Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001328.SZ
SELLREMOVEGet insider-trade alertsDencare (Chongqing) Oral Care Co., Ltd. · Consumer Defensive · China · $636M · Avg Vol: $6M/d
Dencare is a stable consumer defensive oral care business in China with decent quality metrics, but it lacks any connection to our high-conviction macro themes and lacks a long reinvestment runway.
COMPANY DESCRIPTION
Dencare (Chongqing) Oral Care Co., Ltd. develops, produces, and sells oral care products, famously known for its "Leng Suan Ling" anti-sensitivity toothpaste brand. The company holds a dominant market share in the Chinese desensitizing toothpaste segment, leveraging decades of brand heritage and targeted R&D. Its competitive advantage lies in its deep penetration of domestic retail channels and strong consumer trust in its specialized therapeutic formulations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 193.4M | 202.6M | 229.8M | 252.7M | 9.3% |
| EPS | 0.15 | 0.13 | 0.14 | 0.15 | 0.3% |
| Shares | 129.1M | 172.2M | 172.2M | 172.2M | +33.3% |
| Debt | 70.1M | 68.3M | 75.3M | 74.0M | 1.8% |
| Equity | 79.9M | 207.0M | 214.2M | 221.7M | 40.5% |
| Op CF | 12.3M | 22.2M | 26.7M | 31.6M | 36.9% |
| Inv CF | 15.8M | -105.5M | 6.0M | -43.5M | — |
| Fin CF | -15.2M | 106.8M | -16.5M | -19.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 001328.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001328.SZ | Dencare (Chongqing) Oral Care Co., Ltd.(you) | $636M | 33 | SELL |
| 605009.SS | Hangzhou Haoyue Personal Care Co., Ltd | $712M | 33 | SELL |
| 002919.SZ | Mingchen Health Co.,Ltd. | $740M | 25 | SELL |
| 000523.SZ | Hongmian Zhihui Science and Technology Innovation Co.,Ltd.Guangzhou | $695M | 20 | STRONG SELL |
| 003006.SZ | Chongqing Baiya Sanitary Products Co., Ltd. | $874M | 44 | HOLD |
| 6090.HK | Butong Group | $332M | 41 | HOLD |
| 603193.SS | Runben Biotechnology Co., Ltd. | $1.1B | 43 | HOLD |
| 600315.SS | Shanghai Jahwa United Co., Ltd. | $1.6B | 30 | SELL |
| 603630.SS | Lafang China Co.,Ltd | $413M | 15 | STRONG SELL |
| 603983.SS | Guangdong Marubi Biotechnology Co., Ltd. | $1.4B | 17 | STRONG SELL |
Peer medians: ROE 8.5% · P/E 19.5x · Gross margin 33.4%