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← CockpitCompetitor Analysis › 301419.SZ Shanghai Allied Industrial Group Co., Ltd. Class AOpen in the cockpit ↗

Shanghai Allied Industrial Group Co., Ltd. Class A301419.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum leader 94
Mkt cap
$723M
US dollars, full cap
$/day
$43.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+2.8 pp
WACC 9.2%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥35.18
1D-2.8%
1W+0.2%
1M-13.5%
3M+29.1%
6M+9.7%
YTD+29.8%
1Y+28.2%
ATR %8.9%
52w lowhigh33.2% off high

What Shanghai Allied Industrial does

Employees: 417

Shanghai Allied Industrial at a glance

Size Shanghai Allied Industrial (301419.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $723M, the 2995th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥35.18 on 6 Nov 2026.

Performance Over six months the shares gained 9.7%, against -23.8% for the median peer and -16.4% for the China market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue grew 19.2% over the last twelve months (peer median +11.0%); the operating margin is 14.1% (peer median 7.2%).

Valuation It trades at 9.0× enterprise value to sales against a peer median of 1.8× (2nd most expensive of 21).

Capital Return on invested capital runs 2.8 points above its cost of capital (9.2% WACC).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026301419.SZ 105Peer median 75
Six months, rebased to 100: Shanghai Allied Industrial against the median of its 20 peers (local-currency closes).

Shanghai Allied Industrial financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥494MCN¥435MCN¥350MCN¥385MCN¥397M
Revenue growth—+24%-9%-3%—
Gross profitCN¥191MCN¥149MCN¥115MCN¥140MCN¥141M
EBITDAn/aCN¥98.3MCN¥65.6MCN¥77.4MCN¥98.8M
Net incomeCN¥54.5MCN¥63.6MCN¥45.8MCN¥56.7MCN¥74.3M
Free cash flow-CN¥18.3MCN¥68.8MCN¥28.5MCN¥90.8MCN¥15.9M
Capital expenditureCN¥73.3MCN¥18.3MCN¥40.3MCN¥64.3MCN¥48.7M
Total debtCN¥10.7MCN¥25.2MCN¥25.1MCN¥41.7MCN¥177M

Quarterly statements and history in the cockpit →

Shanghai Allied Industrial 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

-60%-40%-20%0%-20%0%KRNT603212300586603217000210603822688219301349301076600230GNFCWLKP3011493007272465300856300905EXPL301419.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Allied Industrial is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%+100%0×2.5×5×7.5×KRNT603212300586603217301688000210603822688219301349301076GNFC301149300727CLEAN2465300856301419.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Allied Industrial is the large dot.

Shanghai Allied Industrial competitors and peer comparison

How Shanghai Allied Industrial 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.

Shanghai Allied Industrial against its 20 peers (data as of 6 Nov 2026)
Measure301419.SZPeer medianRank in peer set
1-month return-13.5%-12.0%10th lowest of 21
6-month return+9.7%-23.8%highest of 20
Distance from 52-week high-33.2%-42.9%6th highest of 21
Revenue growth (TTM)+19.2%+11.0%6th highest of 21
Operating margin14.1%7.2%5th highest of 20
EV / Sales9.0×1.8×2nd most expensive of 21
ROIC minus cost of capital+2.8 pp-2.5 pp4th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Shanghai Allied Industrial 301419.SZChina$723M+10%+19%14%9.0×n/an/a
Kornit Digital KRNTUnited States$724M+4%+4%-17%1.4×36.2%+0.9%
Cybrid Technologies 603212.SSChina$725M-19%-9%-7%2.2×n/an/a
Malion New Materials 300586.SZChina$720M-42%+4%-4%3.6×n/an/a
Yuanli Chemical 603217.SSChina$720M-25%+8%10%1.9×n/an/a
Hangzhou Grascent 301688.SZChina$720Mn/a+12%n/a4.2×47.1%n/a
DL 000210.KSSouth Korea$718M-37%+5%10%0.2×n/an/a
Zhejiang Jiaao Enprotech Stock 603822.SSChina$718M-19%+101%19%1.6×-7.5%+31.6%
Orinko Advanced Plastics 688219.SSChina$714M-23%+13%2%1.0×14.4%+9.5%
Liaoning Xinde New Material Technology 301349.SZChina$711M-20%+63%7%2.2×n/an/a
Sino-High (China) 301076.SZChina$736M-24%+4%14%9.3×43.8%+9.1%
Hebei Cangzhou Dahua 600230.SSChina$738M-36%-1%4%1.1×-0.4%+22.6%
Gujarat Narmada Valley Fertilizers & Chemicals GNFC.NSIndia$703M-10%+22%10%0.5×4.4%+7.2%
Westlake Chemical Partners LP WLKPUnited States$747M-9%+9%29%1.1×n/an/a
Shandong Longhua New Material 301149.SZChina$751M-39%+33%2%0.8×n/an/a
Ningbo Runhe High-Tech Materials 300727.SZChina$695M-32%+18%5%2.8×33.7%+14.6%
Clean Science & Technology CLEAN.NSIndia$753M-24%+5%26%6.5×31.8%+13.2%
Jiangsu Lopal Tech 2465.HKHong Kong$694M-67%+107%7%0.9×n/an/a
Nanjing COSMOS Chemical 300856.SZChina$757M-24%+12%12%3.0×3.3%+8.0%
Poly Plastic Masterbatch (SuZhou) 300905.SZChina$758M-59%+10%11%3.1×29.1%+17.2%
Societe Explosifs et Produits Chimiques EXPL.PAFrance$684M+4%+13%7%1.2×7.7%+9.8%

Questions

Which companies are Shanghai Allied Industrial's closest peers?
The cockpit's peer set: Kornit Digital (KRNT), Cybrid Technologies (603212.SS), Malion New Materials (300586.SZ), Yuanli Chemical (603217.SS), Hangzhou Grascent (301688.SZ), DL (000210.KS), Zhejiang Jiaao Enprotech Stock (603822.SS), Orinko Advanced Plastics (688219.SS).
Is Shanghai Allied Industrial expensive compared with its peers?
On ev / sales it trades at 9.0× against a peer median of 1.8×, 2nd most expensive of 21 in its peer set.
How has Shanghai Allied Industrial stock performed?
Over six months to 6 Nov 2026 the shares returned +9.7% against -23.8% 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.