Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002906.SZ
HOLDREMOVEForyou Corporation · Consumer Cyclical · China · $2.2B · Avg Vol: $37M/d
Foryou Corporation manufactures automotive electronics and precision die castings. While it benefits from the EV transition in China, it operates as a Tier-1 supplier with limited pricing power and intense domestic competition, failing the Buffett moat test.
COMPANY DESCRIPTION
Foryou Corporation is a leading tier-1 automotive supplier specializing in smart cockpit electronics, including infotainment systems, Head-Up Displays (HUD), and Advanced Driver Assistance Systems (ADAS). The company also operates a high-precision aluminum alloy die-casting division serving global automotive clients. Its competitive moat is established through its comprehensive smart cockpit product suite, strong R&D in optical and display technologies, and deep integration with major domestic and global automakers.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 833M | 1.1B | 1.5B | 1.9B | 32.3% |
| EPS | 0.12 | 0.14 | 0.18 | 0.22 | 23.0% |
| Shares | 476M | 524M | 525M | 525M | +10.2% |
| Debt | 37M | 13M | 15M | 58M | 15.7% |
| Equity | 620M | 884M | 954M | 1.0B | 18.6% |
| Op CF | 50M | 65M | 87M | 156M | 46.1% |
| Inv CF | -56M | -163M | -99M | -159M | — |
| Fin CF | -19M | 164M | -24M | -2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002906.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002906.SZ | Foryou Corporation(you) | $2.2B | 60 | HOLD |
| 301529.SZ | WuHu Foresight Technology Co.,Ltd. | $2.0B | 59 | HOLD |
| 300969.SZ | NINGBO HENGSHUAI Co., LTD. | $2.6B | 57 | HOLD |
| 688612.SS | Shenzhen VMAX New Energy Co., Ltd. | $2.0B | 56 | HOLD |
| 603040.SS | Hangzhou XZB Tech Co., Ltd | $1.7B | 61 | HOLD |
| 300304.SZ | Jiangsu Yunyi Electric Co.,Ltd. | $1.7B | 62 | HOLD |
| 002249.SZ | Zhongshan Broad-Ocean Motor Co., Ltd. | $3.1B | 58 | HOLD |
| 688208.SS | Autel Intelligent Technology Corp., Ltd. | $3.0B | 55 | HOLD |
| 002984.SZ | Qingdao Sentury Tire Co., Ltd. | $2.3B | 50 | HOLD |
| 000700.SZ | Jiangnan Mould & Plastic Technology Co., Ltd. | $1.9B | 68 | BUY |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%