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Employees: 2,603
Size Zhejiang Natural Outdoor Goods (605080.SS) is a China Consumer Discretionary company (Recreational Products) with a market value of $472M, the 3995th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥22.25 on 6 Nov 2026.
Performance Over six months the shares fell 12.4%, against -24.4% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue fell 2.2% over the last twelve months (peer median +8.8%); the operating margin is 13.7% (peer median 2.9%).
Valuation It trades at 17.8× forward earnings against a peer median of 14.0× (6th most expensive of 13).
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 +12%, so the hurdle is -4 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.5 points above its cost of capital (7.3% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.06B | CN¥1.02B | CN¥993M | CN¥819M | CN¥936M |
| Revenue growth | — | +2% | +21% | -13% | — |
| Gross profit | CN¥306M | CN¥312M | CN¥318M | CN¥265M | CN¥329M |
| EBITDA | CN¥206M | CN¥221M | CN¥234M | CN¥182M | CN¥272M |
| Net income | CN¥165M | CN¥191M | CN¥185M | CN¥131M | CN¥213M |
| Free cash flow | CN¥40.9M | CN¥65.2M | -CN¥58.8M | CN¥59.2M | CN¥75.6M |
| Capital expenditure | CN¥178M | CN¥139M | CN¥216M | CN¥181M | CN¥152M |
| Total debt | CN¥81.5M | CN¥48.3M | CN¥36.6M | CN¥92.9M | CN¥41.3M |
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 | 605080.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.6% | -3.0% | 9th highest of 21 |
| 6-month return | -12.4% | -24.4% | 9th highest of 21 |
| Distance from 52-week high | -20.7% | -41.7% | 6th highest of 21 |
| Revenue growth (TTM) | -2.2% | +8.8% | 5th lowest of 21 |
| Operating margin | 13.7% | 2.9% | 4th highest of 21 |
| Forward P/E | 17.8× | 14.0× | 6th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 7.6% | 10.8% | 6th least demanding of 14 |
| Growth delivered (Del g) | +11.9% | +4.9% | 3rd highest of 14 |
| Hurdle (Req g minus delivered) | -4.3 pp | +2.9 pp | 6th least demanding of 14 |
| ROIC minus cost of capital | +0.5 pp | -3.6 pp | 7th highest of 19 |
| EV / EBITDA | 10.9× | 7.6× | 6th most expensive of 16 |
| Net debt / EBITDA | -4.5× | -1.4× | 3rd least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang Natural Outdoor Goods 605080.SS | China | $472M | -12% | -2% | 14% | 17.8× | 7.6% | +11.9% |
| Dream International 1126.HK | Hong Kong | $474M | -27% | +10% | 11% | n/a | -20.1% | +9.6% |
| Beneteau BEN.PA | France | $457M | -32% | +1% | 0% | 26.3× | n/a | n/a |
| Johnson Outdoors JOUT | United States | $490M | -8% | +17% | 3% | 55.0× | 10.1% | -0.1% |
| Mastercraft Boat MCFT | United States | $493M | -26% | +23% | 3% | n/a | 28.3% | -7.9% |
| Fenix Outdoor International AG Series B FOI-B.ST | Sweden | $443M | -25% | +1% | 3% | 6.3× | 6.8% | +5.4% |
| Impulse Qingdao Health Tech 002899.SZ | China | $428M | -43% | -1% | 6% | 36.4× | n/a | n/a |
| Guangdong Qunxing Toys Joint-Stock 002575.SZ | China | $427M | -29% | +34% | -9% | n/a | 41.8% | +38.9% |
| Soft-World International 5478.TWO | Taiwan | $426M | -3% | +6% | 20% | 12.3× | n/a | n/a |
| Mubang High-Tech 603398.SS | China | $416M | -49% | +94% | -133% | n/a | n/a | n/a |
| Butong 6090.HK | Hong Kong | $416M | -5% | +16% | 7% | 13.9× | 29.3% | +38.5% |
| Hailun Piano 300329.SZ | China | $407M | -23% | -11% | -112% | n/a | n/a | n/a |
| Topkey 4536.TW | Taiwan | $401M | -3% | -10% | 16% | 9.1× | -15.6% | +4.9% |
| Malibu Boats MBUU | United States | $398M | -33% | +13% | 1% | 8.6× | 19.6% | -0.3% |
| JAKKS Pacific JAKK | United States | $388M | +45% | +9% | 4% | 14.2× | 10.8% | +2.0% |
| Alpen 3028.T | Japan | $590M | +26% | +6% | 3% | n/a | -3.0% | +4.2% |
| Funko FNKO | United States | $377M | +28% | -4% | 3% | 25.7× | 13.0% | +6.8% |
| Sportsoul 001300.SZ | China | $376M | -43% | -6% | -14% | n/a | n/a | n/a |
| Roland 7944.T | Japan | $605M | -11% | +8% | 9% | 10.6× | -8.3% | +9.5% |
| Ridge Outdoor International 2720.HK | Hong Kong | $353M | -14% | +16% | 17% | n/a | 17.3% | -8.9% |
| Shuhua Sports 605299.SS | China | $642M | -60% | +20% | 9% | 32.8× | n/a | n/a |