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← CockpitCompetitor Analysis › 603838.SS Guang Dong Sitong Group Co. Ltd. Class AOpen in the cockpit ↗

Guang Dong Sitong Group Co. Ltd. Class A603838.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Home Furnishings
Momentum leader 99
Mkt cap
$612M
US dollars, full cap
Free float
57%
of shares outstanding
$/day
$10.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-17.8 pp
WACC 8.1%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥12.76
1D-2.3%
1W-9.4%
1M+1.6%
3M+74.1%
6M+43.4%
YTD+70.6%
1Y+69.9%
ATR %7.2%
52w lowhigh18.1% off high

What Guang Dong Sitong does

Employees: 1,029

Guang Dong Sitong at a glance

Size Guang Dong Sitong (603838.SS) is a China Consumer Discretionary company (Home Furnishings) with a market value of $612M, the 3374th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.76 on 6 Nov 2026.

Performance Over six months the shares gained 43.4%, against -12.8% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 8.0% over the last twelve months (peer median -1.2%); the operating margin is -23.4% (peer median 1.8%).

Valuation It trades at 10.0× enterprise value to sales against a peer median of 2.8× (most expensive of 21).

Capital Return on invested capital runs 17.8 points below its cost of capital (8.1% WACC).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026603838.SS 142Peer median 85
Six months, rebased to 100: Guang Dong Sitong against the median of its 20 peers (local-currency closes).

Guang Dong Sitong financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥387MCN¥355MCN¥283MCN¥185MCN¥236M
Revenue growth—+26%+53%-22%—
Gross profit-CN¥5.61M-CN¥22.4MCN¥2.54M-CN¥9.86M-CN¥3.15M
EBITDA-CN¥57.4M-CN¥55.8M-CN¥16.0M-CN¥24.1M-CN¥15.3M
Net income-CN¥90.8M-CN¥81.2M-CN¥23.5M-CN¥37.4M-CN¥26.1M
Free cash flow-CN¥117M-CN¥107M-CN¥84.3M-CN¥3.03MCN¥3.96M
Capital expenditureCN¥12.3MCN¥8.50MCN¥6.38MCN¥5.11MCN¥22.3M
Total debtCN¥22.3MCN¥25.1MCN¥12.1MCN¥0CN¥0

Quarterly statements and history in the cockpit →

Guang Dong Sitong 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%-30%-20%-10%0%600337603365301055CERA002571300749603898603610003041603313002853001216001238ETD6030086035510092406039763149603838.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Guang Dong Sitong is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%0×5×10×600337603365301055CERA002571300749603898603610003041603313002853001216001238ETD6035510092406039763149600876603838.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guang Dong Sitong is the large dot.

Guang Dong Sitong competitors and peer comparison

How Guang Dong Sitong 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.

Guang Dong Sitong against its 20 peers (data as of 6 Nov 2026)
Measure603838.SSPeer medianRank in peer set
1-month return+1.6%-6.8%3rd highest of 21
6-month return+43.4%-12.8%highest of 21
Distance from 52-week high-18.1%-40.7%highest of 21
Revenue growth (TTM)+8.0%-1.2%6th highest of 21
Operating margin-23.4%1.8%3rd lowest of 21
EV / Sales10.0×2.8×most expensive of 21
ROIC minus cost of capital-17.8 pp-2.8 pp3rd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Guang Dong Sitong 603838.SSChina$612M+43%+8%-23%10.0×n/an/a
Markor International Home Furnishings 600337.SSChina$613M+19%-43%-106%3.3×n/an/a
Shanghai Shuixing Home Textile 603365.SSChina$621M-29%+2%10%0.7×-12.9%+8.2%
Zhang Xiaoquan 301055.SZChina$597M-13%+15%5%3.1×27.1%+12.4%
Cera Sanitaryware CERA.NSIndia$654M-12%+15%10%2.4×21.9%+10.7%
Anhui Deli Household Glass 002571.SZChina$574M-15%-16%-10%3.2×n/an/a
GuangDong Topstrong Living Innovation & Integration 300749.SZChina$570M-24%-34%-13%6.5×n/an/a
Guangzhou Holike Creative Home 603898.SSChina$555M-7%-21%-5%2.0×n/an/a
Keeson Technology 603610.SSChina$550M-39%+11%2%1.2×10.4%+6.1%
Zhejiang Truelove Vogue 003041.SZChina$698M-38%-1%7%5.2×n/an/a
Healthcare 603313.SSChina$533M-2%+4%2%0.7×-9.0%+6.4%
Guangdong Piano Customized Furniture 002853.SZChina$520M-30%-30%-23%7.1×n/an/a
Hunan Hualian China Industry 001216.SZChina$729M-9%-15%12%3.2×n/an/a
Zhejiang Zhengte 001238.SZChina$506M-38%+24%0%1.7×24.6%+12.9%
Ethan Allen Interiors ETDUnited States$506M-2%-6%8%0.8×3.3%-3.3%
Sleemon Healthy Sleep Technology 603008.SSChina$505M-11%-2%1%0.5×23.5%+9.4%
AUPU Intelligent Technology 603551.SSChina$503M-27%+5%13%1.4×-5.6%+3.3%
Hanssem 009240.KSSouth Korea$496M-6%-10%2%0.5×5.4%-3.3%
Chongqing Zhengchuan Pharmaceutical Packaging 603976.SSChina$769M+41%+9%3%7.4×51.0%+6.0%
G-Tech Optoelectronics 3149.TWTaiwan$484M+22%+8%-21%7.0×n/an/a
Triumph New Energy 600876.SSChina$478M-25%-39%-76%4.7×n/an/a

Questions

Which companies are Guang Dong Sitong's closest peers?
The cockpit's peer set: Markor International Home Furnishings (600337.SS), Shanghai Shuixing Home Textile (603365.SS), Zhang Xiaoquan (301055.SZ), Cera Sanitaryware (CERA.NS), Anhui Deli Household Glass (002571.SZ), GuangDong Topstrong Living Innovation & Integration (300749.SZ), Guangzhou Holike Creative Home (603898.SS), Keeson Technology (603610.SS).
Is Guang Dong Sitong expensive compared with its peers?
On ev / sales it trades at 10.0× against a peer median of 2.8×, most expensive of 21 in its peer set.
How has Guang Dong Sitong stock performed?
Over six months to 6 Nov 2026 the shares returned +43.4% against -12.8% for the median peer; over one year +69.9%.

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.