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000786.SZ

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Beijing New Building Materials Public Limited Company · Industrials · China · $4.9B · Avg Vol: $42M/d

75
StockRank
Q
63
V
65
M
36
P/E (TTM)
12.4x
ROE
10.4%
D/E
0.0x
Dividend %
3.2%
AI CONVICTION THESIS

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)

Year2022202320242025CAGR
Revenue3.0B3.3B3.8B3.7B7.8%
EPS0.280.310.320.25-2.6%
Shares1.7B1.7B1.7B1.7B+0.8%
Debt299.9M434.3M235.8M109.6M-28.5%
Equity3.1B3.5B3.8B4.0B8.8%
Op CF543.3M699.6M758.7M621.2M4.6%
Inv CF-356.0M-374.0M-419.1M-106.4M
Fin CF-198.4M-328.6M-315.7M-401.8M
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PRICE (1Y)-28.2%
2.692.973.243.513.78May 14Jun 4Jun 25
SMA 50SMA 200
Close
$2.71
RSI (14)
16.6
52W High
$4.26
From 52W High
0.6%

SCORE BREAKDOWN

Quality
63
ROIC
11.4%67.3
ROE
10.4%59.6
GP/Assets
20.3%61.2
Op. Margin
14.5%76.8
FCF/Assets
4.7%64.0
Piotroski
415.5
Int. Cover
50.0x86.7
D/E Ratio
0.03x89.3
Current Ratio
1.91x58.6
Value
65
P/E (TTM)
12.4x74.3
EV/EBITDA
7.9x71.1
P/FCF
133.8x49.7
P/B
1.3x67.4
P/S
1.4x52.1
Div Yield
3.2%69.7
Momentum
36
52W High %
64%31.3
RS 6M
-30%36.5
SMA 50/200
0.94x29.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+46%49.1
Q Growth
-5%35.0

FUNDAMENTALS

Market Cap
$4.9B
P/E (Forward)
8.5x
Gross Margin
28.9%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 000786.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
000786.SZBeijing New Building Materials Public Limited Company(you)$4.9B75BUY
000811.SZMoon Environment Technology Co.,Ltd.$6.5B60HOLD
002372.SZZhejiang Weixing New Building Materials Co., Ltd.$2.0B78BUY
2128.HKChina Lesso Group Holdings Limited$1.6B77BUY
2580.HKAux Electric Co., Ltd.$1.9B88STRONG BUY
603992.SSXiamen Solex High-tech Industries Co., Ltd.$2.1B41HOLD
300986.SZJiangxi GETO New Materials Corporation Limited$1.2B51HOLD
003012.SZGuangdong Dongpeng Holdings Co.,Ltd.$805M38HOLD
JLHLJulong Holding Limited$707M38HOLD
002641.SZEra Co., Ltd.$736M36HOLD

Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%

Beijing New Building Materials Public Limited Company (000786.SZ) — Stock Score Summary

Beijing New Building Materials Public Limited Company (000786.SZ) has a MoatMap StockRank of 75/100 based on Quality (63/100), Value (65/100), and Momentum (36/100) factor scores. The current signal is BUY. 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.

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.

Key Financial Metrics

Price$2.71
Market Cap$4.9B
P/E (TTM)12.36
P/E (Forward)8.49
Price/Book1.27
Return on Equity10.4%
Return on Invested Capital11.4%
Debt/Equity2.76
Gross Margin28.9%
Operating Margin14.5%
Revenue Growth-1.3%
Dividend Yield3.2%
Free Cash Flow$37M

Beijing New Building Materials Public Limited Company operates in the Building Products & Equipment industry, part of the Industrials sector (China).

Frequently Asked Questions

What is Beijing New Building Materials Public Limited Company’s (000786.SZ) StockRank?
MoatMap’s StockRank for Beijing New Building Materials Public Limited Company (000786.SZ) is 75/100, with a Buy signal. It is a composite of Quality (63), Value (65), and Momentum (36) factor ranks across MoatMap’s 20,000+ stock universe.
Does Beijing New Building Materials Public Limited Company have an economic moat?
Beijing New Building Materials Public Limited Company (000786.SZ) has a Quality factor score of 63/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Beijing New Building Materials Public Limited Company a buy, hold, or sell?
MoatMap’s current signal for Beijing New Building Materials Public Limited Company (000786.SZ) is Buy, based on a StockRank of 75/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Beijing New Building Materials Public Limited Company in?
Beijing New Building Materials Public Limited Company (000786.SZ) operates in the Industrials sector, specifically the Building Products & Equipment industry (China).