Company Deep Dive
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600315.SS
SELLREMOVEGet insider-trade alertsShanghai Jahwa United Co., Ltd. · Consumer Defensive · China · $1.6B · Avg Vol: $13M/d
Shanghai Jahwa is a domestic Chinese cosmetics and personal care company. It is currently struggling with brand equity erosion and intense competition from both multinational brands and agile local players, failing our quality compounder test.
COMPANY DESCRIPTION
Shanghai Jahwa United Co., Ltd. manufactures and markets personal care, cosmetics, and household cleaning products under iconic brands such as Liushen and Herborist. The company's competitive moat is built on its deep brand heritage, pioneering research in Chinese herbal skincare, and a multi-channel national distribution network. It is a leading domestic FMCG player competing successfully against global cosmetics giants in the Chinese market.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 1.0B | 971.7M | 836.3M | 930.4M | -3.8% |
| EPS | — | 0.10 | 0.11 | -0.18 | 0.06 | -17.0% |
| Shares | — | 678.9M | 676.2M | 672.2M | 672.2M | -1.0% |
| Debt | 136.3M | 190.2M | 134.4M | 98.8M | 90.4M | -9.8% |
| Equity | — | 1.1B | 1.1B | 985.6M | 1.0B | -1.6% |
| Op CF | — | 97.9M | 15.2M | 40.2M | 118.0M | 6.4% |
| Inv CF | — | -22.9M | -53.2M | -15.7M | -79.2M | — |
| Fin CF | — | -56.5M | -73.5M | -80.3M | -35.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 600315.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600315.SS | Shanghai Jahwa United Co., Ltd.(you) | $1.6B | 30 | SELL |
| 603983.SS | Guangdong Marubi Biotechnology Co., Ltd. | $1.4B | 17 | STRONG SELL |
| 6993.HK | Blue Moon Group Holdings Limited | $2.2B | 42 | HOLD |
| 605009.SS | Hangzhou Haoyue Personal Care Co., Ltd | $712M | 33 | SELL |
| 300957.SZ | Yunnan Botanee Bio-Technology Group Co.LTD | $1.9B | 47 | HOLD |
| 002919.SZ | Mingchen Health Co.,Ltd. | $740M | 25 | SELL |
| 603193.SS | Runben Biotechnology Co., Ltd. | $1.1B | 43 | HOLD |
| 001328.SZ | Dencare (Chongqing) Oral Care Co., Ltd. | $636M | 33 | SELL |
| 003006.SZ | Chongqing Baiya Sanitary Products Co., Ltd. | $874M | 44 | HOLD |
| 000523.SZ | Hongmian Zhihui Science and Technology Innovation Co.,Ltd.Guangzhou | $695M | 20 | STRONG SELL |
Peer medians: ROE 8.5% · P/E 19.5x · Gross margin 33.4%