Company Deep Dive

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

Request Deep Dive(50 Feathers)

002641.SZ

HOLDREMOVE

Era Co., Ltd. · Industrials · China · $756M · Avg Vol: $10M/d

37
StockRank
Q
43
V
49
M
36
P/E (TTM)
84.6x
ROE
1.2%
D/E
0.0x
Dividend %
0.5%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Era Co. manufactures plastic piping systems. While it may see marginal demand from domestic infrastructure projects, it is a low-margin commodity business with no pricing power and high sensitivity to raw material costs.

COMPANY DESCRIPTION

Era Co., Ltd. is one of China's largest manufacturers of plastic piping systems, producing a comprehensive range of PVC, PE, and PP-R pipes and fittings. The company's competitive moat is anchored by its extensive nationwide distribution network and the highly recognized "ERA" brand. It serves critical infrastructure, municipal water supply, agricultural irrigation, and residential construction markets.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue1.2B1.1B976M913M-8.2%
EPS0.010.040.020.01-5.9%
Shares1.2B1.2B1.2B1.2B-0.5%
Debt16M15M14M17M1.2%
Equity744M794M809M808M2.8%
Op CF64M158M38M43M-12.2%
Inv CF-86M-52M-150M-34M—
Fin CF950,138-958,278-30M-6M—
Loading...
PRICE (1M)-3.3%
0.590.610.620.630.65May 8May 29Jun 18
SMA 50SMA 200
Close
$0.61
RSI (14)
49.1
52W High
$0.82
From 52W High
0.7%

SCORE BREAKDOWN

Quality
43
ROIC
1.3%15.3
ROE
1.2%18.2
GP/Assets
13.6%41.5
Op. Margin
-1.9%12.7
FCF/Assets
4.5%62.2
Piotroski
—75.6
Int. Cover
25.7x71.1
D/E Ratio
0.04x87.2
Current Ratio
1.59x45.1
Value
49
P/E (TTM)
84.6x11.2
EV/EBITDA
8.4x62.6
P/FCF
94.9x64.3
P/B
0.9x77.1
P/S
0.8x69.3
Div Yield
0.5%16.3
Momentum
36
52W High %
74%40.1
RS 6M
-17%48.2
SMA 50/200
0.97x34.8
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$756M
P/E (Forward)
14.1x
Gross Margin
17.3%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002641.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002641.SZEra Co., Ltd.(you)$756M37HOLD
002918.SZMonalisa Group CO.,Ltd$813M36HOLD
003012.SZGuangdong Dongpeng Holdings Co.,Ltd.$903M37HOLD
JLHLJulong Holding Limited$493M35SELL
301575.SZJiangXi Avonflow HVAC Tech Co., Ltd.$539M31SELL
002088.SZLuyang Energy-Saving Materials Co., Ltd.$671M23SELL
300986.SZJiangxi GETO New Materials Corporation Limited$1.2B49HOLD
002785.SZXiamen Wanli Stone Stock Co.,Ltd$1.5B25SELL
603992.SSXiamen Solex High-tech Industries Co., Ltd.$1.8B47HOLD
001322.SZArrow Home Group Co., Ltd.$946M10STRONG SELL

Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%

Era Co., Ltd. (002641.SZ) — Stock Score Summary

Era Co., Ltd. (002641.SZ) has a MoatMap StockRank of 37/100 based on Quality (43/100), Value (49/100), and Momentum (36/100) factor scores. The current signal is HOLD. Era Co. manufactures plastic piping systems. While it may see marginal demand from domestic infrastructure projects, it is a low-margin commodity business with no pricing power and high sensitivity to raw material costs.

Era Co., Ltd. is one of China's largest manufacturers of plastic piping systems, producing a comprehensive range of PVC, PE, and PP-R pipes and fittings. The company's competitive moat is anchored by its extensive nationwide distribution network and the highly recognized "ERA" brand. It serves critical infrastructure, municipal water supply, agricultural irrigation, and residential construction markets.

Key Financial Metrics

Price$0.61
Market Cap$756M
P/E (TTM)84.60
P/E (Forward)14.10
Price/Book0.95
Return on Equity1.2%
Return on Invested Capital1.3%
Debt/Equity3.92
Gross Margin17.3%
Operating Margin-1.9%
Revenue Growth18.3%
Dividend Yield0.5%
Free Cash Flow$8M

Era Co., Ltd. operates in the Building Products & Equipment industry, part of the Industrials sector (China).

Frequently Asked Questions

What is Era Co., Ltd.’s (002641.SZ) StockRank?
MoatMap’s StockRank for Era Co., Ltd. (002641.SZ) is 37/100, with a Hold signal. It is a composite of Quality (43), Value (49), and Momentum (36) factor ranks across MoatMap’s 20,000+ stock universe.
Does Era Co., Ltd. have an economic moat?
Era Co., Ltd. (002641.SZ) has a Quality factor score of 43/100. 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 Era Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Era Co., Ltd. (002641.SZ) is Hold, based on a StockRank of 37/100. 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 Era Co., Ltd. in?
Era Co., Ltd. (002641.SZ) operates in the Industrials sector, specifically the Building Products & Equipment industry (China).
Browse all ranked stocks002641.SZ deep dive reportAI ChampionsHow we score stocksSense-check another stock