Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603313.SS
SELLREMOVEHealthcare Co.,Ltd. · Consumer Cyclical · China · $455M · Avg Vol: $9M/d
Healthcare Co., Ltd. is primarily a manufacturer of memory foam mattresses and pillows. While it has some export exposure, it lacks any structural alignment with our core macro themes of energy risk, advanced packaging, or commodity supercycles, and faces headwinds from global consumer weakness.
COMPANY DESCRIPTION
Healthcare Co., Ltd. (operating under the 'Mlily' brand) designs, manufactures, and sells memory foam mattresses, pillows, and other smart sleep products. The company's competitive moat is built on its globalized manufacturing footprint, with factories in China, Spain, Serbia, and the US, which helps mitigate tariff risks and optimize logistics. It operates as a leading global ODM/OEM and retail brand in the memory foam bedding industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.2B | 1.2B | 1.2B | 1.3B | 3.6% |
| EPS | 0.01 | 0.03 | -0.04 | -0.00 | 144.4% |
| Shares | 485.3M | 570.6M | 570.6M | 570.6M | +17.6% |
| Debt | 599.6M | 597.9M | 557.3M | 565.9M | -1.9% |
| Equity | 440.0M | 574.0M | 536.1M | 517.1M | 5.5% |
| Op CF | 83.6M | 135.5M | 142.4M | 130.5M | 16.0% |
| Inv CF | -81.1M | -53.6M | -58.4M | -55.9M | — |
| Fin CF | -75.5M | -16.0M | -115.0M | -101.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603313.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603313.SS | Healthcare Co.,Ltd.(you) | $455M | 26 | SELL |
| 603801.SS | Zbom Home Collection Co.,Ltd | $478M | 27 | SELL |
| 301332.SZ | Guangdong Deerma Technology Co., Ltd. | $558M | 33 | SELL |
| 002543.SZ | Guangdong Vanward New Electric Co., Ltd. | $716M | 28 | SELL |
| 603848.SS | Guangdong Hotata Technology Group Co.,Ltd. | $803M | 27 | SELL |
| 2720.HK | Ridge Outdoor Intl Ltd | $326M | 18 | STRONG SELL |
| 603610.SS | Keeson Technology Corporation Limited | $1.0B | 25 | SELL |
| 001238.SZ | Zhejiang Zhengte Co., Ltd. | $669M | 11 | STRONG SELL |
| 002489.SZ | Yotrio Group Co., Ltd. | $942M | 17 | STRONG SELL |
| 2519.HK | AuGroup (SHENZHEN) Cross-Border Business Co., Ltd. | $246M | 39 | HOLD |
Peer medians: ROE 7.0% · P/E 23.6x · Gross margin 22.2%