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Employees: 1,448
Size Hubei Xiangyuan New Material Technology (300980.SZ) is a China Materials company (Industrial Specialties) with a market value of $461M, the 4060th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.02 on 6 Nov 2026.
Performance Over six months the shares fell 51.8%, against -21.5% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 20 in its peer set.
Growth Revenue grew 14.8% over the last twelve months (peer median +7.1%); the operating margin is 5.2% (peer median 4.0%).
Valuation It trades at 4.3× enterprise value to sales against a peer median of 2.3× (6th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +8 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 2.3 points below its cost of capital (7.9% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥670M | CN¥602M | CN¥473M | CN¥383M | CN¥372M |
| Revenue growth | — | +27% | +24% | +3% | — |
| Gross profit | CN¥211M | CN¥147M | CN¥116M | CN¥131M | CN¥107M |
| EBITDA | n/a | CN¥114M | CN¥87.2M | CN¥81.9M | CN¥68.5M |
| Net income | CN¥78.8M | CN¥49.7M | CN¥25.6M | CN¥41.0M | CN¥56.7M |
| Free cash flow | CN¥8.91M | -CN¥59.3M | -CN¥63.5M | -CN¥268M | -CN¥89.9M |
| Capital expenditure | CN¥58.1M | CN¥96.3M | CN¥80.9M | CN¥296M | CN¥178M |
| Total debt | CN¥103M | CN¥28.3M | CN¥43.9M | CN¥541M | CN¥95.2M |
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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 | 300980.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.5% | -13.2% | 3rd highest of 21 |
| 6-month return | -51.8% | -21.5% | 2nd lowest of 20 |
| Distance from 52-week high | -60.3% | -38.0% | 2nd lowest of 21 |
| Revenue growth (TTM) | +14.8% | +7.1% | 8th highest of 21 |
| Operating margin | 5.2% | 4.0% | 9th highest of 21 |
| EV / Sales | 4.3× | 2.3× | 6th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 21.6% | 21.2% | 5th most demanding of 10 |
| Growth delivered (Del g) | +13.8% | +9.6% | 5th highest of 10 |
| Hurdle (Req g minus delivered) | +7.8 pp | +11.6 pp | 5th least demanding of 10 |
| ROIC minus cost of capital | -2.3 pp | -3.8 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hubei Xiangyuan New Material Technology 300980.SZ | China | $461M | -52% | +15% | 5% | 4.3× | 21.6% | +13.8% |
| Indigo Paints INDIGOPNTS.NS | India | $462M | -1% | +12% | 13% | 2.7× | 27.6% | +14.2% |
| Sanlux 002224.SZ | China | $458M | -22% | +8% | -4% | 2.2× | n/a | n/a |
| Matsumoto Yushiseiyaku 4365.T | Japan | $467M | +10% | -1% | 20% | 0.5× | n/a | n/a |
| Hangzhou Heshun Technology 301237.SZ | China | $471M | -41% | +23% | -20% | 5.0× | n/a | n/a |
| Shanghai Kinlita Chemical 300225.SZ | China | $472M | +7% | +20% | 2% | 3.2× | 48.9% | -2.0% |
| Sokan New Materials 688157.SS | China | $476M | -44% | -8% | -3% | 4.7× | n/a | n/a |
| SANVO Fine Chemicals 0301.HK | Hong Kong | $476M | +269% | +3% | -3% | 3.5× | n/a | n/a |
| Jiangsu Xiuqiang Glasswork 300160.SZ | China | $478M | -20% | -8% | 7% | 1.4× | 1.7% | +5.3% |
| Shanxi Huhua 003002.SZ | China | $482M | -52% | -4% | 6% | 2.2× | 12.0% | +18.8% |
| Praise Victor Industrial 7768.TW | Taiwan | $434M | n/a | +3% | 16% | 6.2× | n/a | n/a |
| Beijing Comens New Materials 300200.SZ | China | $491M | -24% | +20% | 4% | 2.4× | n/a | n/a |
| Essentra ESNT.L | United Kingdom | $430M | +37% | +7% | 8% | 1.3× | 18.7% | -19.6% |
| Hangzhou Toka Ink 688571.SS | China | $429M | -26% | +4% | 7% | 1.6× | n/a | n/a |
| Kangda New Materials (Group) 002669.SZ | China | $498M | -18% | +23% | 3% | 1.2× | n/a | n/a |
| NanJing Sanchao Advanced Materials 300554.SZ | China | $508M | -27% | +6% | -51% | 12.4× | n/a | n/a |
| Shenzhen King Explorer Science & Technology 002917.SZ | China | $509M | -25% | +1% | 11% | 2.2× | -1.1% | +22.8% |
| Dongguan Changlian New Materials Technology 301618.SZ | China | $519M | -21% | +23% | 4% | 5.0× | 48.7% | +3.2% |
| Changchun Gas 600333.SS | China | $520M | -1% | +15% | 4% | 2.4× | 21.2% | +9.6% |
| Shanghai Yongguan Adhesive Products 603681.SS | China | $520M | -20% | +7% | 1% | 0.8× | 28.1% | +22.6% |
| Hunan Resun 001218.SZ | China | $408M | -27% | +37% | 5% | 0.3× | n/a | n/a |