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← CockpitCompetitor Analysis › 688157.SS Sokan New Materials Group Co. Ltd. Class AOpen in the cockpit ↗

Sokan New Materials Group Co. Ltd. Class A688157.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Industrial Specialties
Momentum weak 23
Mkt cap
$476M
US dollars, full cap
Free float
36%
of shares outstanding
$/day
$5.49M
20-day average traded
Fwd P/E
105.6×
forward earnings
ROIC−WACC
-9.6 pp
WACC 8.4%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥16.90
1D-3.4%
1W+6.8%
1M-8.6%
3M-6.4%
6M-43.7%
YTD-44.0%
1Y-39.0%
ATR %5.3%
52w lowhigh54.7% off high

What Sokan New Materials does

Employees: 863

Sokan New Materials at a glance

Size Sokan New Materials (688157.SS) is a China Materials company (Industrial Specialties) with a market value of $476M, the 3969th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.90 on 6 Nov 2026.

Performance Over six months the shares fell 43.7%, against -21.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 20 in its peer set.

Growth Revenue fell 7.6% over the last twelve months (peer median +7.6%); the operating margin is -3.5% (peer median 4.6%).

Valuation It trades at 105.6× forward earnings against a peer median of 19.2× (2nd most expensive of 8).

Capital Return on invested capital runs 9.6 points below its cost of capital (8.4% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 79688157.SS 58
Six months, rebased to 100: Sokan New Materials against the median of its 20 peers (local-currency closes).

Sokan New Materials financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥707MCN¥719MCN¥743MCN¥587MCN¥496M
Revenue growth—-3%+26%+18%—
Gross profitCN¥259MCN¥270MCN¥332MCN¥273MCN¥235M
EBITDACN¥38.3MCN¥65.2MCN¥130MCN¥99.6MCN¥83.6M
Net incomeCN¥2.88MCN¥20.2MCN¥86.4MCN¥81.1MCN¥82.3M
Free cash flowCN¥6.49M-CN¥74.0M-CN¥53.8M-CN¥179M-CN¥94.4M
Capital expenditureCN¥107MCN¥150MCN¥149MCN¥211MCN¥240M
Total debtCN¥212MCN¥174MCN¥210MCN¥125MCN¥47.8M

Quarterly statements and history in the cockpit →

Sokan New Materials 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

0%+100%+200%-20%0%03013001603002253012370030024365INDIGOPNTS300980002224002669002917600333017960ESNT688157.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Sokan New Materials is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%0×200×400×600×301237INDIGOPNTS002669002917603681017960ESNT688157.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sokan New Materials is the large dot.

Sokan New Materials competitors and peer comparison

How Sokan New Materials 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.

Sokan New Materials against its 20 peers (data as of 6 Nov 2026)
Measure688157.SSPeer medianRank in peer set
1-month return-8.6%-14.0%8th highest of 21
6-month return-43.7%-21.5%4th lowest of 20
Distance from 52-week high-54.7%-41.3%4th lowest of 21
Revenue growth (TTM)-7.6%+7.6%lowest of 21
Operating margin-3.5%4.6%4th lowest of 21
Forward P/E105.6×19.2×2nd most expensive of 8
ROIC minus cost of capital-9.6 pp-3.1 pp3rd lowest of 21
EV / EBITDA87.0×13.6×most expensive of 8
Net debt / EBITDA3.3×0.5×4th most indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Sokan New Materials 688157.SSChina$476M-44%-8%-3%105.6×n/an/a
SANVO Fine Chemicals 0301.HKHong Kong$476M+269%+3%-3%n/an/an/a
Jiangsu Xiuqiang Glasswork 300160.SZChina$478M-20%-8%7%n/a1.7%+5.3%
Shanghai Kinlita Chemical 300225.SZChina$472M+7%+20%2%n/a48.9%-2.0%
Hangzhou Heshun Technology 301237.SZChina$471M-41%+23%-20%669.2×n/an/a
Shanxi Huhua 003002.SZChina$482M-52%-4%6%n/a12.0%+18.8%
Matsumoto Yushiseiyaku 4365.TJapan$467M+10%-1%20%n/an/an/a
Indigo Paints INDIGOPNTS.NSIndia$462M-1%+12%13%23.8×27.6%+14.2%
Hubei Xiangyuan New Material Technology 300980.SZChina$461M-52%+15%5%n/a21.6%+13.8%
Beijing Comens New Materials 300200.SZChina$491M-24%+20%4%n/an/an/a
Sanlux 002224.SZChina$458M-22%+8%-4%n/an/an/a
Kangda New Materials (Group) 002669.SZChina$498M-18%+23%3%25.8×n/an/a
NanJing Sanchao Advanced Materials 300554.SZChina$508M-27%+6%-51%n/an/an/a
Shenzhen King Explorer Science & Technology 002917.SZChina$509M-25%+1%11%19.1×-1.1%+22.8%
Dongguan Changlian New Materials Technology 301618.SZChina$519M-21%+23%4%n/a48.7%+3.2%
Changchun Gas 600333.SSChina$520M-1%+15%4%n/a21.2%+9.6%
Shanghai Yongguan Adhesive Products 603681.SSChina$520M-20%+7%1%19.2×28.1%+22.6%
Praise Victor Industrial 7768.TWTaiwan$434Mn/a+3%16%n/an/an/a
HankukCarbon 017960.KSSouth Korea$526M-71%+11%18%5.8×-20.0%+17.2%
Essentra ESNT.LUnited Kingdom$430M+37%+7%8%15.9×18.7%-19.6%
Hangzhou Toka Ink 688571.SSChina$429M-26%+4%7%n/an/an/a

Questions

Which companies are Sokan New Materials's closest peers?
The cockpit's peer set: SANVO Fine Chemicals (0301.HK), Jiangsu Xiuqiang Glasswork (300160.SZ), Shanghai Kinlita Chemical (300225.SZ), Hangzhou Heshun Technology (301237.SZ), Shanxi Huhua (003002.SZ), Matsumoto Yushiseiyaku (4365.T), Indigo Paints (INDIGOPNTS.NS), Hubei Xiangyuan New Material Technology (300980.SZ).
Is Sokan New Materials expensive compared with its peers?
On forward p/e it trades at 105.6× against a peer median of 19.2×, 2nd most expensive of 8 in its peer set.
How has Sokan New Materials stock performed?
Over six months to 6 Nov 2026 the shares returned -43.7% against -21.5% for the median peer; over one year -39.0%.

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.