Loading…
← CockpitCompetitor Analysis › 301003.SZ Jiangsu Boiln Plastics Co., Ltd. Class AOpen in the cockpit ↗

Jiangsu Boiln Plastics Co., Ltd. Class A301003.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Miscellaneous Manufacturing
Momentum strong 69
Mkt cap
$688M
US dollars, full cap
$/day
$14.8M
20-day average traded
Fwd P/E
24.7×
forward earnings
ROIC−WACC
+9.0 pp
WACC 9.5%
Hurdle
+18 pp
Req g minus delivered
Next earnings
116 days
2 Mar 2027
Close · CNYCN¥47.25
1D-1.5%
1W+2.8%
1M-18.0%
3M+5.9%
6M-10.7%
YTD+5.9%
1Y+28.2%
ATR %6.7%
52w lowhigh34.8% off high

What Jiangsu Boiln Plastics does

Employees: 217

Jiangsu Boiln Plastics at a glance

Size Jiangsu Boiln Plastics (301003.SZ) is a China Industrials company (Miscellaneous Manufacturing) with a market value of $688M, the 3095th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥47.25 on 6 Nov 2026.

Performance Over six months the shares fell 10.7%, against -23.6% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue grew 6.7% over the last twelve months (peer median +5.2%); the operating margin is 20.3% (peer median 5.0%).

Valuation It trades at 24.7× forward earnings against a peer median of 25.4× (6th cheapest of 12).

Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +18 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 9.0 points above its cost of capital (9.5% WACC).

Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026301003.SZ 92Peer median 76
Six months, rebased to 100: Jiangsu Boiln Plastics against the median of its 20 peers (local-currency closes).

Jiangsu Boiln Plastics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥622MCN¥543MCN¥642MCN¥506MCN¥515M
Revenue growth—-15%+27%-2%—
Gross profitCN¥217MCN¥161MCN¥199MCN¥164MCN¥137M
EBITDAn/aCN¥136MCN¥152MCN¥121MCN¥97.5M
Net incomeCN¥110MCN¥102MCN¥141MCN¥115MCN¥113M
Free cash flowCN¥77.0MCN¥135MCN¥96.0M-CN¥3.59MCN¥58.1M
Capital expenditureCN¥25.1MCN¥46.8MCN¥41.0MCN¥141MCN¥127M
Total debtCN¥54.8MCN¥11.9MCN¥14.5MCN¥8.45MCN¥20.0M

Quarterly statements and history in the cockpit →

Jiangsu Boiln Plastics 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

-40%-20%0%+20%-20%-10%0%6036573005876033700026323004340013564583002676RHIM300232600525688151300389300234603311301397AP4002382300599301003.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Boiln Plastics is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%0×50×100×6036573005874583RHIM300232300389603311301397AP4688186002382301003.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangsu Boiln Plastics is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%0026323004344583002676RHIM300232600525688151300389AP4002382301003.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Jiangsu Boiln Plastics is the large dot.

Jiangsu Boiln Plastics competitors and peer comparison

How Jiangsu Boiln Plastics 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.

Jiangsu Boiln Plastics against its 20 peers (data as of 6 Nov 2026)
Measure301003.SZPeer medianRank in peer set
1-month return-18.0%-8.3%4th lowest of 21
6-month return-10.7%-23.6%5th highest of 21
Distance from 52-week high-34.8%-43.0%7th highest of 21
Revenue growth (TTM)+6.7%+5.2%11th highest of 21
Operating margin20.3%5.0%3rd highest of 21
Forward P/E24.7×25.4×6th cheapest of 12
Growth the price implies (Req g, 7 yrs)21.2%6.4%3rd most demanding of 12
Growth delivered (Del g)+3.6%+5.1%6th lowest of 12
Hurdle (Req g minus delivered)+17.6 pp+3.0 pp2nd most demanding of 12
ROIC minus cost of capital+9.0 pp-2.2 pp3rd highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Jiangsu Boiln Plastics 301003.SZChina$688M-11%+7%20%24.7×21.2%+3.6%
Jinhua Chunguang Technology 603657.SSChina$687M+16%+9%-3%45.2×n/an/a
Zhejiang Tiantie Science & Technology 300587.SZChina$683M-43%+24%-4%13.5×n/an/a
Jiangyin Huaxin Precision Technology 603370.SSChina$661M-39%+11%7%n/an/an/a
Daoming Optics & Chemical 002632.SZChina$740M-28%-10%12%n/a7.5%+3.3%
Sichuan Goldstone Asia Pharmaceutical 300434.SZChina$745M+8%-1%18%n/a12.2%+6.2%
Fuling Technology 001356.SZChina$756M-22%+17%6%n/an/an/a
Apex Dynamics 4583.TWTaiwan$775M-58%+14%33%24.3×4.5%+1.1%
Guangdong Sunwill Precising Plastic 002676.SZChina$609M-27%+1%4%n/a8.4%+10.9%
RHI Magnesita India RHIM.NSIndia$789M-13%+8%7%25.4×27.1%+24.1%
Unilumin 300232.SZChina$796M-23%+1%0%32.5×6.4%+10.3%
Changyuan Technology 600525.SSChina$799M-24%+7%-7%n/a-12.4%+5.1%
Hubei Huaqiang High-Tech 688151.SSChina$800M-22%+13%-5%n/a47.9%-5.6%
Shenzhen Absen Optoelectronic 300389.SZChina$585M-26%+13%8%8.0×-1.3%+20.4%
Zhejiang Kaier New Materials 300234.SZChina$816M+73%-17%-9%n/an/an/a
Zhejiang Goldensea Hi-Tech 603311.SSChina$823M+28%+3%7%59.6×n/an/a
Chongqing Sulian Plastic 301397.SZChina$575M-38%+3%2%38.0×n/an/a
Riverstone AP4.SISingapore$824M-13%-4%25%15.5×2.1%-12.8%
Zhangjiagang Guangda Special Material 688186.SSChina$552M-33%+1%4%132.5×n/an/a
Blue Sail Medical 002382.SZChina$861M-24%+23%7%11.8×-6.5%-6.1%
Guangdong Xiongsu Technology 300599.SZChina$544M-15%-17%-13%n/an/an/a

Questions

Which companies are Jiangsu Boiln Plastics's closest peers?
The cockpit's peer set: Jinhua Chunguang Technology (603657.SS), Zhejiang Tiantie Science & Technology (300587.SZ), Jiangyin Huaxin Precision Technology (603370.SS), Daoming Optics & Chemical (002632.SZ), Sichuan Goldstone Asia Pharmaceutical (300434.SZ), Fuling Technology (001356.SZ), Apex Dynamics (4583.TW), Guangdong Sunwill Precising Plastic (002676.SZ).
Is Jiangsu Boiln Plastics expensive compared with its peers?
On forward p/e it trades at 24.7× against a peer median of 25.4×, 6th cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +18 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.
How has Jiangsu Boiln Plastics stock performed?
Over six months to 6 Nov 2026 the shares returned -10.7% against -23.6% for the median peer; over one year +28.2%.

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.