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Employees: 612
Size Doright (300950.SZ) is a China Industrials company (Wholesale Distributors) with a market value of $522M, the 3762nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.59 on 6 Nov 2026.
Performance Over six months the shares fell 23.8%, against -4.3% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue grew 9.3% over the last twelve months (peer median +5.5%); the operating margin is 7.2% (peer median 3.9%).
Valuation It trades at 6.7× enterprise value to sales against a peer median of 0.9× (most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 37% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is +20 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 4.7 points below its cost of capital (9.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥514M | CN¥543M | CN¥506M | CN¥309M | CN¥321M |
| Revenue growth | — | +7% | +64% | -4% | — |
| Gross profit | CN¥162M | CN¥196M | CN¥187M | CN¥107M | CN¥122M |
| EBITDA | n/a | CN¥115M | CN¥110M | CN¥47.5M | CN¥68.0M |
| Net income | CN¥31.4M | CN¥92.1M | CN¥96.7M | CN¥38.7M | CN¥65.6M |
| Free cash flow | CN¥73.3M | CN¥66.7M | -CN¥77.7M | -CN¥42.7M | CN¥50.5M |
| Capital expenditure | CN¥27.7M | CN¥42.5M | CN¥133M | CN¥129M | CN¥36.2M |
| Total debt | CN¥162M | CN¥188M | CN¥68.3M | CN¥133M | CN¥105M |
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 | 300950.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.8% | -6.1% | 4th lowest of 21 |
| 6-month return | -23.8% | -4.3% | 3rd lowest of 20 |
| Distance from 52-week high | -51.9% | -21.7% | 2nd lowest of 21 |
| Revenue growth (TTM) | +9.3% | +5.5% | 8th highest of 21 |
| Operating margin | 7.2% | 3.9% | 6th highest of 21 |
| EV / Sales | 6.7× | 0.9× | most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 37.0% | -0.2% | most demanding of 14 |
| Growth delivered (Del g) | +17.4% | +6.2% | 2nd highest of 14 |
| Hurdle (Req g minus delivered) | +19.6 pp | -4.8 pp | 2nd most demanding of 14 |
| ROIC minus cost of capital | -4.7 pp | +0.4 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Doright 300950.SZ | China | $522M | -24% | +9% | 7% | 6.7× | 37.0% | +17.4% |
| Titan Machinery TITN | United States | $521M | +3% | -11% | 0% | 0.6× | -11.7% | +11.5% |
| Salix SALIX.ST | Sweden | $521M | n/a | +15% | 8% | 1.8× | 1.1% | +14.7% |
| China National Complete Plant Import & Export 000151.SZ | China | $524M | -16% | +16% | 1% | 2.3× | n/a | n/a |
| Zhejiang Jindao Technology 301279.SZ | China | $516M | -9% | +12% | 10% | 4.2× | n/a | n/a |
| Xinjiang Hongtong Natural Gas 605169.SS | China | $514M | -4% | -5% | 6% | 1.0× | 6.6% | +31.5% |
| Nichiden 9902.T | Japan | $532M | +22% | +9% | 5% | 0.5× | -3.8% | +6.5% |
| Kunshan TopA Intelligent Equipment 300836.SZ | China | $534M | -36% | +111% | 10% | 3.5× | n/a | n/a |
| National Petroleum 9937.TW | Taiwan | $508M | -4% | -3% | 4% | 0.8× | -0.2% | +4.2% |
| Grand Industrial 000626.SZ | China | $536M | -24% | -7% | 0% | 0.1× | n/a | n/a |
| Gansu Engineering Consulting 000779.SZ | China | $539M | -11% | +6% | 4% | 0.9× | -2.8% | -3.7% |
| Wajax WJX.TO | Canada | $503M | +11% | -4% | 6% | 0.6× | -6.8% | +8.6% |
| Shanghai Material Trading 600822.SS | China | $548M | -12% | -47% | -1% | 1.9× | 31.1% | -26.6% |
| ACG Metals ACG.L | United Kingdom | $548M | +15% | +16% | 44% | 4.5× | n/a | n/a |
| Jacquet Metals JCQ.PA | France | $493M | -4% | -2% | 3% | 0.4× | 1.4% | +6.2% |
| Zheshang Development 000906.SZ | China | $554M | -18% | +13% | 0% | 0.1× | n/a | n/a |
| Shinsho 8075.T | Japan | $485M | +24% | +4% | 2% | 0.2× | -3.3% | -5.0% |
| Haypp HAYPP.ST | Sweden | $485M | +5% | +16% | 1% | 1.2× | 35.0% | +17.4% |
| Soft99 4464.T | Japan | $562M | +11% | +5% | 14% | 2.0× | 1.9% | +3.1% |
| Ananda Drive Techniques (Shanghai) 603350.SS | China | $481M | -21% | +6% | 4% | 1.4× | n/a | n/a |
| Huitongda Network 9878.HK | Hong Kong | $480M | -6% | +3% | 1% | 0.2× | -5.1% | +0.3% |