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002734.SZ

STRONG BUYREMOVE

Limin Group Co.,Ltd. · Basic Materials · China · $1.1B · Avg Vol: $40M/d

85
StockRank
Q
69
V
61
M
43
P/E (TTM)
12.9x
ROE
15.2%
D/E
0.3x
Dividend %
3.0%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Limin Group is a Chinese crop protection and chemical manufacturer. It operates in a highly cyclical, commodity-like industry with low pricing power and is exposed to volatile chemical feedstock costs, failing our quality criteria.

COMPANY DESCRIPTION

Limin Group Co., Ltd. manufactures and distributes crop protection chemicals, including fungicides, insecticides, and herbicides. The company is a leading domestic producer of key fungicides like mancozeb, holding a significant market share in both China and international export markets. It operates a vertically integrated production model, ensuring cost competitiveness and regulatory compliance in global agrochemical markets.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue741M624M626M669M-3.4%
EPS0.090.030.030.1724.9%
Shares373M367M367M476M+27.7%
Debt327M336M342M179M-18.2%
Equity414M410M391M585M12.3%
Op CF95M70M55M79M-6.1%
Inv CF-83M-35M-28M-4M—
Fin CF-43M-23M-49M-57M—
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PRICE (1M)+0.9%
2.202.312.412.512.61May 8May 29Jun 18
SMA 50SMA 200
Close
$2.61
RSI (14)
61.7
52W High
$3.58
From 52W High
0.7%

SCORE BREAKDOWN

Quality
69
ROIC
14.4%85.2
ROE
15.2%83.9
GP/Assets
18.1%66.5
Op. Margin
13.0%72.3
FCF/Assets
6.6%81.4
Piotroski
—81.2
Int. Cover
11.8x66.7
D/E Ratio
0.28x49.8
Current Ratio
1.35x26.6
Value
61
P/E (TTM)
12.9x73.5
EV/EBITDA
7.8x50.4
P/FCF
120.2x58.1
P/B
1.7x54.8
P/S
1.5x51.9
Div Yield
3.0%72.2
Momentum
43
52W High %
73%50.5
RS 6M
3%61.0
SMA 50/200
0.95x23.5
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
+18%25.5
Q Growth
22%48.0

FUNDAMENTALS

Market Cap
$1.1B
P/E (Forward)
10.9x
Gross Margin
25.6%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002734.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002734.SZLimin Group Co.,Ltd.(you)$1.1B85STRONG BUY
3983.HKChina BlueChemical Ltd.$1.4B83STRONG BUY
002004.SZHuapont Life Sciences Co.,Ltd.$1.3B76BUY
002749.SZSichuan Guoguang Agrochemical Co., Ltd.$769M79BUY
002588.SZStanley Agriculture Group Co.,Ltd.$1.5B76BUY
002758.SZZJAMP Group Co., Ltd.$636M81STRONG BUY
002170.SZShenzhen Batian Ecotypic Engineering Co., Ltd.$1.6B95STRONG BUY
1866.HKChina XLX Fertiliser Ltd.$1.6B74BUY
301035.SZShandong Weifang Rainbow Chemical Co., Ltd$2.9B75BUY
600596.SSZhejiang Xinan Chemical Industrial Group Co.,Ltd$2.4B67BUY

Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%

Limin Group Co.,Ltd. (002734.SZ) — Stock Score Summary

Limin Group Co.,Ltd. (002734.SZ) has a MoatMap StockRank of 85/100 based on Quality (69/100), Value (61/100), and Momentum (43/100) factor scores. The current signal is STRONG BUY. Limin Group is a Chinese crop protection and chemical manufacturer. It operates in a highly cyclical, commodity-like industry with low pricing power and is exposed to volatile chemical feedstock costs, failing our quality criteria.

Limin Group Co., Ltd. manufactures and distributes crop protection chemicals, including fungicides, insecticides, and herbicides. The company is a leading domestic producer of key fungicides like mancozeb, holding a significant market share in both China and international export markets. It operates a vertically integrated production model, ensuring cost competitiveness and regulatory compliance in global agrochemical markets.

Key Financial Metrics

Price$2.61
Market Cap$1.1B
P/E (TTM)12.86
P/E (Forward)10.88
Price/Book1.70
Return on Equity15.2%
Return on Invested Capital14.4%
Debt/Equity28.40
Gross Margin25.6%
Operating Margin13.0%
Revenue Growth9.7%
Dividend Yield3.0%
Free Cash Flow$9M

Limin Group Co.,Ltd. operates in the Agricultural Inputs industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Limin Group Co.,Ltd.’s (002734.SZ) StockRank?
MoatMap’s StockRank for Limin Group Co.,Ltd. (002734.SZ) is 85/100, with a Strong Buy signal. It is a composite of Quality (69), Value (61), and Momentum (43) factor ranks across MoatMap’s 20,000+ stock universe.
Does Limin Group Co.,Ltd. have an economic moat?
Limin Group Co.,Ltd. (002734.SZ) has a Quality factor score of 69/100. 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 Limin Group Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Limin Group Co.,Ltd. (002734.SZ) is Strong Buy, based on a StockRank of 85/100. 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 Limin Group Co.,Ltd. in?
Limin Group Co.,Ltd. (002734.SZ) operates in the Basic Materials sector, specifically the Agricultural Inputs industry (China).
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