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Employees: 2,306
Size Goldcard Smart (300349.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $531M, the 3720th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.80 on 6 Nov 2026.
Performance Over six months the shares fell 32.7%, against -22.9% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue fell 5.3% over the last twelve months (peer median +9.1%); the operating margin is 3.5% (peer median 3.0%).
Valuation It trades at 18.0× forward earnings against a peer median of 19.9× (7th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.7 points below its cost of capital (7.4% WACC).
Next results Next results expected around 22 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.00B | CN¥3.21B | CN¥3.04B | CN¥3.15B | CN¥2.72B |
| Revenue growth | — | +6% | -4% | +16% | — |
| Gross profit | CN¥1.16B | CN¥1.13B | CN¥1.15B | CN¥1.27B | CN¥1.00B |
| EBITDA | n/a | CN¥372M | CN¥467M | CN¥497M | CN¥372M |
| Net income | CN¥155M | CN¥266M | CN¥360M | CN¥409M | CN¥270M |
| Free cash flow | CN¥354M | CN¥218M | CN¥306M | CN¥165M | CN¥223M |
| Capital expenditure | CN¥87.8M | CN¥155M | CN¥174M | CN¥286M | CN¥157M |
| Total debt | CN¥832M | CN¥1.02B | CN¥974M | CN¥1.11B | CN¥605M |
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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.
| Measure | 300349.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.7% | -13.3% | 9th highest of 21 |
| 6-month return | -32.7% | -22.9% | 7th lowest of 21 |
| Distance from 52-week high | -58.6% | -43.2% | 5th lowest of 21 |
| Revenue growth (TTM) | -5.3% | +9.1% | 4th lowest of 21 |
| Operating margin | 3.5% | 3.0% | 11th highest of 21 |
| Forward P/E | 18.0× | 19.9× | 7th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 2.9% | 12.4% | 4th least demanding of 14 |
| Growth delivered (Del g) | +10.8% | +9.8% | 7th highest of 14 |
| Hurdle (Req g minus delivered) | -7.9 pp | +1.7 pp | 4th least demanding of 14 |
| ROIC minus cost of capital | -3.7 pp | -3.6 pp | 10th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Goldcard Smart 300349.SZ | China | $531M | -33% | -5% | 4% | 18.0× | 2.9% | +10.8% |
| IDEC 6652.T | Japan | $534M | -11% | +17% | 10% | 10.1× | 0.7% | +6.2% |
| Beijing ConST Instruments Technology 300445.SZ | China | $536M | -23% | +7% | 19% | 21.8× | 9.4% | +15.5% |
| Anhui Wanyi Science And Technology Co. Ltd. Class 1 688600.SS | China | $522M | -11% | +4% | 5% | 33.4× | 34.5% | +11.2% |
| Osaka Organic Chemical Industry 4187.T | Japan | $518M | -21% | +18% | 22% | 11.8× | 6.9% | +4.8% |
| Zhejiang Wellsun Intelligent Technology 300882.SZ | China | $510M | -35% | +13% | -1% | n/a | n/a | n/a |
| Shanghai Hi-Tech Control System 002184.SZ | China | $507M | -16% | -16% | -3% | n/a | n/a | n/a |
| YC Corporation 232140.KS | South Korea | $558M | -57% | +26% | 11% | 22.7× | 17.9% | +9.7% |
| SZZT Electronics 002197.SZ | China | $506M | -32% | +25% | -17% | n/a | n/a | n/a |
| Espec 6859.T | Japan | $504M | +7% | +9% | 10% | 12.5× | 7.1% | +12.6% |
| Nippon Ceramic 6929.T | Japan | $501M | -14% | +3% | 23% | 12.7× | -4.5% | +9.8% |
| Hebei Sailhero Environmental Protection High-Tech 300137.SZ | China | $569M | -56% | -17% | -13% | n/a | n/a | n/a |
| Shanghai Aohua Photoelectricity Endoscope 688212.SS | China | $572M | -19% | +21% | -4% | 647.1× | n/a | n/a |
| Merry Electronics 2439.TW | Taiwan | $493M | -26% | +9% | 2% | 17.9× | -5.0% | +6.2% |
| Donghua Testing Technology 300354.SZ | China | $574M | -23% | -7% | 18% | 35.0× | 22.6% | +20.9% |
| Integrated Electronic Systems Lab Co 002339.SZ | China | $486M | -34% | +11% | -2% | n/a | 15.8% | +8.2% |
| Wiscom System 002090.SZ | China | $485M | -27% | -4% | 1% | n/a | 34.3% | -3.4% |
| Babcock & Wilcox Enterprises BW | United States | $484M | -78% | +40% | 4% | 12.2× | n/a | n/a |
| Sinosun Technology 300333.SZ | China | $482M | +3% | +2% | -13% | n/a | n/a | n/a |
| Shanghai W-Ibeda High Tech.Group 688071.SS | China | $586M | +39% | +10% | -6% | 87.0× | 25.1% | +11.0% |
| Grade Upon Technology 6739.TWO | Taiwan | $481M | -52% | +99% | 57% | n/a | 12.4% | +26.7% |