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688690.SS

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Suzhou Nanomicro Technology Co., Ltd. · Basic Materials · China · $2.3B · Avg Vol: $107M/d

78
StockRank
Q
79
V
11
M
76
P/E (TTM)
91.1x
ROE
8.8%
D/E
0.0x
Dividend %
0.3%
AI CONVICTION THESIS

Nanomicro is a global pioneer in monodisperse chromatography microspheres, a critical consumable used in the purification of biologics, insulin, and antibody-drug conjugates (ADCs). This business possesses an exceptionally high regulatory and technical moat (Terry Smith lens), as switching purification media requires FDA/NMPA re-validation. They are sharing scale economics by offering high-performance media at a fraction of the cost of Western giants like Cytiva, capturing massive market share in China's domestic biopharma supply chain localization drive.

COMPANY DESCRIPTION

Suzhou Nanomicro Technology Co., Ltd. develops and manufactures high-performance chromatography media and precision polymer microspheres used in biopharmaceutical purification and flat-panel displays. The company possesses a formidable technological moat as one of the few global players capable of producing monodisperse microspheres at scale, effectively breaking foreign monopolies in the Chinese market. It is a critical supplier to domestic and international biopharma companies.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue104M87M116M137M9.4%
EPS0.100.030.030.05-20.9%
Shares403M404M404M404M+0.2%
Debt23M31M17M5M-40.7%
Equity229M252M258M282M7.2%
Op CF17M19M20M25M14.6%
Inv CF-75M-7M-4M-8M
Fin CF40M2M-26M-17M
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PRICE (1M)+27.0%
5.015.375.736.096.45May 8May 29Jun 18
SMA 50SMA 200
Close
$6.45
RSI (14)
62.4
52W High
$6.58
From 52W High
1.0%

SCORE BREAKDOWN

Quality
79
ROIC
8.2%68.9
ROE
8.8%68.9
GP/Assets
28.5%84.6
Op. Margin
36.6%90.5
FCF/Assets
4.8%75.1
Piotroski
81.2
Int. Cover
50.0x93.3
D/E Ratio
0.01x85.7
Current Ratio
5.75x81.7
Value
11
P/E (TTM)
91.1x13.1
EV/EBITDA
48.3x6.9
P/FCF
893.8x8.8
P/B
7.9x10.3
P/S
16.4x11.5
Div Yield
0.3%15.1
Momentum
76
52W High %
98%96.0
RS 6M
57%87.6
SMA 50/200
1.20x78.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
133%78.0

FUNDAMENTALS

Market Cap
$2.3B
P/E (Forward)
Gross Margin
69.2%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 688690.SS are excluded.

TickerCompanyMkt CapStockRankSignal
688690.SSSuzhou Nanomicro Technology Co., Ltd.(you)$2.3B78BUY
605020.SSZhejiang Yonghe Refrigerant Co., Ltd.$2.5B76BUY
603281.SSHubei Jianghan New Materials Co., Ltd.$1.9B75BUY
300196.SZJiangsu Changhai Composite Materials Co., Ltd$1.5B75BUY
688150.SSShaanxi Lighte Optoelectronics Material Co.,Ltd$3.2B73BUY
002643.SZValiant Co.,Ltd$2.0B67BUY
600273.SSZhejiang Jiahua Energy Chemical Industry Co.,Ltd.$1.4B74BUY
603867.SSZhejiang Xinhua Chemical Co.,Ltd$1.2B77BUY
300641.SZJiangsu Zhengdan Chemical Industry Co., Ltd.$1.2B75BUY
002192.SZYOUNGY Co., Ltd.$3.1B67BUY

Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%

Suzhou Nanomicro Technology Co., Ltd. (688690.SS) — Stock Score Summary

Suzhou Nanomicro Technology Co., Ltd. (688690.SS) has a MoatMap StockRank of 78/100 based on Quality (79/100), Value (11/100), and Momentum (76/100) factor scores. The current signal is BUY. Nanomicro is a global pioneer in monodisperse chromatography microspheres, a critical consumable used in the purification of biologics, insulin, and antibody-drug conjugates (ADCs). This business possesses an exceptionally high regulatory and technical moat (Terry Smith lens), as switching purification media requires FDA/NMPA re-validation. They are sharing scale economics by offering high-performance media at a fraction of the cost of Western giants like Cytiva, capturing massive market share in China's domestic biopharma supply chain localization drive.

Suzhou Nanomicro Technology Co., Ltd. develops and manufactures high-performance chromatography media and precision polymer microspheres used in biopharmaceutical purification and flat-panel displays. The company possesses a formidable technological moat as one of the few global players capable of producing monodisperse microspheres at scale, effectively breaking foreign monopolies in the Chinese market. It is a critical supplier to domestic and international biopharma companies.

Key Financial Metrics

Price$6.45
Market Cap$2.3B
P/E (TTM)91.14
Price/Book7.86
Return on Equity8.8%
Return on Invested Capital8.2%
Debt/Equity1.07
Gross Margin69.2%
Operating Margin36.6%
Revenue Growth34.0%
Dividend Yield0.3%
Free Cash Flow$3M

Suzhou Nanomicro Technology Co., Ltd. operates in the Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Suzhou Nanomicro Technology Co., Ltd.’s (688690.SS) StockRank?
MoatMap’s StockRank for Suzhou Nanomicro Technology Co., Ltd. (688690.SS) is 78/100, with a Buy signal. It is a composite of Quality (79), Value (11), and Momentum (76) factor ranks across MoatMap’s 20,000+ stock universe.
Does Suzhou Nanomicro Technology Co., Ltd. have an economic moat?
Suzhou Nanomicro Technology Co., Ltd. (688690.SS) has a Quality factor score of 79/100. 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 Suzhou Nanomicro Technology Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Suzhou Nanomicro Technology Co., Ltd. (688690.SS) is Buy, based on a StockRank of 78/100. 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 Suzhou Nanomicro Technology Co., Ltd. in?
Suzhou Nanomicro Technology Co., Ltd. (688690.SS) operates in the Basic Materials sector, specifically the Chemicals industry (China).