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← CockpitCompetitor Analysis › 603626.SS Kunshan Kersen Science & Technology Co. Ltd. Class AOpen in the cockpit ↗

Kunshan Kersen Science & Technology Co. Ltd. Class A603626.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Industrial Machinery

Chinese maker of precision metal casings and structural components for consumer-electronics devices.

Momentum leader 99
Mkt cap
$2.22B
US dollars, full cap
Free float
59%
of shares outstanding
$/day
$175M
20-day average traded
Fwd P/E
31.3×
forward earnings
ROIC−WACC
-16.7 pp
WACC 10.1%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥26.92
1D-3.7%
1W+4.2%
1M+15.8%
3M+103.2%
6M+7.0%
YTD+28.6%
1Y+114.7%
ATR %8.5%
52w lowhigh7.8% off high

What Kunshan Kersen Science & Technology does

Chinese maker of precision metal casings and structural components for consumer-electronics devices.

Machines casings and structural parts to the exact design of each device model, so volumes track production of those specific products rather than the market as a whole. Winning a place on a new model is the key event, and when a model ends, so does its demand.

Products and services

  • Metal casings/structural parts

Customers

  • Consumer-electronics OEMs

Where it sits in the supply chain

  • Technology Hardware
  • Electronic components
  • Precision metal casings

What could go right

  • Smartphone/wearable device upgrade cycles

What could go wrong

  • Customer concentration and component pricing pressure

Moat: narrow (customer qualification, process know-how). Parts are design-qualified into specific device models, creating switching friction each cycle.

Headquarters: Kunshan, China · Employees: 4,234

Named competitors

Kunshan Kersen Science & Technology at a glance

Size Kunshan Kersen Science & Technology (603626.SS) is a China Industrials company (Industrial Machinery) with a market value of $2.22B, the 1151st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥26.92 on 6 Nov 2026.

Performance Over six months the shares gained 7.0%, against -18.0% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue fell 24.2% over the last twelve months (peer median +13.6%); the operating margin is -21.8% (peer median 9.2%).

Valuation It trades at 31.3× forward earnings against a peer median of 23.4× (6th most expensive of 18).

Capital Return on invested capital runs 16.7 points below its cost of capital (10.1% WACC).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026603626.SS 106Peer median 78
Six months, rebased to 100: Kunshan Kersen Science & Technology against the median of its 20 peers (local-currency closes).

Kunshan Kersen Science & Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.42BCN¥3.12BCN¥3.36BCN¥2.58BCN¥3.41B
Revenue growth—-7%+30%-24%—
Gross profitCN¥345MCN¥131MCN¥62.1MCN¥207MCN¥441M
EBITDAn/aCN¥17.0M-CN¥67.3MCN¥178MCN¥399M
Net income-CN¥53.9M-CN¥351M-CN¥477M-CN¥281MCN¥86.8M
Free cash flow-CN¥229MCN¥135M-CN¥191MCN¥162MCN¥332M
Capital expenditureCN¥239MCN¥208MCN¥302MCN¥458MCN¥434M
Total debtCN¥1.41BCN¥1.72BCN¥1.70BCN¥1.33BCN¥1.48B

Quarterly statements and history in the cockpit →

Kunshan Kersen Science & Technology 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%-40%-20%0%+20%688516KALMAR00297522856003530004106368108490BCHN6036388210AMBER2408103006076005MTRS4549103010865631TIMKEN603626.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Kunshan Kersen Science & Technology is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%25×50×75×688516KALMAR00297522856003536368BCHN6036388210AMBER300607MTRS301086TIMKEN603626.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kunshan Kersen Science & Technology is the large dot.

Kunshan Kersen Science & Technology competitors and peer comparison

Head to head with its named competitors (603626.SS vs 2474.TW vs 300115.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Kunshan Kersen Science & Technology 603626.SS$2.22B+7%-24%-22%31.3×n/a
Catcher Technology 2474.TW$2.99B-14%-18%10%16.3×12.4%
Shenzhen Everwin Precision Technology 300115.SZ$5.95B-12%+19%2%124.0×n/a

How Kunshan Kersen Science & Technology 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.

Kunshan Kersen Science & Technology against its 20 peers (data as of 6 Nov 2026)
Measure603626.SSPeer medianRank in peer set
1-month return+15.8%-6.8%2nd highest of 21
6-month return+7.0%-18.0%3rd highest of 21
Distance from 52-week high-7.8%-44.6%2nd highest of 21
Revenue growth (TTM)-24.2%+13.6%lowest of 21
Operating margin-21.8%9.2%2nd lowest of 21
Forward P/E31.3×23.4×6th most expensive of 18
ROIC minus cost of capital-16.7 pp-0.0 pp2nd lowest of 21

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
Kunshan Kersen Science & Technology 603626.SSChina$2.22B+7%-24%-22%31.3×n/an/a
Wuxi Autowell Technology 688516.SSChina$2.22B-42%-14%8%23.4×n/an/a
Kalmar KALMAR.HEFinland$2.27B-7%+7%12%13.6×-4.8%-3.6%
Zhuhai Bojay Electronics 002975.SZChina$2.32B-13%+71%18%41.2×34.2%+6.0%
Chervon 2285.HKHong Kong$2.32B+103%-6%8%15.7×12.1%+6.4%
Chengdu Xuguang Electronics 600353.SSChina$2.32B+8%+13%7%64.5×53.1%+12.8%
Shenyang Machine Tool 000410.SZChina$2.11B-14%+29%-3%n/a25.3%+22.7%
Organo 6368.TJapan$2.36B-14%+10%19%12.1×12.8%+12.0%
ROBOTIS 108490.KSSouth Korea$2.37B-30%+52%-16%n/an/an/a
Burckhardt Compression BCHN.SWSwitzerland$2.07B-3%-15%13%18.6×-7.8%+9.9%
Yantai Eddie Precision Machinery 603638.SSChina$2.38B-22%+35%16%28.8×15.1%+7.3%
Chenbro Micom 8210.TWTaiwan$2.06B-57%+54%23%10.4×0.3%+23.9%
Amber Enterprises India AMBER.NSIndia$2.39B-28%+15%5%59.6×n/an/a
Wonik IPS 240810.KSSouth Korea$2.39B-43%+9%8%14.7×29.4%-3.6%
Guangdong Topstar Technology 300607.SZChina$2.05B-1%+20%7%88.9×31.0%-1.8%
Miura 6005.TJapan$2.05B-11%+6%11%11.6×-4.3%+14.8%
Munters MTRS.STSweden$2.40B-34%0%9%26.2×12.4%+16.0%
Doosan Robotics 454910.KSSouth Korea$2.41B-54%+97%-91%n/an/an/a
Shenzhen Hongfuhan Technology 301086.SZChina$2.04B-23%+58%14%27.7×n/an/a
Japan Steel Works 5631.TJapan$2.41B-46%-1%10%17.0×n/an/a
Timken India TIMKEN.NSIndia$2.43B-12%+19%16%46.1×36.2%+19.8%

Questions

Who are Kunshan Kersen Science & Technology's main competitors?
Named competitors: Catcher Technology (2474.TW), Shenzhen Everwin Precision Technology (300115.SZ). The cockpit's measured peer set (industry) also includes Wuxi Autowell Technology (688516.SS), Kalmar (KALMAR.HE), Zhuhai Bojay Electronics (002975.SZ), Chervon (2285.HK), Chengdu Xuguang Electronics (600353.SS), Shenyang Machine Tool (000410.SZ).
Is Kunshan Kersen Science & Technology expensive compared with its peers?
On forward p/e it trades at 31.3× against a peer median of 23.4×, 6th most expensive of 18 in its peer set.
How has Kunshan Kersen Science & Technology stock performed?
Over six months to 6 Nov 2026 the shares returned +7.0% against -18.0% for the median peer; over one year +114.7%.

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.