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300001.SZ

BUYFLAG

Qingdao TGOOD Electric Co., Ltd. · Industrials · China · $6.1B · Avg Vol: $274M/d

67
StockRank
Q
56
V
27
M
71
P/E (TTM)
30.7x
ROE
14.6%
D/E
0.5x
Dividend %
0.6%
AI CONVICTION THESIS

Qingdao TGOOD Electric is a leading manufacturer of prefabricated substations and EV charging infrastructure in China. It stands to benefit from the global electrification trend and grid upgrades. However, its lower quality score (Q: 57) and heavy exposure to highly competitive domestic Chinese EV infrastructure markets make it less attractive than global peers like HD Hyundai Electric.

COMPANY DESCRIPTION

Qingdao TGOOD Electric Co., Ltd. manufactures prefabricated modular substations and operates China's largest electric vehicle (EV) charging network through its subsidiary, TELD. The company leverages its manufacturing expertise to deploy charging infrastructure cost-effectively, securing a dominant market share in daily charging volume. Its dual-engine business model benefits from both industrial power grid upgrades and the rapid adoption of new energy vehicles.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue1.7B1.9B2.3B2.3B10.7%
EPS0.040.070.130.1866.5%
Shares1.0B1.1B1.1B1.1B+1.4%
Debt814M795M784M762M-2.2%
Equity931M989M1.1B1.3B10.7%
Op CF180M199M194M345M24.3%
Inv CF-118M-137M-117M-139M
Fin CF-103M-80M-74M-91M
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PRICE (1M)+28.1%
4.454.845.245.646.04May 6May 27Jun 16
SMA 50SMA 200
Close
$5.78
RSI (14)
51.9
52W High
$6.65
From 52W High
0.9%

SCORE BREAKDOWN

Quality
56
ROIC
14.7%79.6
ROE
14.6%76.1
GP/Assets
16.9%52.2
Op. Margin
3.2%27.1
FCF/Assets
4.0%60.0
Piotroski
75.7
Int. Cover
14.4x61.0
D/E Ratio
0.48x43.6
Current Ratio
1.20x24.6
Value
27
P/E (TTM)
30.7x33.9
EV/EBITDA
19.7x25.3
P/FCF
272.8x30.0
P/B
4.5x22.4
P/S
2.5x34.6
Div Yield
0.6%18.6
Momentum
71
52W High %
87%69.5
RS 6M
46%89.9
SMA 50/200
1.17x79.0
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+60%56.4
Q Growth
11%52.7

FUNDAMENTALS

Market Cap
$6.1B
P/E (Forward)
19.2x
Gross Margin
27.2%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300001.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
300001.SZQingdao TGOOD Electric Co., Ltd.(you)$6.1B67BUY
688668.SSDongguan Dingtong Precision Metal Co., Ltd.$6.0B68BUY
002518.SZShenzhen KSTAR Science and Technology Co., Ltd.$4.7B72BUY
600312.SSHenan Pinggao Electric Co.,Ltd.$4.3B71BUY
000400.SZXJ Electric Co., Ltd.$4.0B63HOLD
603530.SSJiangsu Shemar Electric Co.,Ltd$3.7B64HOLD
601126.SSBeijing Sifang Automation Co.,Ltd$9.6B62HOLD
603606.SSNingbo Orient Wires & Cables Co.,Ltd.$5.4B53HOLD
000682.SZDongfang Electronics Co., Ltd.$2.8B69BUY
600517.SSState Grid Yingda Co.,Ltd.$4.6B79BUY

Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%

Qingdao TGOOD Electric Co., Ltd. (300001.SZ) — Stock Score Summary

Qingdao TGOOD Electric Co., Ltd. (300001.SZ) has a MoatMap StockRank of 67/100 based on Quality (56/100), Value (27/100), and Momentum (71/100) factor scores. The current signal is BUY. Qingdao TGOOD Electric is a leading manufacturer of prefabricated substations and EV charging infrastructure in China. It stands to benefit from the global electrification trend and grid upgrades. However, its lower quality score (Q: 57) and heavy exposure to highly competitive domestic Chinese EV infrastructure markets make it less attractive than global peers like HD Hyundai Electric.

Qingdao TGOOD Electric Co., Ltd. manufactures prefabricated modular substations and operates China's largest electric vehicle (EV) charging network through its subsidiary, TELD. The company leverages its manufacturing expertise to deploy charging infrastructure cost-effectively, securing a dominant market share in daily charging volume. Its dual-engine business model benefits from both industrial power grid upgrades and the rapid adoption of new energy vehicles.

Key Financial Metrics

Price$5.78
Market Cap$6.1B
P/E (TTM)30.74
P/E (Forward)19.24
Price/Book4.51
Return on Equity14.6%
Return on Invested Capital14.7%
Debt/Equity47.76
Gross Margin27.2%
Operating Margin3.2%
Revenue Growth5.4%
Dividend Yield0.6%
Free Cash Flow$22M

Qingdao TGOOD Electric Co., Ltd. operates in the Electrical Equipment & Parts industry, part of the Industrials sector (China).

Frequently Asked Questions

What is Qingdao TGOOD Electric Co., Ltd.’s (300001.SZ) StockRank?
MoatMap’s StockRank for Qingdao TGOOD Electric Co., Ltd. (300001.SZ) is 67/100, with a Buy signal. It is a composite of Quality (56), Value (27), and Momentum (71) factor ranks across MoatMap’s 19,000+ stock universe.
Does Qingdao TGOOD Electric Co., Ltd. have an economic moat?
Qingdao TGOOD Electric Co., Ltd. (300001.SZ) has a Quality factor score of 56/100. 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 Qingdao TGOOD Electric Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Qingdao TGOOD Electric Co., Ltd. (300001.SZ) is Buy, based on a StockRank of 67/100. 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 Qingdao TGOOD Electric Co., Ltd. in?
Qingdao TGOOD Electric Co., Ltd. (300001.SZ) operates in the Industrials sector, specifically the Electrical Equipment & Parts industry (China).