Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600066.SS
STRONG BUYREMOVEYutong Bus Co.,Ltd. · Industrials · China · $9.0B · Avg Vol: $85M/d
Yutong Bus is a leading bus manufacturer, but it operates in a highly capital-intensive industry with cyclical demand and does not fit our core macro themes.
COMPANY DESCRIPTION
Yutong Bus Co.,Ltd. is the world's largest manufacturer of large and medium-sized buses, commanding a dominant share of both the Chinese and global new energy bus markets. The company's competitive moat is built on its advanced electric vehicle (EV) bus technology, massive economies of scale, and an unparalleled global sales and service network. It is a primary beneficiary of global public transit electrification initiatives.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.2B | 4.0B | 5.5B | 6.1B | 23.9% |
| EPS | 0.05 | 0.12 | 0.27 | 0.37 | 94.7% |
| Shares | 2.2B | 2.2B | 2.2B | 2.2B | 0.0% |
| Debt | 1.5M | 2.6M | 8.8M | 25.8M | 155.8% |
| Equity | 2.1B | 2.1B | 2.0B | 2.3B | 2.5% |
| Op CF | 480.8M | 697.0M | 1.1B | 472.4M | -0.6% |
| Inv CF | -58.9M | -469.0M | -100.1M | -274.9M | — |
| Fin CF | -212.4M | -332.7M | -649.3M | -503.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600066.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600066.SS | Yutong Bus Co.,Ltd.(you) | $9.0B | 91 | STRONG BUY |
| 3808.HK | Sinotruk (Hong Kong) Limited | $15.1B | 97 | STRONG BUY |
| 000951.SZ | Sinotruk Jinan Truck Co.,Ltd | $3.8B | 86 | STRONG BUY |
| 603298.SS | Hangcha Group Co., Ltd | $5.0B | 75 | BUY |
| 600761.SS | Anhui Heli Co.,Ltd. | $2.4B | 85 | STRONG BUY |
| 0564.HK | ZCZL Industrial Technology Group Company Limited | $3.1B | 79 | BUY |
| 1157.HK | Zoomlion Heavy Industry Science and Technology Co., Ltd. | $8.9B | 57 | HOLD |
| 6031.HK | Sany Heavy Industry Co.,Ltd | $23.5B | 73 | BUY |
| 603338.SS | Zhejiang Dingli Machinery Co.,Ltd | $3.6B | 67 | BUY |
| 000425.SZ | XCMG Construction Machinery Co., Ltd. | $16.0B | 60 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%