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603861.SS

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Guangzhou Baiyun Electric Equipment Co., Ltd. · Industrials · China · $1.4B · Avg Vol: $60M/d

22
StockRank
Q
32
V
29
M
51
P/E (TTM)
38.3x
ROE
5.5%
D/E
0.6x
Dividend %
0.8%
AI CONVICTION THESIS

An electrical equipment manufacturer that faces rising raw material costs (copper) which may outpace its ability to raise prices on state-owned utility customers.

COMPANY DESCRIPTION

Guangzhou Baiyun Electric Equipment Co., Ltd. manufactures high, medium, and low-voltage power distribution equipment, smart grids, and rail transit power supply systems. The company is a key supplier to China's State Grid and major urban rail transit projects, with deep engineering integration capabilities. It is a leading electrical equipment manufacturer benefiting from China's power grid modernization and urban transit expansion.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue512M640M737M728M12.5%
EPS0.010.040.070.0671.0%
Shares436M436M493M541M+24.0%
Debt320M310M291M327M0.8%
Equity412M427M516M588M12.6%
Op CF107M-7M11M-38M-68.5%
Inv CF-189M10M-22M-51M
Fin CF-42M4M26M74M
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PRICE (1M)-7.4%
2.172.312.452.582.72May 8May 29Jun 18
SMA 50SMA 200
Close
$2.28
RSI (14)
42.7
52W High
$3.34
From 52W High
0.7%

SCORE BREAKDOWN

Quality
32
ROIC
5.8%36.8
ROE
5.5%35.1
GP/Assets
8.2%21.4
Op. Margin
6.4%44.3
FCF/Assets
1.0%40.7
Piotroski
13.5
Int. Cover
4.9x38.4
D/E Ratio
0.62x35.8
Current Ratio
1.21x25.1
Value
29
P/E (TTM)
38.3x26.3
EV/EBITDA
20.7x24.1
P/FCF
564.2x16.1
P/B
2.0x49.2
P/S
1.6x47.8
Div Yield
0.8%25.8
Momentum
51
52W High %
68%30.2
RS 6M
23%82.6
SMA 50/200
1.15x76.9
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
-7%33.0

FUNDAMENTALS

Market Cap
$1.4B
P/E (Forward)
Gross Margin
17.8%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 603861.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603861.SSGuangzhou Baiyun Electric Equipment Co., Ltd.(you)$1.4B22SELL
603583.SSZhejiang Jiecang Linear Motion Technology Co.,Ltd.$1.4B21SELL
605133.SSJiangsu Rongtai Industry Co., Ltd.$1.5B23SELL
688160.SSKinco Automation (Shanghai) Co.,Ltd$1.5B20SELL
002006.SZZhejiang Jinggong Integration Technology Co., Ltd.$1.3B17STRONG SELL
601177.SSHangzhou Advance Gearbox Group Co., Ltd.$1.1B20STRONG SELL
002164.SZNingbo Donly Co.,Ltd$990M21SELL
002009.SZMiracle Automation Engineering Co.Ltd$1.3B16STRONG SELL
300217.SZZhenjiang Dongfang Electric Heating Technology Co.,Ltd$1.1B25SELL
300444.SZBeijing SOJO Electric Co., Ltd.$1.7B26SELL

Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%

Guangzhou Baiyun Electric Equipment Co., Ltd. (603861.SS) — Stock Score Summary

Guangzhou Baiyun Electric Equipment Co., Ltd. (603861.SS) has a MoatMap StockRank of 22/100 based on Quality (32/100), Value (29/100), and Momentum (51/100) factor scores. The current signal is SELL. An electrical equipment manufacturer that faces rising raw material costs (copper) which may outpace its ability to raise prices on state-owned utility customers.

Guangzhou Baiyun Electric Equipment Co., Ltd. manufactures high, medium, and low-voltage power distribution equipment, smart grids, and rail transit power supply systems. The company is a key supplier to China's State Grid and major urban rail transit projects, with deep engineering integration capabilities. It is a leading electrical equipment manufacturer benefiting from China's power grid modernization and urban transit expansion.

Key Financial Metrics

Price$2.28
Market Cap$1.4B
P/E (TTM)38.33
Price/Book2.01
Return on Equity5.5%
Return on Invested Capital5.8%
Debt/Equity61.72
Gross Margin17.8%
Operating Margin6.4%
Revenue Growth-0.2%
Dividend Yield0.8%
Free Cash Flow$2M

Guangzhou Baiyun Electric Equipment Co., Ltd. operates in the Specialty Industrial Machinery industry, part of the Industrials sector (China).

Frequently Asked Questions

What is Guangzhou Baiyun Electric Equipment Co., Ltd.’s (603861.SS) StockRank?
MoatMap’s StockRank for Guangzhou Baiyun Electric Equipment Co., Ltd. (603861.SS) is 22/100, with a Sell signal. It is a composite of Quality (32), Value (29), and Momentum (51) factor ranks across MoatMap’s 20,000+ stock universe.
Does Guangzhou Baiyun Electric Equipment Co., Ltd. have an economic moat?
Guangzhou Baiyun Electric Equipment Co., Ltd. (603861.SS) has a Quality factor score of 32/100. 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 Guangzhou Baiyun Electric Equipment Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Guangzhou Baiyun Electric Equipment Co., Ltd. (603861.SS) is Sell, based on a StockRank of 22/100. 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 Guangzhou Baiyun Electric Equipment Co., Ltd. in?
Guangzhou Baiyun Electric Equipment Co., Ltd. (603861.SS) operates in the Industrials sector, specifically the Specialty Industrial Machinery industry (China).