Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002920.SZ
HOLDREMOVEHuizhou Desay SV Automotive Co., Ltd. · Consumer Cyclical · China · $9.0B · Avg Vol: $175M/d
While Desay SV is a prominent player in smart cabin and ADAS solutions, the Chinese automotive supply chain is undergoing intense domestic price wars. This capital-intensive business lacks the pricing power required by our Terry Smith lens to offset structural margin compression.
COMPANY DESCRIPTION
Huizhou Desay SV Automotive Co., Ltd. develops and manufactures automotive electronics, including smart cabins, advanced driver assistance systems (ADAS), and connected services. The company is deeply integrated into the supply chains of major global and domestic automakers, leveraging strong software-hardware integration capabilities. It operates as a leading Tier-1 supplier in China's rapidly growing smart vehicle and autonomous driving market.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.2B | 3.2B | 4.1B | 4.8B | 29.7% |
| EPS | 0.32 | 0.42 | 0.54 | 0.64 | 26.5% |
| Shares | 555M | 555M | 555M | 597M | +7.5% |
| Debt | 158M | 162M | 177M | 200M | 8.1% |
| Equity | 957M | 1.2B | 1.4B | 2.3B | 33.5% |
| Op CF | 90M | 169M | 221M | 426M | 67.9% |
| Inv CF | -155M | -111M | -218M | -824M | — |
| Fin CF | 54M | -40M | -63M | 499M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002920.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002920.SZ | Huizhou Desay SV Automotive Co., Ltd.(you) | $9.0B | 41 | HOLD |
| 002126.SZ | Zhejiang Yinlun Machinery Co.,Ltd. | $6.2B | 46 | HOLD |
| 301550.SZ | Zhejiang Sling Automobile Bearing Co., Ltd. | $5.7B | 38 | HOLD |
| 600699.SS | Ningbo Joyson Electronic Corp. | $6.0B | 36 | HOLD |
| 002472.SZ | Zhejiang Shuanghuan Driveline Co.,Ltd. | $4.9B | 39 | HOLD |
| 000559.SZ | Wanxiang Qianchao Co.,Ltd. | $7.2B | 30 | SELL |
| 603596.SS | Bethel Automotive Safety Systems Co., Ltd | $4.3B | 42 | HOLD |
| 300432.SZ | Fulin Precision Co., Ltd. | $5.8B | 50 | HOLD |
| 601058.SS | Sailun Group Co., Ltd. | $6.1B | 52 | HOLD |
| 603950.SS | Xiangyang Changyuandonggu Industry Co., Ltd. | $3.5B | 43 | HOLD |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%