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300919.SZ

HOLDREMOVE

CNGR Advanced Material Co., Ltd. · Basic Materials · China · $8.1B · Avg Vol: $119M/d

51
StockRank
Q
43
V
40
M
58
P/E (TTM)
26.4x
ROE
6.5%
D/E
0.9x
Dividend %
1.4%
AI CONVICTION THESIS

CNGR Advanced Material produces cathode precursors for lithium-ion batteries. Despite volume growth, it is a highly capital-intensive business with low pricing power, operating in a commoditized segment of the EV supply chain.

COMPANY DESCRIPTION

CNGR Advanced Material Co., Ltd. is a leading global manufacturer of cathode precursors for lithium-ion batteries, specializing in ternary precursors (NCM/NCA) and cobalt tetroxide. The company commands a dominant global market share, serving tier-1 battery manufacturers and automotive OEMs including CATL, BYD, and Tesla. Its competitive moat is secured by massive scale, global supply chain integration, and advanced metallurgical recycling capabilities.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue4.5B5.1B5.9B7.1B16.6%
EPS0.270.310.230.24-2.9%
Shares939M938M937M1.0B+11.0%
Debt3.2B3.3B4.2B4.1B8.9%
Equity2.4B2.9B3.0B3.6B13.5%
Op CF-732M648M583M203M-44.0%
Inv CF-1.7B-1.4B-1.5B-798M
Fin CF3.5B372M821M410M
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PRICE (1M)-20.1%
6.747.347.948.539.13May 8May 29Jun 18
SMA 50SMA 200
Close
$7.19
RSI (14)
38.9
52W High
$9.70
From 52W High
0.7%

SCORE BREAKDOWN

Quality
43
ROIC
5.6%57.9
ROE
6.5%60.9
GP/Assets
7.9%34.2
Op. Margin
7.5%58.7
FCF/Assets
-5.6%32.3
Piotroski
51.5
Int. Cover
3.0x43.2
D/E Ratio
0.89x15.6
Current Ratio
1.43x30.7
Value
40
P/E (TTM)
26.4x40.4
EV/EBITDA
13.0x30.0
P/FCF
N/A
P/B
2.1x48.5
P/S
1.0x65.0
Div Yield
1.4%45.1
Momentum
58
52W High %
74%54.2
RS 6M
10%68.1
SMA 50/200
1.12x66.8
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+40%36.4
Q Growth
81%67.4

FUNDAMENTALS

Market Cap
$8.1B
P/E (Forward)
18.8x
Gross Margin
12.1%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300919.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
300919.SZCNGR Advanced Material Co., Ltd.(you)$8.1B51HOLD
000831.SZChina Rare Earth Resources And Technology Co., Ltd.$7.7B57HOLD
600985.SSHuaibei Mining Holdings Co.,Ltd.$5.9B55HOLD
688548.SSGuangzhou Guanggang Gases & Energy Co.,Ltd.$5.4B55HOLD
603659.SSShanghai Putailai New Energy Technology Group Co.,Ltd.$9.7B60HOLD
600143.SSKingfa Sci. & Tech. Co., Ltd.$6.6B42HOLD
002859.SZZhejiang Jiemei Electronic And Technology Co., Ltd.$4.4B50HOLD
688146.SSPeric Special Gases Co., Ltd.$13.7B54HOLD
600884.SSNingbo Shanshan Co.,Ltd.$4.9B55HOLD
600299.SSBluestar Adisseo Company$5.0B56HOLD

Peer medians: ROE 6.1% · P/E 33.8x · Gross margin 17.6%

CNGR Advanced Material Co., Ltd. (300919.SZ) — Stock Score Summary

CNGR Advanced Material Co., Ltd. (300919.SZ) has a MoatMap StockRank of 51/100 based on Quality (43/100), Value (40/100), and Momentum (58/100) factor scores. The current signal is HOLD. CNGR Advanced Material produces cathode precursors for lithium-ion batteries. Despite volume growth, it is a highly capital-intensive business with low pricing power, operating in a commoditized segment of the EV supply chain.

CNGR Advanced Material Co., Ltd. is a leading global manufacturer of cathode precursors for lithium-ion batteries, specializing in ternary precursors (NCM/NCA) and cobalt tetroxide. The company commands a dominant global market share, serving tier-1 battery manufacturers and automotive OEMs including CATL, BYD, and Tesla. Its competitive moat is secured by massive scale, global supply chain integration, and advanced metallurgical recycling capabilities.

Key Financial Metrics

Price$7.19
Market Cap$8.1B
P/E (TTM)26.42
P/E (Forward)18.84
Price/Book2.07
Return on Equity6.5%
Return on Invested Capital5.6%
Debt/Equity89.08
Gross Margin12.1%
Operating Margin7.5%
Revenue Growth46.0%
Dividend Yield1.4%
Free Cash Flow$-100M

CNGR Advanced Material Co., Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is CNGR Advanced Material Co., Ltd.’s (300919.SZ) StockRank?
MoatMap’s StockRank for CNGR Advanced Material Co., Ltd. (300919.SZ) is 51/100, with a Hold signal. It is a composite of Quality (43), Value (40), and Momentum (58) factor ranks across MoatMap’s 20,000+ stock universe.
Does CNGR Advanced Material Co., Ltd. have an economic moat?
CNGR Advanced Material Co., Ltd. (300919.SZ) has a Quality factor score of 43/100. 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 CNGR Advanced Material Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for CNGR Advanced Material Co., Ltd. (300919.SZ) is Hold, based on a StockRank of 51/100. 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 CNGR Advanced Material Co., Ltd. in?
CNGR Advanced Material Co., Ltd. (300919.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).