Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002539.SZ
HOLDREMOVEChengdu Wintrue Holding Co., Ltd. · Basic Materials · China · $2.3B · Avg Vol: $34M/d
Although fertilizer and agricultural inputs benefit from commodity tailwinds, this business lacks the high ROIC and pricing power required for a high-conviction compounder.
COMPANY DESCRIPTION
Chengdu Wintrue Holding Co., Ltd. is a major Chinese manufacturer of compound fertilizers and industrial chemicals, including soda ash and ammonium chloride. The company utilizes a vertically integrated "salt-chemical-fertilizer" industrial chain, which optimizes production costs and ensures raw material security. Its extensive distribution network and strong brand recognition among Chinese farmers support its leading position in the domestic agricultural inputs market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.0B | 3.2B | 3.0B | 3.2B | 1.4% |
| EPS | 0.22 | 0.11 | 0.10 | 0.10 | -22.5% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | 0.0% |
| Debt | 787M | 1.2B | 1.5B | 1.8B | 32.8% |
| Equity | 1.1B | 1.2B | 1.3B | 1.4B | 7.0% |
| Op CF | 128M | 97M | 93M | 186M | 13.4% |
| Inv CF | -210M | -528M | -306M | -401M | — |
| Fin CF | 342M | 242M | 193M | 369M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002539.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002539.SZ | Chengdu Wintrue Holding Co., Ltd.(you) | $2.3B | 49 | HOLD |
| 000422.SZ | Hubei Yihua Chemical Industry Co., Ltd. | $2.3B | 43 | HOLD |
| 603599.SS | Anhui Guangxin Agrochemical Co., Ltd. | $1.5B | 50 | HOLD |
| 600486.SS | JIANGSU YANGNONG CHEMICAL CO LT | $3.4B | 47 | HOLD |
| 002215.SZ | Shenzhen Noposion Crop Science Co., Ltd. | $1.3B | 50 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
| 301665.SZ | CAC Nantong Chemical Co., Ltd. | $1.6B | 55 | HOLD |
| 000902.SZ | YONFER Agricultural Technology Co., Ltd. | $2.4B | 62 | HOLD |
| 002258.SZ | Lier Chemical Co.,LTD. | $1.5B | 57 | HOLD |
| 600596.SS | Zhejiang Xinan Chemical Industrial Group Co.,Ltd | $2.4B | 67 | BUY |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%