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Employees: 1,725
Size Shanghai Shentong Metro (600834.SS) is a China Industrials company (Other Transportation) with a market value of $520M, the 3777th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.26 on 6 Nov 2026.
Performance Over six months the shares fell 9.5%, against -15.3% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 0.7% over the last twelve months (peer median +1.0%); the operating margin is 8.3% (peer median 12.9%).
Valuation It trades at 3.8× enterprise value to sales against a peer median of 2.9× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.2 points below its cost of capital (5.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥677M | CN¥594M | CN¥583M | CN¥623M | CN¥342M |
| Revenue growth | — | +2% | -6% | +82% | — |
| Gross profit | CN¥125M | CN¥113M | CN¥128M | CN¥152M | CN¥109M |
| EBITDA | CN¥91.4M | CN¥83.8M | CN¥84.3M | CN¥107M | CN¥84.6M |
| Net income | CN¥59.0M | CN¥54.2M | CN¥51.8M | CN¥72.5M | CN¥73.0M |
| Free cash flow | CN¥271M | CN¥410M | CN¥773M | -CN¥196M | CN¥91.8M |
| Capital expenditure | CN¥34.8M | CN¥203M | CN¥66.6M | CN¥39.4M | CN¥29.4M |
| Total debt | CN¥72.3M | CN¥74.8M | CN¥157M | CN¥489M | CN¥700M |
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 | 600834.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.1% | -4.2% | 11th highest of 21 |
| 6-month return | -9.5% | -15.3% | 8th highest of 21 |
| Distance from 52-week high | -23.1% | -30.5% | 7th highest of 21 |
| Revenue growth (TTM) | +0.7% | +1.0% | 11th highest of 21 |
| Operating margin | 8.3% | 12.9% | 10th lowest of 21 |
| EV / Sales | 3.8× | 2.9× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 11.4% | -1.8% | 3rd most demanding of 18 |
| Growth delivered (Del g) | +14.6% | +7.0% | 5th highest of 18 |
| Hurdle (Req g minus delivered) | -3.2 pp | -7.3 pp | 6th most demanding of 18 |
| ROIC minus cost of capital | -1.2 pp | -1.4 pp | 11th highest of 21 |
| EV / EBITDA | 28.4× | 8.5× | most expensive of 11 |
| Net debt / EBITDA | -11.1× | 0.8× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Shentong Metro 600834.SS | China | $520M | -9% | +1% | 8% | 3.8× | 11.4% | +14.6% |
| Guangdong Great River Smarter Logistics 002930.SZ | China | $507M | -43% | +5% | -8% | 6.8× | 8.9% | +7.1% |
| Beijing Changjiu Logistics 603569.SS | China | $502M | -17% | -47% | -1% | 1.8× | 6.2% | -2.0% |
| Sichuan Fulin Transportation 002357.SZ | China | $496M | -10% | -2% | -8% | 4.1× | 43.1% | +5.3% |
| Hainan Haiqi Transportation 603069.SS | China | $548M | -32% | -22% | -20% | 8.4× | n/a | n/a |
| China Hi-Tech 600730.SS | China | $548M | -31% | +16% | -32% | 20.9× | n/a | n/a |
| Delixi New Energy Technology 603032.SS | China | $550M | -33% | +27% | 17% | 6.0× | 33.8% | +61.4% |
| Tianjin Port Development 3382.HK | Hong Kong | $478M | -14% | -21% | 21% | 1.7× | -8.3% | -5.5% |
| Bohai Ferry 603167.SS | China | $565M | -10% | -5% | 14% | 2.2× | -8.4% | +9.6% |
| Anhui Jiuhuashan Tourism Development 603199.SS | China | $573M | -5% | +6% | 32% | 3.8× | -4.0% | +21.3% |
| Nanjing Port 002040.SZ | China | $576M | -21% | +2% | 31% | 4.2× | -4.8% | +6.7% |
| Guangzhou Hangxin Aviation Technology 300424.SZ | China | $457M | -35% | -1% | -3% | 2.3× | 3.2% | +7.5% |
| Transport International 0062.HK | Hong Kong | $592M | -16% | +1% | 6% | 0.7× | -8.6% | +6.4% |
| Subaru Enterprise 9632.T | Japan | $424M | +48% | 0% | 15% | 1.7× | -6.0% | +1.5% |
| Zhuhai Port 000507.SZ | China | $638M | -9% | 0% | 12% | 3.0× | -2.0% | +4.5% |
| Yuexiu Transport Infrastructure 1052.HK | Hong Kong | $699M | -19% | +9% | 36% | 6.5× | 0.1% | +7.4% |
| Longzhou 002682.SZ | China | $371M | -27% | +5% | -17% | 2.3× | 9.9% | -7.4% |
| Toscana Aeroporti TYA.MI | Italy | $371M | -2% | +13% | 22% | 2.9× | -3.9% | +23.6% |
| Heilongjiang Transport Development 601188.SS | China | $746M | +13% | -4% | 27% | 5.3× | 0.4% | +7.0% |
| Aeroporto Guglielmo Marconi di Bologna ADB.MI | Italy | $361M | +3% | +10% | 18% | 2.0× | -1.8% | +22.0% |
| Mobico MCG.L | United Kingdom | $360M | +103% | +5% | 5% | 0.5× | n/a | n/a |