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← CockpitCompetitor Analysis › 600490.SS Pengxin International Mining Co. Ltd. Class AOpen in the cockpit ↗

Pengxin International Mining Co. Ltd. Class A600490.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Wholesale Distributors

Chinese mining investment company with nickel and other overseas resource interests.

Momentum laggard 16
Mkt cap
$1.85B
US dollars, full cap
Free float
71%
of shares outstanding
$/day
$29.7M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 13.5%
Hurdle
+24 pp
Req g minus delivered
Close · CNYCN¥5.61
1D-2.4%
1W+4.9%
1M-16.4%
3M-15.8%
6M-31.5%
YTD-27.4%
1Y-32.1%
ATR %4.8%
52w lowhigh53.5% off high

What Pengxin International Mining does

Chinese mining investment company with nickel and other overseas resource interests.

Products and services

  • Nickel mining interests
  • Overseas resource investment

Customers

  • Nickel/metal processors (via offtake)

Where it sits in the supply chain

  • Materials
  • Mining
  • Nickel & resource investment

What could go right

  • Nickel demand from EV battery supply chain

What could go wrong

  • Nickel price volatility
  • Overseas resource/political risk

Moat: none (scale). Resource-holding investment company without strong processing or brand differentiation.

Headquarters: Shanghai, China · Employees: 3,503

Named competitors

Pengxin International Mining at a glance

Size Pengxin International Mining (600490.SS) is a China Industrials company (Wholesale Distributors) with a market value of $1.85B, the 1360th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.61 on 6 Nov 2026.

Performance Over six months the shares fell 31.5%, against +5.9% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue fell 19.8% over the last twelve months (peer median +6.4%).

Valuation It trades at 2.1× enterprise value to sales against a peer median of 1.2× (7th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is -17%, so the hurdle is +24 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.

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 106600490.SS 67
Six months, rebased to 100: Pengxin International Mining against the median of its 20 peers (local-currency closes).

Pengxin International Mining financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.82BCN¥3.39BCN¥1.87BCN¥5.37BCN¥8.35B
Revenue growth—+81%-65%-36%—
Gross profitn/aCN¥755MCN¥207MCN¥330MCN¥465M
EBITDAn/aCN¥790MCN¥138MCN¥103M-CN¥215M
Net incomeCN¥797MCN¥225M-CN¥96.8M-CN¥108M-CN¥623M
Free cash flowCN¥898MCN¥278MCN¥16.2M-CN¥65.2M-CN¥11.1M
Capital expenditureCN¥300MCN¥384MCN¥151MCN¥48.8MCN¥167M
Total debtCN¥308MCN¥537MCN¥656MCN¥1.14BCN¥1.31B

Quarterly statements and history in the cockpit →

Pengxin International Mining competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%+100%-20%0%+20%601020600397TPK9934755258578279DBIART3048CURY601801000065600825DSGRHLMN002092EPRO-B8078600490.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Pengxin International Mining is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×5×10×601020600397TPK9934755258578279DBIART3048CURY601801000065600825DSGRHLMNDXPEEPRO-B600490.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Pengxin International Mining is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%0%50%100%TPK9934755258578279DBI3048CURY600825DSGRHLMN002092600490.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Pengxin International Mining is the large dot.

Pengxin International Mining competitors and peer comparison

Head to head with its named competitors (600490.SS vs 603799.SS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Pengxin International Mining 600490.SS$1.85B-32%-20%n/a2.1×6.6%
Zhejiang Huayou Cobalt 603799.SS$9.30B-50%+38%12%1.4×n/a

How Pengxin International Mining compares with its peers

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.

Pengxin International Mining against its 20 peers (data as of 6 Nov 2026)
Measure600490.SSPeer medianRank in peer set
1-month return-16.4%+0.9%6th lowest of 21
6-month return-31.5%+5.9%4th lowest of 21
Distance from 52-week high-53.5%-21.6%4th lowest of 21
Revenue growth (TTM)-19.8%+6.4%4th lowest of 21
EV / Sales2.1×1.2×7th most expensive of 21
Growth the price implies (Req g, 7 yrs)6.6%4.3%7th most demanding of 18
Growth delivered (Del g)-17.2%+8.8%2nd lowest of 18
Hurdle (Req g minus delivered)+23.9 pp-8.3 pp2nd most demanding of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Pengxin International Mining 600490.SSChina$1.85B-32%-20%n/a2.1×6.6%-17.2%
Tibet Huayu Mining 601020.SSChina$1.83B-48%-22%23%9.4×n/an/a
Jiangxi Tungsten Rare and Precious Equipment 600397.SSChina$1.86B-13%-92%n/a40.7×n/an/a
Travis Perkins TPK.LUnited Kingdom$1.86B+28%0%3%0.4×8.5%+4.3%
Inaba Denkisangyo 9934.TJapan$1.82B-4%+15%8%0.4×-11.9%+8.5%
Happinet 7552.TJapan$1.82B+133%+19%3%0.6×-4.1%+11.1%
ARE 5857.TJapan$1.89B+1%+38%7%0.8×2.0%+29.4%
AGTech 8279.HKHong Kong$1.78B+109%+24%8%10.2×-14.9%+36.3%
Dalrymple Bay Infrastructure DBI.AXAustralia$1.92B+6%+11%29%5.5×7.8%+104.8%
Arteche Lantegi Elkartea ART.MCSpain$1.77B-36%+11%14%3.1×7.2%+13.9%
BIC Cameras 3048.TJapan$1.94B+10%+7%4%0.3×-8.2%+4.5%
Currys CURY.LUnited Kingdom$1.97B+16%+6%2%0.2×4.3%-2.2%
Anhui Xinhua Media 601801.SSChina$1.72B-3%-16%4%0.3×n/an/a
Norinco International Cooperation 000065.SZChina$1.72B-23%-21%9%1.0×-5.1%+1.1%
Shanghai Xinhua Media 600825.SSChina$2.03B+118%+1%-1%8.4×44.5%+2.3%
Distribution Solutions DSGRUnited States$1.62B+27%+6%4%1.2×15.5%+41.3%
Hillman Solutions HLMNUnited States$1.62B+6%+6%6%1.6×17.9%+2.6%
Xinjiang Zhongtai Chemical 002092.SZChina$1.57B-41%+7%3%1.4×-4.2%-19.5%
DXP Enterprises DXPEUnited States$2.18B-10%+11%9%1.3×6.6%+14.9%
Electrolux Professional EPRO-B.STSweden$1.52B+20%-4%10%1.4×4.9%+10.9%
Hanwa 8078.TJapan$2.29B+7%+6%2%0.2×-4.2%+8.8%

Questions

Who are Pengxin International Mining's main competitors?
Named competitors: Zhejiang Huayou Cobalt (603799.SS), Tsingshan Holding Group (private or unlisted). The cockpit's measured peer set (industry) also includes Tibet Huayu Mining (601020.SS), Jiangxi Tungsten Rare and Precious Equipment (600397.SS), Travis Perkins (TPK.L), Inaba Denkisangyo (9934.T), Happinet (7552.T), ARE (5857.T).
Is Pengxin International Mining expensive compared with its peers?
On ev / sales it trades at 2.1× against a peer median of 1.2×, 7th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is -17%, so the hurdle is +24 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.
How has Pengxin International Mining stock performed?
Over six months to 6 Nov 2026 the shares returned -31.5% against +5.9% for the median peer; over one year -32.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.