Swancor Advanced Materials Co., Ltd. (688585.SS) has a MoatMap StockRank of 16/100 based on Quality (48/100), Value (11/100), and Momentum (42/100) factor scores. The current signal is STRONG SELL. Wind blade materials are highly cyclical and suffer from severe overcapacity in China, failing the Terry Smith quality filter.
Swancor Advanced Materials Co., Ltd. develops and manufactures specialty chemical materials, including vinyl ester resins, epoxy resins, and carbon fiber composite resins. The company is a dominant global supplier of resins used in wind turbine blades, benefiting from the rapid expansion of wind energy infrastructure. Its competitive moat is reinforced by long-term technical certifications with major wind turbine manufacturers and proprietary formulations that offer superior corrosion resistance and structural strength.
| Price | $23.53 |
| Market Cap | $10.7B |
| Price/Book | 52.13 |
| Return on Equity | 3.1% |
| Return on Invested Capital | 3.9% |
| Debt/Equity | 2.99 |
| Gross Margin | 13.6% |
| Operating Margin | -1.5% |
| Revenue Growth | 30.5% |
| Dividend Yield | 0.1% |
| Free Cash Flow | $-2M |
Swancor Advanced Materials Co., Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).