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← CockpitCompetitor Analysis › 600727.SS Shandong Lubei Chemical Co., Ltd. Class AOpen in the cockpit ↗

Shandong Lubei Chemical Co., Ltd. Class A600727.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty
Momentum neutral 51
Mkt cap
$545M
US dollars, full cap
Free float
69%
of shares outstanding
$/day
$14.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+3.2 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥6.87
1D-1.6%
1W+1.9%
1M-11.9%
3M-7.9%
6M-14.9%
YTD+0.4%
1Y-9.5%
ATR %3.3%
52w lowhigh25.2% off high

What Shandong Lubei Chemical does

Employees: 2,923

Shandong Lubei Chemical at a glance

Size Shandong Lubei Chemical (600727.SS) is a China Materials company (Chemicals: Specialty) with a market value of $545M, the 3652nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.87 on 6 Nov 2026.

Performance Over six months the shares fell 14.9%, against -13.7% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 5.5% over the last twelve months (peer median +11.9%); the operating margin is 6.6% (peer median 5.3%).

Valuation It trades at 0.9× enterprise value to sales against a peer median of 2.0× (7th cheapest of 21).

Capital Return on invested capital runs 3.2 points above its cost of capital (5.0% WACC).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026Peer median 86600727.SS 83
Six months, rebased to 100: Shandong Lubei Chemical against the median of its 20 peers (local-currency closes).

Shandong Lubei Chemical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.81BCN¥5.08BCN¥5.74BCN¥4.99BCN¥4.89B
Revenue growth—-11%+15%+2%—
Gross profitCN¥862MCN¥413MCN¥658MCN¥341MCN¥491M
EBITDAn/aCN¥429MCN¥705MCN¥465MCN¥336M
Net incomeCN¥267MCN¥38.3MCN¥261MCN¥101M-CN¥88.3M
Free cash flow-CN¥432M-CN¥408M-CN¥185M-CN¥221M-CN¥13.5M
Capital expenditureCN¥527MCN¥481MCN¥382MCN¥370MCN¥324M
Total debtCN¥3.67BCN¥4.01BCN¥3.70BCN¥3.45BCN¥2.60B

Quarterly statements and history in the cockpit →

Shandong Lubei Chemical 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

-20%0%+20%-40%-20%3004816005273005226031134461688350121600KOPIOLCP40470029861312000691210341164971002469300107000731600727.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Shandong Lubei Chemical is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%2×4×3004816005273005226031134461688350121600KOP002365IOLCP40470029861312000691210341164971002469300107000731600727.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shandong Lubei Chemical is the large dot.

Shandong Lubei Chemical competitors and peer comparison

How Shandong Lubei Chemical 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.

Shandong Lubei Chemical against its 20 peers (data as of 6 Nov 2026)
Measure600727.SSPeer medianRank in peer set
1-month return-11.9%-15.1%10th highest of 21
6-month return-14.9%-13.7%10th lowest of 21
Distance from 52-week high-25.2%-42.2%3rd highest of 21
Revenue growth (TTM)+5.5%+11.9%9th lowest of 21
Operating margin6.6%5.3%10th highest of 21
EV / Sales0.9×2.0×7th cheapest of 21
ROIC minus cost of capital+3.2 pp-3.2 pp3rd 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
Shandong Lubei Chemical 600727.SSChina$545M-15%+6%7%0.9×n/an/a
Puyang Huicheng Electronic Material 300481.SZChina$540M-16%+11%9%2.1×n/an/a
Jiangsu Jiangnan High Polymer Fiber 600527.SSChina$538M-30%+2%1%4.7×40.2%-14.6%
Suzhou Sunmun Technology 300522.SZChina$534M-15%-5%-2%5.4×n/an/a
Jinneng Science & Technology 603113.SSChina$559M-34%+6%-4%0.5×n/an/a
DKS 4461.TJapan$530M-6%+31%15%0.9×5.3%+7.0%
Jiangsu Feymer Technology 688350.SSChina$528M-14%-6%-1%3.0×30.2%+4.2%
Advanced Nano Products 121600.KSSouth Korea$565M-23%+33%12%5.5×28.1%+18.2%
Koppers KOPUnited States$567M-32%-5%10%0.8×-7.1%+2.4%
Qianjiang Yongan Pharmaceutical 002365.SZChina$523M-12%+26%4%2.7×24.7%-7.8%
IOL Chemicals & Pharmaceuticals IOLCP.NSIndia$569M+87%+19%9%2.1×29.8%+3.5%
Kanto Denka Kogyo 4047.TJapan$570M-6%+13%12%1.6×n/an/a
Guangdong Yussen Energy Technology 002986.SZChina$571M-30%+57%2%0.7×-5.0%+27.8%
Grand Pacific Petrochemical 1312.TWTaiwan$571M+3%+28%-15%1.8×n/an/a
Gansu Yatai Industrial Developent 000691.SZChina$516M-6%+29%0%5.9×n/an/a
TSRC 2103.TWTaiwan$576M+17%0%7%0.7×n/an/a
Dainichiseika Color & Chemicals Mfg.Co 4116.TJapan$576M+18%+2%7%0.7×3.4%-2.1%
MEC 4971.TJapan$578M-47%+29%31%3.3×17.2%+11.9%
Shandong Sunway Chemical 002469.SZChina$579M-20%-19%3%1.6×n/an/a
Hebei Jianxin Chemical Industry 300107.SZChina$581M-6%+39%11%5.4×n/an/a
Sichuan Meifeng Chemical Industry 000731.SZChina$509M-14%-13%-6%0.5×n/an/a

Questions

Which companies are Shandong Lubei Chemical's closest peers?
The cockpit's peer set: Puyang Huicheng Electronic Material (300481.SZ), Jiangsu Jiangnan High Polymer Fiber (600527.SS), Suzhou Sunmun Technology (300522.SZ), Jinneng Science & Technology (603113.SS), DKS (4461.T), Jiangsu Feymer Technology (688350.SS), Advanced Nano Products (121600.KS), Koppers (KOP).
Is Shandong Lubei Chemical expensive compared with its peers?
On ev / sales it trades at 0.9× against a peer median of 2.0×, 7th cheapest of 21 in its peer set.
How has Shandong Lubei Chemical stock performed?
Over six months to 6 Nov 2026 the shares returned -14.9% against -13.7% for the median peer; over one year -9.5%.

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.