Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300772.SZ
STRONG SELLREMOVEWindey Energy Technology Group Co., Ltd. · Industrials · China · $1.8B · Avg Vol: $35M/d
Windey Energy is a wind turbine manufacturer facing severe domestic price wars and low margins in China, failing our quality criteria and the Terry Smith rule against commodity cyclicals.
COMPANY DESCRIPTION
Windey Energy Technology Group Co., Ltd. designs, manufactures, and services wind turbines, while also engaging in wind farm development and operation. As one of China's earliest wind energy pioneers, the company holds a leading position in the domestic onshore and offshore wind turbine markets. It is characterized by its strong state-backed background, robust R&D in large-megawatt turbines, and a growing asset-light service business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.6B | 2.8B | 3.3B | 4.3B | 19.1% |
| EPS | 0.15 | 0.09 | 0.10 | 0.07 | -23.9% |
| Shares | 702M | 702M | 702M | 787M | +12.1% |
| Debt | 313M | 335M | 516M | 929M | 43.6% |
| Equity | 717M | 775M | 839M | 1.2B | 19.0% |
| Op CF | 28M | 261M | 301M | 83M | 42.6% |
| Inv CF | -198M | -319M | -277M | -470M | — |
| Fin CF | 393M | 27M | 282M | 612M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300772.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300772.SZ | Windey Energy Technology Group Co., Ltd.(you) | $1.8B | 4 | STRONG SELL |
| 603185.SS | Hongyuan Green Energy Co., Ltd. | $1.9B | 5 | STRONG SELL |
| 603033.SS | Sanwei Holding Group Co.,Ltd | $1.6B | 5 | STRONG SELL |
| 301155.SZ | Jiangsu Haili Wind Power Equipment Technology Co., Ltd. | $2.0B | 5 | STRONG SELL |
| 7688.HK | TOPNC | $1.8B | 1 | STRONG SELL |
| 688165.SS | EFORT Intelligent Equipment Co., Ltd. | $1.4B | 4 | STRONG SELL |
| 002366.SZ | RongFa Nuclear Equipment Co., Ltd. | $2.1B | 4 | STRONG SELL |
| 603169.SS | Lanzhou LS Heavy Equipment Co., Ltd | $1.5B | 6 | STRONG SELL |
| 600481.SS | Shuangliang Eco-Energy Systems Co.,Ltd | $1.7B | 1 | STRONG SELL |
| 002639.SZ | Fujian Snowman Group Co., Ltd. | $2.0B | 2 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%