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← CockpitCompetitor Analysis › 600901.SS Jiangsu Financial Leasing Class AOpen in the cockpit ↗

Jiangsu Financial Leasing Class A600901.SSCompetitor analysis, valuation and peers

China · CNY·Financials›Finance/Rental/Leasing

Jiangsu-based financial leasing company financing equipment and infrastructure for local businesses and public-sector clients.

Momentum leader 96
Mkt cap
$6.66B
US dollars, full cap
Free float
36%
of shares outstanding
$/day
$40.6M
20-day average traded
P/B
1.67×
price to book
ROE
13.5%
delivered
Implied ROE
5.9%
what the price asks
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥7.71
1D+2.0%
1W+2.9%
1M+10.3%
3M+19.7%
6M+11.7%
YTD+26.0%
1Y+27.4%
ATR %2.5%
52w lowhigh0.3% off high

What Jiangsu Financial Leasing does

Jiangsu-based financial leasing company financing equipment and infrastructure for local businesses and public-sector clients.

Where it sits in the supply chain

  • Financial services
  • Leasing & specialty finance
  • Equipment and infrastructure leasing

Moat: none

Headquarters: Nanjing, China · Employees: 659

Jiangsu Financial Leasing at a glance

Size Jiangsu Financial Leasing (600901.SS) is a China Financials company (Finance/Rental/Leasing) with a market value of $6.66B, the 370th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.71 on 6 Nov 2026.

Performance Over six months the shares gained 11.7%, against -8.8% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue grew 14.3% over the last twelve months (peer median +7.4%); the operating margin is 46.6% (peer median 34.5%).

Valuation It trades at 1.67× book value against a peer median of 2.04× (9th cheapest of 21).

Price implies The share price implies a return on equity of about 5.9%; Jiangsu Financial Leasing delivers 13.5%, so the price asks less than the business earns today.

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026600901.SS 115Peer median 91
Six months, rebased to 100: Jiangsu Financial Leasing against the median of its 20 peers (local-currency closes).

Jiangsu Financial Leasing financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥10.1BCN¥8.94BCN¥8.16BCN¥7.55BCN¥6.84B
Revenue growth—+10%+8%+10%—
Gross profitCN¥6.79BCN¥6.64BCN¥5.84BCN¥5.44BCN¥4.88B
EBITDAn/aCN¥5.16BCN¥4.73BCN¥4.37BCN¥3.95B
Net incomeCN¥3.49BCN¥3.24BCN¥2.94BCN¥2.66BCN¥2.40B
Free cash flowCN¥5.51B-CN¥1.01BCN¥680MCN¥2.48B-CN¥415M
Capital expenditureCN¥83.1MCN¥50.6MCN¥744MCN¥253MCN¥202M
Total debtCN¥155BCN¥131BCN¥109BCN¥97.0BCN¥86.5B

Quarterly statements and history in the cockpit →

Jiangsu Financial Leasing 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%-10%0%+10%+20%OMFBAJAJHFL2588PIRAMALFINLTF8439SBICARD5871EFNFCFSRECLTDCACCAYVFIGRHRISUNDARMFINHDBFSNNI000415POONAWALLA600901.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Financial Leasing is the large dot.

Fundamentals: return on equity against price-to-book

10%15%20%10×20×30×OMFBAJAJHFL2588PIRAMALFINLTF8439SBICARDEFNFCFSRECLTDCACCAYVFIGRHRISUNDARMFINHDBFSNNI000415POONAWALLA600901.SSReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Jiangsu Financial Leasing is the large dot.

Capital: ROE delivered against the ROE the price implies

10%20%30%40%20%40%OMFBAJAJHFL2588PIRAMALFINLTF8439SBICARD5871EFNFCFSRECLTDCACCFIGRHRISUNDARMFINHDBFS000415POONAWALLA600901.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Jiangsu Financial Leasing is the large dot.

Jiangsu Financial Leasing competitors and peer comparison

How Jiangsu Financial Leasing 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.

Jiangsu Financial Leasing against its 20 peers (data as of 6 Nov 2026)
Measure600901.SSPeer medianRank in peer set
1-month return+10.3%-0.7%5th highest of 21
6-month return+11.7%-8.8%4th highest of 21
Return on equity13.5%12.4%10th highest of 21
Price / book1.67×2.04×9th cheapest of 21
Trailing P/E12.7×18.3×8th cheapest of 21
ROE the price implies5.9%19.2%2nd least demanding of 21
ROE delivered13.5%12.4%10th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Jiangsu Financial Leasing 600901.SSChina$6.66B+12%+14%13%1.67×5.9%13.5%
OneMain OMFUnited States$6.42B0%+6%23%1.90×18.5%22.7%
Bajaj Housing Finance BAJAJHFL.NSIndia$7.05B-9%+17%12%2.77×41.1%12.4%
BOC Aviation 2588.HKHong Kong$7.09B-3%-2%12%1.01×6.2%11.8%
Piramal Finance PIRAMALFIN.NSIndia$7.17B+13%+71%7%1.58×13.0%6.5%
L&T Finance LTF.NSIndia$7.36B-9%+17%12%2.38×45.8%12.3%
Tokyo Century 8439.TJapan$7.50B+12%+8%12%1.01×7.7%11.6%
SBI Cards & Payment Services SBICARD.NSIndia$5.89B-10%+6%16%3.24×40.7%16.3%
Chailease 5871.TWTaiwan$5.74B-10%-4%12%0.97×3.8%11.5%
Element Fleet Management EFN.TOCanada$5.61B-31%+5%11%2.06×9.2%10.6%
FirstCash FCFSUnited States$7.96B-18%+23%18%3.50×19.9%18.2%
REC RECLTD.NSIndia$8.27B-18%-3%17%0.83×15.1%17.0%
Credit Acceptance CACCUnited States$5.37B-1%+2%23%3.86×38.2%22.7%
Ayvens AYV.PAFrance$8.45B-16%0%9%0.68×8.0%9.2%
Figure Technology Solutions FIGRUnited States$5.10B-40%+66%26%3.58×26.5%26.2%
Herc HRIUnited States$5.08B+14%+19%6%2.56×33.3%6.3%
Sundaram Finance SUNDARMFIN.NSIndia$4.95B-11%+14%14%2.89×35.3%14.4%
HDB Financial Services HDBFS.NSIndia$4.71B-24%+11%14%2.01×30.2%14.3%
Nelnet NNIUnited States$4.67B+7%-7%8%1.24×10.1%8.1%
Bohai Leasing 000415.SZChina$4.44B+2%-7%18%0.90×6.3%17.8%
Poonawalla Fincorp POONAWALLA.NSIndia$4.42B+4%+77%9%3.02×47.4%9.2%

Questions

Which companies are Jiangsu Financial Leasing's closest peers?
The cockpit's peer set: OneMain (OMF), Bajaj Housing Finance (BAJAJHFL.NS), BOC Aviation (2588.HK), Piramal Finance (PIRAMALFIN.NS), L&T Finance (LTF.NS), Tokyo Century (8439.T), SBI Cards & Payment Services (SBICARD.NS), Chailease (5871.TW).
Is Jiangsu Financial Leasing expensive compared with its peers?
On price / book it trades at 1.67× against a peer median of 2.04×, 9th cheapest of 21 in its peer set. The share price implies a return on equity of about 5.9%; Jiangsu Financial Leasing delivers 13.5%, so the price asks less than the business earns today.
How has Jiangsu Financial Leasing stock performed?
Over six months to 6 Nov 2026 the shares returned +11.7% against -8.8% for the median peer; over one year +27.4%.

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.