Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002063.SZ
HOLDREMOVEYGSOFT Inc. · Technology · China · $1.7B · Avg Vol: $30M/d
YGSOFT provides enterprise software primarily to Chinese state-owned power grids; while stable, it lacks global scalability and is subject to domestic regulatory pricing constraints.
COMPANY DESCRIPTION
YGSOFT Inc. develops enterprise management software (ERP), specializing in the power and energy sectors. The company is the dominant ERP provider for China's massive state-owned power grid companies, including State Grid and China Southern Power Grid. It is a niche software leader with exceptionally high customer switching costs and a strong moat in energy-sector digitalization.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 314M | 353M | 354M | 383M | 6.9% |
| EPS | 0.03 | 0.03 | 0.02 | 0.02 | -2.4% |
| Shares | 1.9B | 1.9B | 1.9B | 1.9B | +0.3% |
| Debt | 3M | 9M | 8M | 10M | 50.9% |
| Equity | 466M | 506M | 543M | 585M | 7.9% |
| Op CF | 5M | -13M | 34M | 42M | 98.9% |
| Inv CF | 9M | 106M | -4M | -5M | — |
| Fin CF | -6M | -17M | -11M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002063.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002063.SZ | YGSOFT Inc.(you) | $1.7B | 62 | HOLD |
| 002410.SZ | Glodon Company Limited | $2.4B | 60 | HOLD |
| 603383.SS | Fujian Apex Software Co.,LTD | $965M | 62 | HOLD |
| 000997.SZ | Newland Digital Technology Co.,Ltd. | $3.1B | 64 | HOLD |
| 300634.SZ | Richinfo Technology Co., Ltd. | $1.7B | 45 | HOLD |
| 603039.SS | Weaver Network Technology Co., Ltd. | $1.7B | 42 | HOLD |
| 603533.SS | IReader Technology Co., Ltd. | $1.6B | 43 | HOLD |
| 301339.SZ | Jiangsu Tongxingbao Intelligent Transportation Technology Co., Ltd. | $990M | 52 | HOLD |
| 1675.HK | AsiaInfo Technologies Limited | $618M | 63 | HOLD |
| 688692.SS | Wuhan Dameng Database Company Limited | $4.3B | 60 | HOLD |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%