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601133.SS

HOLDREMOVE

Both Engineering Technology Co.,Ltd. · Technology · China · $2.3B · Avg Vol: $149M/d

53
StockRank
Q
49
V
26
M
69
P/E (TTM)
87.6x
ROE
6.5%
D/E
0.0x
Dividend %
0.4%
AI CONVICTION THESIS

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)

Year2022202320242025CAGR
Revenue406.6M588.1M775.0M610.8M14.5%
EPS0.090.070.060.06-15.2%
Shares392.5M522.5M527.3M528.0M+34.5%
Debt10.9M0.3M0.9M1.4M-50.0%
Equity191.1M409.6M425.5M442.6M32.3%
Op CF32.1M31.6M31.8M11.4M-29.2%
Inv CF3.8M-8.4M-7.5M-2.0M
Fin CF2.2M185.6M-15.2M-14.1M
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PRICE (1Y)+34.9%
3.754.094.434.775.11May 14Jun 4Jun 25
SMA 50SMA 200
Close
$5.11
RSI (14)
66.0
52W High
$5.27
From 52W High
1.0%

SCORE BREAKDOWN

Quality
49
ROIC
9.6%61.3
ROE
6.5%47.5
GP/Assets
8.9%18.7
Op. Margin
7.3%53.0
FCF/Assets
-3.1%27.3
Piotroski
419.5
Int. Cover
50.0x84.5
D/E Ratio
0.00x95.3
Current Ratio
2.26x57.4
Value
26
P/E (TTM)
87.6x22.8
EV/EBITDA
51.5x21.9
P/FCF
N/A
P/B
5.7x29.3
P/S
4.3x40.8
Div Yield
0.4%23.4
Momentum
69
52W High %
97%95.3
RS 6M
122%90.1
SMA 50/200
1.50x87.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
-30%17.9

FUNDAMENTALS

Market Cap
$2.3B
P/E (Forward)
Gross Margin
12.4%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 601133.SS are excluded.

TickerCompanyMkt CapStockRankSignal
601133.SSBoth Engineering Technology Co.,Ltd.(you)$2.3B53HOLD
603078.SSJiangyin Jianghua Microelectronics Materials Co., Ltd$2.6B48HOLD
688401.SSShenzhen Newway Photomask Making Co., Ltd$2.3B62HOLD
688652.SSBeijing Jingyi Automation Equipment Co., Ltd.$3.8B46HOLD
300236.SZShanghai Sinyang Semiconductor Materials Co., Ltd.$5.1B57HOLD
300623.SZJiangsu JieJie Microelectronics Co., Ltd.$4.7B58HOLD
301297.SZFerrotec (An Hui) Technology Development Co.,LTD$5.6B52HOLD
600206.SSGrinm Advanced Materials Co., Ltd.$5.8B56HOLD
688516.SSWuxi Autowell Technology Co.,Ltd.$2.7B35HOLD
3277.HKGPIXEL$5.6B48HOLD

Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 26.0%

Both Engineering Technology Co.,Ltd. (601133.SS) — Stock Score Summary

Both Engineering Technology Co.,Ltd. (601133.SS) has a MoatMap StockRank of 53/100 based on Quality (49/100), Value (26/100), and Momentum (69/100) factor scores. The current signal is HOLD. 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.

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.

Key Financial Metrics

Price$5.11
Market Cap$2.3B
P/E (TTM)87.57
Price/Book5.65
Return on Equity6.5%
Return on Invested Capital9.6%
Debt/Equity0.34
Gross Margin12.4%
Operating Margin7.3%
Revenue Growth-17.1%
Dividend Yield0.4%
Free Cash Flow$-4M

Both Engineering Technology Co.,Ltd. operates in the Semiconductor Equipment & Materials industry, part of the Technology sector (China).

Frequently Asked Questions

What is Both Engineering Technology Co.,Ltd.’s (601133.SS) StockRank?
MoatMap’s StockRank for Both Engineering Technology Co.,Ltd. (601133.SS) is 53/100, with a Hold signal. It is a composite of Quality (49), Value (26), and Momentum (69) factor ranks across MoatMap’s 20,000+ stock universe.
Does Both Engineering Technology Co.,Ltd. have an economic moat?
Both Engineering Technology Co.,Ltd. (601133.SS) has a Quality factor score of 49/100. 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 Both Engineering Technology Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Both Engineering Technology Co.,Ltd. (601133.SS) is Hold, based on a StockRank of 53/100. 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 Both Engineering Technology Co.,Ltd. in?
Both Engineering Technology Co.,Ltd. (601133.SS) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).