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← CockpitCompetitor Analysis › 300939.SZ Shenzhen AV-Display Co., Ltd. Class AOpen in the cockpit ↗

Shenzhen AV-Display Co., Ltd. Class A300939.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Production Equipment

Chinese maker of audio-visual display equipment; specific product line not established from available knowledge.

Momentum leader 94
Mkt cap
$1.07B
US dollars, full cap
$/day
$45.4M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-2.2 pp
WACC 8.6%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥59.39
1D-5.8%
1W+3.0%
1M-39.6%
3M+14.7%
6M+53.7%
YTD+72.2%
1Y+72.8%
ATR %11.0%
52w lowhigh44.4% off high

What Shenzhen AV-Display does

Chinese maker of audio-visual display equipment; specific product line not established from available knowledge.

Where it sits in the supply chain

  • Electronics
  • Display/AV equipment

Moat: none

Headquarters: Shenzhen, China · Employees: 2,484

Shenzhen AV-Display at a glance

Size Shenzhen AV-Display (300939.SZ) is a China Information Technology company (Electronic Production Equipment) with a market value of $1.07B, the 2177th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥59.39 on 6 Nov 2026.

Performance Over six months the shares gained 53.7%, against -24.1% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 4.7% over the last twelve months (peer median +8.4%); the operating margin is 3.4% (peer median 5.4%).

Valuation It trades at 5.0× enterprise value to sales against a peer median of 5.0× (11th cheapest of 21).

Capital Return on invested capital runs 2.2 points below its cost of capital (8.6% WACC).

Relative performance

10020011 May 202611 Aug 20266 Nov 2026300939.SZ 151Peer median 78
Six months, rebased to 100: Shenzhen AV-Display against the median of its 20 peers (local-currency closes).

Shenzhen AV-Display financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.30BCN¥1.28BCN¥1.08BCN¥987MCN¥1.10B
Revenue growth—+19%+9%-10%—
Gross profitCN¥318MCN¥277MCN¥252MCN¥262MCN¥290M
EBITDAn/aCN¥104MCN¥108MCN¥144MCN¥150M
Net incomeCN¥57.2MCN¥79.7MCN¥90.6MCN¥122MCN¥159M
Free cash flow-CN¥138M-CN¥19.6MCN¥48.8MCN¥125MCN¥84.5M
Capital expenditureCN¥207MCN¥119MCN¥80.7MCN¥34.4MCN¥92.1M
Total debtCN¥189MCN¥120MCN¥7.39MCN¥106MCN¥78.5M

Quarterly statements and history in the cockpit →

Shenzhen AV-Display 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

-50%-25%0%+25%+50%-50%-25%0%+25%24866030526880112436301489095610301421005290002106002681300671600666301050300360002990300909313130426966300939.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shenzhen AV-Display is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×10×20×30×2486603052688011243630148909561030142100529000210600268130067160066630105030036000299030090930426966300939.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shenzhen AV-Display is the large dot.

Shenzhen AV-Display competitors and peer comparison

How Shenzhen AV-Display 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.

Shenzhen AV-Display against its 20 peers (data as of 6 Nov 2026)
Measure300939.SZPeer medianRank in peer set
1-month return-39.6%-23.3%5th lowest of 21
6-month return+53.7%-24.1%highest of 21
Distance from 52-week high-44.4%-55.4%7th highest of 21
Revenue growth (TTM)+4.7%+8.4%8th lowest of 21
Operating margin3.4%5.4%9th lowest of 21
EV / Sales5.0×5.0×11th cheapest of 21
ROIC minus cost of capital-2.2 pp-5.3 pp9th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Shenzhen AV-Display 300939.SZChina$1.07B+54%+5%3%5.0×n/an/a
I-Chiun Precision Industry 2486.TWTaiwan$1.05B-53%+25%7%4.6×n/an/a
Suzhou K-Hiragawa Electronic Technology 603052.SSChina$1.03B-55%+7%-10%7.3×n/an/a
Harbin Xinguang Optic-Electronics Technology 688011.SSChina$1.11B+17%+14%-42%42.7×n/an/a
LX Technology 2436.HKHong Kong$1.02B+37%-4%4%3.4×n/an/a
Guangdong Suqun New Material 301489.SZChina$1.16B-54%+24%8%6.7×n/an/a
TES 095610.KSSouth Korea$982M-7%+33%17%2.9×14.5%+7.4%
Nanjing Wavelength Opto-Electronic Science and Technology 301421.SZChina$980M-46%+8%7%12.5×n/an/a
Dongjin Semichem 005290.KSSouth Korea$1.18B-44%-4%16%1.2×-4.4%+5.0%
Shenzhen Laibao Hi-Tech 002106.SZChina$962M-13%-12%4%1.4×n/an/a
Shenzhen Fenda Technology 002681.SZChina$1.19B-15%+7%-1%3.0×27.1%-5.2%
Fuman Microelectronics 300671.SZChina$1.21B-22%+71%3%6.4×n/an/a
Aurora Optoelectronics 600666.SSChina$1.22B-44%+44%-15%13.6×35.2%-1.9%
WindSun Science & Technology 688663.SSChina$1.23B-14%-9%3%4.2×48.5%+18.9%
Chengdu RML Technology 301050.SZChina$927M-37%-81%-128%31.7×21.4%+16.9%
Hangzhou Sunrise Technology 300360.SZChina$919M-20%-17%19%2.5×-1.6%+9.0%
Maxvision Technology 002990.SZChina$1.26B-39%+36%14%6.6×n/an/a
Shenzhen Hui Chuang Da Technology 300909.SZChina$1.26B+4%+3%2%5.6×n/an/a
Grand Process Technology 3131.TWOTaiwan$1.27B-51%+38%22%5.5×13.0%+21.2%
TXC 3042.TWTaiwan$1.28B-26%+9%17%2.9×10.7%+3.9%
Mitsui High-Tec 6966.TJapan$892M+20%+10%8%0.8×n/an/a

Questions

Which companies are Shenzhen AV-Display's closest peers?
The cockpit's peer set: I-Chiun Precision Industry (2486.TW), Suzhou K-Hiragawa Electronic Technology (603052.SS), Harbin Xinguang Optic-Electronics Technology (688011.SS), LX Technology (2436.HK), Guangdong Suqun New Material (301489.SZ), TES (095610.KS), Nanjing Wavelength Opto-Electronic Science and Technology (301421.SZ), Dongjin Semichem (005290.KS).
Is Shenzhen AV-Display expensive compared with its peers?
On ev / sales it trades at 5.0× against a peer median of 5.0×, 11th cheapest of 21 in its peer set.
How has Shenzhen AV-Display stock performed?
Over six months to 6 Nov 2026 the shares returned +53.7% against -24.1% for the median peer; over one year +72.8%.

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.