Jiangsu Shemar Electric Co.,Ltd (603530.SS) has a MoatMap StockRank of 52/100 based on Quality (75/100), Value (16/100), and Momentum (46/100) factor scores. The current signal is HOLD. Jiangsu Shemar Electric manufactures composite insulators for power grids. They are a key beneficiary of global grid modernization and electrification trends, as composite materials replace traditional porcelain. However, domestic Chinese market dynamics and geopolitical export restrictions limit our conviction for a global concentrated book.
Jiangsu Shemar Electric manufactures high-performance composite insulators, composite bushings, and substation insulation systems for power grids. The company possesses a strong technological moat, having pioneered composite insulation solutions that replace traditional porcelain, offering superior safety and maintenance-free operations. It is a key global supplier to major grid operators, including State Grid of China, and is a leader in UHV (Ultra-High Voltage) transmission technology.
| Price | $7.53 |
| Market Cap | $3.7B |
| P/E (TTM) | 48.94 |
| P/E (Forward) | 42.05 |
| Price/Book | 11.91 |
| Return on Equity | 24.6% |
| Return on Invested Capital | 24.8% |
| Debt/Equity | 21.81 |
| Gross Margin | 46.3% |
| Operating Margin | 32.2% |
| Revenue Growth | 33.5% |
| Dividend Yield | 0.8% |
| Free Cash Flow | $-1M |
Jiangsu Shemar Electric Co.,Ltd operates in the Electrical Equipment & Parts industry, part of the Industrials sector (China).