What is Tayho Advanced Materials Group Co., Ltd.'s (002254.SZ) StockRank?

MoatMap's StockRank for Tayho Advanced Materials Group Co., Ltd. (002254.SZ) is 36/100, with a Hold signal. This is a composite score combining Quality (38), Value (20), and Momentum (69) factor ranks across MoatMap's 19,000+ stock universe.

Does Tayho Advanced Materials Group Co., Ltd. have an economic moat?

Tayho Advanced Materials Group Co., Ltd. (002254.SZ) has a Quality factor score of 38/100. 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 financial characteristics of a moated business.

Is Tayho Advanced Materials Group Co., Ltd. a buy, hold, or sell?

MoatMap's current signal for Tayho Advanced Materials Group Co., Ltd. (002254.SZ) is Hold, based on a StockRank of 36/100. 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 Tayho Advanced Materials Group Co., Ltd. in?

Tayho Advanced Materials Group Co., Ltd. (002254.SZ) operates in the Basic Materials sector, specifically the Chemicals industry (China).

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002254.SZ

HOLDREMOVE

Tayho Advanced Materials Group Co., Ltd. · Basic Materials · China · $1.7B · Avg Vol: $174M/d

StockRank

P/E (TTM)

289.7x

ROE

0.2%

D/E

0.6x

Dividend %

0.1%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Tayho Advanced Materials is a chemical and synthetic fiber producer. While it has exposure to industrial materials, it behaves as a commodity cyclical with low pricing power, failing the Terry Smith quality compounder criteria.

COMPANY DESCRIPTION

Tayho Advanced Materials Group Co., Ltd. manufactures high-performance fibers, including spandex, meta-aramid, and para-aramid. It holds a leading global position in aramid fibers, which are critical for aerospace, defense, and industrial safety applications. The company is a high-tech specialty chemical manufacturer with strong proprietary technology and high entry barriers.

FINANCIAL SUMMARY

Year	2022	2023	2024	2025	CAGR
Revenue	554M	580M	581M	531M	-1.4%
EPS	0.09	0.06	0.01	0.01	-57.3%
Shares	703M	864M	863M	857M	+21.9%
Debt	365M	327M	531M	624M	19.6%
Equity	600M	1.1B	1.1B	1.0B	20.3%
Op CF	70M	53M	-88M	26M	-28.3%
Inv CF	-261M	-273M	-74M	-48M	—
Fin CF	2M	367M	72M	43M	—

PRICE (1M)+46.4%

SMA 50SMA 200

$2.50

RSI (14)

60.4

52W High

$2.80

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC

1.5%40.4

ROE

0.2%39.1

GP/Assets

3.4%19.2

Op. Margin

4.7%49.9

FCF/Assets

-2.7%41.4

Piotroski

—81.4

Int. Cover

1.8x37.7

D/E Ratio

0.65x25.2

Current Ratio

1.26x22.9

Value

P/E (TTM)

289.7x5.3

EV/EBITDA

25.8x13.8

P/FCF

—N/A

P/B

2.1x48.8

P/S

4.2x28.5

Div Yield

0.1%7.1

Momentum

52W High %

89%81.8

RS 6M

72%90.2

SMA 50/200

1.15x71.0

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

51%61.3

FUNDAMENTALS

Market Cap

$1.7B

P/E (Forward)

59.9x

Gross Margin

14.5%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002254.SZ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
002254.SZ	Tayho Advanced Materials Group Co., Ltd.(you)	$1.7B	36	HOLD
600618.SS	Shanghai Chlor-Alkali Chemical Co., Ltd.	$1.8B	33	SELL
603612.SS	Sunstone Development Co., Ltd.	$1.5B	38	HOLD
002597.SZ	Anhui Jinhe Industrial Co.,Ltd.	$1.8B	40	HOLD
300777.SZ	Sinofibers Technology Co., Ltd.	$2.2B	30	SELL
600929.SS	Snowsky Salt Industry Group CO.,LTD	$1.3B	29	SELL
300706.SZ	Fujian Acetron New Materials Co., Ltd.	$1.1B	33	SELL
601568.SS	Shaanxi Beiyuan Chemical Industry Group Co., Ltd.	$2.2B	43	HOLD
603077.SS	Sichuan Hebang Biotechnology Corporation Limited	$3.2B	35	SELL
301617.SZ	Shandong Boyuan Pharmaceutical & Chemical Co., Ltd.	$1.3B	27	SELL

Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%

Tayho Advanced Materials Group Co., Ltd. (002254.SZ) — Stock Score Summary

Tayho Advanced Materials Group Co., Ltd. (002254.SZ) has a MoatMap StockRank of 36/100 based on Quality (38/100), Value (20/100), and Momentum (69/100) factor scores. The current signal is HOLD. Tayho Advanced Materials is a chemical and synthetic fiber producer. While it has exposure to industrial materials, it behaves as a commodity cyclical with low pricing power, failing the Terry Smith quality compounder criteria.

Key Financial Metrics

Price	$2.50
Market Cap	$1.7B
P/E (TTM)	289.67
P/E (Forward)	59.93
Price/Book	2.08
Return on Equity	0.2%
Return on Invested Capital	1.5%
Debt/Equity	64.72
Gross Margin	14.5%
Operating Margin	4.7%
Revenue Growth	-0.6%
Dividend Yield	0.1%
Free Cash Flow	$-9M

Tayho Advanced Materials Group Co., Ltd. operates in the Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Tayho Advanced Materials Group Co., Ltd.’s (002254.SZ) StockRank?: MoatMap’s StockRank for Tayho Advanced Materials Group Co., Ltd. (002254.SZ) is 36/100, with a Hold signal. It is a composite of Quality (38), Value (20), and Momentum (69) factor ranks across MoatMap’s 19,000+ stock universe.
Does Tayho Advanced Materials Group Co., Ltd. have an economic moat?: Tayho Advanced Materials Group Co., Ltd. (002254.SZ) has a Quality factor score of 38/100. 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 Tayho Advanced Materials Group Co., Ltd. a buy, hold, or sell?: MoatMap’s current signal for Tayho Advanced Materials Group Co., Ltd. (002254.SZ) is Hold, based on a StockRank of 36/100. 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 Tayho Advanced Materials Group Co., Ltd. in?: Tayho Advanced Materials Group Co., Ltd. (002254.SZ) operates in the Basic Materials sector, specifically the Chemicals industry (China).