Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002672.SZ
STRONG SELLREMOVEDongjiang Environmental Company Limited · Industrials · China · $612M · Avg Vol: $9M/d
Dongjiang Environmental is a waste treatment and environmental services provider. The business is highly capital-intensive, cyclical, and operates with thin margins, making it unsuitable for a high-conviction quality compounder strategy.
COMPANY DESCRIPTION
Dongjiang Environmental is a leading hazardous waste treatment and resource recycling enterprise in China. The company operates a comprehensive network of waste treatment facilities, holding extensive licenses for handling diverse categories of industrial hazardous waste. Backed by state-owned capital, it benefits from strong regulatory alignment and advanced waste-to-resource technologies.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 572.7M | 594.4M | 515.2M | 510.9M | -3.7% |
| EPS | -0.08 | -0.11 | -0.11 | -0.16 | — |
| Shares | 879.3M | 1.1B | 1.1B | 1.1B | +25.7% |
| Debt | 596.4M | 826.0M | 826.7M | 809.1M | 10.7% |
| Equity | 599.8M | 664.5M | 532.0M | 351.1M | -16.3% |
| Op CF | 43.9M | 0.2M | — | — | -99.7% |
| Inv CF | -82.1M | -72.9M | -18.4M | -24.3M | — |
| Fin CF | 54.2M | 164.3M | -33.0M | -20.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002672.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002672.SZ | Dongjiang Environmental Company Limited(you) | $612M | 15 | STRONG SELL |
| 600217.SS | China Resources and Environment Co.,Ltd. | $759M | 16 | STRONG SELL |
| 301259.SZ | Hunan Airbluer Environmental Protection Technology Co., Ltd. | $837M | 17 | STRONG SELL |
| 002973.SZ | QiaoYin City Management Co., Ltd. | $710M | 25 | SELL |
| 300388.SZ | CECEP Guozhen Environmental Protection Technology Co., Ltd. | $691M | 32 | SELL |
| 301127.SZ | Wuhan Tianyuan Group Co., Ltd. | $1.7B | 22 | SELL |
| 300070.SZ | Beijing Originwater Technology Co., Ltd. | $1.8B | 9 | STRONG SELL |
| 002310.SZ | Beijing Orient EcoEnergy Co., Ltd. | $2.1B | 10 | STRONG SELL |
| 000035.SZ | China Tianying Inc. | $1.8B | 23 | SELL |
| 0587.HK | China Conch Environment Protection Holdings Limited | $112M | 16 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.4x · Gross margin 22.9%