Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

688588.SS

HOLDREMOVE

Linkage Software Co., LTD · Technology · China · $603M · Avg Vol: $6M/d

35
StockRank
Q
57
V
42
M
28
P/E (TTM)
102.0x
ROE
3.0%
D/E
0.3x
Dividend %
2.0%
AI CONVICTION THESIS

Generic software provider lacking a global moat or connection to our key macro themes.

COMPANY DESCRIPTION

Linkage Software Co., LTD provides offshore software development, IT outsourcing, and digital transformation services, with a primary focus on the Japanese enterprise market. The company specializes in financial systems, automotive software, and enterprise resource planning (ERP) solutions. Its competitive advantage lies in its highly trained, bilingual engineering workforce, strict quality control standards that meet Japanese market requirements, and long-standing relationships with blue-chip Japanese clients.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue97M103M165M156M17.2%
EPS0.050.030.050.04-8.2%
Shares400M400M400M400M0.0%
Debt1M32M50M50M242.5%
Equity198M178M185M182M-2.9%
Op CF21M18M30M20M-0.7%
Inv CF25,26721M-22M-9M
Fin CF-13M-2M2M-21M
Loading...
PRICE (1M)-20.7%
1.421.531.641.751.85May 8May 29Jun 18
SMA 50SMA 200
Close
$1.45
RSI (14)
46.9
52W High
$3.40
From 52W High
0.4%

SCORE BREAKDOWN

Quality
57
ROIC
10.7%64.8
ROE
3.0%34.9
GP/Assets
20.6%51.8
Op. Margin
14.2%72.2
FCF/Assets
5.8%65.1
Piotroski
79.5
Int. Cover
16.1x60.4
D/E Ratio
0.31x42.6
Current Ratio
2.30x58.3
Value
42
P/E (TTM)
102.0x18.9
EV/EBITDA
20.6x40.1
P/FCF
279.2x40.4
P/B
3.2x49.4
P/S
3.9x43.8
Div Yield
2.0%67.7
Momentum
28
52W High %
43%8.5
RS 6M
-42%26.2
SMA 50/200
0.79x8.0
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
87.7
Q Growth
N/A

FUNDAMENTALS

Market Cap
$603M
P/E (Forward)
23.7x
Gross Margin
33.6%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688588.SS are excluded.

TickerCompanyMkt CapStockRankSignal
688588.SSLinkage Software Co., LTD(you)$603M35HOLD
688489.SSSansec Technology Co., Ltd.$636M26SELL
002777.SZSichuan Jiuyuan Yinhai Software.Co.,Ltd$854M30SELL
2687.HKShanghai Able Digital Science&Tech Co., Ltd.$1.0B37HOLD
0909.HKMing Yuan Cloud Group Holdings Limited$434M27SELL
603528.SSDuoLun Technology Corporation Ltd.$734M23SELL
688168.SSBeijingABT Networks Co.,Ltd.$949M27SELL
002279.SZBeijing Join-Cheer Software Co., Ltd.$847M24SELL
300525.SZFujian Boss Software Corp.$970M26SELL
6687.HKJST Group Corporation Limited$898M25SELL

Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%

Linkage Software Co., LTD (688588.SS) — Stock Score Summary

Linkage Software Co., LTD (688588.SS) has a MoatMap StockRank of 35/100 based on Quality (57/100), Value (42/100), and Momentum (28/100) factor scores. The current signal is HOLD. Generic software provider lacking a global moat or connection to our key macro themes.

Linkage Software Co., LTD provides offshore software development, IT outsourcing, and digital transformation services, with a primary focus on the Japanese enterprise market. The company specializes in financial systems, automotive software, and enterprise resource planning (ERP) solutions. Its competitive advantage lies in its highly trained, bilingual engineering workforce, strict quality control standards that meet Japanese market requirements, and long-standing relationships with blue-chip Japanese clients.

Key Financial Metrics

Price$1.45
Market Cap$603M
P/E (TTM)102.00
P/E (Forward)23.72
Price/Book3.21
Return on Equity3.0%
Return on Invested Capital10.7%
Debt/Equity31.00
Gross Margin33.6%
Operating Margin14.2%
Revenue Growth-1.7%
Dividend Yield2.0%
Free Cash Flow$2M

Linkage Software Co., LTD operates in the Software - Application industry, part of the Technology sector (China).

Frequently Asked Questions

What is Linkage Software Co., LTD’s (688588.SS) StockRank?
MoatMap’s StockRank for Linkage Software Co., LTD (688588.SS) is 35/100, with a Hold signal. It is a composite of Quality (57), Value (42), and Momentum (28) factor ranks across MoatMap’s 20,000+ stock universe.
Does Linkage Software Co., LTD have an economic moat?
Linkage Software Co., LTD (688588.SS) has a Quality factor score of 57/100. 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 Linkage Software Co., LTD a buy, hold, or sell?
MoatMap’s current signal for Linkage Software Co., LTD (688588.SS) is Hold, based on a StockRank of 35/100. 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 Linkage Software Co., LTD in?
Linkage Software Co., LTD (688588.SS) operates in the Technology sector, specifically the Software - Application industry (China).