Which companies are Guangzhou Automobile's closest peers?

The cockpit's peer set: Zhejiang Leapmotor Technology (9863.HK), Nissan Motor (7201.T), Federal Signal (FSS), Iveco (IVG.MI), Zhejiang CFMoto Power (603129.SS), Jardine Cycle & Carriage (C07.SI), ARCHION (543A.T), Ather Energy (ATHERENERG.NS).

Is Guangzhou Automobile expensive compared with its peers?

On ev / sales it trades at 0.7× against a peer median of 0.9×, 9th cheapest of 21 in its peer set.

How has Guangzhou Automobile stock performed?

Over six months to 6 Nov 2026 the shares returned -31.8% against -12.9% for the median peer; over one year -35.3%.

← CockpitCompetitor Analysis › 601238.SS Guangzhou Automobile Group Co., Ltd. Class AOpen in the cockpit ↗

Guangzhou Automobile Group Co., Ltd. Class A601238.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Motor Vehicles

Momentum neutral 42

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$6.22B

US dollars, full cap

Free float

17%

of shares outstanding

$/day

$19.8M

20-day average traded

Fwd P/E

n/m

no positive forecast

ROIC−WACC

-11.7 pp

WACC 5.0%

Hurdle

n/a

no reverse DCF

Next earnings

146 days

1 Apr 2027

Close · CNYCN¥4.97

1D-0.6%

1W+6.2%

1M-7.3%

3M-4.0%

6M-31.8%

YTD-39.1%

1Y-35.3%

ATR %2.8%

52w lowhigh48.1% off high

What Guangzhou Automobile does

Employees: 82,067

Guangzhou Automobile at a glance

Size Guangzhou Automobile (601238.SS) is a China Consumer Discretionary company (Motor Vehicles) with a market value of $6.22B, the 402nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.97 on 6 Nov 2026.

Performance Over six months the shares fell 31.8%, against -12.9% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 4.8% over the last twelve months (peer median +11.0%); the operating margin is -17.8% (peer median 2.6%).

Valuation It trades at 0.7× enterprise value to sales against a peer median of 0.9× (9th cheapest of 21).

Capital Return on invested capital runs 11.7 points below its cost of capital (5.0% WACC).

Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Guangzhou Automobile against the median of its 20 peers (local-currency closes).

Guangzhou Automobile financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥105B	CN¥94.7B	CN¥105B	CN¥127B	CN¥108B
Revenue growth	—	-10%	-17%	+17%	—
Gross profit	CN¥6.24B	-CN¥3.69B	CN¥3.33B	CN¥6.03B	CN¥4.69B
EBITDA	n/a	-CN¥6.25B	CN¥110M	CN¥1.04B	CN¥2.06B
Net income	-CN¥11.5B	-CN¥8.78B	CN¥824M	CN¥4.43B	CN¥8.06B
Free cash flow	-CN¥17.6B	-CN¥19.2B	CN¥12.2B	CN¥11.1B	CN¥364M
Capital expenditure	CN¥8.74B	CN¥8.96B	CN¥10.9B	CN¥11.6B	CN¥8.01B
Total debt	CN¥75.7B	CN¥55.4B	CN¥57.6B	CN¥44.2B	CN¥28.4B

Quarterly statements and history in the cockpit →

Guangzhou Automobile 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

Up and to the right = strong over both horizons. Guangzhou Automobile is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guangzhou Automobile is the large dot.

Guangzhou Automobile competitors and peer comparison

How Guangzhou Automobile 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.

Guangzhou Automobile against its 20 peers (data as of 6 Nov 2026)
Measure	601238.SS	Peer median	Rank in peer set
1-month return	-7.3%	+2.1%	3rd lowest of 21
6-month return	-31.8%	-12.9%	4th lowest of 21
Distance from 52-week high	-48.1%	-30.9%	4th lowest of 21
Revenue growth (TTM)	+4.8%	+11.0%	8th lowest of 21
Operating margin	-17.8%	2.6%	2nd lowest of 21
EV / Sales	0.7×	0.9×	9th cheapest of 21
ROIC minus cost of capital	-11.7 pp	-2.9 pp	4th lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	EV / Sales	Req g	Delivered g
Guangzhou Automobile 601238.SS	China	$6.22B	-32%	+5%	-18%	0.7×	n/a	n/a
Zhejiang Leapmotor Technology 9863.HK	Hong Kong	$6.34B	-25%	+71%	-1%	0.5×	-14.5%	+150.7%
Nissan Motor 7201.T	Japan	$5.98B	-24%	-1%	2%	0.7×	n/a	n/a
Federal Signal FSS	United States	$6.92B	-4%	+24%	17%	2.9×	11.8%	+14.0%
Iveco IVG.MI	Italy	$5.55B	+3%	-5%	3%	0.7×	n/a	n/a
Zhejiang CFMoto Power 603129.SS	China	$7.23B	+16%	+40%	11%	1.7×	-3.9%	+34.5%
Jardine Cycle & Carriage C07.SI	Singapore	$7.36B	-28%	-11%	10%	1.0×	-7.8%	+8.9%
ARCHION 543A.T	Japan	$5.11B	-9%	+9%	5%	0.5×	7.4%	+0.9%
Ather Energy ATHERENERG.NS	India	$7.57B	+101%	+63%	-7%	14.4×	n/a	n/a
VinFast Auto VFS	United States	$7.60B	-25%	+74%	-86%	2.4×	n/a	n/a
NIO 9866.HK	Hong Kong	$7.60B	-46%	+70%	-4%	0.3×	n/a	n/a
Loncin Motor 603766.SS	China	$4.97B	+5%	+2%	9%	1.2×	-5.5%	+12.7%
Chongqing Afari Technology 601777.SS	China	$4.94B	-35%	+17%	-11%	3.8×	n/a	n/a
Oshkosh OSK	United States	$8.19B	-3%	+4%	7%	0.8×	4.7%	+8.7%
Mazda Motor 7261.T	Japan	$4.52B	+12%	+4%	3%	0.1×	-14.8%	+11.3%
Porsche Automobil Holding SE Pref PAH3.DE	Germany	$8.98B	-19%	+13%	108%	4.8×	9.4%	+2.4%
Isuzu Motors 7202.T	Japan	$9.26B	-1%	+5%	6%	0.6×	n/a	n/a
Renault RNO.PA	France	$9.39B	+2%	+6%	6%	1.0×	3.4%	+5.9%
FAW Jiefang 000800.SZ	China	$4.11B	-17%	+22%	-1%	0.4×	n/a	n/a
Chongqing Changan Automobile 000625.SZ	China	$9.51B	-25%	-7%	0%	0.5×	n/a	n/a
XPeng 9868.HK	Hong Kong	$9.51B	-37%	+29%	-7%	0.9×	n/a	n/a

Questions

Which companies are Guangzhou Automobile's closest peers?: The cockpit's peer set: Zhejiang Leapmotor Technology (9863.HK), Nissan Motor (7201.T), Federal Signal (FSS), Iveco (IVG.MI), Zhejiang CFMoto Power (603129.SS), Jardine Cycle & Carriage (C07.SI), ARCHION (543A.T), Ather Energy (ATHERENERG.NS).
Is Guangzhou Automobile expensive compared with its peers?: On ev / sales it trades at 0.7× against a peer median of 0.9×, 9th cheapest of 21 in its peer set.
How has Guangzhou Automobile stock performed?: Over six months to 6 Nov 2026 the shares returned -31.8% against -12.9% for the median peer; over one year -35.3%.