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Chinese apparel/footwear retail and brand-operation company; specific brands not independently confirmed.
Chinese apparel/footwear retail and brand-operation company; specific brands not independently confirmed.
Moat: none
Headquarters: China · Employees: 2,706
Size Sailvan Times (301381.SZ) is a China Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $2.39B, the 1074th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥25.99 on 6 Nov 2026.
Performance Over six months the shares gained 25.4%, against +1.9% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 20 in its peer set.
Growth Revenue grew 14.5% over the last twelve months (peer median +6.5%); the operating margin is 3.6% (peer median 9.0%).
Valuation It trades at 25.4× forward earnings against a peer median of 14.6× (7th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.1 points above its cost of capital (8.2% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥13.4B | CN¥11.8B | CN¥10.3B | CN¥6.56B | CN¥4.91B |
| Revenue growth | — | +15% | +57% | +34% | — |
| Gross profit | CN¥5.70B | CN¥4.96B | CN¥4.40B | CN¥2.92B | CN¥2.09B |
| EBITDA | n/a | CN¥565M | CN¥332M | CN¥475M | CN¥314M |
| Net income | CN¥316M | CN¥283M | CN¥214M | CN¥336M | CN¥185M |
| Free cash flow | CN¥618M | CN¥1.14B | -CN¥561M | CN¥525M | CN¥382M |
| Capital expenditure | CN¥247M | CN¥116M | CN¥92.8M | CN¥25.0M | CN¥36.0M |
| Total debt | CN¥1.51B | CN¥1.25B | CN¥1.53B | CN¥657M | CN¥536M |
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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 | 301381.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +14.6% | +3.7% | 4th highest of 21 |
| 6-month return | +25.4% | +1.9% | 4th highest of 20 |
| Distance from 52-week high | -2.2% | -28.1% | 2nd highest of 21 |
| Revenue growth (TTM) | +14.5% | +6.5% | 5th highest of 21 |
| Operating margin | 3.6% | 9.0% | 4th lowest of 21 |
| Forward P/E | 25.4× | 14.6× | 7th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 14.9% | 7.7% | 7th most demanding of 20 |
| Growth delivered (Del g) | +17.6% | +10.8% | 5th highest of 19 |
| Hurdle (Req g minus delivered) | -2.7 pp | -9.4 pp | 8th most demanding of 19 |
| ROIC minus cost of capital | +10.1 pp | +0.8 pp | 6th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sailvan Times 301381.SZ | China | $2.39B | +25% | +14% | 4% | 25.4× | 14.9% | +17.6% |
| Metro Brands METROBRAND.NS | India | $2.39B | -20% | +16% | 19% | 49.2× | 34.1% | +29.1% |
| Buckle BKE | United States | $2.16B | -20% | +6% | 22% | 10.3× | -5.2% | +7.6% |
| Capri CPRI | United States | $2.12B | +11% | -14% | 3% | 9.4× | 21.3% | -3.1% |
| Modivo MDV.WA | Poland | $2.01B | +29% | +4% | 2% | 34.1× | 23.3% | +15.9% |
| OVS OVS.MI | Italy | $1.74B | +15% | +10% | 7% | 14.8× | 12.8% | +11.4% |
| American Eagle Outfitters AEO | United States | $3.34B | +19% | +8% | 9% | 11.1× | 0.9% | +8.1% |
| PAL 2726.T | Japan | $1.58B | -4% | +7% | 11% | 13.6× | -15.4% | +16.7% |
| Premier Investments PMV.AX | Australia | $1.57B | +22% | -3% | 14% | 14.9× | 9.4% | -11.0% |
| Boot Barn BOOT | United States | $3.92B | -20% | +17% | 14% | 14.6× | 14.3% | +20.3% |
| Vishal Mega Mart VMM.NS | India | $4.67B | -25% | +18% | 9% | 43.8× | 32.3% | +19.4% |
| SHIMAMURA 8227.T | Japan | $4.69B | +2% | +5% | 9% | 14.3× | -9.9% | +5.2% |
| Carter's CRI | United States | $1.17B | -9% | +5% | 10% | 9.9× | -13.2% | -0.8% |
| Reformation REF | United States | $1.07B | n/a | +16% | 6% | 57.7× | n/a | n/a |
| Aditya Birla Lifestyle Brands ABLBL.NS | India | $995M | -35% | +7% | 7% | 32.4× | 22.2% | n/a |
| JD Sports Fashion JD..L | United Kingdom | $6.03B | +37% | +2% | 7% | 9.0× | 1.4% | +15.5% |
| Winmark WINA | United States | $944M | -29% | +9% | 60% | 23.9× | 7.7% | +5.4% |
| AOKI 8214.T | Japan | $912M | +10% | 0% | 8% | n/a | -5.3% | +6.3% |
| Abercrombie & Fitch ANF | United States | $6.35B | +57% | +5% | 14% | 12.1× | -2.7% | +11.0% |
| AND ST HD 2685.T | Japan | $900M | +2% | +3% | 6% | 12.0× | -15.3% | +10.6% |
| Brainbees Solutions FIRSTCRY.NS | India | $883M | -33% | +12% | -2% | 194.4× | 20.1% | +39.8% |