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Employees: 4,048
Size Dongfeng Electronic Technology (600081.SS) is a China Industrials company (Wholesale Distributors) with a market value of $795M, the 2777th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.59 on 6 Nov 2026.
Performance Over six months the shares fell 15.1%, against -8.1% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue fell 15.0% over the last twelve months (peer median +6.0%); the operating margin is 2.6% (peer median 5.0%).
Valuation It trades at 0.6× enterprise value to sales against a peer median of 0.6× (11th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is +6 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 1.0 points below its cost of capital (7.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.62B | CN¥6.25B | CN¥6.78B | CN¥7.13B | CN¥6.82B |
| Revenue growth | — | -8% | -5% | +5% | — |
| Gross profit | CN¥1.18B | CN¥844M | CN¥764M | CN¥818M | CN¥897M |
| EBITDA | n/a | CN¥341M | CN¥343M | CN¥435M | CN¥517M |
| Net income | CN¥118M | CN¥18.8M | CN¥91.3M | CN¥145M | CN¥109M |
| Free cash flow | CN¥95.1M | CN¥192M | CN¥479M | CN¥425M | CN¥629M |
| Capital expenditure | CN¥173M | CN¥188M | CN¥131M | CN¥117M | CN¥129M |
| Total debt | CN¥705M | CN¥1.21B | CN¥799M | CN¥1.24B | CN¥1.67B |
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 | 600081.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.2% | -3.9% | 6th lowest of 21 |
| 6-month return | -15.1% | -8.1% | 8th lowest of 21 |
| Distance from 52-week high | -26.1% | -25.8% | 11th highest of 21 |
| Revenue growth (TTM) | -15.0% | +6.0% | lowest of 21 |
| Operating margin | 2.6% | 5.0% | 5th lowest of 21 |
| EV / Sales | 0.6× | 0.6× | 11th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 2.3% | -3.6% | 2nd most demanding of 15 |
| Growth delivered (Del g) | -3.6% | +8.5% | lowest of 15 |
| Hurdle (Req g minus delivered) | +5.8 pp | -14.8 pp | 2nd most demanding of 15 |
| ROIC minus cost of capital | -1.0 pp | +2.8 pp | 7th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Dongfeng Electronic Technology 600081.SS | China | $795M | -15% | -15% | 3% | 0.6× | 2.3% | -3.6% |
| Harim 003380.KS | South Korea | $790M | -16% | +10% | 7% | 0.9× | -2.2% | +11.3% |
| Yuasa 8074.T | Japan | $789M | -1% | +5% | 3% | 0.2× | -14.7% | +4.7% |
| SK Networks 001740.KS | South Korea | $804M | -4% | -4% | 1% | 0.4× | n/a | n/a |
| Shandong Nanshan Fashion Sci-Tech 300918.SZ | China | $808M | -24% | +40% | 5% | 2.4× | n/a | n/a |
| Jiangsu Soho High Hope 600981.SS | China | $780M | -19% | +2% | 0% | 0.3× | 31.9% | +8.5% |
| China Aviation Oil (Singapore) G92.SI | Singapore | $815M | -39% | -8% | 0% | 0.0× | -11.7% | +8.2% |
| Acomo ACOMO.AS | Netherlands | $765M | -13% | -3% | 7% | 0.7× | n/a | n/a |
| Autobacs Seven 9832.T | Japan | $758M | +1% | +9% | 5% | 0.5× | n/a | n/a |
| San-ai Obbli 8097.T | Japan | $843M | -3% | -8% | 2% | 0.2× | -3.1% | +5.2% |
| MAAS MGH.AX | Australia | $849M | -20% | +31% | 8% | 3.7× | n/a | n/a |
| Chongqing Port 600279.SS | China | $744M | -14% | +9% | 5% | 2.0× | 1.5% | -2.5% |
| Senshu Electric 9824.T | Japan | $736M | +17% | +13% | 7% | 0.5× | -5.1% | +12.8% |
| Jiangxi Bestoo Energy 001376.SZ | China | $734M | -34% | +10% | 22% | 3.8× | -2.1% | +17.4% |
| Ricegrowers SGLLV.AX | Australia | $730M | +24% | -2% | 6% | 0.7× | -4.4% | +12.0% |
| Kamei 8037.T | Japan | $869M | +40% | +1% | 3% | 0.2× | -13.1% | +7.6% |
| Central Automotive Products 8117.T | Japan | $716M | +7% | +14% | 24% | 1.7× | -3.4% | +11.1% |
| Yellow Hat 9882.T | Japan | $888M | +12% | +7% | 9% | 0.9× | -5.5% | +3.1% |
| Superior Plus SPB.TO | Canada | $890M | -22% | -7% | 8% | 1.2× | -1.3% | +13.7% |
| Matsuda Sangyo 7456.T | Japan | $891M | -12% | +49% | 4% | 0.2× | n/a | n/a |
| Mitsuuroko 8131.T | Japan | $893M | +26% | 0% | 3% | 0.4× | -3.7% | +8.4% |