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Chinese maker of industrial machinery for manufacturing customers.
Chinese maker of industrial machinery for manufacturing customers.
Moat: none
Headquarters: China · Employees: 1,976
Size Allied Machinery (605060.SS) is a China Industrials company (Industrial Machinery) with a market value of $1.03B, the 2253rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥28.46 on 6 Nov 2026.
Performance Over six months the shares fell 51.4%, against -21.5% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 24.3% over the last twelve months (peer median +10.8%); the operating margin is 21.8% (peer median 8.3%).
Valuation It trades at 21.1× forward earnings against a peer median of 18.6× (7th most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +2 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 3.9 points above its cost of capital (10.4% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.46B | CN¥1.25B | CN¥1.09B | CN¥1.20B | CN¥1.11B |
| Revenue growth | — | +15% | -10% | +8% | — |
| Gross profit | CN¥614M | CN¥431M | CN¥351M | CN¥432M | CN¥390M |
| EBITDA | n/a | CN¥370M | CN¥290M | CN¥360M | CN¥323M |
| Net income | CN¥270M | CN¥228M | CN¥187M | CN¥251M | CN¥248M |
| Free cash flow | CN¥50.9M | CN¥111M | CN¥86.7M | -CN¥3.51M | -CN¥25.2M |
| Capital expenditure | CN¥353M | CN¥196M | CN¥211M | CN¥338M | CN¥232M |
| Total debt | CN¥272M | CN¥209M | CN¥212M | CN¥118M | CN¥287M |
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 | 605060.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -24.2% | -15.5% | 8th lowest of 21 |
| 6-month return | -51.4% | -21.5% | 2nd lowest of 21 |
| Distance from 52-week high | -61.5% | -49.3% | lowest of 21 |
| Revenue growth (TTM) | +24.3% | +10.8% | 5th highest of 21 |
| Operating margin | 21.8% | 8.3% | 5th highest of 21 |
| Forward P/E | 21.1× | 18.6× | 7th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 15.5% | 6.3% | 4th most demanding of 12 |
| Growth delivered (Del g) | +13.2% | +9.4% | 4th highest of 12 |
| Hurdle (Req g minus delivered) | +2.3 pp | -0.0 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | +3.9 pp | -2.0 pp | 6th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Allied Machinery 605060.SS | China | $1.03B | -51% | +24% | 22% | 21.1× | 15.5% | +13.2% |
| Miracle Automation Engineering 002009.SZ | China | $1.03B | -27% | +6% | 1% | 28.8× | 34.6% | -5.1% |
| Morimatsu International 2155.HK | Hong Kong | $1.03B | -16% | +14% | 3% | 14.2× | -2.4% | +17.6% |
| Tsugami 6101.T | Japan | $1.03B | -23% | +24% | 27% | n/a | -5.3% | +15.9% |
| Suzhou SLAC Precision Equipment 300382.SZ | China | $1.04B | -31% | +11% | -4% | 67.4× | n/a | n/a |
| Ningbo Kangqiang Electronics 002119.SZ | China | $1.04B | -12% | +49% | 5% | n/a | n/a | n/a |
| Jiangsu Shentong Valve 002438.SZ | China | $1.01B | -23% | -5% | 17% | 17.5× | 5.9% | +6.1% |
| MayAir Technology (China) 688376.SS | China | $1.04B | -27% | +7% | 9% | 28.2× | n/a | n/a |
| Lindab International LIAB.ST | Sweden | $1.01B | -10% | -3% | 7% | 17.7× | 4.2% | +9.4% |
| Ningbo Cixing 300307.SZ | China | $1.05B | +24% | +31% | 9% | n/a | 11.0% | +9.5% |
| Est Tools 300488.SZ | China | $1.01B | +17% | +15% | 29% | n/a | 15.3% | +13.1% |
| Nikkiso 6376.T | Japan | $1.05B | -5% | +11% | 8% | 10.0× | 6.3% | +6.3% |
| Guangzhou KDT Machinery 002833.SZ | China | $1.05B | -20% | +19% | 20% | 13.4× | 1.5% | +7.6% |
| Sichuan Zigong Conveying Machine 001288.SZ | China | $999M | +1% | -20% | 3% | 19.0× | n/a | n/a |
| Taesung 323280.KS | South Korea | $999M | -44% | +67% | 3% | n/a | n/a | n/a |
| Hangzhou XZB Tech 603040.SS | China | $1.06B | -34% | +4% | 34% | 26.2× | 18.2% | +16.5% |
| Noritake Co.,Limited 5331.T | Japan | $991M | -19% | +9% | 9% | 8.2× | n/a | n/a |
| Phoenix Silicon International 8028.TW | Taiwan | $991M | -26% | +24% | 24% | 18.3× | n/a | n/a |
| Guangzhou Goaland Energy Conservation Tech 300499.SZ | China | $1.06B | -40% | +28% | 5% | 51.7× | n/a | n/a |
| Changzhou Kaidi Electrical 605288.SS | China | $985M | +12% | +1% | 3% | 50.5× | n/a | n/a |
| Ye Siang Enterprise 7909.TWO | Taiwan | $984M | -53% | -14% | 16% | n/a | 34.9% | -13.5% |