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600900.SS

HOLDFLAG

China Yangtze Power Co., Ltd. · Utilities · China · $100.4B · Avg Vol: $480M/d

58
StockRank
Q
65
V
35
M
48
P/E (TTM)
18.7x
ROE
15.6%
D/E
1.2x
Dividend %
3.5%
AI CONVICTION THESIS

China Yangtze Power is an incredibly high-quality utility operating the world's largest hydropower assets, offering stable, bond-like cash flows and a massive economic moat. However, as a highly regulated domestic utility, it lacks the asymmetric growth profile and dynamic macro tailwinds required to drive a high-conviction 18-month outperformance thesis.

COMPANY DESCRIPTION

China Yangtze Power is the world's largest hydropower generation company, operating massive cascade hydro projects including the Three Gorges and Baihetan dams. The company's competitive moat is unmatched, consisting of irreplaceable physical assets, exceptionally low operating costs, and highly predictable long-term cash flows. It is a premier defensive utility stock and a cornerstone of China's clean energy grid.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue10.2B11.5B12.5B12.7B7.8%
EPS0.140.160.200.2113.3%
Shares22.7B24.5B24.5B24.5B+7.6%
Debt41.7B46.6B44.0B42.6B0.7%
Equity33.6B29.8B31.1B32.7B-0.9%
Op CF6.4B9.6B8.8B9.0B11.7%
Inv CF-1.7B-1.9B-1.6B-2.7B
Fin CF-4.7B-8.1B-7.4B-6.6B
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PRICE (1M)-0.2%
3.933.994.054.124.18May 6May 27Jun 16
SMA 50SMA 200
Close
$4.01
RSI (14)
48.6
52W High
$4.46
From 52W High
0.9%

SCORE BREAKDOWN

Quality
65
ROIC
11.6%90.1
ROE
15.6%89.1
GP/Assets
9.7%58.0
Op. Margin
49.3%97.6
FCF/Assets
3.7%82.5
Piotroski
40.9
Int. Cover
5.4x67.3
D/E Ratio
1.22x47.5
Current Ratio
0.15x0.7
Value
35
P/E (TTM)
18.7x50.8
EV/EBITDA
14.8x25.4
P/FCF
225.4x36.5
P/B
3.0x16.3
P/S
7.7x5.1
Div Yield
3.5%61.5
Momentum
48
52W High %
90%71.4
RS 6M
-11%35.5
SMA 50/200
0.99x31.0
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+4%23.2
Q Growth
31%81.6

FUNDAMENTALS

Market Cap
$100.4B
P/E (Forward)
18.0x
Gross Margin
62.1%

SECTOR PEERS

Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 600900.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600900.SSChina Yangtze Power Co., Ltd.(you)$100.4B58HOLD
600886.SSSDIC Power Holdings Co., Ltd$16.9B60HOLD
ORSTED.COØrsted A/S$33.9B43HOLD
AXIAAXIA Energia SA$23.4B68BUY
9503.TThe Kansai Electric Power Company, Incorporated$16.3B62HOLD
MEZ.AXMeridian Energy Limited$9.3B60HOLD
600025.SSHuaneng Lancang River Hydropower Inc.$27.3B32SELL
BKW.SWBKW AG$10.0B50HOLD
CWENClearway Energy, Inc.$9.8B50HOLD
OEWA.DEVERBUND AG$24.4B86STRONG BUY

Peer medians: ROE 8.0% · P/E 18.8x · Gross margin 34.0%

China Yangtze Power Co., Ltd. (600900.SS) — Stock Score Summary

China Yangtze Power Co., Ltd. (600900.SS) has a MoatMap StockRank of 58/100 based on Quality (65/100), Value (35/100), and Momentum (48/100) factor scores. The current signal is HOLD. China Yangtze Power is an incredibly high-quality utility operating the world's largest hydropower assets, offering stable, bond-like cash flows and a massive economic moat. However, as a highly regulated domestic utility, it lacks the asymmetric growth profile and dynamic macro tailwinds required to drive a high-conviction 18-month outperformance thesis.

China Yangtze Power is the world's largest hydropower generation company, operating massive cascade hydro projects including the Three Gorges and Baihetan dams. The company's competitive moat is unmatched, consisting of irreplaceable physical assets, exceptionally low operating costs, and highly predictable long-term cash flows. It is a premier defensive utility stock and a cornerstone of China's clean energy grid.

Key Financial Metrics

Price$4.01
Market Cap$100.4B
P/E (TTM)18.71
P/E (Forward)18.02
Price/Book2.95
Return on Equity15.6%
Return on Invested Capital11.6%
Debt/Equity121.93
Gross Margin62.1%
Operating Margin49.3%
Revenue Growth6.4%
Dividend Yield3.5%
Free Cash Flow$445M

China Yangtze Power Co., Ltd. operates in the Utilities - Renewable industry, part of the Utilities sector (China).

Frequently Asked Questions

What is China Yangtze Power Co., Ltd.’s (600900.SS) StockRank?
MoatMap’s StockRank for China Yangtze Power Co., Ltd. (600900.SS) is 58/100, with a Hold signal. It is a composite of Quality (65), Value (35), and Momentum (48) factor ranks across MoatMap’s 20,000+ stock universe.
Does China Yangtze Power Co., Ltd. have an economic moat?
China Yangtze Power Co., Ltd. (600900.SS) has a Quality factor score of 65/100. 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 China Yangtze Power Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for China Yangtze Power Co., Ltd. (600900.SS) is Hold, based on a StockRank of 58/100. 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 China Yangtze Power Co., Ltd. in?
China Yangtze Power Co., Ltd. (600900.SS) operates in the Utilities sector, specifically the Utilities - Renewable industry (China).