Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000786.SZ
BUYREMOVEBeijing New Building Materials Public Limited Company · Industrials · China · $4.9B · Avg Vol: $42M/d
Beijing New Building Materials is a major Chinese gypsum board manufacturer. Despite its strong domestic market share, it is heavily tied to the depressed Chinese real estate and construction sectors, presenting poor risk-reward.
COMPANY DESCRIPTION
Beijing New Building Materials Public Limited Company (BNBM) is the world's largest manufacturer of gypsum board, commanding a dominant market share of over 60% in China. The company operates a highly profitable "gypsum board plus" strategy, expanding into high-growth waterproof materials and industrial coatings. Its extensive manufacturing footprint, strong brand equity, and green manufacturing processes establish an exceptionally strong competitive moat in the building materials sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.0B | 3.3B | 3.8B | 3.7B | 7.8% |
| EPS | 0.28 | 0.31 | 0.32 | 0.25 | -2.6% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | +0.8% |
| Debt | 299.9M | 434.3M | 235.8M | 109.6M | -28.5% |
| Equity | 3.1B | 3.5B | 3.8B | 4.0B | 8.8% |
| Op CF | 543.3M | 699.6M | 758.7M | 621.2M | 4.6% |
| Inv CF | -356.0M | -374.0M | -419.1M | -106.4M | — |
| Fin CF | -198.4M | -328.6M | -315.7M | -401.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 000786.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000786.SZ | Beijing New Building Materials Public Limited Company(you) | $4.9B | 75 | BUY |
| 000811.SZ | Moon Environment Technology Co.,Ltd. | $6.5B | 60 | HOLD |
| 002372.SZ | Zhejiang Weixing New Building Materials Co., Ltd. | $2.0B | 78 | BUY |
| 2128.HK | China Lesso Group Holdings Limited | $1.6B | 77 | BUY |
| 2580.HK | Aux Electric Co., Ltd. | $1.9B | 88 | STRONG BUY |
| 603992.SS | Xiamen Solex High-tech Industries Co., Ltd. | $2.1B | 41 | HOLD |
| 300986.SZ | Jiangxi GETO New Materials Corporation Limited | $1.2B | 51 | HOLD |
| 003012.SZ | Guangdong Dongpeng Holdings Co.,Ltd. | $805M | 38 | HOLD |
| JLHL | Julong Holding Limited | $707M | 38 | HOLD |
| 002641.SZ | Era Co., Ltd. | $736M | 36 | HOLD |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%