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← CockpitCompetitor Analysis › 603216.SS Mengtian Home Group Inc. Class AOpen in the cockpit ↗

Mengtian Home Group Inc. Class A603216.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Forest Products
Momentum laggard 18
Mkt cap
$607M
US dollars, full cap
$/day
$25.0M
20-day average traded
Fwd P/E
62.7×
forward earnings
ROIC−WACC
-2.6 pp
WACC 7.9%
Hurdle
+42 pp
Req g minus delivered
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥18.18
1D-4.0%
1W+3.2%
1M-17.0%
3M-8.0%
6M-38.6%
YTD-61.3%
1Y+0.9%
ATR %8.2%
52w lowhigh69.1% off high

What Mengtian Home does

No business profile yet.

Mengtian Home at a glance

Size Mengtian Home (603216.SS) is a China Materials company (Forest Products) with a market value of $607M, the 3388th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥18.18 on 6 Nov 2026.

Performance Over six months the shares fell 38.6%, against -10.8% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue fell 5.4% over the last twelve months (peer median +3.3%); the operating margin is 3.3% (peer median 6.4%).

Valuation It trades at 62.7× forward earnings against a peer median of 27.1× (2nd most expensive of 11).

Price implies For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +42 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 2.6 points below its cost of capital (7.9% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 90603216.SS 61
Six months, rebased to 100: Mengtian Home against the median of its 20 peers (local-currency closes).

Mengtian Home financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.05BCN¥1.08BCN¥1.11BCN¥1.31BCN¥1.38B
Revenue growth—-3%-15%-5%—
Gross profitCN¥273MCN¥289MCN¥284MCN¥316MCN¥405M
EBITDACN¥111MCN¥140MCN¥123MCN¥146MCN¥283M
Net incomeCN¥61.1MCN¥64.8MCN¥61.3MCN¥95.7MCN¥220M
Free cash flowCN¥10.6MCN¥120MCN¥30.0MCN¥243MCN¥38.4M
Capital expenditureCN¥17.1MCN¥21.2MCN¥27.0MCN¥67.1MCN¥92.4M
Total debtCN¥29.6MCN¥42.5MCN¥59.2MCN¥115MCN¥112M

Quarterly statements and history in the cockpit →

Mengtian Home 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%0%IFPSTYLAMINDGREENLAM3013566030385930000910600189RESPONIND001211301588301227601996002785002631002679600265INWI6655603216.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Mengtian Home is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×50×100×IFPSTYLAMINDGREENLAM3013560009106001896019960027851377INWI603216.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Mengtian Home is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%GREENLAM3013566030385930600189RESPONIND3012270026791377INWI6655603216.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. Mengtian Home is the large dot.

Mengtian Home competitors and peer comparison

How Mengtian Home 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.

Mengtian Home against its 20 peers (data as of 6 Nov 2026)
Measure603216.SSPeer medianRank in peer set
1-month return-17.0%-8.9%8th lowest of 21
6-month return-38.6%-10.8%2nd lowest of 21
Distance from 52-week high-69.1%-36.4%lowest of 21
Revenue growth (TTM)-5.4%+3.3%8th lowest of 21
Operating margin3.3%6.4%9th lowest of 21
Forward P/E62.7×27.1×2nd most expensive of 11
Growth the price implies (Req g, 7 yrs)39.4%20.6%3rd most demanding of 12
Growth delivered (Del g)-2.6%+6.1%3rd lowest of 12
Hurdle (Req g minus delivered)+42.0 pp+13.1 pp2nd most demanding of 12
ROIC minus cost of capital-2.6 pp-4.4 pp9th highest of 21
EV / EBITDA24.9×14.4×2nd most expensive of 10
Net debt / EBITDA-11.7×2.0×least indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Mengtian Home 603216.SSChina$607M-39%-5%3%62.7×39.4%-2.6%
Interfor IFP.TOCanada$634M+42%-7%1%59.2×n/an/a
Stylam Industries STYLAMIND.NSIndia$563M+19%+10%18%28.1×n/an/a
Greenlam Industries GREENLAM.NSIndia$550M-11%+20%7%34.9×28.3%+20.7%
Zhejiang Tianzhen Technology 301356.SZChina$713M-7%+2%4%26.0×27.5%-7.1%
Dongguan HuaLi Industries 603038.SSChina$498M-27%+15%6%n/a20.6%+7.5%
Bunka Shutter 5930.TJapan$779M-1%+3%6%n/a-12.9%+6.4%
Dare Power Dekor Home 000910.SZChina$414M-26%-4%-9%7.4×n/an/a
Jilin Quanyangquan 600189.SSChina$897M+1%+9%11%109.0×16.6%-1.7%
Responsive Industries RESPONIND.NSIndia$391M-24%-13%10%n/a42.5%+13.0%
Suncha Technology 001211.SZChina$387M-14%+18%0%n/an/an/a
Newtechwood 301588.SZChina$376M-39%+20%7%n/an/an/a
Harbin Sayyas Windows 301227.SZChina$368M-13%-10%-21%n/a33.7%-6.0%
Guangxi Fenglin Wood Industry 601996.SSChina$360M-21%-7%-12%17.8×n/an/a
XIAMEN WANLI STONE STOCK 002785.SZChina$1.03B-40%-33%-7%47.6×n/an/a
Der Future Science & Technology 002631.SZChina$1.04B+10%-26%-23%n/an/an/a
Fujian Jinsen Forestry 002679.SZChina$343M-11%+4%10%n/a43.6%+0.2%
Yunnan Jinggu Forestry 600265.SSChina$338M-21%-45%-13%n/an/an/a
Sakata Seed 1377.TJapan$1.13B+2%+12%11%16.2×0.2%+8.5%
Inwido INWI.STSweden$1.16B+39%+11%10%16.9×2.5%+6.1%
Keding Enterprises 6655.TWTaiwan$310M-6%+15%15%n/a13.5%+4.5%

Questions

Which companies are Mengtian Home's closest peers?
The cockpit's peer set: Interfor (IFP.TO), Stylam Industries (STYLAMIND.NS), Greenlam Industries (GREENLAM.NS), Zhejiang Tianzhen Technology (301356.SZ), Dongguan HuaLi Industries (603038.SS), Bunka Shutter (5930.T), Dare Power Dekor Home (000910.SZ), Jilin Quanyangquan (600189.SS).
Is Mengtian Home expensive compared with its peers?
On forward p/e it trades at 62.7× against a peer median of 27.1×, 2nd most expensive of 11 in its peer set. For today's price to make sense, revenue must grow about 39% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +42 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 Mengtian Home stock performed?
Over six months to 6 Nov 2026 the shares returned -38.6% against -10.8% for the median peer; over one year +0.9%.

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.