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← CockpitCompetitor Analysis › 0901.HK Shenzhen SDMC Technology Co., Ltd. Class HOpen in the cockpit ↗

Shenzhen SDMC Technology Co., Ltd. Class H0901.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Information Technology›Telecommunications Equipment

Shenzhen-based technology company; name suggests display/digital-media hardware, but specific products not confirmed.

Mkt cap
$1.61B
US dollars, full cap
Free float
53%
of shares outstanding
$/day
$2.32M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+10.8 pp
WACC 5.3%
Hurdle
n/a
no reverse DCF
Next earnings
117 days
3 Mar 2027
Close · HKDHK$60.30
1D+0.2%
1W+0.3%
1M+2.9%
3M-4.8%
6Mn/a
YTDn/a
1Yn/a
ATR %6.4%
52w lowhigh31.8% off high

What Shenzhen SDMC Technology does

Shenzhen-based technology company; name suggests display/digital-media hardware, but specific products not confirmed.

Where it sits in the supply chain

  • Information technology
  • Display/digital media hardware…

Moat: none

Headquarters: Shenzhen, China · Employees: 692

Shenzhen SDMC Technology at a glance

Size Shenzhen SDMC Technology (0901.HK) is a Hong Kong Information Technology company (Telecommunications Equipment) with a market value of $1.61B, the 474th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$60.30 on 6 Nov 2026.

Growth Revenue grew 32.9% over the last twelve months (peer median +13.9%); the operating margin is 9.8% (peer median 2.9%).

Valuation It trades at 2.9× enterprise value to sales against a peer median of 1.9× (9th most expensive of 21).

Capital Return on invested capital runs 10.8 points above its cost of capital (5.3% WACC).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Shenzhen SDMC Technology financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueHK$4.39BHK$3.65BHK$2.75BHK$2.62BHK$2.94B
Revenue growth—+33%+5%-11%—
Gross profitHK$934MHK$725MHK$533MHK$570MHK$560M
EBITDAHK$453MHK$295MHK$138MHK$218MHK$292M
Net incomeHK$356MHK$259MHK$149MHK$211MHK$292M
Free cash flow-HK$944M-HK$210MHK$110MHK$104MHK$64.3M
Capital expenditureHK$40.0MHK$23.1MHK$17.0MHK$49.1MHK$13.8M
Total debtn/aHK$436MHK$368MHK$266MHK$181M

Quarterly statements and history in the cockpit →

Shenzhen SDMC Technology competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Fundamentals: revenue growth against valuation

0%+20%0×10×20×33556007766035160008396814603118489790600345603712000810300638002881300045001270ARLO96117744VISN0013080901.HKRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shenzhen SDMC Technology is the large dot.

Shenzhen SDMC Technology competitors and peer comparison

How Shenzhen SDMC Technology compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Shenzhen SDMC Technology against its 20 peers (data as of 6 Nov 2026)
Measure0901.HKPeer medianRank in peer set
1-month return+2.9%-5.7%7th highest of 21
Distance from 52-week high-31.8%-44.8%7th highest of 21
Revenue growth (TTM)+32.9%+13.9%2nd highest of 21
Operating margin9.8%2.9%7th highest of 21
EV / Sales2.9×1.9×9th most expensive of 21
ROIC minus cost of capital+10.8 pp-2.7 pp4th highest of 21
EV / EBITDA27.8×8.7×most expensive of 6
Net debt / EBITDA-0.1×-1.1×2nd most indebted of 7

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Shenzhen SDMC Technology 0901.HKHong Kong$1.61Bn/a+33%10%2.9×n/an/a
FS.COM 3355.HKHong Kong$1.63B-27%+14%23%3.0×-11.0%+19.4%
Eastern Communications 600776.SSChina$1.72B-33%+7%-5%3.5×n/an/a
Beijing Tricolor Technology 603516.SSChina$1.72B-60%-11%-20%33.8×n/an/a
CITIC Guoan Information Industry 000839.SZChina$1.45B-17%+14%7%2.9×11.3%+7.0%
Furuno Electric 6814.TJapan$1.42B-1%+14%13%1.4×7.4%+11.3%
Shenzhen Gongjin Electronics 603118.SSChina$1.42B-18%+21%2%1.0×n/an/a
Hanwha Vision 489790.KSSouth Korea$1.41B-56%+20%11%0.9×n/an/a
Wuhan Yangtze Communication Industry 600345.SSChina$1.85B-23%+13%-8%11.2×n/an/a
Tianjin 712 Communication & Broadcasting 603712.SSChina$1.41B-25%+27%-17%5.0×n/an/a
Skyworth Digital 000810.SZChina$1.85B-15%+28%1%1.4×n/an/a
Fibocom Wireless 300638.SZChina$1.88B-10%+3%2%1.7×n/an/a
Calix CALXUnited States$1.89B-29%+23%5%1.5×23.1%+13.1%
MeiG Smart Technology 002881.SZChina$1.92B+8%+24%7%2.8×n/an/a
Hwa Create 300045.SZChina$1.35B-39%-7%-20%14.5×n/an/a
Zhejiang Chengchang Technology 001270.SZChina$1.34B-37%-1%27%20.9×44.0%+18.3%
Arlo Technologies ARLOUnited States$1.33B-19%+16%3%2.0×32.6%+8.2%
Shanghai Longcheer Technology 9611.HKHong Kong$1.97B-14%+7%0%0.5×n/an/a
Noritsu Koki 7744.TJapan$1.31B-7%+33%20%1.5×-6.9%+16.8%
Vistance Networks VISNUnited States$1.27B-35%-38%12%0.4×-4.6%-25.5%
Shenzhen KTC Technology 001308.SZChina$2.09B+3%0%3%1.2×n/an/a

Questions

Which companies are Shenzhen SDMC Technology's closest peers?
The cockpit's peer set: FS.COM (3355.HK), Eastern Communications (600776.SS), Beijing Tricolor Technology (603516.SS), CITIC Guoan Information Industry (000839.SZ), Furuno Electric (6814.T), Shenzhen Gongjin Electronics (603118.SS), Hanwha Vision (489790.KS), Wuhan Yangtze Communication Industry (600345.SS).
Is Shenzhen SDMC Technology expensive compared with its peers?
On ev / sales it trades at 2.9× against a peer median of 1.9×, 9th most expensive of 21 in its peer set.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.