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Employees: 12,288
Size Jilin Yatai (Group) (600881.SS) is a China Materials company (Construction Materials) with a market value of $776M, the 2845th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥1.60 on 6 Nov 2026.
Performance Over six months the shares gained 2.6%, against -13.8% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue fell 14.7% over the last twelve months (peer median -2.8%); the operating margin is -21.3% (peer median 6.8%).
Valuation It trades at 5.2× enterprise value to sales against a peer median of 1.5× (5th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is -20%, so the hurdle is +25 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 6.8 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.76B | CN¥6.33B | CN¥7.18B | CN¥9.05B | CN¥12.7B |
| Revenue growth | — | -12% | -21% | -29% | — |
| Gross profit | CN¥1.63B | CN¥1.17B | CN¥1.25B | CN¥541M | CN¥962M |
| EBITDA | n/a | CN¥217M | -CN¥520M | -CN¥1.12B | -CN¥1.63B |
| Net income | -CN¥1.98B | -CN¥2.04B | -CN¥2.92B | -CN¥3.95B | -CN¥3.43B |
| Free cash flow | CN¥1.07B | CN¥927M | CN¥602M | CN¥2.59B | -CN¥770M |
| Capital expenditure | CN¥56.6M | CN¥60.5M | CN¥46.0M | CN¥83.4M | CN¥107M |
| Total debt | CN¥29.7B | CN¥30.1B | CN¥29.2B | CN¥28.3B | CN¥31.1B |
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 | 600881.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.0% | -3.8% | 4th lowest of 21 |
| 6-month return | +2.6% | -13.8% | 5th highest of 20 |
| Distance from 52-week high | -35.2% | -30.0% | 8th lowest of 21 |
| Revenue growth (TTM) | -14.7% | -2.8% | 5th lowest of 20 |
| Operating margin | -21.3% | 6.8% | 2nd lowest of 21 |
| EV / Sales | 5.2× | 1.5× | 5th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 5.0% | -0.9% | 5th most demanding of 17 |
| Growth delivered (Del g) | -20.1% | +3.6% | lowest of 17 |
| Hurdle (Req g minus delivered) | +25.1 pp | -1.8 pp | most demanding of 17 |
| ROIC minus cost of capital | -6.8 pp | -2.5 pp | 8th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jilin Yatai (Group) 600881.SS | China | $776M | +3% | -15% | -21% | 5.2× | 5.0% | -20.1% |
| Guangdong Dongpeng 003012.SZ | China | $779M | -24% | -15% | 0% | 0.7× | -3.8% | -3.3% |
| Pan-United P52.SI | Singapore | $784M | -9% | +26% | 7% | 0.9× | -5.3% | +17.3% |
| Sinostone (Guangdong) 001212.SZ | China | $814M | -52% | -21% | -18% | 13.1× | n/a | n/a |
| Yang Guang 000608.SZ | China | $814M | +60% | +68% | 4% | 11.9× | n/a | n/a |
| Ningxia Building Materials 600449.SS | China | $818M | -12% | -36% | 0% | 0.7× | -3.6% | +0.3% |
| Xinjiang Qingsong Building Materials & Chemicals (Group) 600425.SS | China | $833M | -16% | -8% | 9% | 1.6× | 2.0% | +5.1% |
| NWPX Infrastructure NWPX | United States | $841M | -22% | +16% | 12% | 1.6× | 6.2% | +12.9% |
| China Resources Building Materials Technology 1313.HK | Hong Kong | $873M | -31% | -12% | -3% | 1.1× | -8.1% | -10.6% |
| China West Construction 002302.SZ | China | $884M | -16% | -24% | -7% | 0.7× | 12.5% | -5.0% |
| Hanilcmt 300720.KS | South Korea | $905M | -4% | -10% | 11% | 1.2× | -3.2% | +7.9% |
| Wagners WGN.AX | Australia | $650M | -4% | +17% | 12% | 2.1× | 10.2% | +9.5% |
| Suncrete RMIX | United States | $646M | -47% | n/a | 1% | 8.8× | n/a | n/a |
| Maeda Kosen 7821.T | Japan | $944M | +21% | +11% | 17% | 1.8× | -4.7% | +10.6% |
| Sumitomo Osaka Cement 5232.T | Japan | $969M | +49% | +5% | 7% | 1.0× | 4.6% | -1.3% |
| Nichiha 7943.T | Japan | $599M | -10% | -3% | 7% | 0.6× | -3.7% | +3.5% |
| Sinosteel Luonai Materials Technology 688119.SS | China | $597M | -32% | -2% | -13% | 1.6× | 3.7% | -0.3% |
| Marshalls MSLH.L | United Kingdom | $597M | +40% | 0% | 8% | 1.0× | 8.2% | +6.1% |
| Sobute New Materials 603916.SS | China | $573M | -24% | -3% | 7% | 1.4× | 1.5% | -0.5% |
| Goldsun Building Materials 2504.TW | Taiwan | $1.06B | -14% | -3% | 22% | 2.1× | -7.1% | +3.6% |
| Stewards SWRD | United States | $555M | n/a | +30% | -100% | 41.7× | n/a | n/a |