Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
8416.TWO
STRONG BUYAPPROVESolidwizard Technology Co., Ltd. · Technology · Taiwan · $167M · Avg Vol: $116K/d
Solidwizard Technology is Taiwan's premier distributor of 3D CAD/CAM design software (SolidWorks) and Product Lifecycle Management (PLM) solutions. As manufacturers rapidly localize and upgrade to smart, automated factories to mitigate supply chain friction, Solidwizard acts as a critical gatekeeper. The company boasts an asset-light business model, high ROIC (Q-score of 80), and highly sticky recurring maintenance and subscription revenues, offering a classic Peter Lynch-style growth story at a reasonable price.
COMPANY DESCRIPTION
Solidwizard Technology Co., Ltd. provides 3D design software, 3D printing solutions, and industrial digital transformation consulting services. As the largest authorized distributor of Dassault Systèmes SolidWorks in the Taiwan and China regions, the company commands a highly defensive market position. Solidwizard's competitive moat is reinforced by its comprehensive technical support, training services, and integration of additive manufacturing hardware.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 44M | 44M | 46M | 49M | 3.7% |
| EPS | 0.36 | 0.35 | 0.33 | 0.35 | -1.0% |
| Shares | 28M | 28M | 28M | 28M | 0.0% |
| Debt | 366,545 | 197,260 | 286,666 | 279,497 | -8.6% |
| Equity | 41M | 43M | 45M | 48M | 6.0% |
| Op CF | 10M | 10M | 8M | 11M | 1.1% |
| Inv CF | -210,897 | -153,067 | -394,870 | -60,411 | — |
| Fin CF | -6M | -7M | -7M | -7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 8416.TWO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 8416.TWO | Solidwizard Technology Co., Ltd.(you) | $167M | 93 | STRONG BUY |
| 3570.TWO | Otsuka Information Technology Corp. | $95M | 96 | STRONG BUY |
| 5403.TWO | Dimerco Data System Corporation | $213M | 80 | STRONG BUY |
| 6902.TW | Gogolook Co., Ltd. | $162M | 52 | HOLD |
| 5203.TW | CyberLink Corp. | $163M | 52 | HOLD |
| 6231.TWO | Insyde Software Corp. | $414M | 56 | HOLD |
| 6738.TWO | MAYO Human Capital Inc. | $80M | 9 | STRONG SELL |
| 5209.TWO | CTCI Advanced Systems Inc. | $156M | 93 | STRONG BUY |
| 6498.TWO | Powertip Image Corp | $156M | 93 | STRONG BUY |
| 6577.TWO | Promate Solutions Corporation | $154M | 96 | STRONG BUY |
Peer medians: ROE 7.4% · P/E 34.5x · Gross margin 24.0%