Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603039.SS
HOLDREMOVEWeaver Network Technology Co., Ltd. · Technology · China · $1.7B · Avg Vol: $103M/d
Weaver Network Technology is a Chinese enterprise software provider. While it has decent software margins, it faces a challenging domestic IT spending environment and lacks a clear global growth runway or connection to our macro themes.
COMPANY DESCRIPTION
Weaver Network Technology Co., Ltd. is a leading Chinese provider of collaborative office automation (OA) software and enterprise content management solutions. The company's competitive moat lies in its extensive proprietary product suite, including e-cology and e-office, which serve a vast customer base across government and corporate sectors. It is a dominant market leader in China's enterprise application software industry, benefiting from high switching costs and a nationwide distribution network.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 345M | 354M | 349M | 338M | -0.6% |
| EPS | 0.13 | 0.10 | 0.12 | 0.17 | 9.9% |
| Shares | 261M | 261M | 261M | 261M | 0.0% |
| Debt | 2M | 1M | 965,456 | 601,407 | -27.9% |
| Equity | 282M | 307M | 319M | 359M | 8.3% |
| Op CF | 34M | 36M | 43M | 42M | 6.7% |
| Inv CF | 48M | -95M | -4M | -52M | — |
| Fin CF | -30M | 17M | -47M | -6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603039.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603039.SS | Weaver Network Technology Co., Ltd.(you) | $1.7B | 42 | HOLD |
| 603927.SS | Sinosoft Co.,Ltd | $1.8B | 43 | HOLD |
| 603533.SS | IReader Technology Co., Ltd. | $1.6B | 43 | HOLD |
| 300634.SZ | Richinfo Technology Co., Ltd. | $1.7B | 45 | HOLD |
| 688083.SS | Zwsoft Co.,Ltd. | $1.4B | 41 | HOLD |
| 2687.HK | Shanghai Able Digital Science&Tech Co., Ltd. | $1.0B | 37 | HOLD |
| 688507.SS | Shanghai Suochen Information Technology Co.,Ltd. | $2.1B | 29 | SELL |
| 600271.SS | Aisino Co.Ltd. | $2.0B | 28 | SELL |
| 603160.SS | Shenzhen Goodix Technology Co., Ltd. | $4.2B | 43 | HOLD |
| 688787.SS | Beijing Haitian Ruisheng Science Technology Ltd. | $1.2B | 29 | SELL |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%