Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002572.SZ
HOLDREMOVESuofeiya Home Collection Co., Ltd. · Consumer Cyclical · China · $1.1B · Avg Vol: $12M/d
Suofeiya Home Collection is heavily tied to the Chinese residential real estate market, which is undergoing a structural, multi-year deleveraging cycle. Despite reasonable valuations, we do not buy cheap cyclical businesses facing severe structural headwinds.
COMPANY DESCRIPTION
Suofeiya Home Collection Co., Ltd. is a pioneer and leading manufacturer of customized home furniture in China, specializing in bespoke wardrobes, kitchen cabinets, and whole-house customization solutions. The company leverages an advanced, digitally integrated smart manufacturing system that enables mass customization with high efficiency and minimal waste. Its extensive nationwide network of franchised showrooms and strong brand recognition form a powerful competitive moat in the home furnishing industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.7B | 1.7B | 1.6B | 1.4B | -5.8% |
| EPS | 0.17 | 0.20 | 0.21 | 0.14 | -7.0% |
| Shares | 912.4M | 963.0M | 963.0M | 963.0M | +5.6% |
| Debt | 354.1M | 446.7M | 421.1M | 396.0M | 3.8% |
| Equity | 854.5M | 1.0B | 1.1B | 1.1B | 8.6% |
| Op CF | 201.4M | 392.1M | 198.8M | -47.4M | -0.6% |
| Inv CF | -130.2M | -255.0M | -334.3M | 66.7M | — |
| Fin CF | -166.5M | 63.1M | -133.1M | -133.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002572.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002572.SZ | Suofeiya Home Collection Co., Ltd.(you) | $1.1B | 42 | HOLD |
| 001323.SZ | De Rucci Healthy Sleep Co., Ltd. | $1.1B | 39 | HOLD |
| 002242.SZ | Joyoung Co.,Ltd | $948M | 40 | HOLD |
| 301061.SZ | MotoMotion China Corporation | $1.5B | 44 | HOLD |
| 000521.SZ | Changhong Meiling Co., Ltd. | $852M | 51 | HOLD |
| 600983.SS | Whirlpool China Co., Ltd. | $815M | 51 | HOLD |
| 603610.SS | Keeson Technology Corporation Limited | $1.0B | 25 | SELL |
| 001221.SZ | Higold Group Co., LTD. | $2.6B | 38 | HOLD |
| 603833.SS | Oppein Home Group Inc. | $3.1B | 41 | HOLD |
| 603848.SS | Guangdong Hotata Technology Group Co.,Ltd. | $803M | 27 | SELL |
Peer medians: ROE 7.0% · P/E 23.7x · Gross margin 22.2%