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Employees: 7,712
Size AIMER (603511.SS) is a China Consumer Discretionary company (Apparel/Footwear) with a market value of $657M, the 3223rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.63 on 6 Nov 2026.
Performance Over six months the shares fell 28.1%, against -9.1% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue fell 1.9% over the last twelve months (peer median +4.7%); the operating margin is 3.7% (peer median 7.8%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 1.8× (5th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.6 points above its cost of capital (7.7% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.06B | CN¥3.07B | CN¥3.14B | CN¥3.41B | CN¥3.28B |
| Revenue growth | — | -2% | -8% | +4% | — |
| Gross profit | CN¥2.20B | CN¥1.93B | CN¥1.96B | CN¥2.17B | CN¥2.08B |
| EBITDA | n/a | CN¥458M | CN¥446M | CN¥607M | CN¥505M |
| Net income | CN¥139M | CN¥152M | CN¥163M | CN¥306M | CN¥205M |
| Free cash flow | CN¥373M | CN¥439M | CN¥185M | CN¥722M | CN¥455M |
| Capital expenditure | CN¥134M | CN¥142M | CN¥242M | CN¥192M | CN¥232M |
| Total debt | CN¥271M | CN¥314M | CN¥203M | CN¥250M | CN¥199M |
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.
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 | 603511.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -17.5% | -2.1% | lowest of 21 |
| 6-month return | -28.1% | -9.1% | 3rd lowest of 21 |
| Distance from 52-week high | -41.0% | -28.8% | 5th lowest of 21 |
| Revenue growth (TTM) | -1.9% | +4.7% | 4th lowest of 21 |
| Operating margin | 3.7% | 7.8% | 5th lowest of 21 |
| EV / Sales | 0.8× | 1.8× | 5th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -7.2% | 5.4% | 4th least demanding of 18 |
| Growth delivered (Del g) | -1.6% | +9.5% | 4th lowest of 18 |
| Hurdle (Req g minus delivered) | -5.6 pp | -5.2 pp | 8th least demanding of 18 |
| ROIC minus cost of capital | +3.6 pp | -0.0 pp | 6th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| 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% |
| Campus Activewear CAMPUS.NS | India | $640M | -21% | +14% | 11% | 3.3× | 32.8% | +20.1% |
| ZheJiang AoKang Shoes 603001.SS | China | $619M | +19% | -31% | -8% | 2.5× | 23.6% | -6.8% |
| World 3612.T | Japan | $701M | -5% | +15% | 6% | 0.8× | -5.1% | +9.5% |
| PDS PDSL.NS | India | $605M | +35% | +5% | 2% | 0.4× | 14.0% | +16.1% |
| Bxn 002154.SZ | China | $740M | -19% | +6% | 7% | 0.7× | -10.3% | +6.5% |
| Weyco WEYS | United States | $580M | +79% | +2% | 17% | 1.7× | -1.2% | +7.2% |
| 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% |
| Shandong High Speed Renewable Energy 000803.SZ | China | $546M | -27% | +3% | 13% | 4.0× | 5.4% | +33.2% |
| 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 |
| Dr. Martens DOCS.L | United Kingdom | $824M | +3% | -3% | 10% | 1.1× | -3.7% | -0.2% |
| Ningbo Peacebird Fashion 603877.SS | China | $839M | -15% | -2% | 4% | 0.8× | -13.1% | -7.5% |
| Harson Trading (China) 603958.SS | China | $511M | -36% | +23% | 3% | 2.4× | 25.6% | +10.4% |
| Canada Goose GOOS.TO | Canada | $850M | -23% | +12% | 10% | 1.2× | 5.5% | +11.0% |
| Bata India BATAINDIA.NS | India | $868M | -12% | +5% | 9% | 2.6× | 28.9% | +15.5% |
| Fujian Septwolves Industry 002029.SZ | China | $873M | -20% | +1% | -3% | 1.4× | 4.5% | -2.0% |