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Employees: 521
Size Ningbo Jianan Electronics (300880.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $466M, the 4033rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.92 on 6 Nov 2026.
Performance Over six months the shares fell 28.8%, against -26.2% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue fell 33.0% over the last twelve months (peer median +7.3%); the operating margin is 5.4% (peer median 2.3%).
Valuation It trades at 4.6× enterprise value to sales against a peer median of 2.7× (8th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +30 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 3.6 points below its cost of capital (7.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥580M | CN¥636M | CN¥1.02B | CN¥905M | CN¥803M |
| Revenue growth | — | -38% | +12% | +13% | — |
| Gross profit | CN¥137M | CN¥158M | CN¥310M | CN¥244M | CN¥251M |
| EBITDA | CN¥60.3M | CN¥89.5M | CN¥210M | CN¥168M | CN¥157M |
| Net income | CN¥49.5M | CN¥80.6M | CN¥193M | CN¥154M | CN¥140M |
| Free cash flow | CN¥52.1M | -CN¥3.87M | CN¥246M | CN¥228M | CN¥119M |
| Capital expenditure | CN¥108M | CN¥83.3M | CN¥68.0M | CN¥29.2M | CN¥104M |
| Total debt | CN¥174M | CN¥166M | CN¥155M | CN¥87.5M | CN¥97.4M |
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| Measure | 300880.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.5% | -11.8% | 10th highest of 21 |
| 6-month return | -28.8% | -26.2% | 9th lowest of 21 |
| Distance from 52-week high | -44.9% | -46.7% | 11th highest of 21 |
| Revenue growth (TTM) | -33.0% | +7.3% | 2nd lowest of 21 |
| Operating margin | 5.4% | 2.3% | 9th highest of 21 |
| EV / Sales | 4.6× | 2.7× | 8th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 34.7% | 7.1% | most demanding of 12 |
| Growth delivered (Del g) | +4.7% | +7.4% | 4th lowest of 12 |
| Hurdle (Req g minus delivered) | +30.1 pp | -5.5 pp | 2nd most demanding of 12 |
| ROIC minus cost of capital | -3.6 pp | -5.2 pp | 8th highest of 19 |
| EV / EBITDA | 44.7× | 10.3× | 3rd most expensive of 10 |
| Net debt / EBITDA | -7.5× | -2.1× | 2nd least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ningbo Jianan Electronics 300880.SZ | China | $466M | -29% | -33% | 5% | 4.6× | 34.7% | +4.7% |
| Kewell Technology 688551.SS | China | $464M | -20% | +13% | 2% | 5.0× | n/a | n/a |
| Henan Splendor Science and Technology 002296.SZ | China | $470M | -23% | -36% | 18% | 3.2× | 6.3% | +6.6% |
| Chengdu Zhimingda Electronics 688636.SS | China | $474M | -58% | -12% | 13% | 4.9× | n/a | n/a |
| Careray Digital Medical Technology 688607.SS | China | $479M | -45% | +2% | -10% | 10.8× | n/a | n/a |
| Grade Upon Technology 6739.TWO | Taiwan | $481M | -52% | +99% | 57% | 13.4× | 12.4% | +26.7% |
| Sinosun Technology 300333.SZ | China | $482M | +3% | +2% | -13% | 25.4× | n/a | n/a |
| Babcock & Wilcox Enterprises BW | United States | $484M | -78% | +40% | 4% | 0.5× | n/a | n/a |
| Wiscom System 002090.SZ | China | $485M | -27% | -4% | 1% | 1.5× | 34.3% | -3.4% |
| Shenzhen Bestek Technology 300822.SZ | China | $448M | -37% | -19% | -6% | 3.7× | n/a | n/a |
| Integrated Electronic Systems Lab Co 002339.SZ | China | $486M | -34% | +11% | -2% | 1.1× | 15.8% | +8.2% |
| Merry Electronics 2439.TW | Taiwan | $493M | -26% | +9% | 2% | 0.3× | -5.0% | +6.2% |
| Shanghai Zizhu High-Tech Science And Technology 002058.SZ | China | $437M | -22% | +159% | 12% | 4.6× | 20.7% | +34.5% |
| Beijing Beetech 300667.SZ | China | $435M | -26% | +8% | -12% | 3.2× | 29.1% | -0.3% |
| Nippon Ceramic 6929.T | Japan | $501M | -14% | +3% | 23% | 1.9× | -4.5% | +9.8% |
| Espec 6859.T | Japan | $504M | +7% | +9% | 10% | 0.8× | 7.1% | +12.6% |
| Global PMX 4551.TW | Taiwan | $430M | -13% | +6% | 13% | 1.2× | -9.8% | +1.8% |
| SZZT Electronics 002197.SZ | China | $506M | -32% | +25% | -17% | 5.9× | n/a | n/a |
| Shanghai Hi-Tech Control System 002184.SZ | China | $507M | -16% | -16% | -3% | 1.8× | n/a | n/a |
| Zhejiang Wellsun Intelligent Technology 300882.SZ | China | $510M | -35% | +13% | -1% | 2.3× | n/a | n/a |
| A&D HOLON Holdings Company 7745.T | Japan | $420M | -15% | +2% | 12% | 0.9× | 4.7% | +7.4% |