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600550.SS

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Baoding Tianwei Baobian Electric Co.,Ltd. · Industrials · China · $3.6B · Avg Vol: $111M/d

27
StockRank
Q
50
V
11
M
58
P/E (TTM)
105.0x
ROE
28.9%
D/E
2.2x
Dividend %
AI CONVICTION THESIS

Baoding Tianwei Baobian Electric manufactures power transformers. While it operates in the power grid infrastructure space—a second-order beneficiary of electrification—it is a low-margin, state-owned enterprise with poor capital allocation history. It fails our Buffett and Terry Smith quality screens.

COMPANY DESCRIPTION

Baoding Tianwei Baobian Electric Co., Ltd. manufactures high-voltage and ultra-high-voltage (UHV) power transformers and reactors. The company is one of the few domestic manufacturers capable of producing 1000kV UHV AC and ±800kV DC transformers for China's national grid. It is a specialized, state-backed electrical equipment manufacturer critical to China's long-distance clean energy transmission.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue509M512M701M844M18.3%
EPS0.00-0.020.010.0288.4%
Shares1.8B1.8B1.8B1.8B0.0%
Debt323M318M331M350M2.7%
Equity108M75M89M124M4.5%
Op CF-55M93M39M32M-41.5%
Inv CF-6M-9M-9M4M
Fin CF-27M-36M627,45821M
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PRICE (1M)-13.3%
1.761.942.122.302.48May 6May 27Jun 16
SMA 50SMA 200
Close
$1.99
RSI (14)
51.7
52W High
$2.89
From 52W High
0.7%

SCORE BREAKDOWN

Quality
50
ROIC
15.6%81.8
ROE
28.9%93.7
GP/Assets
10.6%30.0
Op. Margin
5.0%36.6
FCF/Assets
1.6%43.5
Piotroski
75.7
Int. Cover
4.4x35.3
D/E Ratio
2.16x5.6
Current Ratio
1.08x17.8
Value
11
P/E (TTM)
105.0x9.1
EV/EBITDA
66.8x6.6
P/FCF
1268.1x7.0
P/B
26.0x1.4
P/S
4.0x21.8
Div Yield
N/A
Momentum
58
52W High %
69%29.8
RS 6M
40%88.3
SMA 50/200
1.17x79.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
8.0
Q Growth
110%87.8

FUNDAMENTALS

Market Cap
$3.6B
P/E (Forward)
140.0x
Gross Margin
14.8%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600550.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600550.SSBaoding Tianwei Baobian Electric Co.,Ltd.(you)$3.6B27SELL
600110.SSNuode New Materials Co.,Ltd.$3.2B27SELL
601567.SSNingbo Sanxing Medical Electric Co.,Ltd.$3.4B28SELL
688005.SSNingbo Ronbay New Energy Technology Co.,Ltd.$3.3B24SELL
603618.SSHangzhou Cable Co., Ltd.$4.4B29SELL
300827.SZSineng Electric Co.,Ltd.$2.7B26SELL
603662.SSKeli Sensing Technology (Ningbo) Co.,Ltd.$2.5B28SELL
605196.SSHebei Huatong Wires and Cables Group Co., Ltd.$3.0B22SELL
002176.SZJiangxi Special Electric Motor Co.,Ltd$3.0B22SELL
688778.SSXTC New Energy Materials(Xiamen) Co.,Ltd.$4.7B23SELL

Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%

Baoding Tianwei Baobian Electric Co.,Ltd. (600550.SS) — Stock Score Summary

Baoding Tianwei Baobian Electric Co.,Ltd. (600550.SS) has a MoatMap StockRank of 27/100 based on Quality (50/100), Value (11/100), and Momentum (58/100) factor scores. The current signal is SELL. Baoding Tianwei Baobian Electric manufactures power transformers. While it operates in the power grid infrastructure space—a second-order beneficiary of electrification—it is a low-margin, state-owned enterprise with poor capital allocation history. It fails our Buffett and Terry Smith quality screens.

Baoding Tianwei Baobian Electric Co., Ltd. manufactures high-voltage and ultra-high-voltage (UHV) power transformers and reactors. The company is one of the few domestic manufacturers capable of producing 1000kV UHV AC and ±800kV DC transformers for China's national grid. It is a specialized, state-backed electrical equipment manufacturer critical to China's long-distance clean energy transmission.

Key Financial Metrics

Price$1.99
Market Cap$3.6B
P/E (TTM)105.00
P/E (Forward)140.00
Price/Book25.98
Return on Equity28.9%
Return on Invested Capital15.6%
Debt/Equity215.89
Gross Margin14.8%
Operating Margin5.0%
Revenue Growth10.6%
Free Cash Flow$3M

Baoding Tianwei Baobian Electric Co.,Ltd. operates in the Electrical Equipment & Parts industry, part of the Industrials sector (China).

Frequently Asked Questions

What is Baoding Tianwei Baobian Electric Co.,Ltd.’s (600550.SS) StockRank?
MoatMap’s StockRank for Baoding Tianwei Baobian Electric Co.,Ltd. (600550.SS) is 27/100, with a Sell signal. It is a composite of Quality (50), Value (11), and Momentum (58) factor ranks across MoatMap’s 19,000+ stock universe.
Does Baoding Tianwei Baobian Electric Co.,Ltd. have an economic moat?
Baoding Tianwei Baobian Electric Co.,Ltd. (600550.SS) has a Quality factor score of 50/100. 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 Baoding Tianwei Baobian Electric Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Baoding Tianwei Baobian Electric Co.,Ltd. (600550.SS) is Sell, based on a StockRank of 27/100. 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 Baoding Tianwei Baobian Electric Co.,Ltd. in?
Baoding Tianwei Baobian Electric Co.,Ltd. (600550.SS) operates in the Industrials sector, specifically the Electrical Equipment & Parts industry (China).