Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603486.SS
HOLDREMOVEEcovacs Robotics Co., Ltd. · Consumer Cyclical · China · $4.6B · Avg Vol: $64M/d
Ecovacs Robotics has high quantitative quality scores, but faces intense domestic competition in China and significant tariff/geopolitical headwinds in its key export markets.
COMPANY DESCRIPTION
Ecovacs Robotics is a global leader in the home service robotics industry, specializing in robotic vacuum cleaners (under the Ecovacs brand) and smart household appliances (under the Tineco brand). The company's competitive moat is sustained by its advanced proprietary technologies in laser navigation, AI obstacle avoidance, and strong global distribution channels. It is a dominant market leader in China and a major competitor in the global smart home appliance market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.3B | 2.3B | 2.4B | 2.8B | 7.5% |
| EPS | 0.45 | 0.16 | 0.21 | 0.46 | 0.9% |
| Shares | 573.5M | 576.5M | 575.3M | 578.9M | +0.9% |
| Debt | 232.4M | 249.3M | 308.7M | 160.4M | -11.6% |
| Equity | 950.1M | 967.5M | 1.1B | 1.3B | 12.0% |
| Op CF | 255.3M | 161.3M | 125.9M | 500.5M | 25.2% |
| Inv CF | -191.6M | 69.0M | -112.7M | -125.4M | — |
| Fin CF | -22.3M | -77.0M | 3.1M | -180.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603486.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603486.SS | Ecovacs Robotics Co., Ltd.(you) | $4.6B | 52 | HOLD |
| 603833.SS | Oppein Home Group Inc. | $3.1B | 41 | HOLD |
| 001221.SZ | Higold Group Co., LTD. | $2.6B | 38 | HOLD |
| 301061.SZ | MotoMotion China Corporation | $1.5B | 44 | HOLD |
| 603226.SS | Vohringer Home Technology Co.,Ltd. | $2.8B | 29 | SELL |
| 002705.SZ | Guangdong Xinbao Electrical Appliances Holdings Co., Ltd | $1.4B | 60 | HOLD |
| 000521.SZ | Changhong Meiling Co., Ltd. | $852M | 51 | HOLD |
| 600983.SS | Whirlpool China Co., Ltd. | $815M | 51 | HOLD |
| 603355.SS | Kingclean Electric Co.,Ltd | $2.7B | 27 | SELL |
| 002572.SZ | Suofeiya Home Collection Co., Ltd. | $1.1B | 42 | HOLD |
Peer medians: ROE 7.0% · P/E 23.7x · Gross margin 22.2%