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603511.SS

HOLDREMOVE

Aimer Co., Ltd. · Consumer Cyclical · China · $733M · Avg Vol: $3M/d

49
StockRank
Q
62
V
43
M
34
P/E (TTM)
31.7x
ROE
3.6%
D/E
0.0x
Dividend %
2.9%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Aimer is a consumer apparel brand facing intense competition and weak domestic consumer sentiment in China, with no alignment to our core macro themes.

COMPANY DESCRIPTION

Aimer Co., Ltd. is a leading premium lingerie and intimate apparel brand operator in China, managing a diverse portfolio of brands including Aimer, Aimer Men, and Aimer Kids. The company maintains its market-leading position through a strong multi-brand strategy, high-end department store presence, and proprietary ergonomic design patents. It is a dominant player in China's premium intimate wear market, characterized by high brand loyalty and strong gross margins.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue487.7M506.6M467.5M457.2M-2.1%
EPS0.080.110.060.06-9.3%
Shares400.0M408.1M406.6M404.1M+1.0%
Debt29.5M28.5M25.4M44.3M14.5%
Equity662.3M668.0M649.0M648.3M-0.7%
Op CF99.7M134.4M62.8M85.6M-4.9%
Inv CF-70.3M-82.1M-4.6M-82.8M—
Fin CF-38.3M-60.1M-75.1M-33.4M—
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PRICE (1Y)-16.4%
1.751.851.952.042.14May 14Jun 4Jun 25
SMA 50SMA 200
Close
$1.75
RSI (14)
30.2
52W High
$3.07
From 52W High
0.6%

SCORE BREAKDOWN

Quality
62
ROIC
4.1%28.3
ROE
3.6%29.3
GP/Assets
38.7%68.8
Op. Margin
12.0%74.5
FCF/Assets
7.4%74.3
Piotroski
652.7
Int. Cover
18.2x61.7
D/E Ratio
0.05x89.6
Current Ratio
5.39x95.4
Value
43
P/E (TTM)
31.7x23.5
EV/EBITDA
14.2x30.6
P/FCF
12.9x57.8
P/B
1.1x62.3
P/S
1.7x30.8
Div Yield
2.9%54.1
Momentum
34
52W High %
57%21.4
RS 6M
-30%46.1
SMA 50/200
0.91x29.9
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
10%53.2

FUNDAMENTALS

Market Cap
$733M
P/E (Forward)
—
Gross Margin
65.3%

SECTOR PEERS

Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603511.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603511.SSAimer Co., Ltd.(you)$733M49HOLD
601566.SSJoeone Co.,Ltd$745M54HOLD
002612.SZLancy Co., Ltd.$777M61HOLD
002029.SZFujian Septwolves Industry Co., Ltd.$874M36HOLD
600400.SSJiangsu Hongdou Industrial Co.,LTD$1.0B36HOLD
300840.SZQingdao Kutesmart Co.,Ltd.$722M28SELL
002003.SZZhejiang Weixing Industrial Development Co., Ltd.$1.5B59HOLD
603587.SSDazzle Fashion Co., Ltd$817M81STRONG BUY
600177.SSYoungor Fashion Co., Ltd.$5.1B50HOLD
002154.SZBxn Holding Co., Ltd.$830M88STRONG BUY

Peer medians: ROE 7.0% · P/E 23.6x · Gross margin 22.2%

Aimer Co., Ltd. (603511.SS) — Stock Score Summary

Aimer Co., Ltd. (603511.SS) has a MoatMap StockRank of 49/100 based on Quality (62/100), Value (43/100), and Momentum (34/100) factor scores. The current signal is HOLD. Aimer is a consumer apparel brand facing intense competition and weak domestic consumer sentiment in China, with no alignment to our core macro themes.

Aimer Co., Ltd. is a leading premium lingerie and intimate apparel brand operator in China, managing a diverse portfolio of brands including Aimer, Aimer Men, and Aimer Kids. The company maintains its market-leading position through a strong multi-brand strategy, high-end department store presence, and proprietary ergonomic design patents. It is a dominant player in China's premium intimate wear market, characterized by high brand loyalty and strong gross margins.

Key Financial Metrics

Price$1.75
Market Cap$733M
P/E (TTM)31.70
Price/Book1.14
Return on Equity3.6%
Return on Invested Capital4.1%
Debt/Equity4.66
Gross Margin65.3%
Operating Margin12.0%
Revenue Growth-0.6%
Dividend Yield2.9%
Free Cash Flow$57M

Aimer Co., Ltd. operates in the Apparel Manufacturing industry, part of the Consumer Cyclical sector (China).

Frequently Asked Questions

What is Aimer Co., Ltd.’s (603511.SS) StockRank?
MoatMap’s StockRank for Aimer Co., Ltd. (603511.SS) is 49/100, with a Hold signal. It is a composite of Quality (62), Value (43), and Momentum (34) factor ranks across MoatMap’s 20,000+ stock universe.
Does Aimer Co., Ltd. have an economic moat?
Aimer Co., Ltd. (603511.SS) has a Quality factor score of 62/100. 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 Aimer Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Aimer Co., Ltd. (603511.SS) is Hold, based on a StockRank of 49/100. 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 Aimer Co., Ltd. in?
Aimer Co., Ltd. (603511.SS) operates in the Consumer Cyclical sector, specifically the Apparel Manufacturing industry (China).
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