Which companies are JF SmartInvest's closest peers?

The cockpit's peer set: Antin Infrastructure Partners (ANTIN.PA), Perpetual (PPT.AX), Mlp (MLP.DE), Patria Investments (PAX), Perella Weinberg Partners (PWP), Hainan Haide Capital Management (000567.SZ), Prudent Corporate Advisory Services (PRUDENT.NS), Barrenjoey (BJY.AX).

Is JF SmartInvest expensive compared with its peers?

On forward p/e it trades at 18.8× against a peer median of 14.5×, 5th most expensive of 17 in its peer set.

How has JF SmartInvest stock performed?

Over six months to 6 Nov 2026 the shares returned -36.2% against -8.2% for the median peer; over one year -59.8%.

← CockpitCompetitor Analysis › 9636.HK JF SmartInvest Holdings LtdOpen in the cockpit ↗

JF SmartInvest Holdings Ltd9636.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Financials›Investment Managers

Hong Kong-listed financial-services company operating in wealth management/investment services; specific business not confirmed with confidence.

Momentum weak 29

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$1.47B

US dollars, full cap

Free float

32%

of shares outstanding

$/day

$2.17M

20-day average traded

Fwd P/E

18.8×

forward earnings

ROIC−WACC

n/a

WACC 11.6%

Hurdle

n/a

no reverse DCF

Next earnings

146 days

1 Apr 2027

Close · HKDHK$24.60

1D-2.7%

1W-2.0%

1M-9.4%

3M-14.9%

6M-36.2%

YTD-49.9%

1Y-59.8%

ATR %4.3%

52w lowhigh63.5% off high

What JF SmartInvest does

Hong Kong-listed financial-services company operating in wealth management/investment services; specific business not confirmed with confidence.

Where it sits in the supply chain

Financials
Investment managers

Moat: none

Headquarters: Hong Kong · Employees: 3,274

JF SmartInvest at a glance

Size JF SmartInvest (9636.HK) is a Hong Kong Financials company (Investment Managers) with a market value of $1.47B, the 497th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$24.60 on 6 Nov 2026.

Performance Over six months the shares fell 36.2%, against -8.2% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — lowest of 20 in its peer set.

Growth Revenue fell 22.6% over the last twelve months (peer median +3.1%); the operating margin is -5.3% (peer median 30.3%).

Valuation It trades at 18.8× forward earnings against a peer median of 14.5× (5th most expensive of 17).

Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: JF SmartInvest against the median of its 20 peers (local-currency closes).

JF SmartInvest financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	HK$2.93B	HK$3.72B	HK$2.50B	HK$2.17B	HK$2.15B
Revenue growth	—	+49%	+15%	+1%	—
Gross profit	HK$2.26B	HK$3.06B	HK$2.05B	HK$1.82B	HK$1.88B
EBITDA	-HK$28.2M	HK$944M	HK$427M	HK$247M	HK$507M
Net income	HK$97.8M	HK$970M	HK$295M	HK$211M	HK$536M
Free cash flow	HK$1.27B	HK$863M	HK$1.78B	HK$492M	HK$265M
Capital expenditure	HK$63.5M	HK$61.5M	HK$8.31M	HK$13.0M	HK$11.4M
Total debt	n/a	HK$4.73M	HK$8.79M	HK$21.1M	HK$54.5M

Quarterly statements and history in the cockpit →

JF SmartInvest 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

Up and to the right = strong over both horizons. JF SmartInvest is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. JF SmartInvest is the large dot.

JF SmartInvest competitors and peer comparison

How JF SmartInvest 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.

JF SmartInvest against its 20 peers (data as of 6 Nov 2026)
Measure	9636.HK	Peer median	Rank in peer set
1-month return	-9.4%	+3.0%	6th lowest of 20
6-month return	-36.2%	-8.2%	lowest of 20
Distance from 52-week high	-63.5%	-29.3%	lowest of 20
Revenue growth (TTM)	-22.6%	+3.1%	2nd lowest of 21
Operating margin	-5.3%	30.3%	2nd lowest of 20
Forward P/E	18.8×	14.5×	5th most expensive of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
JF SmartInvest 9636.HK	Hong Kong	$1.47B	-36%	-23%	-5%	18.8×	n/a	n/a
Antin Infrastructure Partners ANTIN.PA	France	$1.52B	-25%	-12%	48%	13.4×	n/a	n/a
Perpetual PPT.AX	Australia	$1.42B	+11%	-16%	10%	12.5×	n/a	n/a
Mlp MLP.DE	Germany	$1.40B	+46%	+4%	10%	15.5×	n/a	n/a
Patria Investments PAX	United States	$1.55B	-23%	+9%	36%	6.8×	n/a	n/a
Perella Weinberg Partners PWP	United States	$1.35B	-26%	+2%	6%	9.6×	n/a	n/a
Hainan Haide Capital Management 000567.SZ	China	$1.29B	-34%	+136%	73%	10.7×	n/a	n/a
Prudent Corporate Advisory Services PRUDENT.NS	India	$1.28B	-1%	+21%	24%	41.1×	n/a	n/a
Barrenjoey BJY.AX	Australia	$1.74B	+1%	-17%	25%	15.4×	n/a	n/a
Ashmore ASHM.L	United Kingdom	$1.83B	-4%	+2%	62%	28.6×	n/a	n/a
EAAA India Alternatives EDELALTS.NS	India	$1.15B	n/a	+13%	62%	n/a	n/a	n/a
UTI Asset Management UTIAMC.NS	India	$1.13B	-15%	-1%	47%	14.3×	n/a	n/a
China Everbright 0165.HK	Hong Kong	$1.08B	-25%	+3%	-69%	n/a	n/a	n/a
Ridgepost Capital RPC	United States	$1.07B	+11%	+8%	27%	9.0×	n/a	n/a
L1 Group Limited L1G.AX	Australia	$2.19B	+5%	+586%	82%	22.1×	n/a	n/a
Shaanxi International Trust 000563.SZ	China	$2.19B	-12%	-15%	60%	n/a	n/a	n/a
Zhejiang Orient 600120.SS	China	$2.22B	-22%	-87%	n/a	15.5×	n/a	n/a
XPS Pensions XPS.L	United Kingdom	$966M	+19%	+13%	16%	14.8×	n/a	n/a
CFM Indosuez Wealth MLCFM.PA	France	$964M	+30%	-19%	30%	n/a	n/a	n/a
Generation Development GDG.AX	Australia	$897M	-23%	+66%	104%	27.4×	n/a	n/a
Rathbones RAT.L	United Kingdom	$2.42B	-8%	+5%	26%	9.9×	n/a	n/a

Questions

Which companies are JF SmartInvest's closest peers?: The cockpit's peer set: Antin Infrastructure Partners (ANTIN.PA), Perpetual (PPT.AX), Mlp (MLP.DE), Patria Investments (PAX), Perella Weinberg Partners (PWP), Hainan Haide Capital Management (000567.SZ), Prudent Corporate Advisory Services (PRUDENT.NS), Barrenjoey (BJY.AX).
Is JF SmartInvest expensive compared with its peers?: On forward p/e it trades at 18.8× against a peer median of 14.5×, 5th most expensive of 17 in its peer set.
How has JF SmartInvest stock performed?: Over six months to 6 Nov 2026 the shares returned -36.2% against -8.2% for the median peer; over one year -59.8%.