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002410.SZ

HOLDREMOVE

Glodon Company Limited · Technology · China · $2.4B · Avg Vol: $45M/d

60
StockRank
Q
64
V
57
M
27
P/E (TTM)
36.1x
ROE
7.2%
D/E
0.0x
Dividend %
2.6%
AI CONVICTION THESIS

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)

Year2022202320242025CAGR
Revenue974M970M922M901M-2.6%
EPS0.090.010.020.04-25.1%
Shares1.7B1.7B1.7B1.7B-1.0%
Debt19M14M9M12M-14.0%
Equity933M869M881M894M-1.4%
Op CF244M94M176M156M-13.8%
Inv CF-143M-99M-52M-69M
Fin CF-55M-92M-92M-65M
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PRICE (1M)-21.0%
1.301.391.481.561.65May 8May 29Jun 18
SMA 50SMA 200
Close
$1.30
RSI (14)
28.9
52W High
$2.37
From 52W High
0.5%

SCORE BREAKDOWN

Quality
64
ROIC
7.5%52.6
ROE
7.2%50.2
GP/Assets
50.7%88.3
Op. Margin
4.4%42.0
FCF/Assets
7.5%71.9
Piotroski
79.5
Int. Cover
50.0x87.7
D/E Ratio
0.01x88.4
Current Ratio
1.49x31.3
Value
57
P/E (TTM)
36.1x48.5
EV/EBITDA
18.0x44.0
P/FCF
144.9x64.5
P/B
2.4x59.8
P/S
2.5x57.4
Div Yield
2.6%74.5
Momentum
27
52W High %
55%20.8
RS 6M
-39%29.5
SMA 50/200
0.83x12.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
35.7
Q Growth
15%45.8

FUNDAMENTALS

Market Cap
$2.4B
P/E (Forward)
23.9x
Gross Margin
85.3%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002410.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002410.SZGlodon Company Limited(you)$2.4B60HOLD
000997.SZNewland Digital Technology Co.,Ltd.$3.1B64HOLD
002063.SZYGSOFT Inc.$1.7B62HOLD
688692.SSWuhan Dameng Database Company Limited$4.3B60HOLD
603383.SSFujian Apex Software Co.,LTD$965M62HOLD
300634.SZRichinfo Technology Co., Ltd.$1.7B45HOLD
603927.SSSinosoft Co.,Ltd$1.8B43HOLD
603039.SSWeaver Network Technology Co., Ltd.$1.7B42HOLD
603533.SSIReader Technology Co., Ltd.$1.6B43HOLD
301339.SZJiangsu Tongxingbao Intelligent Transportation Technology Co., Ltd.$990M52HOLD

Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%

Glodon Company Limited (002410.SZ) — Stock Score Summary

Glodon Company Limited (002410.SZ) has a MoatMap StockRank of 60/100 based on Quality (64/100), Value (57/100), and Momentum (27/100) factor scores. The current signal is HOLD. 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.

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.

Key Financial Metrics

Price$1.30
Market Cap$2.4B
P/E (TTM)36.12
P/E (Forward)23.91
Price/Book2.44
Return on Equity7.2%
Return on Invested Capital7.5%
Debt/Equity1.33
Gross Margin85.3%
Operating Margin4.4%
Revenue Growth-5.5%
Dividend Yield2.6%
Free Cash Flow$17M

Glodon Company Limited operates in the Software - Application industry, part of the Technology sector (China).

Frequently Asked Questions

What is Glodon Company Limited’s (002410.SZ) StockRank?
MoatMap’s StockRank for Glodon Company Limited (002410.SZ) is 60/100, with a Hold signal. It is a composite of Quality (64), Value (57), and Momentum (27) factor ranks across MoatMap’s 20,000+ stock universe.
Does Glodon Company Limited have an economic moat?
Glodon Company Limited (002410.SZ) has a Quality factor score of 64/100. 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 Glodon Company Limited a buy, hold, or sell?
MoatMap’s current signal for Glodon Company Limited (002410.SZ) is Hold, based on a StockRank of 60/100. 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 Glodon Company Limited in?
Glodon Company Limited (002410.SZ) operates in the Technology sector, specifically the Software - Application industry (China).