Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300274.SZ
HOLDAPPROVESungrow Power Supply Co., Ltd. · Industrials · China · $54.5B · Avg Vol: $1.8B/d
Sungrow is the global leader in solar inverters and utility-scale energy storage systems, boasting an exceptional quality score of 80. As the grid infrastructure bottleneck intensifies due to AI data center power demands and electrification, utility-scale battery storage is the critical second-order beneficiary. Sungrow's scale and technological edge give it immense pricing power.
COMPANY DESCRIPTION
Sungrow Power Supply Co., Ltd. is a global leader in solar inverter technology and utility-scale energy storage systems. The company commands a top-tier global market share in PV inverters, serving utility, commercial, and residential markets worldwide. Its continuous R&D innovation, global distribution network, and strong brand equity establish a highly resilient competitive moat in the renewable energy sector.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.9B | 10.7B | 11.5B | 13.2B | 30.4% |
| EPS | 0.26 | 0.67 | 0.79 | 0.97 | 55.9% |
| Shares | 2.1B | 2.1B | 2.1B | 2.1B | -0.3% |
| Debt | 1.0B | 1.3B | 1.7B | 941M | -2.3% |
| Equity | 2.8B | 4.1B | 5.5B | 6.9B | 35.7% |
| Op CF | 179M | 1.0B | 1.8B | 2.5B | 140.9% |
| Inv CF | 51M | -565M | -1.6B | -483M | — |
| Fin CF | 258M | 485M | 38M | -1.4B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300274.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300274.SZ | Sungrow Power Supply Co., Ltd.(you) | $54.5B | 58 | HOLD |
| 6503.T | Mitsubishi Electric Corporation | $78.7B | 67 | BUY |
| 002028.SZ | Sieyuan Electric Co., Ltd. | $23.4B | 57 | HOLD |
| 000988.SZ | HGTECH Company Limited | $22.6B | 59 | HOLD |
| NVT | nVent Electric plc | $26.7B | 63 | HOLD |
| LR.PA | Legrand SA | $45.1B | 74 | BUY |
| 267260.KS | HD Hyundai Electric Co., Ltd. | $25.2B | 49 | HOLD |
| HUBB | Hubbell Incorporated | $25.0B | 69 | BUY |
| PRY.MI | Prysmian S.p.A. | $50.5B | 84 | STRONG BUY |
| 300124.SZ | Shenzhen Inovance Technology Co.,Ltd | $29.6B | 41 | HOLD |
Peer medians: ROE 8.4% · P/E 20.6x · Gross margin 25.1%