Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002140.SZ
SELLREMOVEEast China Engineering Science and Technology Co., Ltd. · Industrials · China · $1.1B · Avg Vol: $12M/d
East China Engineering is a low-margin, capital-intensive construction and engineering firm with poor cash flow conversion, failing our requirement for asset-light, high-FCF compounders.
COMPANY DESCRIPTION
East China Engineering Science and Technology Co., Ltd. provides engineering, procurement, and construction (EPC) services, primarily for the chemical, petrochemical, and environmental protection industries. As a subsidiary of China National Chemical Engineering Group, the company holds top-tier engineering qualifications and a dominant position in coal chemical engineering. Its competitive moat is anchored in its proprietary chemical process technologies and its extensive track record of executing complex, large-scale industrial projects.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 921.2M | 1.1B | 1.3B | 1.5B | 17.2% |
| EPS | 0.08 | 0.07 | 0.09 | 0.11 | 13.5% |
| Shares | 708.7M | 708.2M | 708.0M | 708.0M | -0.1% |
| Debt | 185.5M | 202.6M | 294.9M | 409.3M | 30.2% |
| Equity | 547.4M | 592.4M | 643.2M | 700.7M | 8.6% |
| Op CF | 64.7M | 75.7M | 87.6M | 75.1M | 5.1% |
| Inv CF | -45.4M | -94.2M | -109.4M | -112.1M | — |
| Fin CF | 130.4M | -3.5M | 106.8M | -10.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002140.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002140.SZ | East China Engineering Science and Technology Co., Ltd.(you) | $1.1B | 32 | SELL |
| 601789.SS | Ningbo Construction Co., Ltd. | $1.1B | 33 | SELL |
| 002135.SZ | Zhejiang Southeast Space Frame Co., Ltd. | $1.2B | 33 | SELL |
| 000090.SZ | Shenzhen Tagen Group Co., Ltd. | $1.1B | 27 | SELL |
| 002989.SZ | Shenzhen Strongteam Decoration Engineering Co., Ltd. | $861M | 31 | SELL |
| 600284.SS | Shanghai Pudong Construction Co.,Ltd. | $859M | 30 | SELL |
| 2068.HK | China Aluminum International Engineering Corporation Limited | $762M | 29 | SELL |
| 603098.SS | Center International Group Co.,Ltd. | $1.0B | 23 | SELL |
| 002573.SZ | Beijing SPC Environment Protection Tech Co., Ltd. | $711M | 34 | SELL |
| 002062.SZ | Hongrun Construction Group Co., Ltd. | $1.5B | 28 | SELL |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%