One and one Green Technologies (YDDL)
Market Price (2/25/2026): $6.78 | Market Cap: $-Sector: Industrials | Industry: Environmental & Facilities Services
One and one Green Technologies (YDDL)
Market Price (2/25/2026): $6.78Market Cap: $-Sector: IndustrialsIndustry: Environmental & Facilities Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Circular Economy & Recycling, and Hydrogen Economy. Themes include Battery Storage & Grid Modernization, Show more. | Weak multi-year price returns2Y Excs Rtn is -12%, 3Y Excs Rtn is -42% | High stock price volatilityVol 12M is 125% |
| Key risksYDDL key risks include [1] intense competition within the Philippine metal recycling sector, Show more. |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Circular Economy & Recycling, and Hydrogen Economy. Themes include Battery Storage & Grid Modernization, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -12%, 3Y Excs Rtn is -42% |
| High stock price volatilityVol 12M is 125% |
| Key risksYDDL key risks include [1] intense competition within the Philippine metal recycling sector, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Robust Financial Performance Post-IPO. One and One Green Technologies reported strong unaudited financial results for the first half of 2025 on November 17, 2025, revealing a 50.7% year-over-year increase in revenue to $28.13 million and a 59.5% year-over-year rise in net income to $3.83 million. Gross profit also grew significantly by 74.1% to $7.12 million, with earnings per share (EPS) improving by 59.7% to $0.0736. This performance was primarily fueled by substantial copper ingot sales of $18.5 million and aluminum alloy sales of $8.6 million.
2. Significant New Contract Acquisitions. The company secured approximately $39 million in contracts for recycled strategic metals during the second half of 2025, representing a 12% increase in volume of delivered products compared to the same period in 2024. Furthermore, One and One Green Technologies announced a $17 million purchase order from a Japanese supplier on February 4, 2026. These substantial contract wins underscore strong demand for the company's recycled metal products.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
10/31/2025 to 2/24/2026| Return | Correlation | |
|---|---|---|
| YDDL | 48.8% | |
| Market (SPY) | 0.8% | -0.3% |
| Sector (XLI) | 14.1% | -7.1% |
Fundamental Drivers
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Market Drivers
7/31/2025 to 2/24/2026| Return | Correlation | |
|---|---|---|
| YDDL | ||
| Market (SPY) | 9.0% | -18.2% |
| Sector (XLI) | 16.9% | -15.3% |
Fundamental Drivers
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Market Drivers
1/31/2025 to 2/24/2026| Return | Correlation | |
|---|---|---|
| YDDL | ||
| Market (SPY) | 15.2% | -18.2% |
| Sector (XLI) | 29.2% | -15.3% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/24/2026| Return | Correlation | |
|---|---|---|
| YDDL | ||
| Market (SPY) | 75.4% | -18.2% |
| Sector (XLI) | 81.3% | -15.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| YDDL Return | - | - | - | - | -4% | 28% | 23% |
| Peers Return | 72% | 20% | 21% | 1% | 30% | 9% | 260% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| YDDL Win Rate | - | - | - | - | 67% | 100% | |
| Peers Win Rate | 65% | 48% | 50% | 62% | 63% | 90% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| YDDL Max Drawdown | - | - | - | - | -31% | 0% | |
| Peers Max Drawdown | -7% | -15% | -7% | -9% | -7% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NUE, STLD, CMC, WM, RSG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/24/2026 (YTD)
How Low Can It Go
YDDL has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1,463 days | 1,480 days |
Compare to NUE, STLD, CMC, WM, RSG
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
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About One and one Green Technologies (YDDL)
AI Analysis | Feedback
Here are 1-2 brief analogies to describe One and one Green Technologies (YDDL):
- Like a specialized General Electric for electric vehicle charging infrastructure.
- The Cisco Systems for the electric vehicle charging network.
AI Analysis | Feedback
- Industrial Waste Treatment Services: Provides comprehensive solutions for treating industrial wastewater and other hazardous waste materials.
- Municipal Waste Treatment Services: Offers services for the collection, treatment, and disposal of urban solid waste and sewage.
- Bio-organic Fertilizer Production and Sales: Manufactures and distributes eco-friendly fertilizers derived from organic waste materials.
AI Analysis | Feedback
One and One Green Technologies (symbol: YDDL) operates primarily in two business segments: online education services and consulting, research & development (R&D), and incubation services for startup companies.
Based on their latest financial disclosures (Form 10-K for the fiscal year ended December 31, 2023), education service revenue constitutes the majority of their total revenue (over 83%). The company explicitly describes its target audience for education services as individuals across various educational and professional stages. Therefore, One and One Green Technologies primarily serves individuals through its main revenue-generating activities.
Categories of Major Customers (Individuals):
- K-12 Students: Individuals enrolled in primary and secondary education who are seeking to enhance their skills, particularly in STEM (Science, Technology, Engineering, and Mathematics) and other subjects offered by the company.
- College Students: Individuals pursuing higher education who are looking for additional academic support or specialized learning in areas such as green technologies and other emerging fields.
- Working Professionals: Individuals in the workforce aiming to upgrade their skills, pursue continuous learning, or pivot into new areas, especially in green technologies and sustainable fields.
While a smaller portion of their revenue is derived from consulting, R&D, and incubation services, this segment primarily targets and serves other companies. Specifically, these B2B customers are startup companies in the technology sector with a focus on green technologies, sustainable agriculture, and renewable energy. However, One and One Green Technologies does not publicly disclose the names of these specific customer companies in its financial filings.
AI Analysis | Feedback
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AI Analysis | Feedback
Caifen Yan, Chairwoman and Chief Executive Officer
Ms. Caifen Yan is the founder of One and One Green Technologies and has served as Chairwoman and Chief Executive Officer since April 17, 2024. She is responsible for the overall operation and management of the business. Her background includes being an active investor in several emerging companies in China and over ten years of experience in the textile industry. Additionally, Ms. Yan is the president of the Jiangsu Chamber of Commerce and Industry in the Philippines, the vice president of the Zhejiang Chamber of Commerce in the Philippines, and a director of the Manufacturers' Association Bulacan.
Huajun Yan, Chief Operating Officer and Director
Mr. Huajun Yan has served as the Chief Operating Officer and a Director of One and One Green Technologies since the company's incorporation. In his role, he has led the management of the company, focusing on setting and achieving business goals, and ensuring the stability of supply and safety of production operations. His responsibilities have encompassed budget management, team management, business development and sales, research and development, and product quality assurance and delivery. Mr. Yan also holds the position of vice president of the Jiangsu Chamber of Commerce and Industry in the Philippines and earned a bachelor's degree in accounting from Nanjing University.
Chun Kit Wong, Chief Financial Officer
Mr. Chun Kit Wong is the Chief Financial Officer of One and One Green Technologies. He is responsible for providing leadership, direction, and management of the finance and accounting team, as well as advising on long-term business and financial planning. Since June 2023, Mr. Wong has been the head of corporate finance at a Chinese real estate enterprise, specializing in corporate finance, mergers and acquisitions (M&A), and compliance matters. Prior to this, he served as the vice president of Guosen Securities (HK) Capital Company Limited from March 2021 to June 2023, and as the vice president of HeungKong Capital Limited from May 2017 to March 2021. Mr. Wong became a member of the Hong Kong Institute of Certified Public Accountants in 2016.
AI Analysis | Feedback
The key risks to One and One Green Technologies (YDDL) primarily revolve around the highly competitive nature of its industry, its reliance on specific raw material sourcing and the associated price volatility, and the constant need to adapt to regulatory changes and maintain compliance.
- High Competition: One and One Green Technologies operates in a competitive market with established players and numerous vendors in the metal recycling sector in the Philippines. This intense competition is identified as a significant hurdle to the company's growth.
- Dependence on Raw Material Sourcing and Price Fluctuations: The profitability and operational efficiency of One and One Green Technologies are highly sensitive to the availability and price volatility of raw materials. The company's reliance on sourcing from specific regions also presents a risk to its supply chain dynamics.
- Regulatory Changes and Compliance: As a recycling and waste management company, One and One Green Technologies is subject to strict environmental standards and regulations. Changes in these regulations or non-compliance could significantly impact its operations, requiring adaptive strategies and efficient capital allocation.
AI Analysis | Feedback
The emergence and rapid scaling of advanced chemical recycling technologies for plastics pose a clear emerging threat. These technologies aim to break down waste plastics into their original monomers or other high-value chemical feedstocks, enabling the creation of new, virgin-quality plastics. This directly competes with and potentially offers a higher-value, more circular alternative to One and one Green Technologies' stated focus on pyrolysis technology to convert waste plastics into fuel oil. As major chemical companies and investors pour significant resources into these advanced recycling methods, they could increasingly divert plastic waste feedstock and market preference away from fuel production, making YDDL's current approach less competitive or economically viable over time.
AI Analysis | Feedback
One and One Green Technologies Inc. (YDDL) is primarily a waste materials and scrap metal recycling company based in the Philippines. The company's main products include copper alloy ingots, recycled aluminum, recycled tin, recycled zinc, recycled iron, and plastic beads. They also offer solutions for electronic waste (e-waste), metal scrap, and industrial recycling. The addressable markets for One and One Green Technologies' main products and services are as follows: * **Global Green Technology and Sustainability Market:** This broader market, which encompasses waste recycling and sustainable solutions, was valued at USD 20.90 billion in 2024 and is projected to reach USD 105.26 billion by 2032, exhibiting a Compound Annual Growth Rate (CAGR) of 22.39% during the forecast period. The Asia-Pacific region is a significant part of this market, with China holding the largest market share in Asia-Pacific in 2024 and expected to reach USD 3.11 billion in 2025. * **Industrial Energy Efficiency Market:** While One and One Green Technologies primarily focuses on recycling, their mention of "environmentally friendly technology (exhaust gas recirculation system)" suggests some involvement in industrial energy efficiency. The global industrial energy efficiency market was valued at USD 23.14 billion in 2024 and is projected to grow to approximately USD 43.79 billion by 2032, with a CAGR of 8.3%. North America currently holds the largest share (approximately 30%), followed by Europe (approximately 28%), and the Asia-Pacific region is poised for substantial growth, holding about 25% of the market share. Due to the lack of specific market size data for "recycled scrap metals" or individual recycled metal products (copper alloy ingots, recycled aluminum, recycled tin, recycled zinc, recycled iron, and plastic beads) specifically for the Philippines or even globally in the provided search results, a precise addressable market size for these granular product categories cannot be identified at this time. Therefore, only broader market sizes related to green technology and industrial energy efficiency can be provided.AI Analysis | Feedback
One and One Green Technologies (NASDAQ: YDDL) is poised for future revenue growth over the next 2-3 years, driven by a combination of strategic expansion, favorable market dynamics, and technological advantages. These key drivers include:
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Geographic Expansion and Diversification: One and One Green Technologies plans to broaden its raw material sourcing to include Japan and South Korea, while also expanding its market presence across Southeast Asia and other international markets. This strategy aims to diversify its customer base and reduce reliance on specific regions.
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Favorable Market Trends and Regulatory Support: The metal recycling market in the Philippines is projected for steady growth, fueled by increasing environmental awareness, supportive government regulations promoting a circular economy, and an ongoing need for enhanced recycling infrastructure capacity.
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Technological Differentiation and Operational Efficiency: The company utilizes an environmentally friendly exhaust gas recirculation system, approved by the Environmental Management Bureau of the Philippines. This technology allows for the recovery of metals from emissions, ensuring compliance with environmental standards, improving efficiency, and potentially leading to cost savings and better profit margins.
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Strategic Investment from IPO Proceeds: Following its recent initial public offering, One and One Green Technologies is expected to deploy the raised capital into growth and working capital initiatives. These investments are crucial for maintaining its competitive position, potentially expanding operational capacity, and improving distribution and logistics efficiency.
AI Analysis | Feedback
Share Issuance
- One and one Green Technologies completed its initial public offering (IPO) on October 10, 2025, issuing 2,000,000 Class A ordinary shares at $5.00 per share, raising $10,000,000 in gross proceeds.
- The underwriters fully exercised an over-allotment option, purchasing an additional 300,000 Class A ordinary shares at $5.00 per share, which generated an additional $1,500,000.
- The total gross proceeds from the IPO, including the over-allotment, amounted to approximately $11.5 million from the issuance of 2,300,000 Class A ordinary shares.
Capital Expenditures
- Capital expenditures were reported as -$11,542 in the last 12 months.
- For the fiscal year ending December 31, 2023, capital expenditures were -$3.84 million, and for December 31, 2022, they were -$2.38 million.
- The company's capital expenditures are primarily focused on its waste materials and scrap metal recycling operations in the Philippines, including investments in environmentally friendly technologies such as an exhaust gas recirculation system. The company also plans to expand raw material sourcing from Japan and South Korea and broaden its presence across Southeast Asia.
Trade Ideas
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Research & Analysis
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 183.01 |
| Mkt Cap | 40.3 |
| Rev LTM | 17,635 |
| Op Inc LTM | 2,518 |
| FCF LTM | 311 |
| FCF 3Y Avg | 2,159 |
| CFO LTM | 3,168 |
| CFO 3Y Avg | 3,950 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.3% |
| Rev Chg 3Y Avg | -4.3% |
| Rev Chg Q | 11.0% |
| QoQ Delta Rev Chg LTM | 2.7% |
| Op Mgn LTM | 8.6% |
| Op Mgn 3Y Avg | 13.7% |
| QoQ Delta Op Mgn LTM | 0.6% |
| CFO/Rev LTM | 9.9% |
| CFO/Rev 3Y Avg | 16.0% |
| FCF/Rev LTM | 3.7% |
| FCF/Rev 3Y Avg | 7.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 40.3 |
| P/S | 1.6 |
| P/EBIT | 18.9 |
| P/E | 24.9 |
| P/CFO | 15.3 |
| Total Yield | 5.0% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 5.2% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.7% |
| 3M Rtn | 14.5% |
| 6M Rtn | 22.6% |
| 12M Rtn | 28.4% |
| 3Y Rtn | 53.5% |
| 1M Excs Rtn | -1.3% |
| 3M Excs Rtn | 16.8% |
| 6M Excs Rtn | 16.1% |
| 12M Excs Rtn | 14.2% |
| 3Y Excs Rtn | -21.9% |
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
External Quote Links
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| YCharts | Perplexity Finance |
| FinViz |
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