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Employees: 4,215
Size ZheJiang AoKang Shoes (603001.SS) is a China Consumer Discretionary company (Apparel/Footwear) with a market value of $619M, the 3347th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.29 on 6 Nov 2026.
Performance Over six months the shares gained 19.2%, against -9.1% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue fell 30.6% over the last twelve months (peer median +3.7%); the operating margin is -8.4% (peer median 6.5%).
Valuation It trades at 2.5× enterprise value to sales against a peer median of 2.1× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +30 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 7.0 points below its cost of capital (8.3% WACC).
Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.48B | CN¥1.92B | CN¥2.53B | CN¥3.08B | CN¥2.74B |
| Revenue growth | — | -24% | -18% | +12% | — |
| Gross profit | CN¥611M | CN¥407M | CN¥700M | CN¥967M | CN¥874M |
| EBITDA | n/a | CN¥29.5M | CN¥213M | CN¥398M | CN¥107M |
| Net income | -CN¥86.2M | -CN¥241M | -CN¥216M | -CN¥93.3M | -CN¥374M |
| Free cash flow | CN¥438M | CN¥426M | CN¥129M | CN¥425M | -CN¥205M |
| Capital expenditure | CN¥26.8M | CN¥49.5M | CN¥85.9M | CN¥94.2M | CN¥114M |
| Total debt | CN¥216M | CN¥201M | CN¥331M | CN¥372M | CN¥522M |
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| Measure | 603001.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.2% | -6.7% | 9th lowest of 21 |
| 6-month return | +19.2% | -9.1% | 4th highest of 21 |
| Distance from 52-week high | -27.2% | -28.8% | 9th highest of 21 |
| Revenue growth (TTM) | -30.6% | +3.7% | lowest of 21 |
| Operating margin | -8.4% | 6.5% | 2nd lowest of 21 |
| EV / Sales | 2.5× | 2.1× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 23.6% | 4.7% | 4th most demanding of 17 |
| Growth delivered (Del g) | -6.8% | +7.0% | 2nd lowest of 17 |
| Hurdle (Req g minus delivered) | +30.4 pp | -4.3 pp | 3rd most demanding of 17 |
| ROIC minus cost of capital | -7.0 pp | +0.3 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ZheJiang AoKang Shoes 603001.SS | China | $619M | +19% | -31% | -8% | 2.5× | 23.6% | -6.8% |
| PDS PDSL.NS | India | $605M | +35% | +5% | 2% | 0.4× | 14.0% | +16.1% |
| Campus Activewear CAMPUS.NS | India | $640M | -21% | +14% | 11% | 3.3× | 32.8% | +20.1% |
| AIMER 603511.SS | China | $657M | -28% | -2% | 4% | 0.8× | -7.2% | -1.6% |
| Onward 8016.T | Japan | $659M | +4% | +7% | 5% | 0.6× | 1.0% | +6.1% |
| Weyco WEYS | United States | $580M | +79% | +2% | 17% | 1.7× | -1.2% | +7.2% |
| Shandong High Speed Renewable Energy 000803.SZ | China | $546M | -27% | +3% | 13% | 4.0× | 5.4% | +33.2% |
| World 3612.T | Japan | $701M | -5% | +15% | 6% | 0.8× | -5.1% | +9.5% |
| ZheJiang Jasan 603558.SS | China | $545M | -12% | +6% | 17% | 1.8× | n/a | n/a |
| QingDao Kutesmart 300840.SZ | China | $540M | -30% | 0% | 5% | 4.6× | n/a | n/a |
| Gokaldas Exports GOKEX.NS | India | $529M | -6% | +8% | 4% | 1.2× | n/a | n/a |
| Bxn 002154.SZ | China | $740M | -19% | +6% | 7% | 0.7× | -10.3% | +6.5% |
| Harson Trading (China) 603958.SS | China | $511M | -36% | +23% | 3% | 2.4× | 25.6% | +10.4% |
| Shoei Co. Ltd. (7839) 7839.T | Japan | $750M | +29% | +2% | 28% | 3.0× | -8.1% | +10.7% |
| Logistea LOGI-B.ST | Sweden | $759M | +6% | +18% | 83% | 14.4× | 14.2% | +40.4% |
| Relaxo Footwears RELAXO.NS | India | $768M | -4% | +2% | 8% | 2.6× | 33.5% | +2.8% |
| Nueva Expresion Textil NXT.MC | Spain | $490M | +1% | +55% | 22% | 11.6× | n/a | n/a |
| Shanghai Metersbonwe Fashion & Accessories 002269.SZ | China | $482M | -25% | -16% | -54% | 9.2× | 17.7% | -34.8% |
| Zhejiang Kanglongda Special Protection Technology 603665.SS | China | $476M | -29% | -1% | 3% | 2.7× | 10.2% | +6.8% |
| Zhejiang Red Dragonfly Footwear 603116.SS | China | $465M | -15% | +1% | -7% | 1.1× | 4.1% | -4.7% |
| Dr. Martens DOCS.L | United Kingdom | $824M | +3% | -3% | 10% | 1.1× | -3.7% | -0.2% |