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← CockpitCompetitor Analysis › 600666.SS Aurora Optoelectronics Co., Ltd. Class AOpen in the cockpit ↗

Aurora Optoelectronics Co., Ltd. Class A600666.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Production Equipment

Chinese optoelectronics/LED maker; specific product line not established from available knowledge.

Momentum laggard 16
Mkt cap
$1.22B
US dollars, full cap
Free float
82%
of shares outstanding
$/day
$22.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-1.0 pp
WACC 5.0%
Hurdle
+37 pp
Req g minus delivered
Close · CNYCN¥2.95
1D-2.6%
1W+2.8%
1M-6.0%
3M-14.2%
6M-43.7%
YTD-12.2%
1Y-14.5%
ATR %4.1%
52w lowhigh61.0% off high

What Aurora Optoelectronics does

Chinese optoelectronics/LED maker; specific product line not established from available knowledge.

Where it sits in the supply chain

  • Electronics
  • Optoelectronics/LED

Moat: none

Headquarters: China · Employees: 606

Aurora Optoelectronics at a glance

Size Aurora Optoelectronics (600666.SS) is a China Information Technology company (Electronic Production Equipment) with a market value of $1.22B, the 1944th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.95 on 6 Nov 2026.

Performance Over six months the shares fell 43.7%, against -23.4% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 20 in its peer set.

Growth Revenue grew 44.4% over the last twelve months (peer median +11.6%); the operating margin is -15.0% (peer median 5.9%).

Valuation It trades at 13.6× enterprise value to sales against a peer median of 4.8× (2nd most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +37 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 (5.0% WACC).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 77600666.SS 51
Six months, rebased to 100: Aurora Optoelectronics against the median of its 20 peers (local-currency closes).

Aurora Optoelectronics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥604MCN¥464MCN¥366MCN¥319MCN¥522M
Revenue growth—+27%+15%-39%—
Gross profitCN¥247MCN¥42.6MCN¥16.4M-CN¥62.6M-CN¥35.5M
EBITDAn/aCN¥104MCN¥62.8M-CN¥383M-CN¥143M
Net income-CN¥150MCN¥141M-CN¥171M-CN¥675MCN¥60.5M
Free cash flowCN¥2.19M-CN¥19.4M-CN¥241M-CN¥796MCN¥9.02M
Capital expenditureCN¥204MCN¥53.5MCN¥170MCN¥453MCN¥7.51M
Total debtCN¥497MCN¥657MCN¥85.9MCN¥48.0MCN¥311M

Quarterly statements and history in the cockpit →

Aurora Optoelectronics 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%-50%-25%0%+25%30067168866300268100529000299030090931313042301489336260300976002289688011000727300939603738603052600666.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Aurora Optoelectronics is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%5×10×300671688663002681005290002990300909313130423014893362603009760022896880110007273009396037382486603052301697600666.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Aurora Optoelectronics is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%68866300268100529031313042300976002289603738NOLA-B600666.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. Aurora Optoelectronics is the large dot.

Aurora Optoelectronics competitors and peer comparison

How Aurora Optoelectronics 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.

Aurora Optoelectronics against its 20 peers (data as of 6 Nov 2026)
Measure600666.SSPeer medianRank in peer set
1-month return-6.0%-24.3%5th highest of 21
6-month return-43.7%-23.4%7th lowest of 20
Distance from 52-week high-61.0%-51.0%7th lowest of 21
Revenue growth (TTM)+44.4%+11.6%4th highest of 21
Operating margin-15.0%5.9%3rd lowest of 21
EV / Sales13.6×4.8×2nd most expensive of 21
Growth the price implies (Req g, 7 yrs)35.2%17.5%3rd most demanding of 10
Growth delivered (Del g)-1.9%+8.4%2nd lowest of 10
Hurdle (Req g minus delivered)+37.0 pp+5.5 ppmost demanding of 10
ROIC minus cost of capital-1.0 pp-5.6 pp6th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Aurora Optoelectronics 600666.SSChina$1.22B-44%+44%-15%13.6×35.2%-1.9%
Fuman Microelectronics 300671.SZChina$1.21B-22%+71%3%6.4×n/an/a
WindSun Science & Technology 688663.SSChina$1.23B-14%-9%3%4.2×48.5%+18.9%
Shenzhen Fenda Technology 002681.SZChina$1.19B-15%+7%-1%3.0×27.1%-5.2%
Dongjin Semichem 005290.KSSouth Korea$1.18B-44%-4%16%1.2×-4.4%+5.0%
Maxvision Technology 002990.SZChina$1.26B-39%+36%14%6.6×n/an/a
Shenzhen Hui Chuang Da Technology 300909.SZChina$1.26B+4%+3%2%5.6×n/an/a
Grand Process Technology 3131.TWOTaiwan$1.27B-51%+38%22%5.5×13.0%+21.2%
TXC 3042.TWTaiwan$1.28B-26%+9%17%2.9×10.7%+3.9%
Guangdong Suqun New Material 301489.SZChina$1.16B-54%+24%8%6.7×n/an/a
Doosan Fuel Cell 336260.KSSouth Korea$1.33B-56%-19%-31%3.8×n/an/a
Dongguan Tarry Electronics 300976.SZChina$1.33B+4%+19%9%2.2×17.5%+27.2%
Shenzhen Success Electronics 002289.SZChina$1.33B-9%+237%27%11.9×24.4%+18.8%
Harbin Xinguang Optic-Electronics Technology 688011.SSChina$1.11B+17%+14%-42%42.7×n/an/a
TPV Technology 000727.SZChina$1.38B-23%+7%-1%0.5×n/an/a
Shenzhen AV-Display 300939.SZChina$1.07B+54%+5%3%5.0×n/an/a
TKD Science and Technology 603738.SSChina$1.39B-37%+20%9%8.3×44.4%+8.4%
Nolato NOLA-B.STSweden$1.40B+5%0%10%1.4×3.9%+0.2%
I-Chiun Precision Industry 2486.TWTaiwan$1.05B-53%+25%7%4.6×n/an/a
Suzhou K-Hiragawa Electronic Technology 603052.SSChina$1.03B-55%+7%-10%7.3×n/an/a
Suzhou Betely Polymer Materials 301697.SZChina$1.44Bn/a+45%5%2.6×n/an/a

Questions

Which companies are Aurora Optoelectronics's closest peers?
The cockpit's peer set: Fuman Microelectronics (300671.SZ), WindSun Science & Technology (688663.SS), Shenzhen Fenda Technology (002681.SZ), Dongjin Semichem (005290.KS), Maxvision Technology (002990.SZ), Shenzhen Hui Chuang Da Technology (300909.SZ), Grand Process Technology (3131.TWO), TXC (3042.TW).
Is Aurora Optoelectronics expensive compared with its peers?
On ev / sales it trades at 13.6× against a peer median of 4.8×, 2nd most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +37 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 Aurora Optoelectronics stock performed?
Over six months to 6 Nov 2026 the shares returned -43.7% against -23.4% for the median peer; over one year -14.5%.

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.