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Sunward Intelligent Equipment Co., Ltd. (002097.SZ)

CNY6.95 +0.10 (+1.46%)
CN SHZ Industrials Agricultural - Machinery
Address Shanhe Industrial City, No. 1335 410100
Changsha, CN
CEO Zhihong Xia
IPO 2006-12-22
ISIN CNE000001PW6

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Description

Sunward Intelligent Equipment Co., Ltd. operates globally, specializing in the development, manufacturing, and distribution of a wide array of heavy construction and engineering machinery. Their extensive product line features equipment such as excavators, underground construction tools, rock drilling apparatus, hoisting and loading mechanisms, aerial work platforms, mobile crushing plants, shield machines, and mining trucks. Beyond its core machinery offerings, Sunward also provides comprehensive aviation solutions, encompassing manufacturing, operational services, and operator support, alongside other specialized equipment categories. The company, founded in 1999, was initially known as Hunan Sunward Intelligent Machinery Co., Ltd. before officially adopting its current name, Sunward Intelligent Equipment Co., Ltd., in 2011. Its corporate headquarters are situated in Changsha, China.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
CNY6.95 +0.10 (+1.46%)
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Volume Profile
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Liquidity & share structure
Average Volume
18M
Beta
0.33
Float Shares
979.57M
Free Float %
91.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.24% +0.60% +0.00% -13.72% -21.53% -18.94% +34.31% +62.26% +22.98% +18.35% +67.11%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
6.95
DCF (Unlevered) 11.42 +64.3%
DCF (Levered) 10.53 +51.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.10
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Agricultural - Machinery: +5.1%
    +2.7% Q1'26: +2.2% (vs Q1'25)
  • EPS growth Agricultural - Machinery: +10.7%
    +15.3% Q1'26: -44.0% (vs Q1'25)
  • FCF margin FCF growth · Agricultural - Machinery: +31.2%
    -12.4% Q1'26: -34.0% (vs Q1'25)
  • EBIT margin Agricultural - Machinery: +9.5%
    +5.1% Q1'26: +5.3% (vs Q1'25)
  • ROIC Agricultural - Machinery: +7.1%
    +2.3% Q1'26: +2.3% (vs Q1'25)
  • Share dilution Agricultural - Machinery: +0.0%
    0.0% Q1'26: 0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Agricultural - Machinery: 0.00×
    8.36× Q1'26: 22.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.21) × ERP
WACC = 59% × Ke + 41% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 11.42 Current price: 6.95
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Revenue
1.46B
est: 1.81B (-19.6%)
1.99B
est: 1.88B (+5.9%)
3.95B
est: 2.58B (+53.5%)
5.76B
est: 2.91B (+97.8%)
9.31B
est: 10.07B (-7.5%)
11.41B
est: 12.26B (-6.9%)
7.30B
est: 10.39B (-29.7%)
7.23B
est: 11.75B (-38.5%)
7.12B
est: 13.65B (-47.8%)
EBITDA
101.15M
est: 137.01M (-26.2%)
288.23M
est: 142.23M (+102.7%)
599.87M
est: 194.81M (+207.9%)
965.87M
est: 220.16M (+338.7%)
1.15B
est: 761.47M (+50.8%)
792.50M
est: 927.15M (-14.5%)
-241.17M
est: 786.28M (-130.7%)
754.27M
est: 889.17M (-15.2%)
812.39M
est: 3.17B (-74.4%)
EBIT
-19.80M
est: 33.67M (-158.8%)
164.36M
est: 34.95M (+370.3%)
379.04M
est: 47.87M (+691.8%)
694.43M
est: 54.10M (+1,183.7%)
820.04M
est: 187.10M (+338.3%)
443.74M
est: 227.81M (+94.8%)
-812.39M
est: 193.20M (-520.5%)
237.47M
est: 218.48M (+8.7%)
315.57M
est: 1.78B (-82.2%)
Net Income
-29.24M
est: 21.50M (-236.0%)
66.92M
est: 215.01M (-68.9%)
158.50M
est: 387.02M (-59.0%)
429.27M
est: 483.77M (-11.3%)
535.13M
est: 666.53M (-19.7%)
318.49M
est: 870.79M (-63.4%)
-1.14B
est: 322.51M (-452.7%)
49.99M
est: 526.77M (-90.5%)
73.00M
est: 741.66M (-90.2%)
SGA
364.52M
est: 271.87M (+34.1%)
404.50M
est: 282.22M (+43.3%)
564.32M
est: 386.56M (+46.0%)
741.62M
est: 436.85M (+69.8%)
1.15B
est: 1.51B (-23.8%)
1.42B
est: 1.84B (-22.6%)
1.30B
est: 1.56B (-16.6%)
1.11B
est: 1.76B (-37.3%)
1.22B
est: 1.88B (-35.5%)
EPS
-0.04
est: 0.02 (-293.5%)
0.09
est: 0.20 (-55.7%)
0.19
est: 0.36 (-47.2%)
0.41
est: 0.45 (-9.7%)
0.53
est: 0.62 (-14.0%)
0.30
est: 0.81 (-63.4%)
-1.06
est: 0.30 (-452.9%)
0.05
est: 0.49 (-90.5%)
0.07
est: 0.69 (-90.2%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-05-11 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-05-08 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-05-07 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-05-06 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-30 B- 2/5 4/5 2/5 3/5 1/5 1/5 3/5
2026-04-29 C+ 2/5 4/5 2/5 3/5 1/5 1/5 2/5
2026-04-28 C+ 2/5 4/5 2/5 3/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-24 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-23 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-22 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-21 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-20 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-17 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5
2026-04-16 C 2/5 1/5 2/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
14.79M
OE per share TTM
0.01
Owner's Yield
0.14%
Maintenance CapEx ratio
123.84%
Maint CapEx / Avg PPE
70.0%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 21 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Emerging Asia Pacific ETF GMF 0.01% 63.3K 0.49%
2 State Street SPDR Portfolio Emerging Markets ETF SPEM 0.00% 636.0K 0.07%
3 Dimensional - Emerging Markets Value ETF DFEV 0.00% 59.4K 0.46%
4 Vanguard FTSE All-World ex-US Small-Cap ETF VSS 0.00% 330.7K 0.06%
5 Dimensional Emerging Markets Sustainability Core 1 ETF DFSE 0.00% 7.3K 0.44%
6 Dimensional - Emerging Markets Core Equity 2 ETF DFEM 0.00% 100.6K 0.39%
7 Vanguard FTSE Emerging Markets Shares ETF VGE.AX 0.00% 10.4K 0.48%
8 Vanguard FTSE Emerging Markets All Cap Index ETF VEE.TO 0.00% 23.4K 0.26%
9 Vanguard FTSE Emerging Markets ETF VWO 0.00% 1.15M 0.06%
10 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 79.1K 0.28%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
72.3K
Shares Outstanding
1.07B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Daqing Zhang Deputy GM & Director male
Fen Fang Nie Accounting Supervisor
Jian Wang Board Secretary male
Jianxin Zhu Deputy General Manager male
Jucai Long Deputy General Manager male
Zhihong Xia MD, GM & Director male
Zhongbo Huang Deputy GM, Chief Financial Officer & Director male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits