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Employees: 872
Size Zhejiang Zomax Transmission (603767.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $711M, the 3033rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.58 on 6 Nov 2026.
Performance Over six months the shares fell 19.7%, against -21.6% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 3.0% over the last twelve months (peer median +7.8%); the operating margin is 0.7% (peer median 4.7%).
Valuation It trades at 4.6× enterprise value to sales against a peer median of 1.9× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +26 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 0.6 points above its cost of capital (6.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥915M | CN¥910M | CN¥904M | CN¥1.10B | CN¥993M |
| Revenue growth | — | +1% | -18% | +11% | — |
| Gross profit | CN¥192M | CN¥112M | CN¥125M | CN¥177M | CN¥124M |
| EBITDA | n/a | CN¥113M | CN¥115M | CN¥158M | CN¥118M |
| Net income | -CN¥1.91M | -CN¥5.80M | CN¥33.2M | CN¥72.8M | CN¥42.2M |
| Free cash flow | CN¥114M | CN¥135M | CN¥154M | CN¥148M | CN¥53.5M |
| Capital expenditure | CN¥35.6M | CN¥24.1M | CN¥19.9M | CN¥53.3M | CN¥43.2M |
| Total debt | CN¥0 | CN¥0 | CN¥0 | CN¥136M | CN¥125M |
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| Measure | 603767.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.4% | -3.2% | 2nd highest of 21 |
| 6-month return | -19.7% | -21.6% | 9th highest of 21 |
| Distance from 52-week high | -49.0% | -34.6% | 6th lowest of 21 |
| Revenue growth (TTM) | +3.0% | +7.8% | 7th lowest of 21 |
| Operating margin | 0.7% | 4.7% | 4th lowest of 21 |
| EV / Sales | 4.6× | 1.9× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 23.6% | 14.8% | 4th most demanding of 15 |
| Growth delivered (Del g) | -2.7% | +10.0% | 3rd lowest of 15 |
| Hurdle (Req g minus delivered) | +26.3 pp | +3.3 pp | most demanding of 15 |
| ROIC minus cost of capital | +0.6 pp | -2.1 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang Zomax Transmission 603767.SS | China | $711M | -20% | +3% | 1% | 4.6× | 23.6% | -2.7% |
| Changhua 605018.SS | China | $710M | -21% | -7% | -1% | 2.3× | n/a | n/a |
| Mitsuboshi Belting 5192.T | Japan | $716M | +4% | +5% | 10% | 0.9× | -1.1% | +7.3% |
| Changzhou Tenglong Auto Parts 603158.SS | China | $719M | -22% | +9% | 4% | 1.3× | 25.1% | +18.7% |
| Suprajit Engineering SUPRAJIT.NS | India | $701M | +11% | +18% | 7% | 1.6× | n/a | n/a |
| S.J.S. Enterprises SJS.NS | India | $699M | +3% | +26% | 24% | 6.0× | 20.2% | +30.6% |
| Xuchang Yuandong Drive Shaft 002406.SZ | China | $699M | -24% | +31% | 13% | 1.9× | 2.1% | -6.3% |
| Zhejiang VIE Science & Technology 002590.SZ | China | $723M | -22% | +8% | 4% | 1.0× | 9.1% | +14.5% |
| Shentong Technology 605228.SS | China | $726M | -28% | +7% | 11% | 2.2× | 7.1% | +4.9% |
| Zhejiang Dehong Automotive Electronic & Electrical 603701.SS | China | $694M | -29% | +35% | 2% | 4.7× | n/a | n/a |
| Reach Machinery 301596.SZ | China | $733M | -8% | +16% | 14% | 6.0× | 32.5% | +9.5% |
| Guizhou Guihang Automotive Components 600523.SS | China | $739M | -11% | +7% | 4% | 1.8× | 17.3% | +2.4% |
| Fox Factory FOXF | United States | $748M | 0% | +2% | 5% | 0.9× | 14.6% | +10.5% |
| China Yuchai International CYD | United States | $750M | -57% | +21% | 4% | n/a | n/a | n/a |
| Changchun Engley Automobile Industry 601279.SS | China | $752M | -21% | -15% | -6% | 1.4× | 7.1% | -2.9% |
| Jiangsu Olive Sensors High-Tech 300507.SZ | China | $671M | -32% | -17% | 5% | 2.1× | 17.1% | +23.1% |
| Wencan 603348.SS | China | $670M | -22% | +3% | -7% | 1.1× | n/a | n/a |
| Shenzhen Dawei Innovation Technology 002213.SZ | China | $756M | -44% | +12% | 3% | 4.2× | n/a | n/a |
| Sichuan Chuanhuan Technology 300547.SZ | China | $661M | -48% | -2% | 13% | 2.8× | 14.9% | +17.3% |
| CIR S.p.A. - Compagnie Industriali Riunite CIR.MI | Italy | $776M | +12% | 0% | 6% | 0.9× | 2.3% | -0.2% |
| PWR PWH.AX | Australia | $776M | +24% | +31% | 16% | 6.9× | 41.7% | +16.6% |