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← CockpitCompetitor Analysis › 600725.SS Yunnan Yunwei Co., Ltd. Class AOpen in the cockpit ↗

Yunnan Yunwei Co., Ltd. Class A600725.SSCompetitor analysis, valuation and peers

China · CNY·Energy›Coal
Momentum weak 31
Mkt cap
$540M
US dollars, full cap
Free float
76%
of shares outstanding
$/day
$6.37M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-20.3 pp
WACC 8.8%
Hurdle
+51 pp
Req g minus delivered
Close · CNYCN¥2.92
1D-1.4%
1W+0.7%
1M-12.3%
3M-7.3%
6M-31.0%
YTD-30.1%
1Y-24.2%
ATR %3.3%
52w lowhigh47.4% off high

What Yunnan Yunwei does

Employees: 117

Yunnan Yunwei at a glance

Size Yunnan Yunwei (600725.SS) is a China Energy company (Coal) with a market value of $540M, the 3673rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.92 on 6 Nov 2026.

Performance Over six months the shares fell 31.0%, against -13.6% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 24.9% over the last twelve months (peer median +0.4%); the operating margin is -4.9% (peer median -1.6%).

Valuation It trades at 6.8× enterprise value to sales against a peer median of 1.3× (4th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about 34% a year for seven years (Req g). Recent delivered growth is -17%, so the hurdle is +51 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 20.3 points below its cost of capital (8.8% WACC).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 85600725.SS 69
Six months, rebased to 100: Yunnan Yunwei against the median of its 20 peers (local-currency closes).

Yunnan Yunwei financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥519MCN¥548MCN¥758MCN¥898MCN¥1.16B
Revenue growth—-28%-16%-22%—
Gross profitCN¥15.3MCN¥7.52MCN¥9.44MCN¥29.7MCN¥53.1M
EBITDA-CN¥23.4M-CN¥36.3M-CN¥58.5MCN¥1.39MCN¥28.1M
Net income-CN¥26.7M-CN¥39.3M-CN¥62.7MCN¥5.15MCN¥22.0M
Free cash flowCN¥45.3MCN¥68.9MCN¥37.9M-CN¥104MCN¥28.4M
Capital expenditureCN¥12,360CN¥12,360CN¥189,529CN¥210,049CN¥1.39M
Total debtCN¥54.7MCN¥56.2MCN¥53.8MCN¥55.5MCN¥61.5M

Quarterly statements and history in the cockpit →

Yunnan Yunwei 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

-40%-30%-20%-10%0%-20%-10%0%0005716007580866600792RE4601011600121JSWMETCCAD0975601015600997600971600508600123600740MAHSMRNRP600725.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Yunnan Yunwei is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×2.5×5×7.5×0005716007580866600792RE4601011600121JSWMETC0975601015600997600971600508600123600740MAHNRP600725.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yunnan Yunwei is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%-25%0%25%50%0005716007926010116001210975600971600508600740MAHSMRNRP600725.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. Yunnan Yunwei is the large dot.

Yunnan Yunwei competitors and peer comparison

How Yunnan Yunwei 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.

Yunnan Yunwei against its 20 peers (data as of 6 Nov 2026)
Measure600725.SSPeer medianRank in peer set
1-month return-12.3%-16.4%8th highest of 21
6-month return-31.0%-13.6%3rd lowest of 21
Distance from 52-week high-47.4%-33.7%6th lowest of 21
Revenue growth (TTM)-24.9%+0.4%2nd lowest of 20
Operating margin-4.9%-1.6%10th lowest of 20
EV / Sales6.8×1.3×4th most expensive of 20
Growth the price implies (Req g, 7 yrs)34.1%-3.5%3rd most demanding of 12
Growth delivered (Del g)-16.8%+3.1%2nd lowest of 12
Hurdle (Req g minus delivered)+50.9 pp-9.3 pp2nd most demanding of 12
ROIC minus cost of capital-20.3 pp-4.2 pp3rd lowest 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
Yunnan Yunwei 600725.SSChina$540M-31%-25%-5%6.8×34.1%-16.8%
Sundiro 000571.SZChina$612M-13%+8%-11%7.0×41.3%-10.9%
Liaoning Energy Industry 600758.SSChina$613M-22%-28%-26%1.6×n/an/a
China Qinfa 0866.HKHong Kong$613M-37%-13%23%3.2×n/an/a
Yunnan Coal & Energy 600792.SSChina$636M-15%+5%-16%1.1×-3.5%+3.1%
Geo Energy Resources RE4.SISingapore$676M-23%-11%11%2.2×n/an/a
Baotailong New Materials 601011.SSChina$724M-20%+25%-50%8.5×7.7%-23.9%
Zhengzhou Coal Industry & Electric Power 600121.SSChina$786M+1%-5%-8%3.1×36.0%+5.7%
Jastrzebska Spolka Weglowa JSW.WAPoland$788M-6%-8%-28%0.7×n/an/a
Ramaco Resources METCUnited States$366M-58%-6%-14%1.1×n/an/a
Colonial Coal International CAD.VCanada$346M-3%n/an/an/an/an/a
Mongolian Mining 0975.HKHong Kong$899M-27%+26%13%1.1×-5.8%+14.7%
Shaanxi Heimao Coking 601015.SSChina$965M-22%-13%-11%1.3×n/an/a
Kailuan Energy Chemical 600997.SSChina$1.28B-9%+5%-2%0.5×n/an/a
Anhui Hengyuan Coal Industry and Electricity Power 600971.SSChina$1.30B-13%+34%3%1.3×-10.2%+1.6%
Shanghai Datun Energy Resources 600508.SSChina$1.32B+14%+15%4%1.1×-9.3%+0.1%
Shanxi Lanhua Sci-Tech Venture 600123.SSChina$1.34B-14%+8%1%2.0×n/an/a
Shanxi Coking 600740.SSChina$1.34B-19%0%-15%2.6×13.3%-2.7%
Macmahon MAH.AXAustralia$1.35B+6%+8%7%0.8×4.3%+14.1%
Stanmore Resources SMR.AXAustralia$1.54B+5%-6%0%1.1×-9.9%+60.7%
Natural Resource Partners L.P NRPUnited States$1.56B+6%-10%63%7.8×-8.1%+9.4%

Questions

Which companies are Yunnan Yunwei's closest peers?
The cockpit's peer set: Sundiro (000571.SZ), Liaoning Energy Industry (600758.SS), China Qinfa (0866.HK), Yunnan Coal & Energy (600792.SS), Geo Energy Resources (RE4.SI), Baotailong New Materials (601011.SS), Zhengzhou Coal Industry & Electric Power (600121.SS), Jastrzebska Spolka Weglowa (JSW.WA).
Is Yunnan Yunwei expensive compared with its peers?
On ev / sales it trades at 6.8× against a peer median of 1.3×, 4th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about 34% a year for seven years (Req g). Recent delivered growth is -17%, so the hurdle is +51 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 Yunnan Yunwei stock performed?
Over six months to 6 Nov 2026 the shares returned -31.0% against -13.6% for the median peer; over one year -24.2%.

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.