Xinyuan Real Estate Co Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Xinyuan Real Estate Co Ltd (XIN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Xinyuan Real Estate Co Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 515M vs 577M combined for tracked competitors (47.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-20.5%) for its tracked peer group.
- Growth: Xinyuan Real Estate Co Ltd generated -36.1% revenue growth year over year in Q4 2024, vs 26.0% for its tracked competitors combined.
- Profitability: Its -8.9% net margin compares with 14.6% for the peer group.
- Peer revenue share: Xinyuan Real Estate Co Ltd accounted for 81.8% of combined revenue among its tracked peer group, down from 89.8% a year earlier.
- Peer differentiation: Revenue per employee of $0.16M compares with $0.49M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
XIN Sales vs. its Competitors, Q4 2024
Xinyuan Real Estate Co Ltd reported revenue contraction of 36.06 % year on year in Q4 2024, below its competitors' combined revenue growth of 25.96 %.
With a net margin of -8.94 %, Xinyuan Real Estate Co Ltd reported lower profitability than its competitors (14.58 %).
Xinyuan Real Estate Co Ltd generated 81.78 % of the combined sales of its peer group, down from 89.84 % a year earlier.
Xinyuan Real Estate Co Ltd vs. its Competitors, Q4 2024
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Xinyuan Real Estate Co Ltd reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Xinyuan Real Estate Co Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Xinyuan Real Estate Co Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Xinyuan Real Estate Co Ltd's competitor groups requires a Commercial License.
For context: the Construction Services industry grew revenue 26.9% year over year, combined, vs -36.1% for Xinyuan Real Estate Co Ltd. Xinyuan Real Estate Co Ltd's share of combined industry revenue moved from 0.67% to 0.34%, a loss of 0.33 percentage points.
Xinyuan Real Estate Co Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Xinyuan Real Estate Co Ltd | No | No | No | Yes |
| Competitors combined (2) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
XIN Stock Performance relative to its Competitors
XIN Stock Performance relative to High-Confidence Competitors
XIN Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | The St Joe Company | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Xinyuan Real Estate Co Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Xinyuan Real Estate Co Ltd's Comment on Competition and Industry Peers
In the U.S., we anticipate that our direct competition may come from developers of nearby projects or other property developers in target markets. In addition, we may also face competition from other Chinese real estate developers expanding or establishing their business in the U.S. For example, China Vanke Co., Ltd., the largest real estate development company in China, has also entered the U.S. residential market.
Publicly Traded Peers of Xinyuan Real Estate Co Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Xinyuan Real Estate Co Ltd | 109.43 | 514.67 |
| The St Joe Company | 3,944.38 | 547.84 |
| Stratus Properties Inc | 144.75 | 28.66 |
| SUBTOTAL | 4,198.55 | 1,091.18 |
Sources: Xinyuan Real Estate Co Ltd's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Xinyuan Real Estate Co Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Xinyuan Real Estate Co Ltd's Competitors Named by the Company
Competitive relationships identified from Xinyuan Real Estate Co Ltd reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| China Resources Land Limited | Company report | 85% |
| South Asia Group | Company report | 85% |
| China Overseas Property Ltd | Company report | 85% |
| Longhu Real Estate Co | Company report | 85% |
| Henan Zhengshang Real Estate Co | Company report | 85% |
| Rongqiao Group | Company report | 85% |
| China Vanke Co | Company report | 85% |
| Greenland Group | Company report | 85% |
| Henan New Greatwall Real Estate Co | Company report | 85% |
| KWG Property Holding Ltd | Company report | 85% |
| Stratus Properties Inc | Company report | 85% |
| The St Joe Company | Company report | 85% |
Company report basis, confidence, active dates and source counts for Xinyuan Real Estate Co Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from Xinyuan Real Estate Co Ltd reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Xinyuan Real Estate Co Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| The St Joe Company | Hospitality segment 49.69 % |
| Stratus Properties Inc | Real estate operations 2.16 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Xinyuan Real Estate Co Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Xinyuan Real Estate Co Ltd | 109 | 161,593 | -14,450 |
| The St Joe Company | 3,944 | 484,385 | 109,379 |
| Stratus Properties Inc | 145 | 843,000 | 590,294 |
| PEERS TOTAL | 4,089 | 494,852 | 123,415 |
Xinyuan Real Estate Co Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Xinyuan Real Estate Co Ltd | All Other Segments 0.09 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Xinyuan Real Estate Co Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 78 companies in Xinyuan Real Estate Co Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Xinyuan Real Estate Co Ltd ranks #0 of 78 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 726, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Quanta Services Inc | 90,854 | 19.43 % |
| 2 | Comfort Systems Usa inc | 49,253 | 10.53 % |
| 3 | D r Horton Inc | 39,668 | 8.48 % |
| 4 | Emcor Group Inc | 31,298 | 6.69 % |
| 5 | Pultegroup Inc | 1,234 | 5.2% |
| 6 | Lennar Corp | 1,234 | 5.2% |
| 7 | Nvr Inc | 1,234 | 5.2% |
| 8 | Jacobs Solutions Inc | 1,234 | 5.2% |
| 9 | Mastec Inc | 1,234 | 5.2% |
| 10 | Sterling Infrastructure Inc | 1,234 | 5.2% |
| 0 | Xinyuan Real Estate Co Ltd | 219 | 0.00 % |
Market cap and industry share for the rest of Xinyuan Real Estate Co Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-09-03.
Xinyuan Real Estate Co Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (115 companies). See the full Construction Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 16.02 % | 19.77 % (avg) | -3.7 pp |
| Operating Margin | 7.57 % | industry median | -1.9 pp |
| EBITDA Margin | 40.85 % | 3.22 % (avg) | +37.6 pp |
| Capital Intensity (Capex / Revenue) | 0.11 % | 3.82 % (avg) | -3.7 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Xinyuan Real Estate Co Ltd's Valuation vs Competitive Position
Valuation multiples vs the Construction Services industry average (115 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Construction Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.6x | - |
| EV / EBITDA | 13.9x | 16.8x | -2.9x |
| P/B | -1.9x | 4.1x | -6.0x |
| Return on Equity | 44.18 % | industry aggregate | 26.94 % |
| Return on Invested Capital | 1.77 % | 3.53 % (avg) | -1.76 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Xinyuan Real Estate Co Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2022 | 2023 | 2024 |
|---|---|---|---|
| Revenue Growth | -38.15 % | -15.27 % | -36.06 % |
| Operating Margin | -5.20 % | 6.00 % | 7.57 % |
| Return on Invested Capital | -1.68 % | 2.00 % | 1.77 % |
| P/E | - | 3.7x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Xinyuan Real Estate Co Ltd's Strategic Group Map
Every company in Xinyuan Real Estate Co Ltd's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Xinyuan Real Estate Co Ltd is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Xinyuan Real Estate Co Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 726 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.11 % vs industry average 3.82 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Xinyuan Real Estate Co Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Xinyuan Real Estate Co Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Xinyuan Real Estate Co Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Xinyuan Real Estate Co Ltd falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Xinyuan Real Estate Co Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 26.9 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-20.5% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Xinyuan Real Estate Co Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Xinyuan Real Estate Co Ltd | 0.04 | 1.12 | - |
| The St Joe Company | 0.53 | 0.56 | 0.12 |
| Stratus Properties Inc | 3.76 | 3.76 | 0.50 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Xinyuan Real Estate Co Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Xinyuan Real Estate Co Ltd | Q4 2024 | -36.1 % | - |
| The St Joe Company | Q2 2026 | +23.0 % | +37.6 % |
| Stratus Properties Inc | Q1 2026 | -24.8 % | - |
| PEERS TOTAL | -27.9 % | -85.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Xinyuan Real Estate Co Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Xinyuan Real Estate Co Ltd | Q4 2024 | -35.7 % | +58.3 % |
| The St Joe Company | Q2 2026 | +15.9 % | -27.8 % |
| Stratus Properties Inc | Q1 2026 | +24.2 % | -99.1 % |
Xinyuan Real Estate Co Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Xinyuan Real Estate Co Ltd | - | - | - |
| The St Joe Company | 8.14% | 7.29% | 15.99% |
| Stratus Properties Inc | 3.58% | 2.86% | 5.87% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Xinyuan Real Estate Co Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Xinyuan Real Estate Co Ltd | - | 0.21 |
| The St Joe Company | 32.25 | 7.20 |
| Stratus Properties Inc | 6.83 | 5.05 |
| PEERS AVERAGE | 42.95 | 3.85 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.