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600230.SS

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Cangzhou Dahua Co., Ltd. · Basic Materials · China · $899M · Avg Vol: $25M/d

52
StockRank
Q
46
V
37
M
59
P/E (TTM)
79.5x
ROE
2.0%
D/E
0.1x
Dividend %
0.1%
AI CONVICTION THESIS

Cangzhou Dahua is a basic materials producer highly vulnerable to rising petrochemical feedstock costs, making it a clear casualty of the current energy risk environment.

COMPANY DESCRIPTION

Cangzhou Dahua Co., Ltd. manufactures chemical products, specializing in toluene diisocyanate (TDI), caustic soda, and polyurethane raw materials. The company holds a leading position in the domestic TDI market, supported by large-scale production facilities and advanced synthesis technology. It operates as a key industrial chemical supplier with significant cost advantages and exposure to global polyurethane demand.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue726M719M749M674M-2.4%
EPS0.150.070.010.01-59.1%
Shares418M416M414M414M-1.1%
Debt181M83M53M56M-32.2%
Equity582M591M589M592M0.6%
Op CF78M126M61M21M-35.8%
Inv CF-59M-8M18M-30M
Fin CF-19M-124M-42M731,486
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PRICE (1M)-20.3%
2.072.212.362.512.66May 8May 29Jun 18
SMA 50SMA 200
Close
$2.12
RSI (14)
45.7
52W High
$4.03
From 52W High
0.5%

SCORE BREAKDOWN

Quality
46
ROIC
1.1%39.4
ROE
2.0%43.4
GP/Assets
6.5%29.0
Op. Margin
5.9%53.8
FCF/Assets
6.0%79.7
Piotroski
51.5
Int. Cover
4.8x50.6
D/E Ratio
0.07x72.7
Current Ratio
0.79x8.8
Value
37
P/E (TTM)
79.5x14.3
EV/EBITDA
11.2x34.8
P/FCF
115.9x55.0
P/B
1.5x58.6
P/S
1.4x54.9
Div Yield
0.1%10.2
Momentum
59
52W High %
53%15.8
RS 6M
2%59.6
SMA 50/200
1.08x58.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
99.3
Q Growth
612%93.5

FUNDAMENTALS

Market Cap
$899M
P/E (Forward)
3.3x
Gross Margin
8.3%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600230.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600230.SSCangzhou Dahua Co., Ltd.(you)$899M52HOLD
002556.SZAnhui Huilong Agricultural Means of Production Co.,Ltd.$723M47HOLD
002215.SZShenzhen Noposion Crop Science Co., Ltd.$1.3B50HOLD
603599.SSAnhui Guangxin Agrochemical Co., Ltd.$1.5B50HOLD
300505.SZKunming Chuan Jin Nuo Chemical Co., Ltd.$856M39HOLD
301665.SZCAC Nantong Chemical Co., Ltd.$1.6B55HOLD
002258.SZLier Chemical Co.,LTD.$1.5B57HOLD
603639.SSHailir Pesticides and Chemicals Group Co.,Ltd.$570M60HOLD
600389.SSNantong Jiangshan Agrochemical & Chemicals Co.,Ltd.$1.6B43HOLD
002274.SZJiangsu Huachang Chemical Co., Ltd$783M35SELL

Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%

Cangzhou Dahua Co., Ltd. (600230.SS) — Stock Score Summary

Cangzhou Dahua Co., Ltd. (600230.SS) has a MoatMap StockRank of 52/100 based on Quality (46/100), Value (37/100), and Momentum (59/100) factor scores. The current signal is HOLD. Cangzhou Dahua is a basic materials producer highly vulnerable to rising petrochemical feedstock costs, making it a clear casualty of the current energy risk environment.

Cangzhou Dahua Co., Ltd. manufactures chemical products, specializing in toluene diisocyanate (TDI), caustic soda, and polyurethane raw materials. The company holds a leading position in the domestic TDI market, supported by large-scale production facilities and advanced synthesis technology. It operates as a key industrial chemical supplier with significant cost advantages and exposure to global polyurethane demand.

Key Financial Metrics

Price$2.12
Market Cap$899M
P/E (TTM)79.47
P/E (Forward)3.28
Price/Book1.54
Return on Equity2.0%
Return on Invested Capital1.1%
Debt/Equity6.98
Gross Margin8.3%
Operating Margin5.9%
Revenue Growth-0.4%
Dividend Yield0.1%
Free Cash Flow$8M

Cangzhou Dahua Co., Ltd. operates in the Agricultural Inputs industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Cangzhou Dahua Co., Ltd.’s (600230.SS) StockRank?
MoatMap’s StockRank for Cangzhou Dahua Co., Ltd. (600230.SS) is 52/100, with a Hold signal. It is a composite of Quality (46), Value (37), and Momentum (59) factor ranks across MoatMap’s 20,000+ stock universe.
Does Cangzhou Dahua Co., Ltd. have an economic moat?
Cangzhou Dahua Co., Ltd. (600230.SS) has a Quality factor score of 46/100. 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 Cangzhou Dahua Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Cangzhou Dahua Co., Ltd. (600230.SS) is Hold, based on a StockRank of 52/100. 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 Cangzhou Dahua Co., Ltd. in?
Cangzhou Dahua Co., Ltd. (600230.SS) operates in the Basic Materials sector, specifically the Agricultural Inputs industry (China).