Loading…
Employees: 1,230
Size Nantong Chaoda Equipment (301186.SZ) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $505M, the 3840th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥29.23 on 6 Nov 2026.
Performance Over six months the shares fell 38.4%, against -13.4% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +9.1%); the operating margin is 7.1% (peer median 5.2%).
Valuation It trades at 4.0× enterprise value to sales against a peer median of 1.3× (3rd 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 +12%, so the hurdle is +10 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 2.6 points below its cost of capital (7.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥806M | CN¥786M | CN¥716M | CN¥622M | CN¥507M |
| Revenue growth | — | +10% | +15% | +23% | — |
| Gross profit | CN¥263M | CN¥259M | CN¥223M | CN¥199M | CN¥146M |
| EBITDA | n/a | CN¥165M | CN¥145M | CN¥133M | CN¥88.0M |
| Net income | CN¥44.6M | CN¥132M | CN¥96.6M | CN¥95.4M | CN¥69.0M |
| Free cash flow | CN¥37.9M | CN¥42.3M | CN¥40.0M | CN¥35.4M | -CN¥34.5M |
| Capital expenditure | CN¥62.9M | CN¥93.5M | CN¥70.0M | CN¥78.6M | CN¥109M |
| Total debt | CN¥462M | CN¥378M | CN¥386M | CN¥482M | CN¥78.5M |
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 | 301186.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.3% | -9.7% | 7th highest of 21 |
| 6-month return | -38.4% | -13.4% | 2nd lowest of 21 |
| Distance from 52-week high | -49.5% | -36.3% | 3rd lowest of 21 |
| Revenue growth (TTM) | +5.4% | +9.1% | 9th lowest of 21 |
| Operating margin | 7.1% | 5.2% | 7th highest of 21 |
| EV / Sales | 4.0× | 1.3× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 21.6% | 6.6% | 5th most demanding of 18 |
| Growth delivered (Del g) | +11.9% | +9.5% | 6th highest of 18 |
| Hurdle (Req g minus delivered) | +9.7 pp | -2.5 pp | 6th most demanding of 18 |
| ROIC minus cost of capital | -2.6 pp | -1.0 pp | 7th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nantong Chaoda Equipment 301186.SZ | China | $505M | -38% | +5% | 7% | 4.0× | 21.6% | +11.9% |
| Guangzhou Tongda Auto Electric 603390.SS | China | $505M | -28% | +11% | 10% | 3.2× | 17.0% | +9.5% |
| Shanghai Carthane 603037.SS | China | $504M | -8% | +15% | 9% | 3.9× | 25.0% | +10.7% |
| Shinry Technologies 300745.SZ | China | $504M | -41% | +33% | -4% | 1.0× | n/a | n/a |
| Murakami 7292.T | Japan | $503M | +3% | +8% | 7% | 0.3× | -19.1% | +9.3% |
| Zhejiang Tenchen Controls 603085.SS | China | $507M | -31% | +29% | 6% | 1.2× | 1.3% | +16.2% |
| Ningbo Shenglong Automotive Powertrain System 603178.SS | China | $502M | -27% | -6% | -10% | 2.2× | 22.3% | +6.5% |
| Hangzhou Zhengqiang 301119.SZ | China | $510M | -20% | +5% | 19% | 5.8× | 19.9% | +10.1% |
| Fiem Industries FIEMIND.NS | India | $513M | -19% | +17% | 11% | 1.6× | 21.3% | +18.2% |
| Jee Technology 688162.SS | China | $496M | -25% | +15% | 1% | 0.7× | 36.1% | +23.7% |
| Tieliu 603926.SS | China | $515M | -32% | -4% | 4% | 1.4× | 6.6% | +9.6% |
| Hi-Lex 7279.T | Japan | $520M | -17% | +32% | 1% | 0.1× | 3.0% | +9.2% |
| Futaba Industrial 7241.T | Japan | $524M | -5% | +2% | 3% | 0.2× | -3.8% | +7.7% |
| Press Kogyo 7246.T | Japan | $525M | +14% | +11% | 7% | 0.4× | -4.8% | +5.6% |
| Sharda Motor Industries SHARDAMOTR.NS | India | $526M | -5% | +26% | 10% | 1.4× | 16.7% | +14.4% |
| T.RAD 7236.T | Japan | $485M | +17% | +6% | 7% | 0.5× | 5.0% | +7.5% |
| Ningbo Fangzheng Automobile Mould 300998.SZ | China | $532M | -5% | +2% | -3% | 3.3× | 57.3% | +14.9% |
| Hyliion HYLN | United States | $534M | +22% | +163% | -649% | 51.1× | n/a | n/a |
| Wuhu Sanlian Forging 001282.SZ | China | $537M | -23% | +2% | 5% | 2.5× | n/a | n/a |
| Martinrea International MRE.TO | Canada | $475M | -10% | -3% | 5% | 0.4× | -6.2% | +7.4% |
| Tachi-S 7239.T | Japan | $474M | +6% | -2% | 5% | 0.1× | -16.7% | +6.3% |