Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688009.SS
HOLDREMOVEChina Railway Signal & Communication Corporation Limited · Industrials · China · $7.5B · Avg Vol: $32M/d
China Railway Signal & Communication is a state-owned enterprise focused on rail transit signaling. It is a low-growth, capital-intensive business heavily dependent on state infrastructure spending, lacking the dynamic growth and high ROIC we require.
COMPANY DESCRIPTION
China Railway Signal & Communication Corporation Limited (CRSC) provides signaling, communication, and control systems for rail transit networks. The company is a state-backed giant holding a near-monopoly in China's high-speed railway signaling market and a leading position in urban transit systems. Its competitive moat is secured by safety-critical technology certifications, massive scale, and its role as the primary technology standard-setter for China's national rail infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 5.9B | 5.5B | 4.8B | 5.1B | -4.9% |
| EPS | — | 0.05 | 0.05 | 0.05 | 0.05 | 1.0% |
| Shares | — | 10.6B | 10.6B | 10.6B | 10.6B | 0.0% |
| Debt | — | 1.1B | 1.1B | 810.2M | 1.5B | 11.6% |
| Equity | — | 6.7B | 6.9B | 7.1B | 7.4B | 3.2% |
| Op CF | 409.2M | 307.7M | — | — | — | -24.8% |
| Inv CF | — | -22.3M | -269.4M | -86.7M | -314.1M | — |
| Fin CF | — | -357.5M | -216.1M | -629.6M | 321.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 688009.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688009.SS | China Railway Signal & Communication Corporation Limited(you) | $7.5B | 54 | HOLD |
| 601006.SS | Daqin Railway Co., Ltd. | $15.5B | 46 | HOLD |
| 688187.SS | Zhuzhou CRRC Times Electric Co., Ltd. | $12.2B | 74 | BUY |
| 601766.SS | CRRC Corporation Limited | $24.5B | 68 | BUY |
| 300440.SZ | Chengdu Yunda Technology Co., Ltd. | $1.1B | 53 | HOLD |
| 601816.SS | Beijing-Shanghai High-Speed Railway Co., Ltd. | $36.3B | 64 | HOLD |
| 605298.SS | Jiangsu Bide Science and Technology Co.,Ltd. | $1.5B | 44 | HOLD |
| 601333.SS | Guangshen Railway Company Limited | $3.2B | 85 | STRONG BUY |
| 000927.SZ | China Railway Materials Company Limited | $2.4B | 28 | SELL |
| 688569.SS | Beijing Tieke Shougang Rail Way-Tech Co., Ltd. | $597M | 54 | HOLD |
Peer medians: ROE 6.0% · P/E 34.9x · Gross margin 22.9%