Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

603688.SS

HOLDAPPROVE

Jiangsu Pacific Quartz Co., Ltd · Basic Materials · China · $5.4B · Avg Vol: $445M/d

61
StockRank
Q
56
V
10
M
83
P/E (TTM)
306.2x
ROE
2.2%
D/E
0.0x
Dividend %
0.1%
AI CONVICTION THESIS

Jiangsu Pacific Quartz is a dominant global supplier of high-purity quartz (HPQ), an indispensable consumable used in semiconductor crucibles and processing tubes. HPQ has an exceptionally high economic moat due to the extreme rarity of natural deposits and the complex purification technology required. As advanced packaging nodes and high-bandwidth memory (HBM) scale up, the demand for ultra-high-purity quartz consumables is skyrocketing. Pacific Quartz possesses immense pricing power and high ROIC, making it a classic quality compounder riding a powerful structural bottleneck tailwind.

COMPANY DESCRIPTION

Jiangsu Pacific Quartz is a globally leading manufacturer of high-purity quartz materials, including quartz sand, tubes, and crucibles. The company occupies a critical bottleneck position in the semiconductor, solar photovoltaic, and fiber optic supply chains, as one of only a few companies worldwide capable of mass-producing high-purity quartz sand. This oligopolistic market position grants the company exceptional pricing power and high profit margins.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue296M1.1B179M149M-20.5%
EPS0.291.370.090.04-47.7%
Shares542M542M542M542M-0.0%
Debt130,877122M48M35,120-35.5%
Equity482M1.1B852M860M21.2%
Op CF72M568M123M-9M30.8%
Inv CF-19M-144M-86M-41M
Fin CF-14M-101M-334M-15M
Loading...
PRICE (1M)+23.8%
9.089.8110.5311.2611.98May 8May 29Jun 18
SMA 50SMA 200
Close
$11.98
RSI (14)
65.9
52W High
$12.27
From 52W High
1.0%

SCORE BREAKDOWN

Quality
56
ROIC
2.8%45.7
ROE
2.2%44.3
GP/Assets
5.3%25.5
Op. Margin
16.3%77.8
FCF/Assets
-1.9%44.1
Piotroski
26.7
Int. Cover
50.0x93.3
D/E Ratio
0.00x99.8
Current Ratio
14.63x92.0
Value
10
P/E (TTM)
306.2x4.9
EV/EBITDA
133.7x1.8
P/FCF
N/A
P/B
7.0x12.1
P/S
41.0x7.0
Div Yield
0.1%9.5
Momentum
83
52W High %
98%95.9
RS 6M
112%94.3
SMA 50/200
1.37x90.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
99.8
Q Growth
-30%17.1

FUNDAMENTALS

Market Cap
$5.4B
P/E (Forward)
5.2x
Gross Margin
32.4%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603688.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603688.SSJiangsu Pacific Quartz Co., Ltd(you)$5.4B61HOLD
688548.SSGuangzhou Guanggang Gases & Energy Co.,Ltd.$5.4B55HOLD
600299.SSBluestar Adisseo Company$5.0B56HOLD
002271.SZBeijing Oriental Yuhong Waterproof Technology Co., Ltd.$4.8B65BUY
600884.SSNingbo Shanshan Co.,Ltd.$4.9B55HOLD
600985.SSHuaibei Mining Holdings Co.,Ltd.$5.9B55HOLD
688545.SSHubei Sinophorus Electronic Materials Co.,Ltd.$4.0B59HOLD
2579.HKCNGR Advanced Material Co., Ltd.$4.4B56HOLD
300346.SZJiangsu Nata Opto-electronic Material Co., Ltd.$5.3B69BUY
300487.SZSunresin New Materials Co.,Ltd$4.5B55HOLD

Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%

Jiangsu Pacific Quartz Co., Ltd (603688.SS) — Stock Score Summary

Jiangsu Pacific Quartz Co., Ltd (603688.SS) has a MoatMap StockRank of 61/100 based on Quality (56/100), Value (10/100), and Momentum (83/100) factor scores. The current signal is HOLD. Jiangsu Pacific Quartz is a dominant global supplier of high-purity quartz (HPQ), an indispensable consumable used in semiconductor crucibles and processing tubes. HPQ has an exceptionally high economic moat due to the extreme rarity of natural deposits and the complex purification technology required. As advanced packaging nodes and high-bandwidth memory (HBM) scale up, the demand for ultra-high-purity quartz consumables is skyrocketing. Pacific Quartz possesses immense pricing power and high ROIC, making it a classic quality compounder riding a powerful structural bottleneck tailwind.

Jiangsu Pacific Quartz is a globally leading manufacturer of high-purity quartz materials, including quartz sand, tubes, and crucibles. The company occupies a critical bottleneck position in the semiconductor, solar photovoltaic, and fiber optic supply chains, as one of only a few companies worldwide capable of mass-producing high-purity quartz sand. This oligopolistic market position grants the company exceptional pricing power and high profit margins.

Key Financial Metrics

Price$11.98
Market Cap$5.4B
P/E (TTM)306.20
P/E (Forward)5.19
Price/Book7.05
Return on Equity2.2%
Return on Invested Capital2.8%
Debt/Equity0.00
Gross Margin32.4%
Operating Margin16.3%
Revenue Growth1.0%
Dividend Yield0.1%
Free Cash Flow$-2M

Jiangsu Pacific Quartz Co., Ltd operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Jiangsu Pacific Quartz Co., Ltd’s (603688.SS) StockRank?
MoatMap’s StockRank for Jiangsu Pacific Quartz Co., Ltd (603688.SS) is 61/100, with a Hold signal. It is a composite of Quality (56), Value (10), and Momentum (83) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangsu Pacific Quartz Co., Ltd have an economic moat?
Jiangsu Pacific Quartz Co., Ltd (603688.SS) has a Quality factor score of 56/100. 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 Jiangsu Pacific Quartz Co., Ltd a buy, hold, or sell?
MoatMap’s current signal for Jiangsu Pacific Quartz Co., Ltd (603688.SS) is Hold, based on a StockRank of 61/100. 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 Jiangsu Pacific Quartz Co., Ltd in?
Jiangsu Pacific Quartz Co., Ltd (603688.SS) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).