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Employees: 226
Size Longyan Kaolin Clay (605086.SS) is a China Materials company (Construction Materials) with a market value of $550M, the 3631st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.47 on 6 Nov 2026.
Performance Over six months the shares fell 37.0%, against -16.0% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue fell 8.6% over the last twelve months (peer median -2.8%); the operating margin is 39.0% (peer median 6.8%).
Valuation It trades at 24.4× forward earnings against a peer median of 18.6× (4th most expensive of 9).
Price implies For today's price to make sense, revenue must grow about 20% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +16 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 2.7 points below its cost of capital (9.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥270M | CN¥285M | CN¥318M | CN¥312M | CN¥266M |
| Revenue growth | — | -10% | +2% | +17% | — |
| Gross profit | CN¥189M | CN¥165M | CN¥185M | CN¥187M | CN¥160M |
| EBITDA | n/a | CN¥150M | CN¥162M | CN¥153M | CN¥135M |
| Net income | CN¥119M | CN¥121M | CN¥128M | CN¥116M | CN¥103M |
| Free cash flow | CN¥122M | CN¥116M | CN¥149M | CN¥88.3M | CN¥83.5M |
| Capital expenditure | CN¥5.63M | CN¥13.8M | CN¥19.6M | CN¥69.1M | CN¥38.9M |
| Total debt | CN¥0 | CN¥100,000 | CN¥12,000 | CN¥581,200 | CN¥0 |
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 | 605086.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.4% | -4.1% | 5th lowest of 21 |
| 6-month return | -37.0% | -16.0% | 3rd lowest of 20 |
| Distance from 52-week high | -58.6% | -33.2% | 4th lowest of 21 |
| Revenue growth (TTM) | -8.6% | -2.8% | 4th lowest of 20 |
| Operating margin | 39.0% | 6.8% | highest of 21 |
| Forward P/E | 24.4× | 18.6× | 4th most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | 20.5% | 3.7% | 4th most demanding of 16 |
| Growth delivered (Del g) | +4.9% | +4.5% | 8th highest of 16 |
| Hurdle (Req g minus delivered) | +15.5 pp | +0.7 pp | 4th most demanding of 16 |
| ROIC minus cost of capital | -2.7 pp | -2.8 pp | 10th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Longyan Kaolin Clay 605086.SS | China | $550M | -37% | -9% | 39% | 24.4× | 20.5% | +4.9% |
| Shinagawa Refra 5351.T | Japan | $551M | -3% | +25% | 7% | n/a | 0.5% | +12.2% |
| Stewards SWRD | United States | $555M | n/a | +30% | -100% | n/a | n/a | n/a |
| Hainan RuiZe New Building Material 002596.SZ | China | $544M | -16% | -16% | -16% | n/a | 35.7% | -16.7% |
| Universal Cement 1104.TW | Taiwan | $543M | -7% | -5% | 16% | n/a | -2.2% | +7.9% |
| Sobute New Materials 603916.SS | China | $573M | -24% | -3% | 7% | 27.1× | 1.5% | -0.5% |
| Mitsui Matsushima 1518.T | Japan | $526M | +57% | +9% | 14% | n/a | 3.7% | +2.7% |
| Qinglong Pipes Industry 002457.SZ | China | $507M | -12% | +4% | 6% | n/a | 0.0% | +5.1% |
| Marshalls MSLH.L | United Kingdom | $597M | +40% | 0% | 8% | 11.8× | 8.2% | +6.1% |
| Sinosteel Luonai Materials Technology 688119.SS | China | $597M | -32% | -2% | -13% | n/a | 3.7% | -0.3% |
| Nichiha 7943.T | Japan | $599M | -10% | -3% | 7% | 13.0× | -3.7% | +3.5% |
| Fujian Cement 600802.SS | China | $502M | +29% | -22% | -23% | n/a | n/a | n/a |
| Tianjin Tianbao Infrastructure 000965.SZ | China | $476M | -23% | +65% | 8% | n/a | n/a | n/a |
| Jiangxi Wannianqing Cement 000789.SZ | China | $471M | -21% | -28% | -9% | 98.5× | 24.3% | -18.3% |
| Jiangsu Baoli Asphalt 300135.SZ | China | $470M | -17% | -4% | -2% | n/a | 43.7% | -7.5% |
| Suncrete RMIX | United States | $646M | -47% | n/a | 1% | 61.2× | n/a | n/a |
| Wagners WGN.AX | Australia | $650M | -4% | +17% | 12% | 20.7× | 10.2% | +9.5% |
| Forterra FORT.L | United Kingdom | $445M | +11% | -5% | 10% | 16.5× | 6.4% | +5.7% |
| CHC Resources 9930.TW | Taiwan | $433M | -17% | -2% | 10% | n/a | -5.8% | +7.0% |
| Lionhead Technology Development 600539.SS | China | $427M | -30% | -5% | -7% | n/a | n/a | n/a |
| SAMPYO Cement 038500.KS | South Korea | $413M | -69% | -3% | 10% | 16.0× | 4.7% | +4.5% |