Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603395.SS
STRONG SELLREMOVECNSIG Anhui Hongsifang Fertilizer Co., Ltd. · Basic Materials · China · $916M · Avg Vol: $8M/d
While a fertilizer producer theoretically benefits from agricultural commodity tailwinds, this state-owned enterprise lacks the capital allocation efficiency and high ROIC required by our Terry Smith lens.
COMPANY DESCRIPTION
CNSIG Anhui Hongsifang Fertilizer, a subsidiary of China National Salt Industry Group, manufactures a wide range of chemical fertilizers, including compound, nitrogen, and specialty fertilizers. The company benefits from state-backed resource access, strong brand recognition in China's agricultural heartlands, and a robust nationwide distribution network. It is a key player in China's agricultural modernization, focusing on eco-friendly and high-efficiency fertilizer formulations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 616M | 576M | 515M | 507M | -6.3% |
| EPS | 0.09 | 0.12 | 0.07 | 0.03 | -31.2% |
| Shares | 195M | 195M | 260M | 260M | +33.3% |
| Debt | 37M | 21M | 18M | 13M | -29.2% |
| Equity | 113M | 137M | 204M | 208M | 22.4% |
| Op CF | 53M | 36M | 15M | 15M | -34.8% |
| Inv CF | -7M | -16M | -16M | -7M | — |
| Fin CF | -44M | -19M | 50M | -10M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603395.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603395.SS | CNSIG Anhui Hongsifang Fertilizer Co., Ltd.(you) | $916M | 9 | STRONG SELL |
| 000912.SZ | Sichuan Lutianhua Company Limited By Shares | $874M | 10 | STRONG SELL |
| 000525.SZ | Nanjing Red Sun Co.,Ltd. | $932M | 3 | STRONG SELL |
| 002470.SZ | Kingenta Ecological Engineering Group Co., Ltd. | $1.1B | 20 | SELL |
| 600796.SS | Zhejiang Qianjiang Biochemical Co., Ltd | $685M | 32 | SELL |
| 002274.SZ | Jiangsu Huachang Chemical Co., Ltd | $783M | 35 | SELL |
| 300505.SZ | Kunming Chuan Jin Nuo Chemical Co., Ltd. | $856M | 39 | HOLD |
| 002556.SZ | Anhui Huilong Agricultural Means of Production Co.,Ltd. | $723M | 47 | HOLD |
| 600230.SS | Cangzhou Dahua Co., Ltd. | $899M | 52 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%