Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002410.SZ
HOLDREMOVEGlodon Company Limited · Technology · China · $2.4B · Avg Vol: $45M/d
Glodon is a leading construction software provider in China, but it is heavily exposed to the structural downturn in the Chinese real estate and construction sectors, negating its high quality score.
COMPANY DESCRIPTION
Glodon Company Limited is the dominant provider of digital construction software in China, specializing in Building Information Modeling (BIM), cost estimation, and project management solutions. The company holds a near-monopoly in the domestic construction cost estimation software market and has successfully transitioned to a high-margin SaaS subscription model. Its deep integration into the workflows of construction enterprises and regulatory compliance standards creates an exceptionally strong competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 974M | 970M | 922M | 901M | -2.6% |
| EPS | 0.09 | 0.01 | 0.02 | 0.04 | -25.1% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | -1.0% |
| Debt | 19M | 14M | 9M | 12M | -14.0% |
| Equity | 933M | 869M | 881M | 894M | -1.4% |
| Op CF | 244M | 94M | 176M | 156M | -13.8% |
| Inv CF | -143M | -99M | -52M | -69M | — |
| Fin CF | -55M | -92M | -92M | -65M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002410.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002410.SZ | Glodon Company Limited(you) | $2.4B | 60 | HOLD |
| 000997.SZ | Newland Digital Technology Co.,Ltd. | $3.1B | 64 | HOLD |
| 002063.SZ | YGSOFT Inc. | $1.7B | 62 | HOLD |
| 688692.SS | Wuhan Dameng Database Company Limited | $4.3B | 60 | HOLD |
| 603383.SS | Fujian Apex Software Co.,LTD | $965M | 62 | HOLD |
| 300634.SZ | Richinfo Technology Co., Ltd. | $1.7B | 45 | HOLD |
| 603927.SS | Sinosoft Co.,Ltd | $1.8B | 43 | 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 |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%