Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601886.SS
STRONG BUYREMOVEJangho Group Co., Ltd. · Industrials · China · $1.5B · Avg Vol: $10M/d
Jangho Group is a Chinese curtain wall and interior decoration provider heavily exposed to the structural downturn of the domestic Chinese real estate market. It lacks the high ROIC, asset-light profile, and pricing power required by the Terry Smith lens, making it a poor fit for a concentrated global fund.
COMPANY DESCRIPTION
Jangho Group Co., Ltd. is a global enterprise specializing in architectural curtain walls, interior design, and medical health services. The company holds a dominant market share in the high-end curtain wall industry, executing iconic landmark projects worldwide. Its dual-engine growth strategy combines its established engineering leadership with expanding medical and vision care operations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.7B | 3.1B | 3.3B | 3.2B | 6.6% |
| EPS | 0.06 | 0.09 | 0.08 | 0.08 | 7.9% |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | 0.0% |
| Debt | 390.1M | 412.1M | 403.8M | 429.5M | 3.3% |
| Equity | 940.6M | 1.0B | 1.1B | 1.1B | 4.7% |
| Op CF | -22.6M | 127.3M | 240.3M | 228.3M | 33.9% |
| Inv CF | 29.8M | -22.5M | -33.6M | -127.4M | — |
| Fin CF | -100.1M | -34.6M | -140.7M | -148.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601886.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601886.SS | Jangho Group Co., Ltd.(you) | $1.5B | 93 | STRONG BUY |
| 000928.SZ | Sinosteel Engineering & Technology Co., Ltd. | $1.3B | 75 | BUY |
| 003013.SZ | Guangzhou Metro Design & Research Institute Co., Ltd. | $998M | 76 | BUY |
| 002061.SZ | Zhejiang Communications Technology Co., Ltd. | $1.4B | 69 | BUY |
| 603929.SS | L&K Engineering (Suzhou) Co.,Ltd. | $4.8B | 89 | STRONG BUY |
| 2386.HK | SINOPEC Engineering (Group) Co., Ltd. | $2.9B | 73 | BUY |
| 600496.SS | Changjiang & Jinggong Steel Building (Group) Co., Ltd | $1.2B | 63 | HOLD |
| 601117.SS | China National Chemical Engineering Co., Ltd | $7.0B | 88 | STRONG BUY |
| 600502.SS | Anhui Construction Engineering Group Co., Ltd. | $1.3B | 57 | HOLD |
| 002116.SZ | China Haisum Engineering Co., Ltd. | $619M | 71 | BUY |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%