 23.9%, against -8.4% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 3.4% over the last twelve months (peer median +2.6%); the operating margin is 27.6% (peer median 4.2%).
Valuation It trades at 11.8× forward earnings against a peer median of 15.9× (2nd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -13 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.5 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.61B | CN¥1.55B | CN¥1.58B | CN¥1.74B | CN¥1.75B |
| Revenue growth | — | -2% | -10% | 0% | — |
| Gross profit | CN¥987M | CN¥654M | CN¥619M | CN¥530M | CN¥508M |
| EBITDA | n/a | CN¥826M | CN¥728M | CN¥682M | CN¥692M |
| Net income | CN¥327M | CN¥248M | CN¥182M | CN¥147M | CN¥180M |
| Free cash flow | CN¥399M | CN¥383M | CN¥78.0M | CN¥40.3M | -CN¥72.5M |
| Capital expenditure | CN¥469M | CN¥449M | CN¥428M | CN¥346M | CN¥840M |
| Total debt | CN¥4.05B | CN¥4.16B | CN¥4.22B | CN¥4.07B | CN¥4.14B |
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 | 300867.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.3% | -3.3% | 9th lowest of 21 |
| 6-month return | -23.9% | -8.4% | 5th lowest of 21 |
| Distance from 52-week high | -38.6% | -26.7% | 7th lowest of 21 |
| Revenue growth (TTM) | +3.4% | +2.6% | 11th highest of 21 |
| Operating margin | 27.6% | 4.2% | highest of 21 |
| Forward P/E | 11.8× | 15.9× | 2nd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -4.1% | 5.3% | 5th least demanding of 15 |
| Growth delivered (Del g) | +8.5% | +4.3% | 6th highest of 15 |
| Hurdle (Req g minus delivered) | -12.7 pp | -1.6 pp | 4th least demanding of 15 |
| ROIC minus cost of capital | +1.5 pp | -1.2 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shengyuan Environmental Protection 300867.SZ | China | $638M | -24% | +3% | 28% | 11.8× | -4.1% | +8.5% |
| VRL Logistics VRLLOG.NS | India | $624M | +27% | +11% | 14% | 16.1× | 6.2% | +12.8% |
| San Yang Ma (Chongqing) Logistics 001317.SZ | China | $606M | -11% | -51% | 4% | n/a | 35.8% | +7.1% |
| Transport Corporation of India TCI.NS | India | $700M | -12% | +12% | 8% | 14.2× | 14.9% | +11.9% |
| Shanghai Jin Jiang Online Network Service 600650.SS | China | $705M | -14% | -19% | -2% | n/a | 5.6% | -10.8% |
| Universal Logistics ULH | United States | $715M | +108% | -7% | 4% | 13.9× | n/a | n/a |
| Shibusawa Logistics 9304.T | Japan | $723M | +48% | +2% | 5% | n/a | 16.9% | +4.1% |
| Forward Air FWRD | United States | $562M | +69% | 0% | 3% | 153.6× | 17.1% | +14.5% |
| Fulongma 603686.SS | China | $743M | -37% | +6% | 6% | 27.8× | 2.4% | -2.0% |
| Heartland Express HTLD | United States | $780M | -24% | -17% | -6% | 28.2× | n/a | n/a |
| Sakai Moving Service 9039.T | Japan | $785M | +2% | +4% | 10% | 13.7× | -11.2% | +4.5% |
| Covenant Logistics CVLG | United States | $801M | -5% | +12% | 1% | 12.3× | n/a | n/a |
| Shanghai Juss Sports and Entertainment 600676.SS | China | $802M | -36% | -14% | -15% | n/a | 5.1% | -11.0% |
| Yongtaiyun Chemical Logistics 001228.SZ | China | $481M | +7% | +31% | 5% | n/a | n/a | n/a |
| K.R.S.Corporation 9369.T | Japan | $441M | -9% | +4% | 3% | 32.4× | n/a | n/a |
| Maruzen Showa Unyu 9068.T | Japan | $922M | -15% | +3% | 10% | 10.5× | -7.4% | +4.2% |
| Logwin TGHN.DE | Germany | $942M | +5% | -6% | 5% | 15.2× | -16.0% | +3.9% |
| Marten Transport MRTN | United States | $959M | -25% | -5% | 1% | 27.1× | n/a | n/a |
| Hangzhou Dadi Haiyang Environmental Protection 301068.SZ | China | $409M | -45% | +25% | 3% | 15.7× | 16.2% | +23.5% |
| Kerry TJ Logistics 2608.TW | Taiwan | $391M | -8% | -1% | 12% | n/a | -5.0% | +0.8% |
| NTG Nordic Transport Group A/S NTG.CO | Denmark | $1.09B | +71% | +16% | 5% | 20.6× | -0.4% | +16.4% |