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Employees: 3,386
Size Senci Electric Machinery (603109.SS) is a China Industrials company (Electrical Products) with a market value of $460M, the 4065th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.92 on 6 Nov 2026.
Performance Over six months the shares fell 33.4%, against -28.7% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue fell 3.5% over the last twelve months (peer median +6.1%); the operating margin is 3.8% (peer median 0.3%).
Valuation It trades at 9.5× forward earnings against a peer median of 15.1× (4th cheapest of 7).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +5 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 4.3 points below its cost of capital (8.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.02B | CN¥2.92B | CN¥2.74B | CN¥2.66B | CN¥2.72B |
| Revenue growth | — | +7% | +3% | -2% | — |
| Gross profit | CN¥640M | CN¥666M | CN¥686M | CN¥680M | CN¥596M |
| EBITDA | CN¥228M | CN¥224M | CN¥258M | CN¥310M | CN¥242M |
| Net income | CN¥81.2M | CN¥134M | CN¥194M | CN¥226M | CN¥204M |
| Free cash flow | CN¥115M | -CN¥56.7M | -CN¥17.2M | -CN¥15.6M | CN¥353M |
| Capital expenditure | CN¥270M | CN¥229M | CN¥307M | CN¥188M | CN¥91.2M |
| Total debt | CN¥996M | CN¥820M | CN¥749M | CN¥802M | CN¥636M |
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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 | 603109.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.6% | -9.7% | 7th lowest of 21 |
| 6-month return | -33.4% | -28.7% | 8th lowest of 21 |
| Distance from 52-week high | -52.6% | -45.9% | 6th lowest of 21 |
| Revenue growth (TTM) | -3.5% | +6.1% | 4th lowest of 21 |
| Operating margin | 3.8% | 0.3% | 6th highest of 21 |
| Forward P/E | 9.5× | 15.1× | 4th cheapest of 7 |
| Growth the price implies (Req g, 7 yrs) | 18.1% | 18.1% | 4th least demanding of 8 |
| Growth delivered (Del g) | +13.4% | -0.6% | highest of 8 |
| Hurdle (Req g minus delivered) | +4.6 pp | +11.9 pp | 4th least demanding of 8 |
| ROIC minus cost of capital | -4.3 pp | -5.4 pp | 9th highest of 21 |
| EV / EBITDA | 13.7× | 9.7× | 3rd most expensive of 6 |
| Net debt / EBITDA | 0.2× | 0.7× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Senci Electric Machinery 603109.SS | China | $460M | -33% | -3% | 4% | 9.5× | 18.1% | +13.4% |
| Daewon Cable 006340.KS | South Korea | $457M | -49% | +38% | 2% | n/a | n/a | n/a |
| Song Chuan Precision 7788.TW | Taiwan | $467M | +15% | +34% | 9% | 20.9× | n/a | n/a |
| Transtech Optelecom Science 9963.HK | Hong Kong | $467M | +63% | +76% | -3% | n/a | 54.9% | -18.2% |
| SolaX Power Network Technology (Zhejiang) 688717.SS | China | $468M | -68% | +57% | 0% | 60.3× | n/a | n/a |
| Lanzhou Greatwall Electrcal 600192.SS | China | $453M | -17% | -6% | -23% | n/a | n/a | n/a |
| Cheng Mei Materials Technology 4960.TW | Taiwan | $470M | -36% | -7% | -14% | n/a | n/a | n/a |
| Tianneng Power International 0819.HK | Hong Kong | $470M | -47% | +6% | 1% | 5.2× | -1.3% | -0.6% |
| Taier Heavy Industry 002347.SZ | China | $471M | -22% | -1% | -7% | n/a | 18.1% | +6.1% |
| Changzhou Xiangming Intelligent Drive System 301226.SZ | China | $450M | -29% | +4% | 1% | n/a | 38.8% | -1.6% |
| Maxell 6810.T | Japan | $474M | +2% | +6% | 6% | 9.3× | -1.1% | -1.4% |
| Jiangsu Ruitai New Energy Materials 301238.SZ | China | $474M | -34% | +50% | -5% | n/a | n/a | n/a |
| Shanghai XFH Technology 300890.SZ | China | $475M | -35% | +52% | 7% | 35.8× | n/a | n/a |
| Sinostar Cable 300933.SZ | China | $477M | -29% | +13% | 0% | n/a | n/a | n/a |
| Zhejiang Tengen Electrics 605066.SS | China | $477M | -21% | -3% | 0% | n/a | n/a | n/a |
| Sichuan Zhongguang Lightning Protection Technologies 300414.SZ | China | $478M | -31% | +21% | 3% | n/a | n/a | n/a |
| Takaoka Toko 6617.T | Japan | $443M | -40% | +6% | 9% | 6.5× | 2.3% | +4.0% |
| Shanghai Morn Electric Equipment 002451.SZ | China | $443M | -30% | -4% | 2% | n/a | n/a | n/a |
| Lutian Machinery 605259.SS | China | $441M | -15% | 0% | 7% | n/a | n/a | n/a |
| Guizhou Taiyong-Changzheng Technology 002927.SZ | China | $439M | -28% | -3% | -3% | n/a | 56.9% | +1.7% |
| Anfu CE LINK 300787.SZ | China | $484M | -4% | +17% | -1% | n/a | n/a | n/a |