Loading…
← CockpitCompetitor Analysis › 601515.SS Quzhou DFP New Material Group Co., Ltd. Class AOpen in the cockpit ↗

Quzhou DFP New Material Group Co., Ltd. Class A601515.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Containers/Packaging
Momentum weak 23
Mkt cap
$843M
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$6.42M
20-day average traded
P/B
1.17×
price to book
ROE
-8.9%
delivered
Implied ROE
9.2%
what the price asks
Next earnings
160 days
15 Apr 2027
Close · CNYCN¥2.92
1D+0.3%
1W+6.2%
1M-8.2%
3M-12.6%
6M-35.7%
YTD-32.1%
1Y-39.3%
ATR %3.6%
52w lowhigh45.4% off high

What Quzhou DFP New Material does

Employees: 2,030

Quzhou DFP New Material at a glance

Size Quzhou DFP New Material (601515.SS) is a China Materials company (Containers/Packaging) with a market value of $843M, the 2638th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.92 on 6 Nov 2026.

Performance Over six months the shares fell 35.7%, against -19.4% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 13.2% over the last twelve months (peer median +6.4%); the operating margin is -20.9% (peer median 8.3%).

Valuation It trades at 1.17× book value against a peer median of 2.03× (5th cheapest of 21).

Price implies The share price implies a return on equity of about 9.2%; Quzhou DFP New Material delivers -8.9%, so the price asks more than the business earns today.

Next results Next results expected around 15 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 81601515.SS 64
Six months, rebased to 100: Quzhou DFP New Material against the median of its 20 peers (local-currency closes).

Quzhou DFP New Material financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.46BCN¥1.27BCN¥1.42BCN¥2.60BCN¥3.72B
Revenue growth—-11%-45%-30%—
Gross profitCN¥221MCN¥30.9MCN¥164MCN¥486MCN¥1.01B
EBITDAn/a-CN¥117MCN¥3.64MCN¥294MCN¥631M
Net income-CN¥437M-CN¥446M-CN¥489MCN¥151MCN¥289M
Free cash flow-CN¥223M-CN¥275M-CN¥443M-CN¥342MCN¥515M
Capital expenditureCN¥131MCN¥229MCN¥496MCN¥431MCN¥230M
Total debtCN¥382MCN¥509MCN¥680MCN¥679MCN¥1.11B

Quarterly statements and history in the cockpit →

Quzhou DFP New Material 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

-40%-20%0%+20%+40%-40%-20%0%002263TIMETECHNOOI6880201904601968300057002303002752EPL26030613300566603091603687ELO002014603499KRT601515.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Quzhou DFP New Material is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%20%30%20×40×002263TIMETECHNOOI6880201904601968300057002303002752EPL26030613300566603091603687ELO603499KRT601515.SSReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Quzhou DFP New Material is the large dot.

Capital: ROE delivered against the ROE the price implies

-150%-100%-50%0%50%-100%0%002263OI68802019046019680613603091603499601515.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Quzhou DFP New Material is the large dot.

Quzhou DFP New Material competitors and peer comparison

How Quzhou DFP New Material 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.

Quzhou DFP New Material against its 20 peers (data as of 6 Nov 2026)
Measure601515.SSPeer medianRank in peer set
1-month return-8.2%-7.1%10th lowest of 21
6-month return-35.7%-19.4%4th lowest of 21
Return on equity-8.9%8.9%2nd lowest of 21
Price / book1.17×2.03×5th cheapest of 21
ROE the price implies9.2%14.5%6th least demanding of 21
ROE delivered-8.9%8.1%2nd lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Quzhou DFP New Material 601515.SSChina$843M-36%+13%-9%1.17×9.2%-8.9%
Zhejiang Great Southeast 002263.SZChina$871M-23%+5%1%2.08×16.4%0.9%
Time Technoplast TIMETECHNO.NSIndia$891M-9%+16%13%2.06×24.9%n/a
O-I Glass OIUnited States$796M-44%-2%-141%2.15×15.0%-141.0%
Guangzhou Fangbang Electronics 688020.SSChina$900M-51%-2%-8%4.61×69.1%-7.9%
Cheng Loong 1904.TWTaiwan$788M+34%-3%8%0.85×3.2%8.2%
Shanghai Baosteel Packaging 601968.SSChina$785M-19%+17%5%1.15×7.2%5.3%
Shantou Wanshun New Material 300057.SZChina$784M-45%+29%0%0.94×11.4%-0.5%
MYS 002303.SZChina$909M+26%+1%5%1.46×10.2%4.9%
Sunrise 002752.SZChina$766M-29%+8%11%1.37×10.0%11.3%
EPL EPL.NSIndia$752M-6%+17%15%2.48×32.7%n/a
Xiamen Jihong 2603.HKHong Kong$945M-24%+18%10%1.53×6.5%9.6%
Planetree International Development 0613.HKHong Kong$733M+151%-62%30%1.39×8.1%29.9%
Ningbo Exciton Technology 300566.SZChina$730M-2%-2%8%1.97×20.2%7.9%
Zhejiang Zhongxin Environmental Protection Technology 603091.SSChina$991M-20%+31%17%2.80×24.8%17.0%
Zhejiang Great Shengda Packing 603687.SSChina$995M-30%+1%2%2.00×14.0%1.7%
Elopak ELO.OLNorway$1.01B-11%0%21%2.32×9.5%20.9%
Huangshan Novel 002014.SZChina$1.02B+5%+9%18%2.92×15.2%18.4%
Ton Yi Industrial 9907.TWTaiwan$678M-19%-11%5%1.05×3.7%4.9%
Shanghai Sunglow Packaging Technology 603499.SSChina$669M-29%+9%15%4.53×53.1%14.9%
Karat Packaging KRTUnited States$669M+19%+12%31%4.01×25.5%31.2%

Questions

Which companies are Quzhou DFP New Material's closest peers?
The cockpit's peer set: Zhejiang Great Southeast (002263.SZ), Time Technoplast (TIMETECHNO.NS), O-I Glass (OI), Guangzhou Fangbang Electronics (688020.SS), Cheng Loong (1904.TW), Shanghai Baosteel Packaging (601968.SS), Shantou Wanshun New Material (300057.SZ), MYS (002303.SZ).
Is Quzhou DFP New Material expensive compared with its peers?
On price / book it trades at 1.17× against a peer median of 2.03×, 5th cheapest of 21 in its peer set. The share price implies a return on equity of about 9.2%; Quzhou DFP New Material delivers -8.9%, so the price asks more than the business earns today.
How has Quzhou DFP New Material stock performed?
Over six months to 6 Nov 2026 the shares returned -35.7% against -19.4% for the median peer; over one year -39.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.