Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300070.SZ
STRONG SELLREMOVEBeijing Originwater Technology Co., Ltd. · Industrials · China · $1.8B · Avg Vol: $16M/d
Beijing Originwater Technology provides water purification and wastewater treatment solutions. The business is highly capital-intensive, dependent on government municipal contracts, and plagued by long receivable cycles, violating the Terry Smith asset-light and Buffett owner earnings criteria.
COMPANY DESCRIPTION
Beijing Originwater Technology Co., Ltd. is a leading environmental protection company specializing in membrane-based water purification and wastewater treatment technologies. The company's proprietary Membrane Bioreactor (MBR) and ultrafiltration technologies are widely deployed in municipal and industrial water reclamation projects. As a dominant market leader backed by state-owned China Communications Construction Company (CCCC), it possesses a formidable competitive moat in large-scale environmental infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.3B | 1.3B | 1.3B | 1.2B | -3.6% |
| EPS | 0.03 | 0.03 | 0.00 | 0.00 | -55.9% |
| Shares | 3.6B | 3.6B | 3.6B | 3.6B | 0.0% |
| Debt | 3.4B | 3.6B | 4.0B | 4.0B | 5.6% |
| Equity | 4.0B | 4.1B | 4.0B | 4.0B | 0.7% |
| Op CF | 39.5M | 48.9M | -35.1M | 178.9M | 65.5% |
| Inv CF | 53.9M | -207.3M | -157.6M | -203.8M | — |
| Fin CF | 59.8M | -5.0M | 154.2M | 19.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300070.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300070.SZ | Beijing Originwater Technology Co., Ltd.(you) | $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 |
| 301127.SZ | Wuhan Tianyuan Group Co., Ltd. | $1.7B | 22 | SELL |
| 300779.SZ | Qingdao Huicheng Environmental Technology Group Co., Ltd. | $2.6B | 0 | STRONG SELL |
| 301259.SZ | Hunan Airbluer Environmental Protection Technology Co., Ltd. | $837M | 17 | STRONG SELL |
| 600217.SS | China Resources and Environment Co.,Ltd. | $759M | 16 | STRONG SELL |
| 002672.SZ | Dongjiang Environmental Company Limited | $612M | 15 | STRONG SELL |
| 601200.SS | Shanghai Environment Group Co., Ltd. | $1.4B | 35 | SELL |
| 002973.SZ | QiaoYin City Management Co., Ltd. | $710M | 25 | SELL |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%