Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601869.SS
HOLDYangtze Optical Fibre And Cable Joint Stock Limited Company · Technology · China · $65.7B · Avg Vol: $684M/d
COMPANY DESCRIPTION
Yangtze Optical Fibre and Cable Joint Stock Limited Company (YOFC) is the world's largest supplier of optical fiber preforms, optical fibers, and optical fiber cables. The company possesses a powerful competitive moat built on proprietary manufacturing technologies and a vertically integrated production process. It is a primary beneficiary of global 5G network rollouts and broadband infrastructure expansions, serving major telecom operators worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 2.0B | 2.0B | 1.8B | 2.1B | 1.0% | 2.2B | 3.9B | 5.0B | 55.0% |
| EPS | — | 0.23 | 0.25 | 0.13 | 0.32 | 12.6% | 0.16 | — | — | — |
| Shares | — | 757.9M | 757.9M | 757.9M | 400.3M | -47.2% | 400.3M | — | — | — |
| Debt | — | 1.0B | 1.3B | 1.5B | 1.5B | 13.6% | 1.3B | — | — | — |
| Equity | — | 1.5B | 1.7B | 1.7B | 2.0B | 10.8% | — | — | — | — |
| Op CF | 77.6M | 234.8M | 223.0M | 262.7M | 538.0M | 62.3% | 564.8M | — | — | — |
| Inv CF | — | -322.1M | -384.9M | -338.6M | -398.5M | — | — | — | — | — |
| Fin CF | — | 291.2M | 94.8M | -3.7M | 215.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 601869.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601869.SS | Yangtze Optical Fibre And Cable Joint Stock Limited Company(you) | $65.7B | 44 | HOLD |
| LITE | Lumentum Holdings Inc. | $59.4B | 48 | HOLD |
| CIE1.DE | Ciena Corp. R | $66.6B | 55 | HOLD |
| NOKN.MX | Nokia Oyj | $71.7B | 56 | HOLD |
| 688702.SS | Suzhou Centec Communications Co., Ltd. | $19.8B | 46 | HOLD |
| 600487.SS | Hengtong Optic-Electric Co., Ltd. | $40.3B | 61 | HOLD |
| MSI | Motorola Solutions, Inc. | $69.4B | 70 | BUY |
| 300394.SZ | Suzhou TFC Optical Communication Co., Ltd. | $51.1B | 68 | BUY |
| 002281.SZ | Accelink Technologies Co,Ltd. | $29.3B | 57 | HOLD |
| 0763.HK | ZTE Corporation | $13.9B | 43 | HOLD |
Peer medians: ROE 6.7% · P/E 31.4x · Gross margin 33.0%