Loading…
Employees: 704
Size Tianjin Guoan Mengguli New Materials Science and Technology (301487.SZ) is a China Industrials company (Electrical Products) with a market value of $739M, the 2947th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.43 on 6 Nov 2026.
Performance Over six months the shares fell 16.1%, against -19.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 37.7% over the last twelve months (peer median +10.8%); the operating margin is 0.2% (peer median 4.8%).
Valuation It trades at 145.9× forward earnings against a peer median of 24.5× (most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 43% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +36 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 9.9 points below its cost of capital (12.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.91B | CN¥2.32B | CN¥1.79B | CN¥2.36B | CN¥3.23B |
| Revenue growth | — | +29% | -24% | -27% | — |
| Gross profit | CN¥330M | CN¥152M | CN¥68.2M | CN¥145M | CN¥219M |
| EBITDA | n/a | CN¥97.7M | -CN¥29.8M | CN¥140M | CN¥168M |
| Net income | CN¥51.9M | CN¥27.2M | -CN¥71.3M | CN¥60.0M | CN¥92.3M |
| Free cash flow | CN¥98.4M | CN¥303M | CN¥26.8M | CN¥326M | -CN¥101M |
| Capital expenditure | CN¥74.0M | CN¥43.4M | CN¥88.1M | CN¥25.5M | CN¥118M |
| Total debt | CN¥1.37B | CN¥1.42B | CN¥1.07B | CN¥1.39B | CN¥1.87B |
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 | 301487.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.1% | -8.7% | highest of 21 |
| 6-month return | -16.1% | -19.3% | 9th highest of 21 |
| Distance from 52-week high | -28.9% | -39.0% | 6th highest of 21 |
| Revenue growth (TTM) | +37.7% | +10.8% | 5th highest of 21 |
| Operating margin | 0.2% | 4.8% | 6th lowest of 21 |
| Forward P/E | 145.9× | 24.5× | most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 43.0% | 22.5% | 3rd most demanding of 9 |
| Growth delivered (Del g) | +7.2% | +13.8% | 4th lowest of 9 |
| Hurdle (Req g minus delivered) | +35.9 pp | +7.7 pp | 3rd most demanding of 9 |
| ROIC minus cost of capital | -9.9 pp | -2.0 pp | 3rd lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tianjin Guoan Mengguli New Materials Science and Technology 301487.SZ | China | $739M | -16% | +38% | 0% | 145.9× | 43.0% | +7.2% |
| Jiangsu Zhenjiang New Energy Equipment 603507.SS | China | $742M | -43% | +41% | 10% | 16.2× | n/a | n/a |
| Anhui Coreach Technology 002983.SZ | China | $745M | -4% | -16% | 9% | 26.3× | 26.8% | +12.1% |
| Jiangsu Tongling Electric 301168.SZ | China | $747M | -2% | -24% | 0% | 52.5× | n/a | n/a |
| Shenzhen INVT Electric 002334.SZ | China | $750M | -21% | +12% | 1% | 20.6× | n/a | n/a |
| Guangzhou Haoyang Electronic 300833.SZ | China | $729M | +3% | +10% | 18% | 24.5× | 5.1% | +23.3% |
| Zhuhai Enpower Electric 300681.SZ | China | $751M | -47% | +74% | 3% | 20.5× | 18.2% | +55.9% |
| Hiconics Eco-energy Technology 300048.SZ | China | $756M | -31% | -22% | -3% | 13.4× | n/a | n/a |
| Jiangsu Zhongli 002309.SZ | China | $758M | -35% | +4% | -5% | n/a | n/a | n/a |
| KSH International KSHINTL.NS | India | $720M | +59% | +61% | 6% | 39.4× | n/a | n/a |
| Lintes Technology 6715.TW | Taiwan | $763M | -22% | -18% | 5% | 42.9× | 53.3% | -6.9% |
| Shenzhen Minkave Technology 300506.SZ | China | $716M | -31% | -7% | -98% | n/a | n/a | n/a |
| Shenzhen SNC Opto Electronic 001326.SZ | China | $767M | +36% | +6% | 5% | n/a | 33.4% | +19.5% |
| Anhui Xinke New Materials 600255.SS | China | $767M | -21% | +23% | 2% | n/a | n/a | n/a |
| Ta Ya Electric Wire & Cable 1609.TW | Taiwan | $709M | -9% | +17% | 12% | 11.0× | n/a | n/a |
| Precision Wires India PRECWIRE.NS | India | $776M | -1% | +46% | 5% | 41.8× | n/a | n/a |
| Shanghai Zhongchen Electronic Technology 603275.SS | China | $778M | -26% | +21% | 14% | 26.0× | n/a | n/a |
| Qingdao Tianneng Heavy Industries 300569.SZ | China | $698M | -25% | +5% | 8% | n/a | 4.5% | +3.1% |
| Dalian Insulator 002606.SZ | China | $788M | -17% | +36% | 22% | 15.7× | -4.8% | +15.5% |
| Tianjin Jingwei Huikai Optoelectronic 300120.SZ | China | $693M | +9% | +30% | -2% | n/a | 53.3% | -3.7% |
| ADS-TEC Energy Public ADSE | United States | $692M | -18% | -42% | -224% | 24.5× | n/a | n/a |