Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300687.SZ
SELLGuangzhou Sie Consulting Co., Ltd. · Technology · China · $1.6B · Avg Vol: $125M/d
COMPANY DESCRIPTION
Guangzhou Sie Consulting Co., Ltd. provides enterprise IT consulting, ERP implementation, and smart manufacturing software solutions. The company's competitive moat lies in its deep domain expertise across diverse manufacturing sectors and its status as a premier domestic partner for global ERP giants like Oracle and SAP. It is a leading consulting firm driving the digital transformation and industrial software localization of China's manufacturing enterprises.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 334.5M | 332.0M | 352.8M | 305.3M | -3.0% | 304.4M | 336.3M | 380.0M | 11.6% |
| EPS | 0.09 | 0.09 | 0.05 | -0.04 | -26.0% | -0.04 | — | — | — |
| Shares | 403.8M | 410.1M | 410.1M | 408.4M | +1.1% | 408.4M | — | — | — |
| Debt | 57.2M | 55.4M | 83.7M | 103.5M | 21.8% | 127.9M | — | — | — |
| Equity | 355.5M | 391.1M | 393.2M | 390.3M | 3.2% | — | — | — | — |
| Op CF | 24.7M | 19.1M | 0.1M | 9.0M | -28.6% | -2.7M | — | — | — |
| Inv CF | -51.6M | -43.2M | -45.3M | -28.8M | — | — | — | — | — |
| Fin CF | -0.7M | -6.4M | 7.0M | 18.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300687.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300687.SZ | Guangzhou Sie Consulting Co., Ltd.(you) | $1.6B | 33 | SELL |
| 300182.SZ | Beijing Jetsen Technology Co., Ltd | $1.8B | 23 | SELL |
| 688088.SS | ArcSoft Corporation Limited | $2.0B | 42 | HOLD |
| 300170.SZ | HAND Enterprise Solutions Co., Ltd. | $2.3B | 28 | SELL |
| 002093.SZ | Guomai Technologies, Inc. | $933M | 29 | SELL |
| 002421.SZ | Shenzhen Das Intellitech Co., Ltd. | $1.1B | 24 | SELL |
| 300249.SZ | Yimikang Tech.Group Co., Ltd. | $1.0B | 26 | SELL |
| 0354.HK | Chinasoft International Limited | $935M | 28 | SELL |
| 301316.SZ | Hydsoft Technology Co.,Ltd. | $2.2B | 23 | SELL |
| 600797.SS | Insigma Technology Co., Ltd. | $952M | 27 | SELL |
Peer medians: ROE 3.6% · P/E 81.1x · Gross margin 25.9%