Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002438.SZ
BUYREMOVEJiangsu Shentong Valve Co., Ltd. · Industrials · China · $1.3B · Avg Vol: $28M/d
Jiangsu Shentong Valve manufactures specialized valves. While it has exposure to nuclear power, it lacks the global scale and un-copyable moat required for our concentrated book.
COMPANY DESCRIPTION
Jiangsu Shentong Valve designs and manufactures specialized industrial valves primarily for the nuclear power, metallurgical, and chemical sectors. The company holds a dominant market share exceeding 90% in China's domestic nuclear power plant valve segment, benefiting from high regulatory entry barriers and stringent safety certifications. It is a highly specialized market leader with advanced engineering capabilities and a robust backlog of state-backed infrastructure projects.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 289M | 315M | 317M | 315M | 2.9% |
| EPS | 0.07 | 0.08 | 0.09 | 0.08 | 7.8% |
| Shares | 508M | 508M | 508M | 508M | 0.0% |
| Debt | 193M | 159M | 165M | 141M | -10.0% |
| Equity | 436M | 484M | 519M | 550M | 8.0% |
| Op CF | 36M | 27M | 59M | 62M | 19.4% |
| Inv CF | -127M | -9M | -52M | 1M | — |
| Fin CF | 142M | -43M | -26M | -34M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002438.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002438.SZ | Jiangsu Shentong Valve Co., Ltd.(you) | $1.3B | 70 | BUY |
| 2722.HK | Chongqing Machinery & Electric Co., Ltd. | $1.3B | 71 | BUY |
| 300470.SZ | Sinoseal Holding Co., Ltd. | $976M | 69 | BUY |
| 300400.SZ | Shenzhen JT Automation Equipment Co.,Ltd | $1.1B | 71 | BUY |
| 688697.SS | Neway CNC Equipment (Suzhou) Co., Ltd. | $1.4B | 75 | BUY |
| 603075.SS | Hangzhou Heatwell Electric Heating Technology Co., Ltd. | $1.7B | 72 | BUY |
| 603277.SS | Yindu Kitchen Equipment Co., Ltd | $1.1B | 64 | HOLD |
| 601882.SS | Ningbo Haitian Precision Machinery Co.,Ltd. | $1.7B | 66 | BUY |
| 300861.SZ | Yangling Metron New Material Inc. | $2.0B | 70 | BUY |
| 688155.SS | Shanghai SK Automation Technology Co.,Ltd | $1.6B | 76 | BUY |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%