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Employees: 860
Size SFC (301558.SZ) is a China Information Technology company (Electronics Distributors) with a market value of $793M, the 2787th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.69 on 6 Nov 2026.
Performance Over six months the shares fell 19.1%, against +1.8% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue fell 8.3% over the last twelve months (peer median +23.7%); the operating margin is 4.1% (peer median 3.4%).
Valuation It trades at 2.5× enterprise value to sales against a peer median of 0.4× (4th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +34 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 34.4 points above its cost of capital (8.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.61B | CN¥1.69B | CN¥1.75B | CN¥1.70B | CN¥1.59B |
| Revenue growth | — | -3% | +3% | +7% | — |
| Gross profit | CN¥565M | CN¥552M | CN¥490M | CN¥531M | CN¥540M |
| EBITDA | n/a | CN¥81.5M | CN¥15.9M | CN¥170M | CN¥182M |
| Net income | CN¥32.8M | CN¥48.6M | CN¥14.4M | CN¥124M | CN¥141M |
| Free cash flow | CN¥44.9M | CN¥114M | -CN¥30.8M | CN¥188M | CN¥206M |
| Capital expenditure | CN¥5.73M | CN¥3.91M | CN¥7.33M | CN¥565,658 | CN¥1.47M |
| Total debt | CN¥40.7M | CN¥48.0M | CN¥48.3M | CN¥19.3M | CN¥40.1M |
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 | 301558.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.3% | -14.0% | 4th highest of 21 |
| 6-month return | -19.1% | +1.8% | 5th lowest of 21 |
| Distance from 52-week high | -34.1% | -33.5% | 10th lowest of 21 |
| Revenue growth (TTM) | -8.3% | +23.7% | lowest of 21 |
| Operating margin | 4.1% | 3.4% | 5th highest of 21 |
| EV / Sales | 2.5× | 0.4× | 4th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 30.3% | 4.9% | most demanding of 9 |
| Growth delivered (Del g) | -3.2% | +8.3% | 2nd lowest of 9 |
| Hurdle (Req g minus delivered) | +33.6 pp | -4.6 pp | 2nd most demanding of 9 |
| ROIC minus cost of capital | +34.4 pp | +0.9 pp | highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SFC 301558.SZ | China | $793M | -19% | -8% | 4% | 2.5× | 30.3% | -3.2% |
| Beijing Oriental Jicheng 002819.SZ | China | $848M | -27% | +7% | -3% | 1.6× | 10.3% | +23.4% |
| Climb Global Solutions CLMB | United States | $741M | +97% | +24% | 4% | 0.9× | 13.1% | +21.0% |
| ScanSource SCSC | United States | $871M | -7% | +6% | 3% | 0.3× | 0.4% | +0.5% |
| Beijing Asiacom Information Technology 301085.SZ | China | $717M | -21% | +47% | -4% | 2.9× | n/a | n/a |
| Restar 3156.T | Japan | $877M | +60% | +23% | 4% | 0.4× | n/a | n/a |
| Tomen Devices 2737.T | Japan | $926M | +41% | +157% | 4% | 0.3× | n/a | n/a |
| Tokyo Electron Device 2760.T | Japan | $676M | 0% | +16% | 6% | 0.6× | 5.9% | +7.3% |
| Ryoyo Ryosan Holdings,Inc 167A.T | Japan | $676M | +9% | +7% | 3% | 0.3× | n/a | n/a |
| Daiichi Jitsugyo 8059.T | Japan | $633M | -2% | -7% | 6% | 0.2× | -19.3% | +9.4% |
| IngDan 0400.HK | Hong Kong | $629M | +33% | +81% | 3% | 0.4× | n/a | n/a |
| Shanghai YCT Electronics 301099.SZ | China | $1.02B | -17% | +106% | 6% | 0.9× | n/a | n/a |
| Hakuto 7433.T | Japan | $598M | +34% | +8% | 4% | 0.7× | 3.8% | +1.8% |
| Weikeng Industrial 3033.TW | Taiwan | $596M | -3% | +19% | 3% | 0.3× | n/a | n/a |
| HNA Technology 600751.SS | China | $1.11B | -26% | +33% | 0% | 3.8× | n/a | n/a |
| Shenzhen Best of Best 001298.SZ | China | $559M | -38% | +78% | 3% | 0.5× | n/a | n/a |
| Ryoden 8084.T | Japan | $558M | +45% | +13% | 3% | 0.3× | n/a | n/a |
| AB S.a. ABE.WA | Poland | $556M | +3% | +15% | 2% | 0.2× | n/a | n/a |
| S.A.S. Dragon 1184.HK | Hong Kong | $542M | +16% | +92% | 4% | 0.2× | n/a | n/a |
| Dingli 300050.SZ | China | $478M | -18% | +24% | 8% | 9.2× | 27.1% | -15.4% |
| Miraini 546A.T | Japan | $470M | +11% | +32% | 3% | 0.4× | -1.0% | +16.3% |