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Employees: 2,112
Size Tieliu (603926.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $515M, the 3796th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.74 on 6 Nov 2026.
Performance Over six months the shares fell 32.2%, against -17.8% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue fell 3.6% over the last twelve months (peer median +11.0%); the operating margin is 4.3% (peer median 5.9%).
Valuation It trades at 1.4× enterprise value to sales against a peer median of 1.9× (9th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.0 points below its cost of capital (9.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.32B | CN¥2.38B | CN¥2.39B | CN¥2.19B | CN¥2.09B |
| Revenue growth | — | -1% | +9% | +5% | — |
| Gross profit | CN¥495M | CN¥358M | CN¥377M | CN¥319M | CN¥321M |
| EBITDA | n/a | CN¥206M | CN¥219M | CN¥172M | CN¥144M |
| Net income | CN¥94.6M | CN¥77.5M | CN¥103M | CN¥98.3M | CN¥83.7M |
| Free cash flow | CN¥392M | CN¥174M | CN¥117M | CN¥216M | CN¥113M |
| Capital expenditure | CN¥62.4M | CN¥102M | CN¥94.9M | CN¥128M | CN¥166M |
| Total debt | CN¥505M | CN¥685M | CN¥714M | CN¥572M | CN¥515M |
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.
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 | 603926.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.3% | -7.8% | 10th lowest of 21 |
| 6-month return | -32.2% | -17.8% | 4th lowest of 21 |
| Distance from 52-week high | -47.7% | -39.4% | 6th lowest of 21 |
| Revenue growth (TTM) | -3.6% | +11.0% | 3rd lowest of 21 |
| Operating margin | 4.3% | 5.9% | 9th lowest of 21 |
| EV / Sales | 1.4× | 1.9× | 9th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 6.6% | 18.4% | 6th least demanding of 17 |
| Growth delivered (Del g) | +9.6% | +11.3% | 7th lowest of 17 |
| Hurdle (Req g minus delivered) | -3.0 pp | +2.7 pp | 7th least demanding of 17 |
| ROIC minus cost of capital | -0.0 pp | -1.5 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tieliu 603926.SS | China | $515M | -32% | -4% | 4% | 1.4× | 6.6% | +9.6% |
| Fiem Industries FIEMIND.NS | India | $513M | -19% | +17% | 11% | 1.6× | 21.3% | +18.2% |
| Hangzhou Zhengqiang 301119.SZ | China | $510M | -20% | +5% | 19% | 5.8× | 19.9% | +10.1% |
| Hi-Lex 7279.T | Japan | $520M | -17% | +32% | 1% | 0.1× | 3.0% | +9.2% |
| Zhejiang Tenchen Controls 603085.SS | China | $507M | -31% | +29% | 6% | 1.2× | 1.3% | +16.2% |
| Futaba Industrial 7241.T | Japan | $524M | -5% | +2% | 3% | 0.2× | -3.8% | +7.7% |
| Nantong Chaoda Equipment 301186.SZ | China | $505M | -38% | +5% | 7% | 4.0× | 21.6% | +11.9% |
| Press Kogyo 7246.T | Japan | $525M | +14% | +11% | 7% | 0.4× | -4.8% | +5.6% |
| Guangzhou Tongda Auto Electric 603390.SS | China | $505M | -28% | +11% | 10% | 3.2× | 17.0% | +9.5% |
| Shanghai Carthane 603037.SS | China | $504M | -8% | +15% | 9% | 3.9× | 25.0% | +10.7% |
| Sharda Motor Industries SHARDAMOTR.NS | India | $526M | -5% | +26% | 10% | 1.4× | 16.7% | +14.4% |
| Shinry Technologies 300745.SZ | China | $504M | -41% | +33% | -4% | 1.0× | n/a | n/a |
| Murakami 7292.T | Japan | $503M | +3% | +8% | 7% | 0.3× | -19.1% | +9.3% |
| Ningbo Shenglong Automotive Powertrain System 603178.SS | China | $502M | -27% | -6% | -10% | 2.2× | 22.3% | +6.5% |
| Ningbo Fangzheng Automobile Mould 300998.SZ | China | $532M | -5% | +2% | -3% | 3.3× | 57.3% | +14.9% |
| Hyliion HYLN | United States | $534M | +22% | +163% | -649% | 51.1× | n/a | n/a |
| Jee Technology 688162.SS | China | $496M | -25% | +15% | 1% | 0.7× | 36.1% | +23.7% |
| Wuhu Sanlian Forging 001282.SZ | China | $537M | -23% | +2% | 5% | 2.5× | n/a | n/a |
| Shenzhen Soling Industrial 002766.SZ | China | $538M | -11% | -57% | -29% | 7.2× | n/a | n/a |
| Lumax Industries LUMAXIND.NS | India | $539M | 0% | +29% | 6% | 1.3× | 22.7% | +23.8% |
| Zhejiang Xiantong Rubber & Plastic 603239.SS | China | $540M | -44% | +9% | 14% | 2.4× | 8.6% | +19.8% |