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← CockpitCompetitor Analysis › 600933.SS IKD Co., Ltd. Class AOpen in the cockpit ↗

IKD Co., Ltd. Class A600933.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Auto Parts: OEM

Chinese precision casting auto-parts maker; specific end markets not independently confirmed.

Momentum leader 82
Mkt cap
$2.21B
US dollars, full cap
Free float
39%
of shares outstanding
$/day
$38.2M
20-day average traded
Fwd P/E
13.3×
forward earnings
ROIC−WACC
+3.1 pp
WACC 7.3%
Hurdle
n/a
no reverse DCF
Next earnings
133 days
19 Mar 2027
Close · CNYCN¥14.34
1D-0.6%
1W+5.9%
1M+11.2%
3M+2.4%
6M-15.5%
YTD-28.7%
1Y-33.5%
ATR %4.3%
52w lowhigh38.4% off high

What IKD does

Chinese precision casting auto-parts maker; specific end markets not independently confirmed.

Where it sits in the supply chain

  • Consumer discretionary
  • Auto parts
  • Precision casting

Moat: none

Headquarters: China · Employees: 11,119

Named competitors

IKD at a glance

Size IKD (600933.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $2.21B, the 1156th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.34 on 6 Nov 2026.

Performance Over six months the shares fell 15.5%, against -10.0% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 26.3% over the last twelve months (peer median +11.6%); the operating margin is 13.9% (peer median 6.1%).

Valuation It trades at 13.3× forward earnings against a peer median of 20.4× (8th cheapest of 20).

Capital Return on invested capital runs 3.1 points above its cost of capital (7.3% WACC).

Next results Next results expected around 19 Mar 2027 (exchange calendar; dates can move).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 89600933.SS 84
Six months, rebased to 100: IKD against the median of its 20 peers (local-currency closes).

IKD financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥8.92BCN¥7.38BCN¥6.71BCN¥5.91BCN¥4.25B
Revenue growth—+10%+14%+39%—
Gross profitCN¥3.00BCN¥2.05BCN¥1.73BCN¥1.61BCN¥1.12B
EBITDAn/aCN¥2.15BCN¥1.97BCN¥1.73BCN¥1.13B
Net incomeCN¥982MCN¥1.17BCN¥940MCN¥913MCN¥649M
Free cash flow-CN¥297MCN¥810MCN¥363M-CN¥524M-CN¥706M
Capital expenditureCN¥1.73BCN¥1.30BCN¥1.40BCN¥1.87BCN¥1.37B
Total debtCN¥5.07BCN¥4.56BCN¥3.68BCN¥3.24BCN¥2.92B

Quarterly statements and history in the cockpit →

IKD 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

-40%-20%0%+20%-20%0%+20%6037862525BELRISEDAN0016966882083116603358603997000581018880SHRIPISTON300969000700SUNDRMFAST6923603305PHINFRVIAGABRIEL600933.SS6-month return →1-month return →
Up and to the right = strong over both horizons. IKD is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%25×50×75×6037862525BELRISEDAN0016966882083116603358603997000581018880SHRIPISTON300969000700SUNDRMFAST6923603305PHINGABRIEL600933.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. IKD is the large dot.

IKD competitors and peer comparison

Head to head with its named competitors (600933.SS vs 603348.SS vs 002101.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
IKD 600933.SS$2.21B-16%+26%14%13.3×n/a
Wencan 603348.SS$670M-22%+3%-7%58.3×n/a
Guangdong Hongtu Technology (Holdings) 002101.SZ$805M-19%-1%2%12.7×n/a

How IKD 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.

IKD against its 20 peers (data as of 6 Nov 2026)
Measure600933.SSPeer medianRank in peer set
1-month return+11.2%-6.2%4th highest of 21
6-month return-15.5%-10.0%9th lowest of 21
Distance from 52-week high-38.4%-36.0%11th highest of 21
Revenue growth (TTM)+26.3%+11.6%3rd highest of 21
Operating margin13.9%6.1%4th highest of 21
Forward P/E13.3×20.4×8th cheapest of 20
ROIC minus cost of capital+3.1 pp-0.9 pp5th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
IKD 600933.SSChina$2.21B-16%+26%14%13.3×n/an/a
Keboda Technology 603786.SSChina$2.20B-32%-1%10%20.4×n/an/a
Hesai 2525.HKHong Kong$2.20B-39%+39%1%34.2×n/an/a
Belrise Industries BELRISE.NSIndia$2.19B-6%+12%8%31.6×18.6%+13.0%
Dana DANUnited States$2.17B-38%-9%4%6.1×8.8%+1.1%
Chongqing Zongshen Power Machinery 001696.SZChina$2.25B-24%-5%5%17.3×7.6%+9.6%
Autel Intelligent Technology 688208.SSChina$2.14B-37%+14%19%13.2×5.0%+25.2%
Toyota Boshoku 3116.TJapan$2.28B-9%+8%2%7.7×-7.3%+9.9%
Huada Automotive Technology 603358.SSChina$2.28B+3%+5%-3%24.7×n/an/a
Ningbo Jifeng Auto Parts 603997.SSChina$2.13B-8%+21%4%17.3×n/an/a
Weifu High-Technology 000581.SZChina$2.29B-11%+17%-3%10.2×16.4%-1.4%
Hanon Systems 018880.KSSouth Korea$2.31B-28%+5%4%12.3×3.6%+9.6%
SPR Auto Technologies SHRIPISTON.NSIndia$2.10B+19%+47%14%30.5×31.3%+22.9%
Ningbo Hengshuai 300969.SZChina$2.07B-4%+16%15%75.9×43.2%+22.7%
Jiangnan Mould & Plastic Technology 000700.SZChina$2.05B+24%-3%5%23.6×11.9%+3.1%
Sundram Fasteners SUNDRMFAST.NSIndia$2.40B+24%+17%12%31.6×28.4%+11.6%
Stanley Electric 6923.TJapan$2.41B+1%+11%7%9.9×1.3%+7.6%
Ningbo Xusheng 603305.SSChina$1.98B-26%+12%7%27.5×9.2%+22.1%
PHINIA PHINUnited States$2.48B-14%+6%9%10.1×0.4%+27.5%
Forvia FRVIA.PAFrance$1.93B-20%-32%5%n/a-8.3%+8.1%
Gabriel India GABRIEL.NSIndia$2.58B+22%+24%7%47.7×55.1%+22.5%

Questions

Who are IKD's main competitors?
Named competitors: Guangdong Wencan Die-Casting (603348.SS), Guangdong Hongtu Technology (002101.SZ), Nemak (private or unlisted). The cockpit's measured peer set (industry) also includes Keboda Technology (603786.SS), Hesai (2525.HK), Belrise Industries (BELRISE.NS), Dana (DAN), Chongqing Zongshen Power Machinery (001696.SZ), Autel Intelligent Technology (688208.SS).
Is IKD expensive compared with its peers?
On forward p/e it trades at 13.3× against a peer median of 20.4×, 8th cheapest of 20 in its peer set.
How has IKD stock performed?
Over six months to 6 Nov 2026 the shares returned -15.5% against -10.0% for the median peer; over one year -33.5%.

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.