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Operator of Guangzhou's port terminals handling container, bulk and general cargo in the Pearl River Delta.
Operator of Guangzhou's port terminals handling container, bulk and general cargo in the Pearl River Delta.
Earns handling charges for every container or tonne of cargo moved across its terminals, plus storage and logistics fees, so income follows port throughput rather than the price of any goods. It is controlled by Guangzhou's municipal state-owned port group.
Moat: narrow (scale, regulatory licence). Dominant port operator in the Pearl River Delta trade hub.
Headquarters: Guangzhou, China · Employees: 9,716
Size Guangzhou Port (601228.SS) is a China Industrials company (Other Transportation) with a market value of $3.54B, the 729th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.13 on 6 Nov 2026.
Performance Over six months the shares fell 3.4%, against -2.8% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue fell 18.1% over the last twelve months (peer median +5.5%); the operating margin is 11.0% (peer median 15.4%).
Valuation It trades at 3.4× enterprise value to sales against a peer median of 3.1× (10th most expensive of 21).
Capital Return on invested capital runs 0.4 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥12.5B | CN¥13.9B | CN¥14.2B | CN¥13.2B | CN¥12.7B |
| Revenue growth | — | -2% | +8% | +4% | — |
| Gross profit | CN¥4.46B | CN¥2.97B | CN¥2.89B | CN¥2.90B | CN¥2.63B |
| EBITDA | n/a | CN¥3.10B | CN¥3.17B | CN¥2.80B | CN¥2.94B |
| Net income | CN¥866M | CN¥822M | CN¥973M | CN¥1.08B | CN¥1.08B |
| Free cash flow | -CN¥165M | -CN¥292M | -CN¥546M | -CN¥1.77B | -CN¥1.57B |
| Capital expenditure | CN¥3.67B | CN¥2.84B | CN¥3.22B | CN¥4.35B | CN¥3.79B |
| Total debt | CN¥22.5B | CN¥21.0B | CN¥19.7B | CN¥18.9B | CN¥17.5B |
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 |
|---|---|---|---|---|---|---|
| Guangzhou Port 601228.SS | $3.54B | -3% | -18% | 11% | 3.4× | n/a |
| Ningbo Zhoushan Port 601018.SS | $10.4B | -4% | +12% | 16% | 2.8× | -7.3% |
| Xiamen Xiangyu 600057.SS | $2.59B | -14% | +9% | 1% | 0.2× | n/a |
| Beibu Gulf Port 000582.SZ | $3.14B | -25% | -1% | 21% | 4.2× | n/a |
| Shanghai International Port (Group) 600018.SS | $19.7B | +14% | +9% | 23% | 3.9× | -3.6% |
| Qingdao Port International 601298.SS | $8.98B | +10% | +4% | 31% | 2.6× | -12.0% |
| China Merchants Port 0144.HK | $8.93B | +5% | +14% | 38% | 7.3× | 4.1% |
| COSCO SHIPPING Ports 1199.HK | $3.32B | +18% | +12% | 14% | 3.8× | 8.7% |
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 | 601228.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.9% | +1.5% | 8th lowest of 21 |
| 6-month return | -3.4% | -2.8% | 9th lowest of 21 |
| Distance from 52-week high | -17.2% | -18.3% | 10th highest of 21 |
| Revenue growth (TTM) | -18.1% | +5.5% | lowest of 21 |
| Operating margin | 11.0% | 15.4% | 10th lowest of 21 |
| EV / Sales | 3.4× | 3.1× | 10th most expensive of 21 |
| ROIC minus cost of capital | -0.4 pp | +0.6 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangzhou Port 601228.SS | China | $3.54B | -3% | -18% | 11% | 3.4× | n/a | n/a |
| Japan Airport Terminal 9706.T | Japan | $3.46B | +16% | +8% | 17% | 2.3× | -2.3% | +40.7% |
| COSCO SHIPPING Ports 1199.HK | Hong Kong | $3.32B | +18% | +12% | 14% | 3.8× | 8.7% | +10.9% |
| Atlas Arteria ALX.AX | Australia | $3.78B | -21% | +2% | -20% | 43.6× | -3.5% | +8.9% |
| Wilh. Wilhelmsen WWI.OL | Norway | $3.87B | +23% | -4% | 10% | 2.8× | 6.2% | +11.0% |
| ENAV ENAV.MI | Italy | $3.19B | +8% | +3% | 9% | 3.0× | 13.8% | +6.0% |
| Guangzhou Baiyun International Airport 600004.SS | China | $3.18B | -6% | +9% | 11% | 1.7× | -12.5% | +8.8% |
| Beibu Gulf Port 000582.SZ | China | $3.14B | -25% | -1% | 21% | 4.2× | n/a | n/a |
| Corporacion America Airports CAAP | United States | $4.00B | -3% | +16% | 23% | 2.0× | -6.3% | +26.4% |
| Anhui Expressway 0995.HK | Hong Kong | $4.18B | -3% | -17% | 45% | 6.8× | -5.8% | +16.6% |
| Shenzhen Expressway 600548.SS | China | $2.99B | -4% | -5% | 17% | 5.9× | 0.6% | +2.9% |
| Kintetsu 9041.T | Japan | $4.23B | +5% | +2% | 5% | 1.0× | n/a | n/a |
| Tangshan Port 601000.SS | China | $4.27B | +3% | +10% | 39% | 3.7× | -11.0% | -6.2% |
| Sichuan Expressway 601107.SS | China | $2.89B | +16% | +7% | 27% | 6.5× | n/a | n/a |
| SATS S58.SI | Singapore | $4.34B | +15% | +9% | 9% | 1.4× | -0.2% | +45.6% |
| Taiwan High Speed Rail 2633.TW | Taiwan | $4.36B | -3% | +4% | 39% | 7.1× | 0.8% | +6.9% |
| Xiamen Port Development 000905.SZ | China | $2.87B | -25% | +14% | 4% | 1.3× | 4.2% | +7.1% |
| Liaoning Port 2880.HK | Hong Kong | $4.53B | -26% | +1% | 21% | 3.2× | -9.0% | -2.0% |
| Qinhuangdao Port 3369.HK | Hong Kong | $2.77B | +5% | +7% | 23% | 3.0× | -13.2% | +2.0% |
| Sankyu 9065.T | Japan | $2.76B | -9% | 0% | 7% | 0.8× | -1.1% | +3.4% |
| Hainan Airport Infrastructure 600515.SS | China | $4.56B | -26% | +25% | -5% | 10.2× | n/a | n/a |