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688702.SS

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Suzhou Centec Communications Co., Ltd. · Technology · China · $17.1B · Avg Vol: $384M/d

45
StockRank
Q
42
V
34
M
60
P/E (TTM)
ROE
-6.7%
D/E
0.0x
Dividend %
AI CONVICTION THESIS

Suzhou Centec designs network switching chips, which could benefit from AI data center buildouts. However, it lacks the dominant market position of global peers and faces significant geopolitical and supply chain risks that disrupt its long-term compounding potential.

COMPANY DESCRIPTION

Suzhou Centec Communications Co., Ltd. designs and markets high-performance Ethernet switching silicon and whitebox solutions. The company is a critical domestic alternative to global giants like Broadcom in the enterprise and carrier-grade switch chip market. Its competitive moat is built on a comprehensive portfolio of proprietary switching architectures and software development kits (SDKs) tailored for cloud and telecom networks.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue113M153M160M170M14.4%
EPS-0.01-0.01-0.03-0.05
Shares360M410M410M410M+13.9%
Debt113M56M47,079294,126-86.3%
Equity54M350M345M330M83.3%
Op CF-16M-39M26M28M7.4%
Inv CF-24M-97M-22M-43M
Fin CF37M234M-57M-59,076
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PRICE (1M)-12.2%
37.3039.8842.4645.0447.61Apr 30May 26Jun 15
SMA 50SMA 200
Close
$41.83
RSI (14)
46.9
52W High
$54.52
From 52W High
0.8%

SCORE BREAKDOWN

Quality
42
ROIC
-6.5%15.3
ROE
-6.7%16.5
GP/Assets
22.7%56.3
Op. Margin
-7.2%17.5
FCF/Assets
-11.2%11.3
Piotroski
18.9
Int. Cover
-50.0x2.7
D/E Ratio
0.00x98.8
Current Ratio
12.40x97.4
Value
34
P/E (TTM)
N/A
EV/EBITDA
-533.1x98.8
P/FCF
N/A
P/B
52.0x1.2
P/S
98.7x1.4
Div Yield
N/A
Momentum
60
52W High %
77%52.9
RS 6M
118%91.0
SMA 50/200
1.56x91.2
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$17.1B
P/E (Forward)
Gross Margin
48.8%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688702.SS are excluded.

TickerCompanyMkt CapStockRankSignal
688702.SSSuzhou Centec Communications Co., Ltd.(you)$17.1B45HOLD
0763.HKZTE Corporation$16.3B41HOLD
300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.$10.3B46HOLD
600498.SSFiberhome Telecommunication Technologies Co., Ltd.$10.4B36HOLD
603083.SSCIG Shanghai Co., Ltd.$10.8B34SELL
688387.SSCICT Mobile Communication Technology Co., Ltd.$8.2B39HOLD
600487.SSHengtong Optic-Electric Co., Ltd.$28.1B57HOLD
301165.SZRuijie Networks Co., Ltd.$10.6B59HOLD
600105.SSJiangsu Etern Company Limited$10.3B28SELL
688322.SSOrbbec Inc.$6.6B36HOLD

Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%

Suzhou Centec Communications Co., Ltd. (688702.SS) — Stock Score Summary

Suzhou Centec Communications Co., Ltd. (688702.SS) has a MoatMap StockRank of 45/100 based on Quality (42/100), Value (34/100), and Momentum (60/100) factor scores. The current signal is HOLD. Suzhou Centec designs network switching chips, which could benefit from AI data center buildouts. However, it lacks the dominant market position of global peers and faces significant geopolitical and supply chain risks that disrupt its long-term compounding potential.

Suzhou Centec Communications Co., Ltd. designs and markets high-performance Ethernet switching silicon and whitebox solutions. The company is a critical domestic alternative to global giants like Broadcom in the enterprise and carrier-grade switch chip market. Its competitive moat is built on a comprehensive portfolio of proprietary switching architectures and software development kits (SDKs) tailored for cloud and telecom networks.

Key Financial Metrics

Price$41.83
Market Cap$17.1B
Price/Book51.98
Return on Equity-6.7%
Return on Invested Capital-6.5%
Debt/Equity0.08
Gross Margin48.8%
Operating Margin-7.2%
Revenue Growth11.4%
Free Cash Flow$-6M

Suzhou Centec Communications Co., Ltd. operates in the Communication Equipment industry, part of the Technology sector (China).

Frequently Asked Questions

What is Suzhou Centec Communications Co., Ltd.’s (688702.SS) StockRank?
MoatMap’s StockRank for Suzhou Centec Communications Co., Ltd. (688702.SS) is 45/100, with a Hold signal. It is a composite of Quality (42), Value (34), and Momentum (60) factor ranks across MoatMap’s 19,000+ stock universe.
Does Suzhou Centec Communications Co., Ltd. have an economic moat?
Suzhou Centec Communications Co., Ltd. (688702.SS) has a Quality factor score of 42/100. 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 Suzhou Centec Communications Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Suzhou Centec Communications Co., Ltd. (688702.SS) is Hold, based on a StockRank of 45/100. 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 Suzhou Centec Communications Co., Ltd. in?
Suzhou Centec Communications Co., Ltd. (688702.SS) operates in the Technology sector, specifically the Communication Equipment industry (China).