Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001322.SZ
STRONG SELLREMOVEArrow Home Group Co., Ltd. · Industrials · China · $946M · Avg Vol: $5M/d
Arrow Home Group manufactures sanitary ware and home furnishings, making it highly exposed to the depressed Chinese real estate market. It lacks pricing power and faces severe cyclical headwinds, failing our quality and macro alignment criteria.
COMPANY DESCRIPTION
Arrow Home Group Co., Ltd. is a leading manufacturer of sanitary ware, ceramic tiles, and customized home furnishings in China. Operating under well-known brands like "ARROW" and "FAENZA," the company has established a dominant market position supported by an extensive nationwide distributor network and strong brand equity. Its focus on smart bathroom products and automated manufacturing facilities provides a technological edge in the premium home improvement sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.1B | 1.1B | 1.1B | 957M | -4.8% |
| EPS | 0.10 | 0.07 | 0.01 | 0.01 | -57.9% |
| Shares | 966M | 970M | 969M | 967M | +0.2% |
| Debt | 244M | 252M | 233M | 213M | -4.5% |
| Equity | 700M | 739M | 720M | 700M | -0.0% |
| Op CF | 59M | 172M | 76M | 5M | -57.5% |
| Inv CF | -187M | -129M | -71M | -51M | — |
| Fin CF | 236M | -23M | -63M | -53M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 001322.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001322.SZ | Arrow Home Group Co., Ltd.(you) | $946M | 10 | STRONG SELL |
| 002225.SZ | Puyang Refractories Group Co., Ltd. | $642M | 5 | STRONG SELL |
| 002088.SZ | Luyang Energy-Saving Materials Co., Ltd. | $671M | 23 | SELL |
| 002785.SZ | Xiamen Wanli Stone Stock Co.,Ltd | $1.5B | 25 | SELL |
| 003012.SZ | Guangdong Dongpeng Holdings Co.,Ltd. | $903M | 37 | HOLD |
| 002918.SZ | Monalisa Group CO.,Ltd | $813M | 36 | HOLD |
| 002641.SZ | Era Co., Ltd. | $756M | 37 | HOLD |
| 301575.SZ | JiangXi Avonflow HVAC Tech Co., Ltd. | $539M | 31 | SELL |
| JLHL | Julong Holding Limited | $493M | 35 | SELL |
| 601636.SS | Zhuzhou Kibing Group Co.,Ltd | $2.9B | 28 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%