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← CockpitCompetitor Analysis › 603726.SS Zhejiang Langdi Group Co., Ltd. Class AOpen in the cockpit ↗

Zhejiang Langdi Group Co., Ltd. Class A603726.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Industrial Machinery
Momentum strong 67
Mkt cap
$597M
US dollars, full cap
$/day
$12.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+0.9 pp
WACC 6.0%
Hurdle
+4 pp
Req g minus delivered
Close · CNYCN¥21.33
1D-2.8%
1W+0.8%
1M-8.1%
3M-0.5%
6M-14.2%
YTD-11.9%
1Y-11.4%
ATR %4.7%
52w lowhigh40.8% off high

What Zhejiang Langdi does

Employees: 2,707

Zhejiang Langdi at a glance

Size Zhejiang Langdi (603726.SS) is a China Industrials company (Industrial Machinery) with a market value of $597M, the 3435th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥21.33 on 6 Nov 2026.

Performance Over six months the shares fell 14.2%, against -5.2% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 19 in its peer set.

Growth Revenue fell 8.9% over the last twelve months (peer median +7.5%); the operating margin is 10.5% (peer median 7.5%).

Valuation It trades at 2.5× enterprise value to sales against a peer median of 3.1× (10th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +4 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 0.9 points above its cost of capital (6.0% WACC).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026Peer median 96603726.SS 84
Six months, rebased to 100: Zhejiang Langdi against the median of its 20 peers (local-currency closes).

Zhejiang Langdi financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.79BCN¥1.82BCN¥1.89BCN¥1.63BCN¥1.68B
Revenue growth—-4%+16%-3%—
Gross profitCN¥412MCN¥376MCN¥399MCN¥328MCN¥288M
EBITDACN¥263MCN¥240MCN¥261MCN¥200MCN¥164M
Net incomeCN¥252MCN¥177MCN¥172MCN¥110MCN¥91.4M
Free cash flowCN¥153MCN¥156MCN¥85.0MCN¥142MCN¥108M
Capital expenditureCN¥24.2MCN¥24.5MCN¥13.3MCN¥24.6MCN¥15.0M
Total debtCN¥833MCN¥822MCN¥819MCN¥743MCN¥678M

Quarterly statements and history in the cockpit →

Zhejiang Langdi 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%61043015916277LSC688665089970457330090730027230108145066880697995301181SWTQ301028603519002903603726.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Zhejiang Langdi is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×5×10×61043015916277LSC6886650899704573300907687130027230108145066880697995301181SWTQ301028HEROMOTORS002903603726.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Zhejiang Langdi is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%6277LSC68866508997030027245067995301181SWTQHEROMOTORS603726.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 Langdi is the large dot.

Zhejiang Langdi competitors and peer comparison

How Zhejiang Langdi 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 Langdi against its 20 peers (data as of 6 Nov 2026)
Measure603726.SSPeer medianRank in peer set
1-month return-8.1%-12.5%9th highest of 21
6-month return-14.2%-5.2%7th lowest of 19
Distance from 52-week high-40.8%-37.4%9th lowest of 21
Revenue growth (TTM)-8.9%+7.5%5th lowest of 21
Operating margin10.5%7.5%9th highest of 21
EV / Sales2.5×3.1×10th cheapest of 21
Growth the price implies (Req g, 7 yrs)9.6%11.3%6th least demanding of 12
Growth delivered (Del g)+5.4%+6.5%5th lowest of 12
Hurdle (Req g minus delivered)+4.2 pp+2.7 pp6th most demanding of 12
ROIC minus cost of capital+0.9 pp-2.3 pp8th highest of 21
EV / EBITDA17.0×9.9×4th most expensive of 9
Net debt / EBITDA1.9×-0.0×4th most indebted of 10

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 Langdi 603726.SSChina$597M-14%-9%10%2.5×9.6%+5.4%
Shibaura Machine 6104.TJapan$597M+2%-22%2%0.5×n/an/a
Nanjing Comptech Composites 301591.SZChina$593M+18%+10%14%7.7×n/an/a
Hosokawa Micron 6277.TJapan$601M+7%-1%5%0.8×14.6%+7.8%
London Security LSC.LUnited Kingdom$602M+16%+12%13%1.6×-7.1%+9.9%
Cubic Sensor and Instrument 688665.SSChina$603M-19%+6%12%3.7×30.0%+27.3%
VM Inc. 089970.KSSouth Korea$590M-44%+150%27%2.5×-0.3%+9.2%
GMT Global 4573.TWOTaiwan$589M-14%-3%-19%31.9×n/an/a
Kangping Technology (Suzhou) 300907.SZChina$588M+33%+37%6%2.9×n/an/a
Robotphoenix Intelligent Technology 6871.HKHong Kong$606Mn/a+45%-38%10.3×n/an/a
Canature Health Technology 300272.SZChina$587M-30%+4%9%2.4×3.4%+9.3%
Yanpai Filtration Technology 301081.SZChina$607M+9%+16%3%5.1×n/an/a
Gfc 4506.TWOTaiwan$608M-5%+4%22%2.4×-9.7%+6.5%
Wuxi Delinhai Environmental Technology 688069.SSChina$586M-8%+18%5%6.8×n/an/a
Valqua 7995.TJapan$611M-6%+15%15%1.5×11.3%+5.5%
Jiangyin PIVOT Automotive Products 301181.SZChina$582M-25%-9%16%7.2×22.5%-2.9%
Schweiter Technologies SWTQ.SWSwitzerland$581M+19%-12%4%0.6×-3.5%-4.9%
Xiamen Dingrongyan Technology 301028.SZChina$614M-25%+15%16%3.2×n/an/a
Jiangsu Liba Enterprise Joint-Stock 603519.SSChina$578M0%0%10%2.1×14.8%+5.4%
Hero Motors HEROMOTORS.NSIndia$578Mn/a+9%6%4.6×37.3%+4.0%
Yuhuan CNC Machine Tool 002903.SZChina$616M-28%-26%-18%10.6×n/an/a

Questions

Which companies are Zhejiang Langdi's closest peers?
The cockpit's peer set: Shibaura Machine (6104.T), Nanjing Comptech Composites (301591.SZ), Hosokawa Micron (6277.T), London Security (LSC.L), Cubic Sensor and Instrument (688665.SS), VM Inc. (089970.KS), GMT Global (4573.TWO), Kangping Technology (Suzhou) (300907.SZ).
Is Zhejiang Langdi expensive compared with its peers?
On ev / sales it trades at 2.5× against a peer median of 3.1×, 10th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +4 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 Langdi stock performed?
Over six months to 6 Nov 2026 the shares returned -14.2% against -5.2% for the median peer; over one year -11.4%.

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.