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Provides rail container transport, leasing and intermodal logistics services within China's state railway freight network.
Provides rail container transport, leasing and intermodal logistics services within China's state railway freight network.
In one line: A Chinese rail-intermodal logistics arm.
Moat: narrow (regulatory licence, installed base). Operates within China's state rail network with an established container fleet and terminals.
Headquarters: Beijing, China · Employees: 2,198
Size China Railway Tielong Container Logistics (600125.SS) is a China Industrials company (Railroads) with a market value of $1.06B, the 2193rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.40 on 6 Nov 2026.
Performance Over six months the shares fell 12.1%, against +0.6% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 13 in its peer set.
Growth Revenue fell 1.8% over the last twelve months (peer median +4.3%); the operating margin is 6.8% (peer median 11.9%).
Valuation It trades at 11.5× forward earnings against a peer median of 12.5× (6th cheapest of 11).
Price implies For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.2 points above its cost of capital (5.0% WACC).
Next results Next results expected around 2 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥11.3B | CN¥11.5B | CN¥13.0B | CN¥14.7B | CN¥12.0B |
| Revenue growth | — | -12% | -11% | +22% | — |
| Gross profit | CN¥1.39B | CN¥973M | CN¥901M | CN¥846M | CN¥763M |
| EBITDA | n/a | CN¥1.23B | CN¥1.01B | CN¥1.04B | CN¥821M |
| Net income | CN¥539M | CN¥525M | CN¥382M | CN¥471M | CN¥337M |
| Free cash flow | CN¥1.14B | CN¥473M | CN¥439M | -CN¥24.9M | CN¥719M |
| Capital expenditure | CN¥195M | CN¥224M | CN¥180M | CN¥166M | CN¥117M |
| Total debt | CN¥549M | CN¥591M | CN¥853M | CN¥877M | CN¥962M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| China Railway Tielong Container Logistics 600125.SS | $1.06B | -12% | -2% | 7% | 11.5× | -21.0% |
| Guangshen Railway 601333.SS | $3.16B | +1% | +5% | 6% | 16.3× | -14.9% |
| Sinotrans 601598.SS | $6.74B | +18% | -1% | 0% | 14.8× | 4.3% |
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 | 600125.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.3% | +2.3% | 7th highest of 13 |
| 6-month return | -12.1% | +0.6% | 4th lowest of 13 |
| Distance from 52-week high | -24.8% | -13.3% | 3rd lowest of 13 |
| Revenue growth (TTM) | -1.8% | +4.3% | 4th lowest of 13 |
| Operating margin | 6.8% | 11.9% | 4th lowest of 13 |
| Forward P/E | 11.5× | 12.5× | 6th cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | -21.0% | 8.7% | least demanding of 4 |
| Growth delivered (Del g) | -5.4% | +7.2% | lowest of 4 |
| Hurdle (Req g minus delivered) | -15.6 pp | +6.6 pp | 2nd least demanding of 4 |
| ROIC minus cost of capital | +10.2 pp | -1.4 pp | highest of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China Railway Tielong Container Logistics 600125.SS | China | $1.06B | -12% | -2% | 7% | 11.5× | -21.0% | -5.4% |
| China High-Speed Railway Technology 000008.SZ | China | $919M | -14% | -11% | -19% | n/a | 8.7% | +2.1% |
| Jungfraubahn JFN.SW | Switzerland | $1.81B | +1% | -4% | 21% | 22.2× | 4.4% | +22.3% |
| Keihan 9045.T | Japan | $2.15B | +3% | +10% | 15% | 11.5× | n/a | n/a |
| Keikyu 9006.T | Japan | $2.73B | +2% | +4% | 11% | 13.4× | n/a | n/a |
| Keio 9008.T | Japan | $2.80B | +3% | +10% | 10% | 10.5× | n/a | n/a |
| BVZ BVZN.SW | Switzerland | $363M | 0% | +6% | 17% | n/a | n/a | n/a |
| Guangshen Railway 0525.HK | Hong Kong | $3.12B | -9% | +5% | 6% | 9.6× | n/a | n/a |
| Kyushu Railway 9142.T | Japan | $3.53B | 0% | +5% | 14% | 11.3× | n/a | n/a |
| Container Corporation of India CONCOR.NS | India | $3.55B | -16% | +1% | 14% | 25.4× | 33.8% | +7.2% |
| Chengdu Tangyuan Electric 300789.SZ | China | $315M | -36% | -45% | -40% | 16.4× | n/a | n/a |
| Tobu Railway 9001.T | Japan | $3.58B | +3% | +5% | 11% | 10.0× | n/a | n/a |
| Odakyu Electric Railway 9007.T | Japan | $3.80B | +11% | +3% | 13% | 15.1× | n/a | n/a |