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← CockpitCompetitor Analysis › 603130.SS Zhejiang Yunzhongma Co., Ltd. Class AOpen in the cockpit ↗

Zhejiang Yunzhongma Co., Ltd. Class A603130.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Textiles
Momentum leader 82
Mkt cap
$867M
US dollars, full cap
$/day
$9.12M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-2.8 pp
WACC 8.3%
Hurdle
+2 pp
Req g minus delivered
Close · CNYCN¥42.04
1D+0.4%
1W+10.7%
1M+5.6%
3M+0.8%
6M-7.9%
YTD-25.8%
1Y+5.1%
ATR %4.8%
52w lowhigh34.9% off high

What Zhejiang Yunzhongma does

Employees: 1,511

Zhejiang Yunzhongma at a glance

Size Zhejiang Yunzhongma (603130.SS) is a China Consumer Discretionary company (Textiles) with a market value of $867M, the 2588th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥42.04 on 6 Nov 2026.

Performance Over six months the shares fell 7.9%, against -17.0% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 4.1% over the last twelve months (peer median -1.4%); the operating margin is 4.1% (peer median 5.0%).

Valuation It trades at 2.4× enterprise value to sales against a peer median of 1.4× (6th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is +2 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 2.8 points below its cost of capital (8.3% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026603130.SS 90Peer median 83
Six months, rebased to 100: Zhejiang Yunzhongma against the median of its 20 peers (local-currency closes).

Zhejiang Yunzhongma financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.83BCN¥2.67BCN¥2.61BCN¥2.32BCN¥1.88B
Revenue growth—+2%+13%+23%—
Gross profitCN¥324MCN¥199MCN¥220MCN¥237MCN¥158M
EBITDAn/aCN¥182MCN¥182MCN¥174MCN¥117M
Net incomeCN¥132MCN¥105MCN¥100MCN¥119MCN¥101M
Free cash flowCN¥303MCN¥136M-CN¥238M-CN¥596M-CN¥259M
Capital expenditureCN¥345MCN¥230MCN¥306MCN¥259MCN¥208M
Total debtCN¥2.12BCN¥1.09BCN¥1.41BCN¥892MCN¥603M

Quarterly statements and history in the cockpit →

Zhejiang Yunzhongma 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%-20%-10%0%600370300067601599143400220660061760388929802000204200267430023201002327002201600626600987300819600889000782300180603130.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Zhejiang Yunzhongma is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×2.5×5×7.5×600370300067601599143460388929802000204200267430023201002327002201600626600987300819600889300180603130.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Zhejiang Yunzhongma is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%601599143400220660061700204200267430023201002327002201600626600889603130.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Zhejiang Yunzhongma is the large dot.

Zhejiang Yunzhongma competitors and peer comparison

How Zhejiang Yunzhongma 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.

Zhejiang Yunzhongma against its 20 peers (data as of 6 Nov 2026)
Measure603130.SSPeer medianRank in peer set
1-month return+5.6%-3.5%3rd highest of 21
6-month return-7.9%-17.0%10th highest of 21
Distance from 52-week high-34.9%-34.3%10th lowest of 21
Revenue growth (TTM)+4.1%-1.4%8th highest of 21
Operating margin4.1%5.0%10th lowest of 21
EV / Sales2.4×1.4×6th most expensive of 21
Growth the price implies (Req g, 7 yrs)21.1%14.3%4th most demanding of 14
Growth delivered (Del g)+18.8%+1.4%highest of 14
Hurdle (Req g minus delivered)+2.3 pp+9.4 pp7th least demanding of 14
ROIC minus cost of capital-2.8 pp-2.5 pp11th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Zhejiang Yunzhongma 603130.SSChina$867M-8%+4%4%2.4×21.1%+18.8%
Jiangsu Sanfame Polyester Material 600370.SSChina$857M-44%-13%-3%0.7×n/an/a
Shanghai Anoky 300067.SZChina$853M-29%+36%3%4.8×n/an/a
Zhewen Pictures 601599.SSChina$884M+37%+4%1%1.8×46.4%+13.9%
Formosa Taffeta 1434.TWTaiwan$888M+9%-7%2%1.3×19.9%-0.9%
Zhejiang Hailide New Material 002206.SZChina$845M-18%-7%11%1.3×-2.2%+10.7%
Shanxi Guoxin Energy Corporation Limited 600617.SSChina$838M-16%-9%3%1.4×0.8%+4.5%
Zhejiang Xinao Textiles 603889.SSChina$908M-5%+20%13%1.4×n/an/a
Hyosung Tnc 298020.KSSouth Korea$911M-45%+8%5%0.1×n/an/a
Huafu Fashion 002042.SZChina$822M-31%-23%2%1.3×15.1%-10.8%
Xingye Leather Technology 002674.SZChina$807M+35%+7%8%1.9×14.3%+15.4%
Gunze 3002.TJapan$797M+17%-4%5%1.1×10.5%+1.1%
Japan Wool Textile 3201.TJapan$792M+14%0%11%0.9×-8.6%+2.6%
Shenzhen Fuanna Bedding & Furnishing 002327.SZChina$951M-26%-5%12%2.4×-1.3%-2.1%
Jiangsu Jiuding New Material 002201.SZChina$760M-42%+6%9%3.0×22.1%+1.4%
Shanghai Shenda 600626.SSChina$745M-4%-2%1%0.6×-1.0%-0.1%
Zhejiang Hangmin 600987.SSChina$1.02B-6%-23%8%0.4×n/an/a
Jiangsu Jujie Microfiber Technology 300819.SZChina$734M-42%+5%9%8.4×n/an/a
Nanjing Chemical Fibre 600889.SSChina$1.03B-24%+115%5%8.4×35.4%-3.9%
Guangdong Highsun Meida New Materials 000782.SZChina$728M-4%0%-5%2.4×n/an/a
Huafon Microfibre (Shanghai) 300180.SZChina$1.06B-24%-6%-1%2.0×16.2%+4.4%

Questions

Which companies are Zhejiang Yunzhongma's closest peers?
The cockpit's peer set: Jiangsu Sanfame Polyester Material (600370.SS), Shanghai Anoky (300067.SZ), Zhewen Pictures (601599.SS), Formosa Taffeta (1434.TW), Zhejiang Hailide New Material (002206.SZ), Shanxi Guoxin Energy Corporation Limited (600617.SS), Zhejiang Xinao Textiles (603889.SS), Hyosung Tnc (298020.KS).
Is Zhejiang Yunzhongma expensive compared with its peers?
On ev / sales it trades at 2.4× against a peer median of 1.4×, 6th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is +2 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.
How has Zhejiang Yunzhongma stock performed?
Over six months to 6 Nov 2026 the shares returned -7.9% against -17.0% for the median peer; over one year +5.1%.

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.