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Employees: 942
Size Jiangsu Jiangnan Water (601199.SS) is a China Utilities company (Water Utilities) with a market value of $763M, the 2870th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.44 on 6 Nov 2026.
Performance Over six months the shares gained 2.5%, against -16.7% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 18 in its peer set.
Growth Revenue fell 3.7% over the last twelve months (peer median +4.5%); the operating margin is 12.5% (peer median 20.8%).
Valuation It trades at 3.3× enterprise value to sales against a peer median of 4.5× (6th cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.0 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.46B | CN¥1.45B | CN¥1.52B | CN¥1.36B | CN¥1.26B |
| Revenue growth | — | -5% | +12% | +8% | — |
| Gross profit | CN¥749M | CN¥531M | CN¥511M | CN¥517M | CN¥512M |
| EBITDA | n/a | CN¥498M | CN¥550M | CN¥596M | CN¥575M |
| Net income | CN¥316M | CN¥370M | CN¥402M | CN¥323M | CN¥280M |
| Free cash flow | CN¥151M | CN¥199M | CN¥190M | CN¥272M | -CN¥149M |
| Capital expenditure | CN¥130M | CN¥160M | CN¥194M | CN¥212M | CN¥663M |
| Total debt | CN¥1.24B | CN¥698M | CN¥730M | CN¥687M | CN¥656M |
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 | 601199.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.4% | -3.7% | 4th lowest of 18 |
| 6-month return | +2.5% | -16.7% | 5th highest of 18 |
| Distance from 52-week high | -23.6% | -25.1% | 9th highest of 18 |
| Revenue growth (TTM) | -3.7% | +4.5% | 5th lowest of 18 |
| Operating margin | 12.5% | 20.8% | 7th lowest of 18 |
| EV / Sales | 3.3× | 4.5× | 6th cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -1.5% | -0.6% | 4th least demanding of 9 |
| Growth delivered (Del g) | +8.9% | +9.0% | 5th highest of 9 |
| Hurdle (Req g minus delivered) | -10.4 pp | -8.2 pp | 3rd least demanding of 9 |
| ROIC minus cost of capital | +1.0 pp | +0.7 pp | 8th highest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Jiangnan Water 601199.SS | China | $763M | +2% | -4% | 12% | 3.3× | -1.5% | +8.9% |
| China Water Affairs 0855.HK | Hong Kong | $823M | -22% | -11% | 25% | 3.8× | -0.6% | 0.0% |
| Wuhan Xianglong Power Industry 600769.SS | China | $687M | -24% | +4% | 20% | 52.4× | n/a | n/a |
| Qianjiang Water Resources Development 600283.SS | China | $627M | -19% | +7% | 11% | 3.0× | n/a | n/a |
| Guangxi Nanning Waterworks 601368.SS | China | $601M | -9% | 0% | 22% | 8.4× | n/a | n/a |
| Haitian Water 603759.SS | China | $535M | -17% | +112% | 5% | 1.4× | n/a | n/a |
| York Water YORW | United States | $529M | +10% | +9% | 37% | 8.6× | n/a | n/a |
| Guangdong Shunkong Development 003039.SZ | China | $1.12B | -16% | +6% | 25% | 4.6× | 4.3% | +12.5% |
| Middlesex Water MSEX | United States | $1.15B | +16% | +9% | 31% | 7.5× | n/a | n/a |
| Jiangsu United Water Technology 603291.SS | China | $476M | -35% | -13% | 11% | 4.1× | -0.5% | +6.9% |
| Consolidated Water CWCO | United States | $436M | -17% | -1% | 12% | 2.4× | 4.5% | +12.7% |
| Indium Target Advanced Materials (Harbin) 000711.SZ | China | $1.54B | -27% | +46% | -4% | 11.2× | n/a | n/a |
| Artesian Resources ARTNA | United States | $357M | +7% | +6% | 32% | 4.5× | n/a | n/a |
| Jiangxi Hongcheng Environment 600461.SS | China | $1.69B | -17% | -11% | 24% | 2.6× | -10.2% | +2.6% |
| Kuo Toong International 8936.TWO | Taiwan | $303M | -22% | +27% | 21% | 1.9× | -8.1% | +11.2% |
| Zhongshan Public Utilities 000685.SZ | China | $2.36B | -8% | -11% | 11% | 5.3× | 9.9% | +16.2% |
| Chongqing Water 601158.SS | China | $3.01B | -6% | +1% | 14% | 3.9× | -5.0% | +3.5% |
| H2O America HTO | United States | $3.04B | +9% | +4% | 21% | 5.4× | n/a | n/a |