Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002340.SZ
SELLGEM Co., Ltd. · Industrials · China · $5.0B · Avg Vol: $139M/d
COMPANY DESCRIPTION
GEM Co., Ltd. is a global leader in waste recycling and the production of high-end battery materials, specializing in the "urban mining" of electronic waste and end-of-life batteries. The company's competitive moat is defined by its massive recycling network, proprietary hydrometallurgical extraction technologies, and its dominant market share in nickel-cobalt-manganese (NCM) ternary precursors. It is a critical, vertically integrated player in the global electric vehicle supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.3B | 4.5B | 4.9B | 5.5B | 8.1% | 5.5B | 7.7B | 8.8B | 26.7% |
| EPS | 0.04 | 0.03 | 0.03 | 0.05 | 6.0% | 0.05 | 0.06 | 0.07 | 28.0% |
| Shares | 5.1B | 5.1B | 5.1B | 5.1B | -0.4% | 5.1B | — | — | — |
| Debt | 2.2B | 2.9B | 3.7B | 4.5B | 26.0% | 4.6B | — | — | — |
| Equity | 2.7B | 2.8B | 2.9B | 3.1B | 5.0% | — | — | — | — |
| Op CF | -2.5M | 318.8M | 449.9M | 557.1M | 32.2% | 500.9M | — | — | — |
| Inv CF | -634.3M | -820.9M | -1.6B | -1.1B | — | — | — | — | — |
| Fin CF | 915.6M | 535.8M | 1.1B | 777.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002340.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002340.SZ | GEM Co., Ltd.(you) | $5.0B | 32 | SELL |
| 603568.SS | Zhejiang Weiming Environment Protection Co., Ltd. | $4.7B | 42 | HOLD |
| 000035.SZ | China Tianying Inc. | $1.7B | 21 | SELL |
| 688480.SS | Science Environmental Protection Co., Ltd. | $1.3B | 36 | HOLD |
| 301265.SZ | Huaxin Resources Technology Co. Ltd. | $1.3B | 41 | HOLD |
| 601200.SS | Shanghai Environment Group Co., Ltd. | $1.3B | 41 | HOLD |
| 300070.SZ | Beijing Originwater Technology Co., Ltd. | $1.7B | 17 | STRONG SELL |
| 301127.SZ | Wuhan Tianyuan Group Co., Ltd. | $1.9B | 14 | STRONG SELL |
| 002310.SZ | Beijing Orient EcoEnergy Co., Ltd. | $1.9B | 11 | STRONG SELL |
| 301175.SZ | China Sciences Ecorizon Tech Co., Ltd. | $1.1B | 42 | HOLD |
Peer medians: ROE 5.8% · P/E 31.0x · Gross margin 22.9%