Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600295.SS
STRONG BUYREMOVEGet insider-trade alertsInner Mongolia ERDOS Resources Co.,Ltd. · Consumer Cyclical · China · $4.3B · Avg Vol: $18M/d
Inner Mongolia ERDOS Resources is a highly cyclical commodity producer of coal, ferroalloys, and cashmere. It fails our quality filters due to extreme capital intensity and volatile earnings.
COMPANY DESCRIPTION
Inner Mongolia ERDOS Resources Co., Ltd. operates a dual-core business model spanning premium cashmere apparel manufacturing and a heavy industrial 'coal-power-ferroalloy' chain. The company is the world's largest cashmere producer, holding a dominant global market share and strong brand equity. Its industrial segment benefits from a highly integrated, low-cost circular economy model in Inner Mongolia.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.4B | 4.5B | 4.2B | 3.8B | -10.9% |
| EPS | 0.25 | 0.15 | 0.10 | 0.12 | -20.8% |
| Shares | 2.8B | 2.8B | 2.8B | 2.8B | 0.0% |
| Debt | 1.3B | 814.9M | 964.2M | 548.8M | -25.1% |
| Equity | 3.0B | 3.1B | 3.1B | 3.2B | 2.1% |
| Op CF | 1.1B | 958.6M | 664.9M | 665.4M | -14.8% |
| Inv CF | -163.2M | -12.2M | 11.2M | -39.6M | — |
| Fin CF | -1.1B | -1.1B | -743.6M | -625.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 600295.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600295.SS | Inner Mongolia ERDOS Resources Co.,Ltd.(you) | $4.3B | 88 | STRONG BUY |
| 601339.SS | Bros Eastern.,Ltd | $1.5B | 96 | STRONG BUY |
| 002083.SZ | Sunvim Group Co.,Ltd | $1.5B | 79 | BUY |
| 002293.SZ | Luolai Lifestyle Technology Co., Ltd. | $1.2B | 95 | STRONG BUY |
| 600987.SS | Zhejiang Hangmin Co.,Ltd | $913M | 91 | STRONG BUY |
| 603889.SS | Zhejiang Xinao Textiles Inc. | $755M | 86 | STRONG BUY |
| 002327.SZ | Shenzhen Fuanna Bedding and Furnishing Co.,Ltd | $744M | 93 | STRONG BUY |
| 000949.SZ | Xinxiang Chemical Fiber Co., Ltd. | $1.6B | 62 | HOLD |
| 601233.SS | Tongkun Group Co., Ltd. | $8.4B | 55 | HOLD |
| 603365.SS | Shanghai Shuixing Home Textile Co., Ltd. | $624M | 97 | STRONG BUY |
Peer medians: ROE 6.6% · P/E 23.6x · Gross margin 21.8%