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Lanzhou-based chain retailer running department-store malls and supermarkets across Gansu, Qinghai and Ningxia.
Lanzhou-based chain retailer running department-store malls and supermarkets across Gansu, Qinghai and Ningxia.
Earns money mainly under a concession model: brands sell from counters in its malls, it books the sales and passes most back to suppliers after taking a commission, with rent, dining and a smaller supermarket arm alongside. Gansu's largest chain retailer, it is regionally concentrated and is remodelling stores toward experiences and first-in-region brand stores.
Moat: narrow (distribution, brand). Largest chain retailer in Gansu with established city-centre sites and supplier ties; e-commerce erodes department stores.
Headquarters: Lanzhou, China · Employees: 769
Size Gansu Guofang Industry & Trade (Group) (601086.SS) is a China Industrials company (Wholesale Distributors) with a market value of $1.27B, the 1883rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.71 on 6 Nov 2026.
Performance Over six months the shares gained 42.3%, against -21.2% for the median peer and -16.4% for the China market (cap-weighted) — highest of 20 in its peer set.
Growth Revenue grew 17.5% over the last twelve months (peer median +7.9%); the operating margin is 7.2% (peer median 10.5%).
Valuation It trades at 9.3× enterprise value to sales against a peer median of 1.4× (3rd most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 34% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +38 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 0.8 points below its cost of capital (5.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥840M | CN¥786M | CN¥743M | CN¥946M | CN¥738M |
| Revenue growth | — | +6% | -21% | +28% | — |
| Gross profit | CN¥287M | CN¥272M | CN¥282M | CN¥378M | CN¥252M |
| EBITDA | CN¥211M | CN¥207M | CN¥225M | CN¥299M | CN¥197M |
| Net income | CN¥119M | CN¥70.3M | CN¥58.0M | CN¥158M | CN¥119M |
| Free cash flow | CN¥276M | CN¥66.3M | CN¥171M | CN¥429M | CN¥119M |
| Capital expenditure | CN¥120M | CN¥100M | CN¥92.1M | CN¥29.7M | CN¥21.8M |
| Total debt | CN¥216M | CN¥235M | CN¥259M | CN¥238M | CN¥267M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Gansu Guofang Industry & Trade (Group) 601086.SS | $1.27B | +42% | +17% | 7% | 9.3× | 33.6% |
| Wangfujing 600859.SS | $1.65B | -21% | -10% | 5% | 1.2× | -13.6% |
| Chongqing Chongbai Technology 600729.SS | $1.26B | -9% | -11% | 4% | 0.7× | -10.4% |
| Dashang 600694.SS | $827M | -10% | -4% | 12% | 0.8× | -18.9% |
| Yonghui Superstores 601933.SS | $3.76B | -23% | -16% | -3% | 0.7× | n/a |
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 | 601086.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.4% | -2.9% | 9th lowest of 21 |
| 6-month return | +42.3% | -21.2% | highest of 20 |
| Distance from 52-week high | -32.9% | -37.7% | 10th highest of 21 |
| Revenue growth (TTM) | +17.5% | +7.9% | 7th highest of 20 |
| Operating margin | 7.2% | 10.5% | 7th lowest of 20 |
| EV / Sales | 9.3× | 1.4× | 3rd most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 33.6% | -6.0% | 3rd most demanding of 14 |
| Growth delivered (Del g) | -4.8% | +10.8% | lowest of 14 |
| Hurdle (Req g minus delivered) | +38.4 pp | -9.1 pp | most demanding of 14 |
| ROIC minus cost of capital | -0.8 pp | +1.9 pp | 8th lowest of 20 |
| EV / EBITDA | 37.1× | 8.1× | most expensive of 12 |
| Net debt / EBITDA | -3.1× | 0.7× | 2nd least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Gansu Guofang Industry & Trade (Group) 601086.SS | China | $1.27B | +42% | +17% | 7% | 9.3× | 33.6% | -4.8% |
| Inabata & 8098.T | Japan | $1.31B | +6% | +5% | 3% | 0.3× | -7.8% | +7.6% |
| Taikisha 1979.T | Japan | $1.32B | -5% | -1% | 8% | 0.5× | -13.3% | +7.2% |
| Redox RDX.AX | Australia | $1.22B | +2% | +7% | 11% | 1.3× | -7.8% | +10.8% |
| Shanghai Luoman Technologies 605289.SS | China | $1.35B | -45% | +170% | 13% | 3.6× | 36.2% | +25.7% |
| Hour Glass AGS.SI | Singapore | $1.38B | +10% | +18% | 15% | 1.3× | -8.7% | +12.5% |
| Chengdu Haoneng Technology 603809.SS | China | $1.16B | -23% | +18% | 10% | 3.7× | n/a | n/a |
| Techstorm Advanced Material 601026.SS | China | $1.16B | -33% | +8% | 6% | 2.4× | n/a | n/a |
| ADI Global Distribution ADIG | United States | $1.39B | n/a | +14% | 4% | 0.4× | n/a | n/a |
| Imdex IMD.AX | Australia | $1.15B | -21% | +21% | 16% | 3.7× | 20.1% | +14.5% |
| Minmetals Development 600058.SS | China | $1.40B | -22% | -16% | 1% | 0.4× | 20.4% | -4.7% |
| Daiichikosho 7458.T | Japan | $1.13B | +6% | +4% | 11% | 1.2× | -6.0% | +11.8% |
| Innovation Medical Management 002173.SZ | China | $1.12B | -29% | -13% | -18% | 10.2× | n/a | n/a |
| Mitani 8066.T | Japan | $1.45B | +4% | +1% | 10% | 0.3× | -12.2% | -3.1% |
| Brighton-Best International (Taiwan) 8415.TWO | Taiwan | $1.11B | +5% | +11% | 20% | 1.9× | -8.8% | +8.8% |
| Dongguan Aohai Technology 002993.SZ | China | $1.10B | -44% | +122% | 1% | 0.6× | n/a | n/a |
| ZheJiang Dong Ri 600113.SS | China | $1.48B | -46% | -1% | 16% | 13.1× | 38.5% | +7.6% |
| BayWa BYW.DE | Germany | $1.07B | -58% | n/a | n/a | n/a | n/a | n/a |
| Electrolux Professional EPRO-B.ST | Sweden | $1.52B | +20% | -4% | 10% | 1.4× | 4.9% | +10.9% |
| Supply Network SNL.AX | Australia | $1.06B | +12% | +16% | 17% | 3.9× | 11.7% | +19.9% |
| Zhejiang Songyuan Automotive Safety Systems 300893.SZ | China | $1.06B | -34% | +27% | 12% | 2.8× | n/a | n/a |