Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600718.SS
STRONG SELLREMOVENeusoft Corporation · Technology · China · $1.4B · Avg Vol: $14M/d
Neusoft is a Chinese IT solutions provider operating in a highly competitive, low-margin domestic software market. It lacks the pricing power, global scalability, and asset-light compounding profile we seek.
COMPANY DESCRIPTION
Neusoft Corporation is a pioneer in China's software industry, providing enterprise IT solutions, healthcare information systems, and intelligent vehicle connectivity software. The company holds a dominant market share in China's hospital information system (HIS) market and is a key Tier-1 software partner for global automotive OEMs. Its competitive moat is sustained by a massive pool of engineering talent, proprietary software architectures, and decades of deep industry domain expertise.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.6B | 1.7B | 1.8B | 8.3% |
| EPS | -0.04 | 0.01 | 0.01 | -0.05 | -16.7% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | -2.4% |
| Debt | 165M | 164M | 163M | 186M | 4.1% |
| Equity | 1.4B | 1.4B | 1.4B | 1.3B | -0.8% |
| Op CF | 99M | 118M | 126M | 67M | -12.5% |
| Inv CF | 4M | -107M | 4M | -70M | — |
| Fin CF | -49M | -16M | -60M | -41M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600718.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600718.SS | Neusoft Corporation(you) | $1.4B | 17 | STRONG SELL |
| 300348.SZ | Shenzhen Sunline Tech Co., Ltd. | $1.2B | 17 | STRONG SELL |
| 2556.HK | Marketingforce Management Ltd | $1.2B | 13 | STRONG SELL |
| 300624.SZ | Wondershare Technology Group Co., Ltd. | $1.7B | 13 | STRONG SELL |
| 002373.SZ | China Transinfo Technology Co., Ltd | $1.9B | 19 | STRONG SELL |
| 301382.SZ | Fengzhushou Co., Ltd. | $1.7B | 20 | SELL |
| 300895.SZ | Beijing Topnew Info & Tech Co., Ltd. | $1.3B | 24 | SELL |
| 688031.SS | Transwarp Technology (Shanghai) Co.,Ltd. | $2.1B | 19 | STRONG SELL |
| 688095.SS | Fujian Foxit Software Development Joint Stock Co., Ltd. | $952M | 18 | STRONG SELL |
| 300520.SZ | GuoChuang Software Co.,Ltd. | $1.5B | 8 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%