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Employees: 521
Size Lanzhou Lishang Guochao Industrial (600738.SS) is a China Industrials company (Miscellaneous Commercial Services) with a market value of $445M, the 4123rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.02 on 6 Nov 2026.
Performance Over six months the shares fell 16.2%, against -8.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 2.5% over the last twelve months (peer median +9.5%); the operating margin is 36.4% (peer median 5.5%).
Valuation It trades at 18.3× forward earnings against a peer median of 19.5× (4th cheapest of 9).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.7 points above its cost of capital (5.7% WACC).
Next results Next results expected around 21 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥633M | CN¥627M | CN¥629M | CN¥871M | CN¥750M |
| Revenue growth | — | 0% | -28% | +16% | — |
| Gross profit | CN¥502M | CN¥384M | CN¥377M | CN¥445M | CN¥277M |
| EBITDA | n/a | CN¥372M | CN¥337M | CN¥376M | CN¥262M |
| Net income | CN¥188M | CN¥164M | CN¥72.6M | CN¥82.6M | CN¥86.4M |
| Free cash flow | CN¥359M | CN¥221M | CN¥107M | CN¥248M | CN¥129M |
| Capital expenditure | CN¥10.0M | CN¥117M | CN¥36.0M | CN¥81.1M | CN¥59.4M |
| Total debt | CN¥143M | CN¥423M | CN¥620M | CN¥622M | CN¥768M |
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 | 600738.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.8% | -4.1% | 11th highest of 21 |
| 6-month return | -16.2% | -8.3% | 9th lowest of 20 |
| Distance from 52-week high | -30.8% | -28.4% | 11th highest of 21 |
| Revenue growth (TTM) | +2.5% | +9.5% | 7th lowest of 21 |
| Operating margin | 36.4% | 5.5% | 2nd highest of 21 |
| Forward P/E | 18.3× | 19.5× | 4th cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -8.0% | 10.2% | 2nd least demanding of 13 |
| Growth delivered (Del g) | +1.1% | +10.9% | 2nd lowest of 13 |
| Hurdle (Req g minus delivered) | -9.1 pp | -3.0 pp | 5th least demanding of 13 |
| ROIC minus cost of capital | +5.7 pp | -4.1 pp | 4th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lanzhou Lishang Guochao Industrial 600738.SS | China | $445M | -16% | +2% | 36% | 18.3× | -8.0% | +1.1% |
| BBK Test Systems 301598.SZ | China | $446M | -20% | +15% | 22% | n/a | 8.7% | +8.6% |
| Beijing Dataway Horizon 301169.SZ | China | $447M | -41% | +10% | -8% | 137.8× | n/a | n/a |
| INTAGE 4326.T | Japan | $448M | +12% | +5% | 9% | n/a | -4.5% | +3.1% |
| Kaili Catalyst & New Materials 688269.SS | China | $443M | -45% | +47% | 2% | 20.4× | n/a | n/a |
| Tatung System Technologies 8099.TWO | Taiwan | $449M | +132% | +41% | 7% | n/a | 9.3% | +3.2% |
| Latent View Analytics LATENTVIEW.NS | India | $449M | -34% | +20% | 18% | 19.8× | 24.4% | +28.2% |
| Shanghai Hi-Road Food Technology 300915.SZ | China | $451M | -3% | -6% | -2% | 19.1× | n/a | n/a |
| All for One A1OS.DE | Germany | $438M | +135% | -2% | -2% | n/a | 5.1% | +7.2% |
| Taiwan Shin Kong Security 9925.TW | Taiwan | $454M | -3% | +5% | 9% | n/a | -8.7% | +2.5% |
| YouGov YOU.L | United Kingdom | $437M | +45% | +2% | 4% | 8.4× | 16.7% | +18.6% |
| ChengBang Syncore Technology 603316.SS | China | $456M | -30% | +48% | -14% | n/a | n/a | n/a |
| AvenuesAI CCAVENUE.NS | India | $457M | -8% | +110% | 3% | 14.4× | 16.3% | +64.4% |
| Yonz Technology 603381.SS | China | $459M | -14% | -28% | -1% | n/a | n/a | n/a |
| Hebei Gongda Keya Technology 301197.SZ | China | $432M | -19% | -4% | -6% | n/a | n/a | n/a |
| Shenzhen Tiansu Calibration & Testing 301449.SZ | China | $462M | -30% | +8% | 10% | n/a | 11.1% | +13.2% |
| Medley 4480.T | Japan | $463M | +2% | +24% | 8% | 28.4× | 16.0% | +40.0% |
| Gabia 079940.KS | South Korea | $468M | +64% | +12% | 14% | n/a | 1.0% | +14.7% |
| Asset Reconstruction Company (India) ARCIL.NS | India | $421M | n/a | +13% | 110% | n/a | 13.6% | +0.3% |
| Anhui Guqi Down and Feather Textile 001390.SZ | China | $472M | -26% | +9% | 16% | 17.6× | n/a | n/a |
| Hangzhou Landscape Architecture Design Institute 300649.SZ | China | $473M | +24% | -24% | -39% | n/a | n/a | n/a |