Loading…
Operates passenger and freight railway service on the Guangzhou-Shenzhen corridor, one of China's few listed rail operators.
Operates passenger and freight railway service on the Guangzhou-Shenzhen corridor, one of China's few listed rail operators.
Passenger tickets on trains running over its tracks, including the Guangzhou-Shenzhen commuter service and long-distance services, are the main income, with freight a smaller part. Fares and use of track capacity are set within the national railway system, and China Railway Guangzhou Group, a state body, is the controlling shareholder.
In one line: A regional Chinese Amtrak/CSX hybrid.
Moat: narrow (regulatory licence, scale). Operates an exclusive concession on a high-traffic corridor within the state rail system.
Headquarters: Guangzhou, China · Founded: 1996 · Employees: 36,269
Size Guangshen Railway (601333.SS) is a China Industrials company (Railroads) with a market value of $3.16B, the 815th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.24 on 6 Nov 2026.
Performance Over six months the shares gained 0.6%, against +2.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 16 in its peer set.
Growth Revenue grew 4.8% over the last twelve months (peer median +5.2%); the operating margin is 6.0% (peer median 12.7%).
Valuation It trades at 16.3× forward earnings against a peer median of 14.3× (5th most expensive of 15).
Price implies For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -27 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.2 points above 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¥29.6B | CN¥28.6B | CN¥27.0B | CN¥26.2B | CN¥19.9B |
| Revenue growth | — | +6% | +3% | +31% | — |
| Gross profit | CN¥3.46B | CN¥1.51B | CN¥1.57B | CN¥1.55B | -CN¥2.44B |
| EBITDA | n/a | CN¥3.26B | CN¥3.27B | CN¥3.37B | -CN¥699M |
| Net income | CN¥1.33B | CN¥1.43B | CN¥1.06B | CN¥1.06B | -CN¥1.99B |
| Free cash flow | CN¥2.04B | CN¥2.79B | CN¥1.42B | CN¥110M | -CN¥1.83B |
| Capital expenditure | CN¥1.08B | CN¥686M | CN¥1.29B | CN¥1.02B | CN¥1.65B |
| Total debt | CN¥1.40B | CN¥1.40B | CN¥2.20B | CN¥3.08B | CN¥3.38B |
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 |
|---|---|---|---|---|---|---|
| Guangshen Railway 601333.SS | $3.16B | +1% | +5% | 6% | 16.3× | -14.9% |
| Daqin Railway 601006.SS | $14.5B | -7% | +3% | 6% | 16.3× | n/a |
| Beijing-Shanghai High-Speed Railway 601816.SS | $39.3B | +9% | +3% | 44% | 18.7× | -2.8% |
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 | 601333.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.8% | +4.9% | 8th lowest of 16 |
| 6-month return | +0.6% | +2.0% | 7th lowest of 16 |
| Distance from 52-week high | -4.7% | -11.0% | 2nd highest of 16 |
| Revenue growth (TTM) | +4.8% | +5.2% | 8th lowest of 16 |
| Operating margin | 6.0% | 12.7% | 2nd lowest of 16 |
| Forward P/E | 16.3× | 14.3× | 5th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | -14.9% | 4.4% | 2nd least demanding of 8 |
| Growth delivered (Del g) | +11.9% | +7.2% | 4th highest of 8 |
| Hurdle (Req g minus delivered) | -26.8 pp | -4.2 pp | least demanding of 8 |
| ROIC minus cost of capital | +4.2 pp | -1.0 pp | 2nd highest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangshen Railway 601333.SS | China | $3.16B | +1% | +5% | 6% | 16.3× | -14.9% | +11.9% |
| Kyushu Railway 9142.T | Japan | $3.53B | 0% | +5% | 14% | 11.3× | n/a | n/a |
| Container Corporation of India CONCOR.NS | India | $3.55B | -16% | +1% | 14% | 25.4× | 33.8% | +7.2% |
| Keio 9008.T | Japan | $2.80B | +3% | +10% | 10% | 10.5× | n/a | n/a |
| Tobu Railway 9001.T | Japan | $3.58B | +3% | +5% | 11% | 10.0× | n/a | n/a |
| Keikyu 9006.T | Japan | $2.73B | +2% | +4% | 11% | 13.4× | n/a | n/a |
| Odakyu Electric Railway 9007.T | Japan | $3.80B | +11% | +3% | 13% | 15.1× | n/a | n/a |
| Aurizon AZJ.AX | Australia | $4.49B | -5% | +6% | 21% | 14.8× | 4.4% | +6.7% |
| Keisei Electric Railway 9009.T | Japan | $4.51B | +26% | +4% | 11% | 15.5× | n/a | n/a |
| Keihan 9045.T | Japan | $2.15B | +3% | +10% | 15% | 11.5× | n/a | n/a |
| Jungfraubahn JFN.SW | Switzerland | $1.81B | +1% | -4% | 21% | 22.2× | 4.4% | +22.3% |
| GATX GATX | United States | $6.38B | -2% | +30% | 30% | 17.0× | n/a | n/a |
| West Japan Railway 9021.T | Japan | $9.19B | +12% | +6% | 10% | 13.8× | 2.4% | +14.9% |
| China Railway Tielong Container Logistics 600125.SS | China | $1.06B | -12% | -2% | 7% | 11.5× | -21.0% | -5.4% |
| China High-Speed Railway Technology 000008.SZ | China | $919M | -14% | -11% | -19% | n/a | 8.7% | +2.1% |
| Getlink GET.PA | France | $12.3B | +9% | +9% | 40% | 35.3× | 10.1% | +14.3% |