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Long-established Beijing IDM making discrete devices and analog ICs for consumer, auto and communication electronics.
Long-established Beijing IDM making discrete devices and analog ICs for consumer, auto and communication electronics.
In one line: A small, older Chinese discrete/analog IDM, akin to a mini ON Semiconductor.
Moat: narrow (installed base, process know-how). Decades-old state-linked IDM with established process lines; competes in a commoditized discrete/analog market.
Headquarters: Beijing, China · Founded: 1987 · Employees: 3,870
Size Beijing YanDong MicroElectronic (688172.SS) is a China Information Technology company (Semiconductors) with a market value of $5.86B, the 429th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥31.64 on 6 Nov 2026.
Performance Over six months the shares fell 25.5%, against -17.8% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 21.7% over the last twelve months (peer median +29.1%); the operating margin is -88.5% (peer median 17.5%).
Valuation It trades at 63.3× forward earnings against a peer median of 33.6× (3rd most expensive of 17).
Capital Return on invested capital runs 15.3 points below its cost of capital (12.4% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.29B | CN¥1.83B | CN¥1.70B | CN¥2.12B | CN¥2.15B |
| Revenue growth | — | +7% | -20% | -2% | — |
| Gross profit | CN¥417M | -CN¥48.8M | CN¥206M | CN¥619M | CN¥770M |
| EBITDA | n/a | -CN¥774M | -CN¥86.6M | CN¥460M | CN¥618M |
| Net income | -CN¥1.10B | -CN¥408M | -CN¥178M | CN¥452M | CN¥462M |
| Free cash flow | -CN¥15.8B | -CN¥13.1B | -CN¥3.23B | -CN¥1.97B | -CN¥1.35B |
| Capital expenditure | CN¥16.4B | CN¥13.8B | CN¥3.57B | CN¥2.37B | CN¥2.15B |
| Total debt | CN¥10.1B | CN¥3.58B | CN¥1.39B | CN¥1.36B | CN¥1.44B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Beijing YanDong MicroElectronic 688172.SS | $5.86B | -26% | +22% | -89% | 63.3× | n/a |
| Hangzhou Silan Microelectronics 600460.SS | $5.93B | -18% | +12% | 2% | 41.1× | n/a |
| Wuxi NCE Power 605111.SS | $2.45B | -3% | +28% | 19% | 30.4× | 27.2% |
| Yangzhou Yangjie Electronic Technology 300373.SZ | $5.99B | -3% | +29% | 18% | 22.4× | 18.1% |
| Diodes DIOD | $3.56B | -31% | +18% | 5% | 14.6× | 34.0% |
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 | 688172.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.6% | -21.2% | 11th highest of 21 |
| 6-month return | -25.5% | -17.8% | 10th lowest of 20 |
| Distance from 52-week high | -64.8% | -47.9% | 2nd lowest of 21 |
| Revenue growth (TTM) | +21.7% | +29.1% | 7th lowest of 21 |
| Operating margin | -88.5% | 17.5% | lowest of 21 |
| Forward P/E | 63.3× | 33.6× | 3rd most expensive of 17 |
| ROIC minus cost of capital | -15.3 pp | -2.9 pp | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Beijing YanDong MicroElectronic 688172.SS | China | $5.86B | -26% | +22% | -89% | 63.3× | n/a | n/a |
| Amlogic (Shanghai) 688099.SS | China | $5.84B | -13% | +39% | 17% | 22.4× | n/a | n/a |
| SG Micro 3661.HK | Hong Kong | $5.78B | n/a | +54% | 17% | 38.7× | 3.4% | +25.8% |
| Hangzhou Silan Microelectronics 600460.SS | China | $5.93B | -18% | +12% | 2% | 41.1× | n/a | n/a |
| Yangzhou Yangjie Electronic Technology 300373.SZ | China | $5.99B | -3% | +29% | 18% | 22.4× | 18.1% | +22.3% |
| Henan Shijia Photons Technology 688313.SS | China | $5.72B | -36% | +73% | 22% | 47.9× | n/a | n/a |
| Cirrus Logic CRUS | United States | $5.69B | -34% | +6% | 23% | 16.9× | 1.5% | +7.8% |
| Shanghai Biren Technology 6082.HK | Hong Kong | $6.03B | -67% | +542% | -47% | n/a | n/a | n/a |
| TCL Zhonghuan Renewable Energy Technology 002129.SZ | China | $5.68B | +9% | +13% | -27% | n/a | n/a | n/a |
| Shanghai Iluvatar CoreX Semiconductor 9903.HK | Hong Kong | $6.06B | -6% | +158% | -65% | n/a | n/a | n/a |
| Espressif Systems (Shanghai) 688018.SS | China | $5.61B | +30% | +23% | 19% | 48.8× | 36.0% | +25.3% |
| Silicon Motion Technology Corporation Sponsored ADR SIMO | United States | $5.52B | -36% | +104% | 21% | 8.4× | n/a | n/a |
| Sigmastar Technology 301536.SZ | China | $5.41B | +4% | +99% | 31% | n/a | 19.6% | +20.0% |
| GRINM Semiconductor Materials 688432.SS | China | $6.34B | +131% | +36% | 19% | 161.4× | n/a | n/a |
| GalaxyCore 688728.SS | China | $5.41B | +1% | +16% | 3% | 86.7× | 28.8% | +3.8% |
| FormFactor FORM | United States | $6.36B | -45% | +29% | 21% | 19.7× | 22.4% | +2.5% |
| Unigroup Guoxin Microelectronics 002049.SZ | China | $6.37B | -35% | -1% | 18% | 25.5× | 24.4% | +13.5% |
| Hubei Feilihua Quartz Glass 300395.SZ | China | $5.35B | -38% | +50% | 24% | 52.7× | n/a | n/a |
| Impinj PI | United States | $5.28B | +12% | +8% | -1% | 62.6× | 47.2% | +21.1% |
| Allegro MicroSystems ALGM | United States | $5.25B | -42% | +28% | 9% | 22.1× | 45.3% | +8.5% |
| Win Semiconductors 3105.TWO | Taiwan | $5.19B | -27% | +24% | 11% | 28.5× | 48.8% | -8.2% |