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Taiwan-origin ERP and manufacturing-software vendor serving small and midsize manufacturers in Greater China.
Taiwan-origin ERP and manufacturing-software vendor serving small and midsize manufacturers in Greater China.
Earns licence and implementation fees when a manufacturer installs a system, then recurring maintenance and cloud-subscription fees while it stays on the platform. ERP (enterprise resource planning, software that runs a firm's orders, stock and accounts) carries the business, and its customers are largely Taiwanese-linked and domestic manufacturers.
In one line: A smaller Chinese/Taiwanese SAP for SMEs.
Moat: narrow (switching costs, distribution). Long-standing SME ERP installed base across Taiwan and mainland China manufacturing clusters.
Headquarters: Taipei, Taiwan / Shanghai, China · Employees: 4,861
Size Digiwin (300378.SZ) is a China Information Technology company (Packaged Software) with a market value of $1.54B, the 1601st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥38.05 on 6 Nov 2026.
Performance Over six months the shares fell 2.2%, against -7.9% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.
Growth Revenue grew 9.8% over the last twelve months (peer median +10.0%); the operating margin is 8.9% (peer median 7.4%).
Valuation It trades at 32.5× forward earnings against a peer median of 23.3× (5th most expensive of 19).
Capital Return on invested capital runs 1.1 points below its cost of capital (9.3% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.61B | CN¥2.42B | CN¥2.32B | CN¥2.22B | CN¥1.99B |
| Revenue growth | — | +4% | +5% | +12% | — |
| Gross profit | CN¥1.44B | CN¥1.37B | CN¥1.30B | CN¥1.33B | CN¥1.25B |
| EBITDA | n/a | CN¥273M | CN¥272M | CN¥250M | CN¥220M |
| Net income | CN¥311M | CN¥163M | CN¥156M | CN¥150M | CN¥134M |
| Free cash flow | -CN¥113M | CN¥20.2M | -CN¥198M | -CN¥134M | CN¥164M |
| Capital expenditure | CN¥383M | CN¥319M | CN¥255M | CN¥247M | CN¥42.3M |
| Total debt | CN¥1.41B | CN¥1.12B | CN¥135M | CN¥105M | CN¥78.1M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Digiwin 300378.SZ | $1.54B | -2% | +10% | 9% | 32.5× | n/a |
| Yonyou Network Technology 600588.SS | $4.72B | -21% | +4% | -16% | n/a | n/a |
| Kingdee International Software 0268.HK | $4.16B | +3% | +17% | 2% | 65.4× | 45.4% |
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 | 300378.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.1% | +2.7% | 5th highest of 21 |
| 6-month return | -2.2% | -7.9% | 10th highest of 20 |
| Distance from 52-week high | -47.0% | -36.4% | 7th lowest of 21 |
| Revenue growth (TTM) | +9.8% | +10.0% | 11th highest of 21 |
| Operating margin | 8.9% | 7.4% | 10th highest of 21 |
| Forward P/E | 32.5× | 23.3× | 5th most expensive of 19 |
| ROIC minus cost of capital | -1.1 pp | +1.1 pp | 7th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Digiwin 300378.SZ | China | $1.54B | -2% | +10% | 9% | 32.5× | n/a | n/a |
| CloudWalk Technology 688327.SS | China | $1.54B | -28% | -47% | -165% | n/a | n/a | n/a |
| Paradox Interactive PDX.ST | Sweden | $1.54B | +6% | +13% | 6% | 25.3× | 20.8% | +4.1% |
| Yusys Technologies 300674.SZ | China | $1.53B | -23% | -11% | 8% | 20.8× | 15.6% | +4.0% |
| Sprinklr CXM | United States | $1.55B | +25% | +6% | 6% | 13.0× | 4.8% | +17.2% |
| MIXI 2121.T | Japan | $1.56B | +51% | +30% | 14% | 10.7× | -18.1% | +7.5% |
| YGsoft 002063.SZ | China | $1.51B | -16% | +5% | 13% | 31.0× | 16.3% | +8.9% |
| BlackLine BL | United States | $1.50B | -15% | +9% | 7% | 10.0× | 12.1% | +14.8% |
| Wuxi Boton Technology 300031.SZ | China | $1.50B | +8% | +22% | 2% | 32.5× | 30.2% | +5.6% |
| KPIT Technologies KPITTECH.NS | India | $1.57B | -25% | +9% | 14% | 26.3× | 14.8% | +26.0% |
| Fractal Analytics FRACTAL.NS | India | $1.49B | -27% | +19% | 12% | 41.5× | 31.4% | +18.5% |
| Weaver Network Technology 603039.SS | China | $1.59B | -8% | +2% | 12% | 29.1× | 15.8% | +9.0% |
| Phancy 6682.HK | Hong Kong | $1.48B | -45% | +42% | -5% | 88.0× | n/a | n/a |
| YOOZOO Interactive 002174.SZ | China | $1.61B | +9% | -1% | -20% | 24.7× | n/a | n/a |
| Pagaya Technologies PGY | United States | $1.47B | +15% | +11% | 22% | 7.8× | 4.1% | +68.9% |
| Exzeo XZO | United States | $1.47B | +21% | +329% | 49% | 14.8× | -8.4% | +59.0% |
| PearlAbyss 263750.KS | South Korea | $1.47B | -44% | +114% | 40% | 7.1× | n/a | n/a |
| Nazara Technologies NAZARA.NS | India | $1.62B | +50% | -2% | 3% | 138.0× | n/a | n/a |
| Systex 6214.TW | Taiwan | $1.46B | +54% | +34% | 3% | 16.6× | -12.4% | +13.1% |
| GO Inc. 581A.T | Japan | $1.45B | n/a | +32% | 17% | 21.9× | 34.7% | +31.9% |
| NextNav NN | United States | $1.45B | -56% | -36% | -1,900% | n/a | n/a | n/a |