Jiangsu Provincial Agricultural is a low-margin agricultural player vulnerable to rising fertilizer and fuel input costs, failing to offer asymmetric upside.

COMPANY DESCRIPTION

Jiangsu Provincial Agricultural Reclamation and Development Co., Ltd. is a leading vertically integrated agricultural enterprise engaged in crop cultivation, seed production, and grain processing. The company manages large-scale, high-quality state-owned farmland in Jiangsu province, ensuring high yields and strict food safety standards. Its modern agricultural practices and integrated supply chain position it as a key player in China's food security strategy.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	1.9B	1.8B	1.6B	1.5B	-7.5%
EPS	0.09	0.09	0.08	0.06	-12.6%
Shares	1.4B	1.4B	1.4B	1.4B	0.0%
Debt	840.4M	753.7M	720.0M	671.1M	-7.2%
Equity	917.1M	976.4M	1.0B	1.0B	4.1%
Op CF	163.2M	340.0M	216.2M	332.8M	26.8%
Inv CF	-4.9M	-133.0M	-29.2M	-119.9M	—
Fin CF	-192.7M	-214.8M	-187.2M	-194.0M	—

PRICE (1Y)-16.6%

SMA 50SMA 200

$1.12

RSI (14)

15.8

52W High

$1.65

From 52W High

0.7%

SCORE BREAKDOWN

Quality

ROIC

6.9%34.1

ROE

7.2%38.1

GP/Assets

8.9%9.2

Op. Margin

4.7%39.6

FCF/Assets

6.2%63.7

Piotroski

524.7

Int. Cover

3.8x25.1

D/E Ratio

0.56x42.1

Current Ratio

3.45x86.0

Value

P/E (TTM)

20.0x38.5

EV/EBITDA

11.9x34.4

P/FCF

11.8x65.2

P/B

1.5x52.9

P/S

1.0x48.4

Div Yield

2.7%44.4

Momentum

52W High %

68%32.6

RS 6M

-25%46.7

SMA 50/200

0.96x41.7

EPS Rev 4W

+0.1%87.1

EPS Rev 12W

—N/A

EPS Improve

+87%68.9

Q Growth

-40%12.8

FUNDAMENTALS

Market Cap

$1.5B

P/E (Forward)

10.7x

Gross Margin

12.6%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 601952.SS are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
601952.SS	Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd.(you)	$1.5B	38	HOLD
9858.HK	China Youran Dairy Group Limited	$1.5B	36	HOLD
002458.SZ	Shandong Yisheng Livestock & Poultry Breeding Co., Ltd.	$1.7B	32	SELL
2419.HK	Dekon Food and Agriculture Group	$1.9B	30	SELL
000048.SZ	Shenzhen Kingkey Smart Agriculture Times Co.,Ltd	$1.7B	24	SELL
300761.SZ	Jiangsu Lihua Foods Group Co., Ltd	$2.0B	22	SELL
002041.SZ	ShanDongDenghai Seeds Co.,Ltd	$1.0B	24	SELL
1117.HK	China Modern Dairy Holdings Ltd.	$997M	24	SELL
605296.SS	Yunnan Shennong Agricultural Industry Group Co.,LTD.	$2.1B	14	STRONG SELL
002166.SZ	Guilin Layn Natural Ingredients Corp.	$692M	23	SELL

Peer medians: ROE 8.5% · P/E 19.5x · Gross margin 33.4%

Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. (601952.SS) — Stock Score Summary

Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. (601952.SS) has a MoatMap StockRank of 38/100 based on Quality (40/100), Value (47/100), and Momentum (41/100) factor scores. The current signal is HOLD. Jiangsu Provincial Agricultural is a low-margin agricultural player vulnerable to rising fertilizer and fuel input costs, failing to offer asymmetric upside.

Key Financial Metrics

Price	$1.12
Market Cap	$1.5B
P/E (TTM)	19.97
P/E (Forward)	10.69
Price/Book	1.48
Return on Equity	7.2%
Return on Invested Capital	6.9%
Debt/Equity	56.22
Gross Margin	12.6%
Operating Margin	4.7%
Revenue Growth	-2.0%
Dividend Yield	2.7%
Free Cash Flow	$130M

Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. operates in the Farm Products industry, part of the Consumer Defensive sector (China).

Frequently Asked Questions

What is Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd.’s (601952.SS) StockRank?: MoatMap’s StockRank for Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. (601952.SS) is 38/100, with a Hold signal. It is a composite of Quality (40), Value (47), and Momentum (41) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. have an economic moat?: Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. (601952.SS) has a Quality factor score of 40/100. 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 Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. a buy, hold, or sell?: MoatMap’s current signal for Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. (601952.SS) is Hold, based on a StockRank of 38/100. 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 Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. in?: Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. (601952.SS) operates in the Consumer Defensive sector, specifically the Farm Products industry (China).