Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600058.SS
HOLDREMOVEMinmetals Development Co., Ltd. · Basic Materials · China · $1.8B · Avg Vol: $30M/d
Minmetals Development is a state-owned metal logistics and trading company with low operating margins and high cyclicality, failing our quality and asset-light criteria.
COMPANY DESCRIPTION
Minmetals Development Co., Ltd. is a major state-owned enterprise specializing in the trading, logistics, and e-commerce distribution of steel and raw materials. As a subsidiary of China Minmetals Corporation, the company leverages a massive domestic distribution network and strong relationships with major steel mills. It is increasingly focusing on digitalizing the steel supply chain through its proprietary B2B e-commerce platforms.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 12.0B | 11.7B | 9.9B | 7.8B | -13.5% |
| EPS | 0.03 | 0.02 | 0.00 | -0.01 | -77.6% |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | 0.0% |
| Debt | 678.7M | 215.5M | 140.1M | 82.1M | -50.6% |
| Equity | 730.3M | 1.1B | 1.1B | 1.1B | 14.5% |
| Op CF | 213.9M | 44.9M | 267.8M | 180.8M | -5.5% |
| Inv CF | 3.6M | -5.3M | -3.9M | -9.6M | — |
| Fin CF | -287.8M | -117.0M | -133.1M | -87.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600058.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600058.SS | Minmetals Development Co., Ltd.(you) | $1.8B | 53 | HOLD |
| 600022.SS | Shandong Iron and Steel Company Ltd. | $2.1B | 44 | HOLD |
| 300855.SZ | Jiangsu ToLand Alloy Co.,Ltd | $2.0B | 43 | HOLD |
| 601003.SS | Liuzhou Iron&Steel Co., Ltd | $1.4B | 45 | HOLD |
| 0323.HK | Maanshan Iron & Steel Company Limited | $1.6B | 41 | HOLD |
| 002132.SZ | Henan Hengxing Science & Technology Co.,Ltd. | $1.1B | 48 | HOLD |
| 603969.SS | Silvery Dragon Group Co., Ltd. Tianjin | $949M | 49 | HOLD |
| 000959.SZ | Beijing Shougang Co., Ltd. | $3.8B | 51 | HOLD |
| 000709.SZ | HBIS Company Limited | $3.2B | 44 | HOLD |
| 601686.SS | Tianjin You Fa Steel Pipe Group Stock Co., Ltd. | $1.1B | 66 | BUY |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.6%