Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002647.SZ
SELLREMOVERendong Holdings Co., Ltd. · Financial Services · China · $1.8B · Avg Vol: $53M/d
Rendong Holdings is a Chinese financial services firm with weak profitability and high regulatory risk. It lacks a clear competitive advantage and does not align with any of our high-conviction macro themes.
COMPANY DESCRIPTION
Rendong Holdings is a Chinese financial technology company specializing in third-party payment services, supply chain finance, and internet information services. The company holds valuable national payment licenses, enabling it to provide integrated payment and clearing solutions to commercial enterprises. It focuses on leveraging transaction data to offer value-added financial services to small and medium-sized businesses.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 244.8M | 266.0M | 171.3M | 121.6M | -20.8% |
| EPS | -0.02 | -0.03 | -0.11 | 0.05 | — |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | 0.0% |
| Debt | 134.3M | 129.3M | 128.3M | 10.5M | -57.3% |
| Equity | 27.7M | 8.9M | -104.2M | 83.0M | 44.2% |
| Op CF | 31.4M | 24.1M | 8.1M | 8.9M | -34.4% |
| Inv CF | -25.1M | -20.4M | -6.5M | -1.8M | — |
| Fin CF | -5.6M | -2.9M | -2.5M | 29.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of 002647.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002647.SZ | Rendong Holdings Co., Ltd.(you) | $1.8B | 28 | SELL |
| 002797.SZ | First Capital Securities Co., Ltd. | $4.2B | 22 | SELL |
| 000987.SZ | Guangzhou Yuexiu Capital Holdings Group Co., Ltd. | $6.1B | 29 | SELL |
| 600621.SS | Shanghai Chinafortune Co., Ltd. | $2.1B | 5 | STRONG SELL |
| 600390.SS | Minmetals Capital Company Limited | $3.3B | 13 | STRONG SELL |
| 6881.HK | China Galaxy Securities Co., Ltd. | $11.1B | 34 | SELL |
| 002670.SZ | Guosheng Securities Inc | $3.5B | 0 | STRONG SELL |
| 000617.SZ | CNPC Capital Company Limited | $14.0B | 33 | SELL |
| 002736.SZ | Guosen Securities Co., Ltd. | $15.7B | 26 | SELL |
| 600908.SS | Wuxi Rural Commercial Bank Co.,Ltd | $1.7B | 32 | SELL |
Peer medians: ROE 8.2% · P/E 8.3x · Gross margin 36.1%