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688172.SS

HOLDREMOVE

Beijing YanDong MicroElectronic Co., Ltd. · Technology · China · $15.2B · Avg Vol: $253M/d

36
StockRank
Q
27
V
38
M
63
P/E (TTM)
ROE
-2.5%
D/E
0.2x
Dividend %
AI CONVICTION THESIS

As a legacy semiconductor manufacturer, the company lacks the advanced packaging capabilities required to benefit from the CoWoS bottleneck, and its low quality score makes it uninvestable.

COMPANY DESCRIPTION

Beijing YanDong MicroElectronic Co., Ltd. provides semiconductor manufacturing services, including wafer fabrication, packaging, and testing for discrete devices and analog ICs. Its competitive moat is secured by its advanced 6-inch, 8-inch, and 12-inch wafer production lines, backed by strong regional government support. The company operates as a key domestic IDM and foundry hub for power semiconductors and analog chips.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue321M314M252M271M-5.5%
EPS0.070.06-0.02-0.05-15.6%
Shares1.2B1.2B1.2B1.4B+19.1%
Debt179M160M152M483M39.1%
Equity2.1B2.2B2.2B2.7B8.5%
Op CF118M60M47M86M-10.0%
Inv CF-323M-660M-212M-2.6B
Fin CF553M-23M813M1.6B
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PRICE (1M)+49.2%
6.427.708.9910.2711.55May 6May 27Jun 16
SMA 50SMA 200
Close
$9.57
RSI (14)
49.7
52W High
$11.76
From 52W High
0.8%

SCORE BREAKDOWN

Quality
27
ROIC
-1.9%21.3
ROE
-2.5%21.7
GP/Assets
-0.4%2.3
Op. Margin
-105.5%3.7
FCF/Assets
-51.8%1.7
Piotroski
44.6
Int. Cover
-25.6x7.5
D/E Ratio
0.24x49.2
Current Ratio
3.83x80.7
Value
38
P/E (TTM)
N/A
EV/EBITDA
-118.9x95.6
P/FCF
N/A
P/B
5.3x30.5
P/S
48.5x3.0
Div Yield
N/A
Momentum
63
52W High %
81%63.2
RS 6M
159%93.7
SMA 50/200
1.44x86.0
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$15.2B
P/E (Forward)
Gross Margin
-7.6%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688172.SS are excluded.

TickerCompanyMkt CapStockRankSignal
688172.SSBeijing YanDong MicroElectronic Co., Ltd.(you)$15.2B36HOLD
600703.SSSanan Optoelectronics Co.,Ltd$11.5B35HOLD
603501.SSOmniVision Integrated Circuits Group, Inc.$17.7B31SELL
688249.SSNexchip Semiconductor Corporation$13.5B30SELL
688521.SSVeriSilicon Microelectronics (Shanghai) Co., Ltd.$19.2B28SELL
600584.SSJCET Group Co., Ltd.$21.7B44HOLD
300672.SZHunan Goke Microelectronics Co.,Ltd.$10.6B44HOLD
600460.SSHangzhou Silan Microelectronics Co., Ltd.$8.5B40HOLD
688052.SSSuzhou Novosense Microelectronics Co., Ltd.$6.2B34SELL
1385.HKShanghai Fudan Microelectronics Group Company Limited$6.9B30SELL

Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%

Beijing YanDong MicroElectronic Co., Ltd. (688172.SS) — Stock Score Summary

Beijing YanDong MicroElectronic Co., Ltd. (688172.SS) has a MoatMap StockRank of 36/100 based on Quality (27/100), Value (38/100), and Momentum (63/100) factor scores. The current signal is HOLD. As a legacy semiconductor manufacturer, the company lacks the advanced packaging capabilities required to benefit from the CoWoS bottleneck, and its low quality score makes it uninvestable.

Beijing YanDong MicroElectronic Co., Ltd. provides semiconductor manufacturing services, including wafer fabrication, packaging, and testing for discrete devices and analog ICs. Its competitive moat is secured by its advanced 6-inch, 8-inch, and 12-inch wafer production lines, backed by strong regional government support. The company operates as a key domestic IDM and foundry hub for power semiconductors and analog chips.

Key Financial Metrics

Price$9.57
Market Cap$15.2B
Price/Book5.34
Return on Equity-2.5%
Return on Invested Capital-1.9%
Debt/Equity23.58
Gross Margin-7.6%
Operating Margin-105.5%
Revenue Growth75.8%
Free Cash Flow$-418M

Beijing YanDong MicroElectronic Co., Ltd. operates in the Semiconductors industry, part of the Technology sector (China).

Frequently Asked Questions

What is Beijing YanDong MicroElectronic Co., Ltd.’s (688172.SS) StockRank?
MoatMap’s StockRank for Beijing YanDong MicroElectronic Co., Ltd. (688172.SS) is 36/100, with a Hold signal. It is a composite of Quality (27), Value (38), and Momentum (63) factor ranks across MoatMap’s 19,000+ stock universe.
Does Beijing YanDong MicroElectronic Co., Ltd. have an economic moat?
Beijing YanDong MicroElectronic Co., Ltd. (688172.SS) has a Quality factor score of 27/100. 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 Beijing YanDong MicroElectronic Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Beijing YanDong MicroElectronic Co., Ltd. (688172.SS) is Hold, based on a StockRank of 36/100. 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 Beijing YanDong MicroElectronic Co., Ltd. in?
Beijing YanDong MicroElectronic Co., Ltd. (688172.SS) operates in the Technology sector, specifically the Semiconductors industry (China).