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Operator of toll expressways in Sichuan province.
Operator of toll expressways in Sichuan province.
Revenue is tolls collected on roads it operates under government-granted concessions, with fees set by provincial authorities, so traffic volumes and toll-rate approvals carry the company. Sichuan Transportation Investment Group, the province's state-owned transport investor, controls it.
Moat: narrow (regulatory licence). Regional concession-based toll-road monopoly in Sichuan.
Headquarters: Chengdu, Sichuan, China · Employees: 4,353
Size Sichuan Expressway (601107.SS) is a China Industrials company (Other Transportation) with a market value of $2.89B, the 888th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.10 on 6 Nov 2026.
Performance Over six months the shares gained 15.8%, against -5.6% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 6.9% over the last twelve months (peer median +4.7%); the operating margin is 26.8% (peer median 10.7%).
Valuation It trades at 13.2× forward earnings against a peer median of 13.6× (10th cheapest of 19).
Capital Return on invested capital runs 0.7 points below its cost of capital (5.0% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥9.72B | CN¥8.73B | CN¥10.3B | CN¥11.6B | CN¥10.4B |
| Revenue growth | — | -16% | -11% | +11% | — |
| Gross profit | CN¥4.30B | CN¥3.00B | CN¥3.23B | CN¥2.85B | CN¥1.99B |
| EBITDA | n/a | CN¥3.70B | CN¥3.86B | CN¥3.59B | CN¥2.83B |
| Net income | CN¥1.61B | CN¥1.51B | CN¥1.46B | CN¥1.19B | CN¥627M |
| Free cash flow | -CN¥1.27B | CN¥951M | CN¥697M | -CN¥2.72B | -CN¥2.71B |
| Capital expenditure | CN¥4.90B | CN¥2.44B | CN¥3.04B | CN¥205M | CN¥162M |
| Total debt | CN¥43.7B | CN¥39.8B | CN¥38.4B | CN¥37.8B | CN¥32.0B |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sichuan Expressway 601107.SS | $2.89B | +16% | +7% | 27% | 13.2× | n/a |
| Anhui Expressway 600012.SS | $4.29B | +13% | -14% | 42% | 14.5× | -5.4% |
| Shenzhen Expressway 600548.SS | $2.99B | -4% | -5% | 17% | 14.4× | 0.6% |
| Hubei Chutian Smart Communication 600035.SS | $918M | -1% | +34% | 9% | n/a | n/a |
| Shandong Hi-speed 600350.SS | $8.06B | +4% | -4% | 20% | 18.0× | 4.7% |
| Jiangsu Expressway 0177.HK | $9.54B | +6% | +8% | 26% | 10.1× | n/a |
| Zhejiang Expressway 0576.HK | $4.86B | -13% | +18% | 33% | 5.9× | n/a |
| Guangdong Provincial Expressway Development 000429.SZ | $4.01B | +9% | +1% | 58% | 18.2× | n/a |
| Henan Zhongyuan Expressway 600020.SS | $1.43B | +5% | -11% | 20% | 9.4× | 5.9% |
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 | 601107.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.2% | 0.0% | highest of 21 |
| 6-month return | +15.8% | -5.6% | 4th highest of 21 |
| Distance from 52-week high | -0.7% | -18.9% | highest of 21 |
| Revenue growth (TTM) | +6.9% | +4.7% | 9th highest of 21 |
| Operating margin | 26.8% | 10.7% | highest of 21 |
| Forward P/E | 13.2× | 13.6× | 10th cheapest of 19 |
| ROIC minus cost of capital | -0.7 pp | +0.0 pp | 9th lowest of 21 |
| Net debt / EBITDA | 10.9× | 1.0× | 2nd most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sichuan Expressway 601107.SS | China | $2.89B | +16% | +7% | 27% | 13.2× | n/a | n/a |
| Shenzhen Expressway 0548.HK | Hong Kong | $2.91B | -12% | 0% | 17% | 9.3× | 0.0% | +2.2% |
| Xiamen Port Development 000905.SZ | China | $2.87B | -25% | +14% | 4% | n/a | 4.2% | +7.1% |
| Qinhuangdao Port 3369.HK | Hong Kong | $2.77B | +5% | +7% | 23% | 6.7× | -13.2% | +2.0% |
| Sankyu 9065.T | Japan | $2.76B | -9% | 0% | 7% | 12.2× | -1.1% | +3.4% |
| Kamigumi 9364.T | Japan | $2.71B | -12% | +5% | 12% | 15.5× | -3.2% | +1.9% |
| Beibu Gulf Port 000582.SZ | China | $3.14B | -25% | -1% | 21% | 18.6× | n/a | n/a |
| Guangzhou Baiyun International Airport 600004.SS | China | $3.18B | -6% | +9% | 11% | 25.2× | -12.5% | +8.8% |
| ENAV ENAV.MI | Italy | $3.19B | +8% | +3% | 9% | 26.9× | 13.8% | +6.0% |
| Xiamen Xiangyu 600057.SS | China | $2.59B | -14% | +9% | 1% | 8.7× | n/a | n/a |
| COSCO SHIPPING Ports 1199.HK | Hong Kong | $3.32B | +18% | +12% | 14% | 8.5× | 8.7% | +10.9% |
| SIA Engineering S59.SI | Singapore | $2.51B | -10% | -3% | 3% | 17.7× | 19.3% | +26.3% |
| Japan Airport Terminal 9706.T | Japan | $3.46B | +16% | +8% | 17% | 19.2× | -2.3% | +40.7% |
| Nagoya Railroad 9048.T | Japan | $2.38B | +8% | -2% | 5% | 11.0× | n/a | n/a |
| Guangzhou Port 601228.SS | China | $3.54B | -3% | -18% | 11% | n/a | n/a | n/a |
| Atlas Arteria ALX.AX | Australia | $3.78B | -21% | +2% | -20% | 20.6× | -3.5% | +8.9% |
| Comfortdelgro C52.SI | Singapore | $2.19B | -10% | +9% | 9% | 15.0× | -8.2% | +9.3% |
| Wilh. Wilhelmsen WWI.OL | Norway | $3.87B | +23% | -4% | 10% | 8.4× | 6.2% | +11.0% |
| Corporacion America Airports CAAP | United States | $4.00B | -3% | +16% | 23% | 9.6× | -6.3% | +26.4% |
| Shenzhen Airport 000089.SZ | China | $2.08B | -5% | +5% | 17% | 14.2× | -6.4% | +11.4% |
| NANKAI 9044.T | Japan | $2.03B | 0% | +7% | 15% | 13.1× | n/a | n/a |