Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688631.SS
STRONG SELLNanjing LES Information Technology Co., Ltd. · Technology · China · $1.1B · Avg Vol: $17M/d
COMPANY DESCRIPTION
Nanjing LES Information Technology Co., Ltd. provides advanced information systems and software solutions, specializing in air traffic control (ATC), smart city management, and defense command systems. Backed by the China Electronics Technology Group Corporation (CETC), the company is a dominant domestic player in civil and military air traffic management. Its competitive moat is exceptionally strong, protected by national security qualifications, proprietary ATC software, and high technical barriers to entry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 232.1M | 246.8M | 237.1M | 187.6M | -6.9% | 184.8M | 221.6M | 301.1M | 26.7% |
| EPS | 0.11 | 0.14 | 0.12 | 0.05 | -22.5% | 0.05 | — | — | — |
| Shares | 122.6M | 163.5M | 163.5M | 163.5M | +33.3% | 163.5M | — | — | — |
| Debt | 32.2M | 0.2M | 14.6K | 3.8K | -95.1% | 0.3M | — | — | — |
| Equity | 112.4M | 274.6M | 283.8M | 282.3M | 35.9% | — | — | — | — |
| Op CF | 8.6M | 11.7M | 12.5M | -30.7M | 20.6% | -18.7M | — | — | — |
| Inv CF | -1.0M | -31.2M | 15.7M | -49.3M | — | — | — | — | — |
| Fin CF | 30.2M | 110.0M | -9.4M | -9.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688631.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688631.SS | Nanjing LES Information Technology Co., Ltd.(you) | $1.1B | 13 | STRONG SELL |
| 300872.SZ | Tansun Technology Co., Ltd. | $1.2B | 14 | STRONG SELL |
| 601515.SS | Quzhou DFP New Material Group Co., Ltd. | $916M | 13 | STRONG SELL |
| 300678.SZ | Chengdu Information Technology of Chinese Academy of Sciences Co.,Ltd | $948M | 11 | STRONG SELL |
| 600728.SS | PCI Technology Group Co., Ltd. | $1.3B | 12 | STRONG SELL |
| 002368.SZ | Taiji Computer Corporation Limited | $1.4B | 15 | STRONG SELL |
| 300168.SZ | Wonders Information Co., Ltd | $946M | 8 | STRONG SELL |
| 002268.SZ | CETC Cyberspace Security Technology Co., Ltd. | $1.5B | 16 | STRONG SELL |
| 603206.SS | Bestlink Technologies Co.,Ltd. | $737M | 16 | STRONG SELL |
| 688225.SS | Asiainfo Security Technologies Co.,Ltd. | $694M | 16 | STRONG SELL |
Peer medians: ROE 3.6% · P/E 81.0x · Gross margin 25.8%