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Employees: 1,967
Size Anhui Tongfeng Electronics (600237.SS) is a China Information Technology company (Electronic Components) with a market value of $714M, the 3020th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.55 on 6 Nov 2026.
Performance Over six months the shares fell 15.0%, against -23.0% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue fell 6.0% over the last twelve months (peer median +14.3%); the operating margin is 10.1% (peer median 5.4%).
Valuation It trades at 32.8× forward earnings against a peer median of 16.1× (3rd most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 20% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +9 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 0.1 points below its cost of capital (10.9% WACC).
Next results Next results expected around 23 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.31B | CN¥1.39B | CN¥1.27B | CN¥1.08B | CN¥1.03B |
| Revenue growth | — | +9% | +18% | +5% | — |
| Gross profit | CN¥412M | CN¥365M | CN¥303M | CN¥243M | CN¥246M |
| EBITDA | n/a | CN¥226M | CN¥189M | CN¥157M | CN¥139M |
| Net income | CN¥117M | CN¥120M | CN¥95.7M | CN¥86.7M | CN¥74.0M |
| Free cash flow | CN¥88.2M | CN¥18.5M | CN¥8.22M | CN¥61.3M | -CN¥17.5M |
| Capital expenditure | CN¥104M | CN¥190M | CN¥189M | CN¥154M | CN¥100M |
| Total debt | CN¥151M | CN¥246M | CN¥9.47M | CN¥160M | CN¥254M |
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 | 600237.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.6% | -17.1% | 9th highest of 21 |
| 6-month return | -15.0% | -23.0% | 5th highest of 21 |
| Distance from 52-week high | -47.2% | -47.0% | 11th highest of 21 |
| Revenue growth (TTM) | -6.0% | +14.3% | 4th lowest of 21 |
| Operating margin | 10.1% | 5.4% | 6th highest of 21 |
| Forward P/E | 32.8× | 16.1× | 3rd most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 19.8% | 8.2% | 4th most demanding of 12 |
| Growth delivered (Del g) | +10.7% | +10.8% | 6th lowest of 12 |
| Hurdle (Req g minus delivered) | +9.1 pp | +0.7 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | -0.1 pp | +1.5 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anhui Tongfeng Electronics 600237.SS | China | $714M | -15% | -6% | 10% | 32.8× | 19.8% | +10.7% |
| Isvision (Hangzhou) Technology 688816.SS | China | $713M | -23% | +14% | 11% | n/a | 27.0% | +26.3% |
| Zhejiang Yonggui Electric Equipment 300351.SZ | China | $703M | -47% | +15% | -1% | 30.9× | n/a | n/a |
| Unitech Printed Circuit Board 2367.TW | Taiwan | $701M | -46% | -13% | -5% | 45.8× | n/a | n/a |
| ACES Electronics 3605.TW | Taiwan | $689M | +43% | +9% | 6% | 17.7× | n/a | n/a |
| Yutong Heavy Industries 600817.SS | China | $685M | -25% | -13% | 9% | 16.1× | -4.9% | +0.1% |
| Qingdao Eastsoft Communication Technology 300183.SZ | China | $745M | -23% | +4% | -6% | n/a | n/a | n/a |
| ASRock 3515.TW | Taiwan | $747M | -16% | +29% | 7% | 8.9× | n/a | n/a |
| Lelon Electronics 2472.TW | Taiwan | $750M | -20% | +10% | 20% | 10.9× | 8.2% | +7.6% |
| Ji'an Mankun Technology 301132.SZ | China | $751M | +38% | +32% | 9% | n/a | n/a | n/a |
| Hosiden 6804.T | Japan | $675M | -24% | +41% | 5% | 8.0× | -18.5% | +13.9% |
| Q Technology (Group) 1478.HK | Hong Kong | $674M | -50% | +31% | 3% | 6.9× | n/a | n/a |
| Cicor Technologies CICN.SW | Switzerland | $758M | -6% | +26% | 4% | 18.2× | 5.8% | +23.5% |
| Nichicon 6996.T | Japan | $758M | -27% | 0% | 5% | 13.0× | 15.3% | +7.9% |
| Dalian Dalicap Technology 301566.SZ | China | $670M | -20% | +41% | 45% | n/a | 18.4% | +10.8% |
| Yamaichi Electronics 6941.T | Japan | $670M | -45% | +29% | 24% | 9.5× | 4.7% | +13.7% |
| LEM LEHN.SW | Switzerland | $768M | +74% | -6% | 9% | 20.0× | 6.4% | -0.9% |
| Megachips 6875.T | Japan | $772M | -17% | +2% | 1% | 3.4× | n/a | n/a |
| Newonder Special Electric 301120.SZ | China | $654M | -39% | +22% | 1% | 91.7× | 56.0% | +4.2% |
| Keystone Microtech 6683.TWO | Taiwan | $652M | -70% | +25% | 27% | 26.7× | 26.2% | +11.7% |
| Union Optech 300691.SZ | China | $650M | -16% | +13% | 0% | n/a | n/a | n/a |