Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300848.SZ
STRONG SELLREMOVEMiracll Chemicals Co.,Ltd · Basic Materials · China · $909M · Avg Vol: $14M/d
Specialty chemical producer. Highly dependent on volatile petrochemical feedstocks and lacks the asset-light, high-ROIC profile of a quality compounder.
COMPANY DESCRIPTION
Miracll Chemicals Co., Ltd. is a leading developer and manufacturer of Thermoplastic Polyurethane (TPU) elastomers, serving industries such as footwear, electronics, automotive, and medical. The company's competitive advantage stems from its advanced polymer synthesis technology, extensive product customization capabilities, and a strong focus on eco-friendly, bio-based TPUs. It operates as a high-growth specialty chemical producer with a rapidly expanding global market footprint.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 218M | 218M | 245M | 258M | 5.8% |
| EPS | 0.04 | 0.03 | 0.03 | 0.03 | -12.6% |
| Shares | 390M | 414M | 414M | 428M | +9.7% |
| Debt | 20M | 105M | 194M | 214M | 120.0% |
| Equity | 144M | 188M | 195M | 227M | 16.3% |
| Op CF | 879,193 | 34M | -19M | 47M | 277.9% |
| Inv CF | -4M | -98M | -100M | -112M | — |
| Fin CF | 33M | 115M | 72M | 28M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300848.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300848.SZ | Miracll Chemicals Co.,Ltd(you) | $909M | 10 | STRONG SELL |
| 301076.SZ | Sino-High (China) Co., Ltd. | $954M | 11 | STRONG SELL |
| 002455.SZ | Jiangsu Baichuan High-Tech New Materials Co., Ltd | $921M | 12 | STRONG SELL |
| 300082.SZ | Liaoning Oxiranchem,Inc. | $974M | 12 | STRONG SELL |
| 300952.SZ | Jiangsu Hanvo Safety Product Co., Ltd. | $876M | 14 | STRONG SELL |
| 301256.SZ | Huarong Chemical Co., Ltd. | $823M | 13 | STRONG SELL |
| 002827.SZ | Xizang Gaozheng Civil Explosives Co., Ltd. | $1.2B | 10 | STRONG SELL |
| 300067.SZ | Shanghai Anoky Group Co., Ltd | $984M | 15 | STRONG SELL |
| 6616.HK | Global New Material International Holdings Limited | $1.2B | 12 | STRONG SELL |
| 600586.SS | Shandong Jinjing Science & Technology Stock Co.,Ltd | $1.1B | 14 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%