Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002073.SZ
STRONG SELLREMOVEMesnac Co., Ltd. · Industrials · China · $860M · Avg Vol: $15M/d
Mesnac manufactures rubber machinery for tires. It is a highly cyclical, capital-intensive industrial business with low ROIC, failing our Terry Smith quality criteria and lacking direct alignment with our localization or advanced packaging themes.
COMPANY DESCRIPTION
Mesnac Co., Ltd. designs and manufactures information-based rubber machinery and equipment, primarily serving the global tire manufacturing industry. The company holds a leading market position in China and globally, leveraging its proprietary software integration and intelligent manufacturing systems as a key competitive moat. It is recognized as a highly vertically integrated player offering complete turnkey solutions for smart tire factories.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 848M | 835M | 1.1B | 1.2B | 13.2% |
| EPS | 0.03 | 0.05 | 0.07 | 0.06 | 22.6% |
| Shares | 970M | 1.0B | 1.0B | 1.0B | +5.6% |
| Debt | 219M | 262M | 243M | 301M | 11.2% |
| Equity | 711M | 782M | 878M | 937M | 9.6% |
| Op CF | 57M | 34M | 135M | 54M | -1.3% |
| Inv CF | -111M | -122M | -92M | 16M | — |
| Fin CF | 111M | 80M | -48M | 18M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002073.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002073.SZ | Mesnac Co., Ltd.(you) | $860M | 18 | STRONG SELL |
| 300066.SZ | Sanchuan Wisdom Technology Co., Ltd. | $816M | 20 | STRONG SELL |
| 300161.SZ | Wuhan Huazhong Numerical Control Co.,Ltd. | $956M | 17 | STRONG SELL |
| 603666.SS | Yijiahe Technology Co., Ltd. | $901M | 21 | SELL |
| 001288.SZ | Sichuan Zigong Conveying Machine Group Co., Ltd. | $872M | 15 | STRONG SELL |
| 002530.SZ | JC Finance & Tax Interconnect Holdings Ltd. | $881M | 15 | STRONG SELL |
| 688570.SS | Beijing Tianma Intelligent Control Technology CO., LTD. | $1.0B | 17 | STRONG SELL |
| 000777.SZ | SUFA Technology Industry Co., Ltd., CNNC | $999M | 15 | STRONG SELL |
| 002164.SZ | Ningbo Donly Co.,Ltd | $990M | 21 | SELL |
| 002520.SZ | Zhejiang RIFA Precision Machinery Co., Ltd. | $651M | 19 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%