Loading…
Employees: 258
Size Guangdong Mingzhu (600382.SS) is a China Materials company (Other Metals/Minerals) with a market value of $512M, the 3810th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.32 on 6 Nov 2026.
Performance Over six months the shares fell 36.4%, against -30.7% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue fell 6.3% over the last twelve months (peer median +4.2%); the operating margin is 17.7% (peer median 10.3%).
Valuation It trades at 3.6× enterprise value to sales against a peer median of 1.5× (4th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is -9%, so the hurdle is +5 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 3.2 points above its cost of capital (6.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥766M | CN¥962M | CN¥414M | CN¥676M | CN¥926M |
| Revenue growth | — | +132% | -39% | -27% | — |
| Gross profit | CN¥553M | CN¥584M | CN¥198M | CN¥445M | CN¥635M |
| EBITDA | n/a | CN¥499M | CN¥177M | CN¥407M | CN¥466M |
| Net income | CN¥38.7M | CN¥184M | CN¥5.51M | CN¥154M | CN¥296M |
| Free cash flow | CN¥228M | CN¥38.6M | -CN¥93.7M | -CN¥161M | CN¥98.8M |
| Capital expenditure | CN¥47.9M | CN¥192M | CN¥88.3M | CN¥182M | CN¥36.7M |
| Total debt | CN¥146M | CN¥88.2M | CN¥119M | CN¥288M | CN¥282M |
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 | 600382.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.2% | -14.6% | 4th highest of 21 |
| 6-month return | -36.4% | -30.7% | 7th lowest of 21 |
| Distance from 52-week high | -48.5% | -46.1% | 9th lowest of 21 |
| Revenue growth (TTM) | -6.3% | +4.2% | 3rd lowest of 15 |
| Operating margin | 17.7% | 10.3% | 3rd highest of 16 |
| EV / Sales | 3.6× | 1.5× | 4th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | -4.3% | 9.1% | 2nd least demanding of 6 |
| Growth delivered (Del g) | -9.4% | +4.5% | lowest of 6 |
| Hurdle (Req g minus delivered) | +5.1 pp | +5.7 pp | 3rd least demanding of 6 |
| ROIC minus cost of capital | +3.2 pp | -4.8 pp | 3rd highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Mingzhu 600382.SS | China | $512M | -36% | -6% | 18% | 3.6× | -4.3% | -9.4% |
| Deep Yellow DYL.AX | Australia | $510M | -57% | n/a | n/a | n/a | n/a | n/a |
| Core Lithium CXO.AX | Australia | $516M | -35% | n/a | -160% | 33.3× | n/a | n/a |
| Gloria Material Technology 5009.TWO | Taiwan | $527M | -15% | +3% | 10% | 1.4× | n/a | n/a |
| Ruitai Materials Technology 002066.SZ | China | $489M | -40% | -1% | -4% | 1.5× | n/a | n/a |
| Xiamen Sunrise 002593.SZ | China | $485M | -25% | +5% | 8% | 1.1× | -7.2% | +4.1% |
| Straits Trading S20.SI | Singapore | $541M | -14% | +30% | 13% | 2.2× | 0.6% | +15.1% |
| Hootech 301026.SZ | China | $541M | -27% | +121% | 3% | 0.7× | n/a | n/a |
| Lumina Metals LMCU.TO | Canada | $544M | -33% | n/a | n/a | n/a | n/a | n/a |
| Lindian Resources LIN.AX | Australia | $481M | -50% | n/a | n/a | n/a | n/a | n/a |
| Ferroglobe GSM | United States | $477M | -37% | +4% | 0% | 0.4× | n/a | n/a |
| IsoEnergy ISO.TO | Canada | $549M | -30% | n/a | n/a | n/a | n/a | n/a |
| Puyang Refractories 002225.SZ | China | $550M | -28% | +2% | 2% | 1.1× | 24.5% | +5.7% |
| Ecora Royalties ECOR.L | United Kingdom | $475M | -4% | +168% | 48% | 7.7× | 11.0% | +4.5% |
| Changzhou Zhongying Science & Technology 300936.SZ | China | $556M | -32% | +15% | -4% | 12.5× | n/a | n/a |
| Moil MOIL.NS | India | $465M | -32% | +3% | 19% | 2.3× | n/a | n/a |
| Luxfer LXFR | United States | $463M | +11% | -9% | 10% | 1.4× | 9.1% | +3.4% |
| Ximei Resources 9936.HK | Hong Kong | $461M | -40% | +52% | 14% | 1.4× | n/a | n/a |
| Xinjiang Xinxin Mining Industry 3833.HK | Hong Kong | $457M | -39% | +20% | 17% | 2.1× | n/a | n/a |
| Bannerman Energy BMN.AX | Australia | $578M | -15% | n/a | n/a | n/a | n/a | n/a |
| OSAKA Titanium Technologies 5726.T | Japan | $584M | -18% | -8% | 13% | 2.9× | n/a | n/a |