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← CockpitCompetitor Analysis › 605188.SS Jiangxi Guoguang Commercial Chains Co., Ltd. Class AOpen in the cockpit ↗

Jiangxi Guoguang Commercial Chains Co., Ltd. Class A605188.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food Retail
Momentum neutral 50
Mkt cap
$908M
US dollars, full cap
Free float
17%
of shares outstanding
$/day
$29.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+1.1 pp
WACC 7.2%
Hurdle
+23 pp
Req g minus delivered
Close · CNYCN¥11.90
1D-4.2%
1W+8.0%
1M-5.4%
3M-4.6%
6M-26.2%
YTD-38.6%
1Y-44.4%
ATR %7.6%
52w lowhigh57.9% off high

What Jiangxi Guoguang Commercial Chains does

Employees: 3,999

Jiangxi Guoguang Commercial Chains at a glance

Size Jiangxi Guoguang Commercial Chains (605188.SS) is a China Consumer Staples company (Food Retail) with a market value of $908M, the 2501st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.90 on 6 Nov 2026.

Performance Over six months the shares fell 26.2%, against -5.3% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 2.9% over the last twelve months (peer median +2.0%); the operating margin is 1.4% (peer median 3.5%).

Valuation It trades at 2.1× enterprise value to sales against a peer median of 0.4× (most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +23 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 1.1 points above its cost of capital (7.2% WACC).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 95605188.SS 74
Six months, rebased to 100: Jiangxi Guoguang Commercial Chains against the median of its 20 peers (local-currency closes).

Jiangxi Guoguang Commercial Chains financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.85BCN¥2.81BCN¥2.68BCN¥2.41BCN¥2.25B
Revenue growth—+5%+11%+7%—
Gross profitCN¥622MCN¥520MCN¥502MCN¥501MCN¥478M
EBITDAn/aCN¥152MCN¥141MCN¥156MCN¥158M
Net incomeCN¥15.2MCN¥15.7MCN¥2.67MCN¥14.5MCN¥18.8M
Free cash flowCN¥41.0MCN¥117M-CN¥4.52MCN¥178MCN¥103M
Capital expenditureCN¥100MCN¥56.2MCN¥149MCN¥60.2MCN¥116M
Total debtCN¥650MCN¥610MCN¥637MCN¥665MCN¥633M

Quarterly statements and history in the cockpit →

Jiangxi Guoguang Commercial Chains competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%0%+10%60370882559974SMWH60111632220026976038668276827875125903NGVC6007299948ARYNGO8198605188.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangxi Guoguang Commercial Chains is the large dot.

Fundamentals: revenue growth against valuation

-10%-5%0%+5%+10%0.5×1×1.5×2×60370882559974SMWH60111632220026976038668276827826595903NGVC99566007299948ARYNGO8198605188.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangxi Guoguang Commercial Chains is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%6037088255SMWH3222002697603866827682785903NGVC600729GO8198605188.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Jiangxi Guoguang Commercial Chains is the large dot.

Jiangxi Guoguang Commercial Chains competitors and peer comparison

How Jiangxi Guoguang Commercial Chains compares with its peers

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.

Jiangxi Guoguang Commercial Chains against its 20 peers (data as of 6 Nov 2026)
Measure605188.SSPeer medianRank in peer set
1-month return-5.4%+2.6%2nd lowest of 21
6-month return-26.2%-5.3%lowest of 21
Distance from 52-week high-57.9%-20.8%lowest of 21
Revenue growth (TTM)+2.9%+2.0%8th highest of 21
Operating margin1.4%3.5%3rd lowest of 21
EV / Sales2.1×0.4×most expensive of 21
Growth the price implies (Req g, 7 yrs)27.5%-3.8%2nd most demanding of 18
Growth delivered (Del g)+4.6%+3.0%8th highest of 18
Hurdle (Req g minus delivered)+22.9 pp-7.6 pp2nd most demanding of 18
ROIC minus cost of capital+1.1 pp+2.6 pp9th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Jiangxi Guoguang Commercial Chains 605188.SSChina$908M-26%+3%1%2.1×27.5%+4.6%
Jiajiayue 603708.SSChina$874M-12%0%2%0.4×-12.7%+1.5%
Axial Retailing 8255.TJapan$865M+30%+3%4%0.4×-10.9%+2.9%
BELC 9974.TJapan$852M-8%+5%4%0.4×n/an/a
WH Smith SMWH.LUnited Kingdom$851M-10%-31%8%1.3×9.1%+8.8%
Sanjiang Shopping Club 601116.SSChina$833M-26%-7%3%1.1×n/an/a
United Super Markets 3222.TJapan$999M-7%+11%0%0.2×31.5%+5.6%
Chengdu Hongqi Chain 002697.SZChina$1.01B-5%-1%5%0.5×-17.5%+1.1%
Toly Bread 603866.SSChina$1.01B-15%-2%8%1.4×0.5%-1.8%
Heiwado 8276.TJapan$749M-2%+2%3%0.2×-3.8%+0.7%
Fuji 8278.TJapan$1.11B-1%-1%1%0.2×2.6%+20.9%
Aeon Hokkaido 7512.TJapan$719M-4%+3%2%0.4×n/an/a
San-a 2659.TJapan$1.22B-2%+6%7%0.6×-12.3%+3.9%
Taiwan FamilyMart 5903.TWOTaiwan$1.23B-4%+7%2%0.3×-2.4%+5.2%
Natural Grocers by Vitamin Cottage NGVCUnited States$659M+8%+2%5%0.7×10.6%+5.1%
Valor 9956.TJapan$1.25B-6%+9%3%0.3×-2.7%+4.8%
Chongqing Chongbai Technology 600729.SSChina$1.26B-9%-11%4%0.7×-10.4%-6.9%
Arcs 9948.TJapan$1.27B+5%+2%3%0.2×-10.6%+2.4%
Aryzta ARYN.SWSwitzerland$1.28B-26%-3%7%0.9×-6.6%+3.0%
Grocery Outlet GOUnited States$1.29B+59%+5%4%0.7×4.4%+8.4%
Maxvalu Tokai 8198.TJapan$621M-10%+1%3%0.1×-20.0%+1.6%

Questions

Which companies are Jiangxi Guoguang Commercial Chains's closest peers?
The cockpit's peer set: Jiajiayue (603708.SS), Axial Retailing (8255.T), BELC (9974.T), WH Smith (SMWH.L), Sanjiang Shopping Club (601116.SS), United Super Markets (3222.T), Chengdu Hongqi Chain (002697.SZ), Toly Bread (603866.SS).
Is Jiangxi Guoguang Commercial Chains expensive compared with its peers?
On ev / sales it trades at 2.1× against a peer median of 0.4×, most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +23 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.
How has Jiangxi Guoguang Commercial Chains stock performed?
Over six months to 6 Nov 2026 the shares returned -26.2% against -5.3% for the median peer; over one year -44.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.