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Chinese international freight-forwarding and logistics company.
Chinese international freight-forwarding and logistics company.
Moat: none
Headquarters: China · Employees: 2,540
Size Jiayou International Logistics (603871.SS) is a China Industrials company (Air Freight/Couriers) with a market value of $2.41B, the 1068th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.73 on 6 Nov 2026.
Performance Over six months the shares fell 7.9%, against -11.2% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue fell 9.9% over the last twelve months (peer median +6.9%); the operating margin is 19.3% (peer median 4.2%).
Valuation It trades at 11.3× forward earnings against a peer median of 12.6× (4th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +21%, so the hurdle is -29 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 23.8 points above its cost of capital (5.8% WACC).
Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥7.90B | CN¥8.37B | CN¥8.75B | CN¥6.99B | CN¥4.81B |
| Revenue growth | — | -4% | +25% | +45% | — |
| Gross profit | CN¥2.00B | CN¥1.52B | CN¥1.75B | CN¥1.34B | CN¥901M |
| EBITDA | n/a | CN¥1.47B | CN¥1.62B | CN¥1.28B | CN¥852M |
| Net income | CN¥1.38B | CN¥1.14B | CN¥1.28B | CN¥1.04B | CN¥681M |
| Free cash flow | CN¥992M | CN¥763M | CN¥421M | CN¥1.04B | CN¥36.6M |
| Capital expenditure | CN¥289M | CN¥376M | CN¥492M | CN¥513M | CN¥480M |
| Total debt | CN¥477M | CN¥400M | CN¥227M | CN¥93.7M | CN¥19.6M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Jiayou International Logistics 603871.SS | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% |
| Sinotrans 601598.SS | $6.74B | +18% | -1% | 0% | 14.8× | 4.3% |
| KLN Logistics 0636.HK | $1.30B | -15% | -2% | 4% | 7.0× | -10.4% |
| Dsv A/s DSV.CO | $51.5B | -3% | +37% | 8% | 23.5× | 3.9% |
| Kuehne & Nagel International KNIN.SW | $34.3B | +35% | +1% | 5% | 25.4× | 3.2% |
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 | 603871.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.7% | -2.5% | 8th lowest of 21 |
| 6-month return | -7.9% | -11.2% | 8th highest of 21 |
| Distance from 52-week high | -29.1% | -23.9% | 7th lowest of 21 |
| Revenue growth (TTM) | -9.9% | +6.9% | 3rd lowest of 20 |
| Operating margin | 19.3% | 4.2% | 4th highest of 19 |
| Forward P/E | 11.3× | 12.6× | 4th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -7.9% | 3.3% | 4th least demanding of 13 |
| Growth delivered (Del g) | +20.7% | +4.9% | highest of 13 |
| Hurdle (Req g minus delivered) | -28.6 pp | -5.1 pp | least demanding of 13 |
| ROIC minus cost of capital | +23.8 pp | -2.7 pp | 2nd highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% | +20.7% |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% | +9.5% |
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | n/a | 2.1% | +7.2% |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | n/a | 4.4% | -10.1% |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 16.0× | n/a | n/a |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 9.7× | -13.2% | +9.0% |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% | +17.9% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 61.3× | n/a | n/a |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 11.5× | n/a | n/a |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 12.2× | n/a | n/a |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 81.8× | n/a | n/a |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| COSCO SHIPPING International (Hong Kong) 0517.HK | Hong Kong | $1.32B | +8% | +1% | 5% | 12.6× | 2.3% | +1.5% |
| KLN Logistics 0636.HK | Hong Kong | $1.30B | -15% | -2% | 4% | 7.0× | -10.4% | +2.6% |
| Shipping Corporation of India SCI.NS | India | $1.29B | -18% | +17% | 24% | n/a | n/a | n/a |