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Employees: 788
Size Runa Smart Equipment (301129.SZ) is a China Industrials company (Building Products) with a market value of $617M, the 3359th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.13 on 6 Nov 2026.
Performance Over six months the shares fell 25.7%, against -17.7% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 17.6% over the last twelve months (peer median -1.0%); the operating margin is 19.8% (peer median 3.8%).
Valuation It trades at 14.3× forward earnings against a peer median of 17.6× (3rd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +13 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 0.7 points below its cost of capital (9.0% WACC).
Next results Next results expected around 21 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥547M | CN¥538M | CN¥426M | CN¥429M | CN¥644M |
| Revenue growth | — | +26% | -1% | -33% | — |
| Gross profit | CN¥348M | CN¥295M | CN¥236M | CN¥226M | CN¥343M |
| EBITDA | n/a | CN¥108M | CN¥77.9M | CN¥41.9M | CN¥184M |
| Net income | CN¥152M | CN¥109M | CN¥76.7M | CN¥67.2M | CN¥201M |
| Free cash flow | CN¥134M | CN¥64.6M | -CN¥23.2M | -CN¥171M | -CN¥110M |
| Capital expenditure | CN¥34.8M | CN¥56.6M | CN¥71.2M | CN¥122M | CN¥123M |
| Total debt | CN¥87.7M | CN¥104M | CN¥142M | CN¥169M | CN¥87.9M |
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 | 301129.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.7% | -14.4% | 9th highest of 21 |
| 6-month return | -25.7% | -17.7% | 8th lowest of 21 |
| Distance from 52-week high | -39.0% | -43.7% | 9th highest of 21 |
| Revenue growth (TTM) | +17.6% | -1.0% | 6th highest of 21 |
| Operating margin | 19.8% | 3.8% | 3rd highest of 21 |
| Forward P/E | 14.3× | 17.6× | 3rd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 18.1% | 3.2% | 4th most demanding of 14 |
| Growth delivered (Del g) | +5.5% | -0.5% | 3rd highest of 14 |
| Hurdle (Req g minus delivered) | +12.6 pp | +7.4 pp | 5th most demanding of 14 |
| ROIC minus cost of capital | -0.7 pp | -1.8 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Runa Smart Equipment 301129.SZ | China | $617M | -26% | +18% | 20% | 14.3× | 18.1% | +5.5% |
| Century Iron & Steel Industrial 9958.TW | Taiwan | $611M | -25% | +18% | 21% | 6.0× | n/a | n/a |
| Shenzhen Bauing Construction 002047.SZ | China | $608M | -50% | -62% | 12% | n/a | n/a | n/a |
| Janus International JBI | United States | $633M | -11% | 0% | 11% | 7.0× | 2.9% | -4.6% |
| Elegant Home-Tech 603221.SS | China | $635M | +53% | -9% | -6% | 18.8× | n/a | n/a |
| Canny Elevator 002367.SZ | China | $594M | -19% | 0% | 1% | 14.4× | 10.7% | +0.8% |
| LSI Industries LYTS | United States | $642M | -30% | +20% | 7% | 14.3× | 7.7% | +16.9% |
| IFE Elevators 002774.SZ | China | $677M | +10% | +3% | 2% | n/a | 30.1% | +9.3% |
| Monalisa 002918.SZ | China | $553M | -17% | -7% | 3% | 26.1× | 3.2% | -4.2% |
| ERA 002641.SZ | China | $690M | -11% | -2% | 0% | 42.0× | -1.8% | -2.5% |
| General Elevator 300931.SZ | China | $526M | -5% | -16% | -19% | n/a | 38.0% | -1.5% |
| NPK International NPKI | United States | $725M | -42% | +19% | 18% | 16.4× | 15.5% | -10.9% |
| FM Mattsson FMM-B.ST | Sweden | $516M | +45% | +6% | 10% | 24.7× | 0.9% | +5.1% |
| Yimikang Tech 300249.SZ | China | $739M | -38% | +29% | 2% | 77.5× | n/a | n/a |
| Nanjing Kangni Mechanical & Electrical 603111.SS | China | $749M | -16% | -1% | 8% | n/a | -7.1% | +4.8% |
| Everjoy Health 002162.SZ | China | $502M | -19% | -2% | 2% | n/a | 29.9% | -2.3% |
| James Halstead JHD.L | United Kingdom | $762M | +4% | -1% | 18% | 15.1× | -4.7% | -0.5% |
| Zhejiang Southeast Space Frame 002135.SZ | China | $764M | -46% | -4% | 2% | 25.7× | -12.0% | +0.3% |
| Arctech Solar 688408.SS | China | $820M | -38% | -19% | -1% | 34.8× | n/a | n/a |
| Center International 603098.SS | China | $847M | -26% | -30% | 4% | n/a | n/a | n/a |
| Moriya Transportation Engineering and Manufacturing 6226.T | Japan | $448M | -4% | +20% | 26% | 15.4× | n/a | n/a |