Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688063.SS
STRONG SELLREMOVEPylon Technologies Co., Ltd. · Industrials · China · $2.4B · Avg Vol: $103M/d
Although an energy storage player, the company faces severe margin pressure from battery overcapacity and global destocking, offsetting any long-term electrification tailwinds.
COMPANY DESCRIPTION
Pylon Technologies Co., Ltd. manufactures lithium iron phosphate (LFP) battery energy storage systems (BESS) for residential, commercial, and telecommunications applications. The company is a global market leader in residential energy storage, particularly in Europe, supported by strong brand equity and safety certifications. It operates as a vertically integrated energy storage specialist benefiting from global decarbonization trends.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 889M | 488M | 296M | 468M | -19.3% |
| EPS | 0.87 | 0.31 | 0.03 | 0.05 | -60.9% |
| Shares | 217M | 246M | 245M | 245M | +13.2% |
| Debt | 104M | 74M | 81M | 100M | -1.2% |
| Equity | 637M | 1.4B | 1.4B | 1.4B | 28.8% |
| Op CF | 141M | 158M | 104M | 101M | -10.5% |
| Inv CF | -41M | -720M | 51M | -22M | — |
| Fin CF | 28M | 667M | -50M | 712,574 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 688063.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688063.SS | Pylon Technologies Co., Ltd.(you) | $2.4B | 15 | STRONG SELL |
| 688275.SS | Hubei Wanrun New Energy Technology Co.,Ltd. | $2.5B | 16 | STRONG SELL |
| 603052.SS | Suzhou K-Hiragawa Electronic Technology Co., Ltd. | $2.6B | 15 | STRONG SELL |
| 688772.SS | Zhuhai CosMX Battery Co., Ltd. | $2.7B | 14 | STRONG SELL |
| 688779.SS | Minmetals New Energy Materials(Hunan)Co.,Ltd. | $2.5B | 18 | STRONG SELL |
| 300660.SZ | Jiangsu Leili Motor Co., Ltd | $2.8B | 15 | STRONG SELL |
| 2692.HK | ZHAOWEI | $2.2B | 14 | STRONG SELL |
| 688611.SS | Hangzhou Kelin Electric Co., Ltd. | $1.8B | 16 | STRONG SELL |
| 300342.SZ | Changshu Tianyin Electromechanical Co.,Ltd | $3.1B | 20 | STRONG SELL |
| 002309.SZ | Jiangsu Zhongli Group Co.,Ltd | $1.6B | 14 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%