Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

002472.SZ

HOLDFLAG

Zhejiang Shuanghuan Driveline Co.,Ltd. · Consumer Cyclical · China · $4.9B · Avg Vol: $246M/d

39
StockRank
Q
56
V
19
M
55
P/E (TTM)
28.5x
ROE
13.1%
D/E
0.4x
Dividend %
1.1%
AI CONVICTION THESIS

Zhejiang Shuanghuan Driveline is a high-quality manufacturer of high-precision gears for electric vehicles and robotics. It benefits from localization trends as global manufacturers seek regionalized, high-quality precision components. However, its capital-intensive nature prevents an outright approval.

COMPANY DESCRIPTION

Zhejiang Shuanghuan Driveline is the largest professional manufacturer of high-precision gears and driveline components in China. The company holds a dominant market share in the rapidly growing electric vehicle (EV) gear segment, supplying global leaders such as Tesla, BYD, and major automotive Tier-1 suppliers. It is a highly specialized, technology-driven manufacturer with advanced gear-grinding capabilities and strong barriers to entry in high-torque, low-noise transmission components.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue1.0B1.2B1.3B1.3B10.0%
EPS0.110.140.180.2227.1%
Shares850M853M847M850M-0.1%
Debt395M273M404M591M14.4%
Equity1.1B1.2B1.3B1.5B10.9%
Op CF180M232M248M353M25.2%
Inv CF-233M-192M-290M-339M
Fin CF215M-133M96M161M
Loading...
PRICE (1M)+6.5%
5.735.966.186.416.64May 6May 27Jun 16
SMA 50SMA 200
Close
$6.26
RSI (14)
49.6
52W High
$7.87
From 52W High
0.8%

SCORE BREAKDOWN

Quality
56
ROIC
13.9%75.6
ROE
13.1%70.0
GP/Assets
13.4%26.1
Op. Margin
15.9%84.0
FCF/Assets
0.4%30.0
Piotroski
75.1
Int. Cover
19.4x68.7
D/E Ratio
0.36x58.4
Current Ratio
1.17x30.3
Value
19
P/E (TTM)
28.5x28.1
EV/EBITDA
15.4x25.0
P/FCF
3316.1x1.0
P/B
3.5x21.0
P/S
4.0x11.0
Div Yield
1.1%24.5
Momentum
55
52W High %
80%55.7
RS 6M
-5%73.0
SMA 50/200
0.98x52.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+34%42.4
Q Growth
3%46.0

FUNDAMENTALS

Market Cap
$4.9B
P/E (Forward)
21.2x
Gross Margin
27.3%

SECTOR PEERS

Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002472.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002472.SZZhejiang Shuanghuan Driveline Co.,Ltd.(you)$4.9B39HOLD
301550.SZZhejiang Sling Automobile Bearing Co., Ltd.$5.7B38HOLD
603596.SSBethel Automotive Safety Systems Co., Ltd$4.3B42HOLD
600699.SSNingbo Joyson Electronic Corp.$6.0B36HOLD
603950.SSXiangyang Changyuandonggu Industry Co., Ltd.$3.5B43HOLD
002126.SZZhejiang Yinlun Machinery Co.,Ltd.$6.2B46HOLD
002920.SZHuizhou Desay SV Automotive Co., Ltd.$9.0B41HOLD
0666.HKREPT BATTERO Energy Co., Ltd.$4.5B27SELL
300432.SZFulin Precision Co., Ltd.$5.8B50HOLD
603305.SSNingbo Xusheng Group Co., Ltd.$2.6B38HOLD

Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 21.9%

Zhejiang Shuanghuan Driveline Co.,Ltd. (002472.SZ) — Stock Score Summary

Zhejiang Shuanghuan Driveline Co.,Ltd. (002472.SZ) has a MoatMap StockRank of 39/100 based on Quality (56/100), Value (19/100), and Momentum (55/100) factor scores. The current signal is HOLD. Zhejiang Shuanghuan Driveline is a high-quality manufacturer of high-precision gears for electric vehicles and robotics. It benefits from localization trends as global manufacturers seek regionalized, high-quality precision components. However, its capital-intensive nature prevents an outright approval.

Zhejiang Shuanghuan Driveline is the largest professional manufacturer of high-precision gears and driveline components in China. The company holds a dominant market share in the rapidly growing electric vehicle (EV) gear segment, supplying global leaders such as Tesla, BYD, and major automotive Tier-1 suppliers. It is a highly specialized, technology-driven manufacturer with advanced gear-grinding capabilities and strong barriers to entry in high-torque, low-noise transmission components.

Key Financial Metrics

Price$6.26
Market Cap$4.9B
P/E (TTM)28.47
P/E (Forward)21.24
Price/Book3.52
Return on Equity13.1%
Return on Invested Capital13.9%
Debt/Equity35.65
Gross Margin27.3%
Operating Margin15.9%
Revenue Growth1.5%
Dividend Yield1.1%
Free Cash Flow$1M

Zhejiang Shuanghuan Driveline Co.,Ltd. operates in the Auto Parts industry, part of the Consumer Cyclical sector (China).

Frequently Asked Questions

What is Zhejiang Shuanghuan Driveline Co.,Ltd.’s (002472.SZ) StockRank?
MoatMap’s StockRank for Zhejiang Shuanghuan Driveline Co.,Ltd. (002472.SZ) is 39/100, with a Hold signal. It is a composite of Quality (56), Value (19), and Momentum (55) factor ranks across MoatMap’s 19,000+ stock universe.
Does Zhejiang Shuanghuan Driveline Co.,Ltd. have an economic moat?
Zhejiang Shuanghuan Driveline Co.,Ltd. (002472.SZ) has a Quality factor score of 56/100. 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 Zhejiang Shuanghuan Driveline Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Zhejiang Shuanghuan Driveline Co.,Ltd. (002472.SZ) is Hold, based on a StockRank of 39/100. 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 Zhejiang Shuanghuan Driveline Co.,Ltd. in?
Zhejiang Shuanghuan Driveline Co.,Ltd. (002472.SZ) operates in the Consumer Cyclical sector, specifically the Auto Parts industry (China).