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Employees: 5,800
Size Liqun Commercial (601366.SS) is a China Consumer Staples company (Food Retail) with a market value of $528M, the 3730th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.67 on 6 Nov 2026.
Performance Over six months the shares fell 9.2%, against -7.2% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue fell 24.6% over the last twelve months (peer median +2.6%); the operating margin is -3.9% (peer median 3.0%).
Valuation It trades at 1.5× enterprise value to sales against a peer median of 0.4× (most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.1 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.39B | CN¥6.70B | CN¥7.36B | CN¥7.67B | CN¥7.83B |
| Revenue growth | — | -9% | -4% | -2% | — |
| Gross profit | CN¥1.98B | CN¥1.30B | CN¥1.62B | CN¥1.69B | CN¥1.57B |
| EBITDA | n/a | CN¥767M | CN¥1.14B | CN¥1.12B | CN¥968M |
| Net income | -CN¥519M | -CN¥322M | CN¥27.2M | CN¥29.8M | -CN¥173M |
| Free cash flow | CN¥916M | CN¥839M | CN¥604M | CN¥956M | -CN¥150M |
| Capital expenditure | CN¥128M | CN¥219M | CN¥232M | CN¥382M | CN¥727M |
| Total debt | CN¥5.70B | CN¥7.36B | CN¥8.27B | CN¥8.42B | CN¥8.87B |
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 | 601366.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.9% | -1.2% | 9th highest of 21 |
| 6-month return | -9.2% | -7.2% | 8th lowest of 21 |
| Distance from 52-week high | -43.2% | -21.8% | 5th lowest of 21 |
| Revenue growth (TTM) | -24.6% | +2.6% | 3rd lowest of 21 |
| Operating margin | -3.9% | 3.0% | 3rd lowest of 21 |
| EV / Sales | 1.5× | 0.4× | most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 2.9% | -4.3% | 4th most demanding of 16 |
| Growth delivered (Del g) | -4.2% | +5.1% | 2nd lowest of 16 |
| Hurdle (Req g minus delivered) | +7.1 pp | -13.8 pp | 2nd most demanding of 16 |
| ROIC minus cost of capital | -2.1 pp | +0.9 pp | 4th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Liqun Commercial 601366.SS | China | $528M | -9% | -25% | -4% | 1.5× | 2.9% | -4.2% |
| Zhongbai 000759.SZ | China | $521M | 0% | -22% | -11% | 0.9× | n/a | n/a |
| Yinchuan Xinhua Commercial 600785.SS | China | $540M | -8% | -2% | 4% | 1.1× | 2.7% | +0.9% |
| Village Super Market VLGEA | United States | $551M | -8% | +4% | 3% | 0.3× | -2.5% | +3.5% |
| Halows 2742.T | Japan | $500M | -7% | +6% | 5% | 0.3× | -12.8% | +8.2% |
| JM Holdings Co., Ltd. 3539.T | Japan | $493M | +12% | +7% | 5% | 0.3× | -12.4% | +8.9% |
| Bestore 603719.SS | China | $587M | -11% | 0% | 0% | 0.5× | 6.3% | -7.0% |
| Maxvalu Tokai 8198.T | Japan | $621M | -10% | +1% | 3% | 0.1× | -20.0% | +1.6% |
| ARKO ARKO | United States | $445M | -42% | -2% | 2% | 0.2× | -4.2% | +13.8% |
| Natural Grocers by Vitamin Cottage NGVC | United States | $659M | +8% | +2% | 5% | 0.7× | 10.6% | +5.1% |
| Guoquan Food (Shanghai) Company 2517.HK | Hong Kong | $422M | -62% | +25% | 6% | 0.2× | -17.7% | +20.5% |
| Dingdong (Cayman) Ltd. Sponsored ADR DDL | United States | $413M | -30% | -44% | -1% | 0.1× | -20.2% | +15.6% |
| Aeon Hokkaido 7512.T | Japan | $719M | -4% | +3% | 2% | 0.4× | n/a | n/a |
| Retail Partners 8167.T | Japan | $380M | +6% | +4% | 2% | 0.2× | -7.3% | +2.8% |
| Heiwado 8276.T | Japan | $749M | -2% | +2% | 3% | 0.2× | -3.8% | +0.7% |
| Saint Marc 3395.T | Japan | $353M | -5% | +17% | 5% | 0.7× | -4.3% | +15.0% |
| Sanjiang Shopping Club 601116.SS | China | $833M | -26% | -7% | 3% | 1.1× | n/a | n/a |
| WH Smith SMWH.L | United Kingdom | $851M | -10% | -31% | 8% | 1.3× | 9.1% | +8.8% |
| BELC 9974.T | Japan | $852M | -8% | +5% | 4% | 0.4× | n/a | n/a |
| Ministop 9946.T | Japan | $325M | -5% | +3% | -8% | 0.4× | n/a | n/a |
| Axial Retailing 8255.T | Japan | $865M | +30% | +3% | 4% | 0.4× | -10.9% | +2.9% |