Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601133.SS
HOLDREMOVEBoth Engineering Technology Co.,Ltd. · Technology · China · $2.3B · Avg Vol: $149M/d
Both Engineering provides cleanroom engineering services, primarily for semiconductor and pharmaceutical plants. While this has indirect exposure to domestic semiconductor fabrication expansion, cleanroom construction is a highly cyclical, low-margin, and capital-intensive contracting business. It lacks the asset-light, high-ROIC profile of a quality compounder.
COMPANY DESCRIPTION
Both Engineering Technology Co., Ltd. provides cleanroom engineering, environmental control systems, and industrial gas piping solutions for high-tech manufacturing facilities. The company primarily serves the semiconductor, flat-panel display, and life sciences industries, where ultra-clean environments are critical. Its competitive moat is built on advanced micro-contamination control technologies and a strong track record of executing complex projects for leading tech manufacturers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 406.6M | 588.1M | 775.0M | 610.8M | 14.5% |
| EPS | 0.09 | 0.07 | 0.06 | 0.06 | -15.2% |
| Shares | 392.5M | 522.5M | 527.3M | 528.0M | +34.5% |
| Debt | 10.9M | 0.3M | 0.9M | 1.4M | -50.0% |
| Equity | 191.1M | 409.6M | 425.5M | 442.6M | 32.3% |
| Op CF | 32.1M | 31.6M | 31.8M | 11.4M | -29.2% |
| Inv CF | 3.8M | -8.4M | -7.5M | -2.0M | — |
| Fin CF | 2.2M | 185.6M | -15.2M | -14.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 601133.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601133.SS | Both Engineering Technology Co.,Ltd.(you) | $2.3B | 53 | HOLD |
| 603078.SS | Jiangyin Jianghua Microelectronics Materials Co., Ltd | $2.6B | 48 | HOLD |
| 688401.SS | Shenzhen Newway Photomask Making Co., Ltd | $2.3B | 62 | HOLD |
| 688652.SS | Beijing Jingyi Automation Equipment Co., Ltd. | $3.8B | 46 | HOLD |
| 300236.SZ | Shanghai Sinyang Semiconductor Materials Co., Ltd. | $5.1B | 57 | HOLD |
| 300623.SZ | Jiangsu JieJie Microelectronics Co., Ltd. | $4.7B | 58 | HOLD |
| 301297.SZ | Ferrotec (An Hui) Technology Development Co.,LTD | $5.6B | 52 | HOLD |
| 600206.SS | Grinm Advanced Materials Co., Ltd. | $5.8B | 56 | HOLD |
| 688516.SS | Wuxi Autowell Technology Co.,Ltd. | $2.7B | 35 | HOLD |
| 3277.HK | GPIXEL | $5.6B | 48 | HOLD |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 26.0%