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← CockpitCompetitor Analysis › 300465.SZ Global Infotech Co., Ltd. Class AOpen in the cockpit ↗

Global Infotech Co., Ltd. Class A300465.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Information Technology Services
Momentum weak 25
Mkt cap
$685M
US dollars, full cap
Free float
77%
of shares outstanding
$/day
$13.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-6.2 pp
WACC 10.2%
Hurdle
+53 pp
Req g minus delivered
Close · CNYCN¥10.29
1D-2.5%
1W+6.4%
1M-5.1%
3M-19.8%
6M-27.6%
YTD-48.9%
1Y-51.8%
ATR %4.5%
52w lowhigh60.4% off high

What Global Infotech does

Employees: 3,736

Global Infotech at a glance

Size Global Infotech (300465.SZ) is a China Information Technology company (Information Technology Services) with a market value of $685M, the 3111th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.29 on 6 Nov 2026.

Performance Over six months the shares fell 27.6%, against -9.6% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 18.7% over the last twelve months (peer median +5.8%); the operating margin is 3.0% (peer median 0.7%).

Valuation It trades at 4.9× enterprise value to sales against a peer median of 3.3× (9th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about 41% a year for seven years (Req g). Recent delivered growth is -12%, so the hurdle is +53 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 6.2 points below its cost of capital (10.2% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 91300465.SZ 71
Six months, rebased to 100: Global Infotech against the median of its 20 peers (local-currency closes).

Global Infotech financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥927MCN¥1.02BCN¥1.17BCN¥1.40BCN¥1.44B
Revenue growth—-12%-16%-3%—
Gross profitCN¥198MCN¥201MCN¥226MCN¥246MCN¥256M
EBITDAn/aCN¥45.8MCN¥52.0MCN¥55.8MCN¥40.4M
Net incomeCN¥15.6MCN¥28.7MCN¥31.4MCN¥28.7M-CN¥75.0M
Free cash flowCN¥227MCN¥47.5MCN¥201MCN¥85.9M-CN¥108M
Capital expenditureCN¥2.97MCN¥2.15MCN¥1.76MCN¥5.91MCN¥4.87M
Total debtCN¥357MCN¥297MCN¥326MCN¥343MCN¥373M

Quarterly statements and history in the cockpit →

Global Infotech 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.

Performance: 6-month against 1-month return

-25%0%+25%+50%-10%0%+10%99596947VTEXEBGNG002642300044COKSONATSOFTW688175VRC301273600288603138002657300287688768MUM0022793762300465.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Global Infotech is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%0×10×20×30×6947VTEXEBGNG300044COK688175VRC3012736031382506002657300287688768002279300465.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Global Infotech is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%6947VTEX002642COKSONATSOFTW688175VRCMUM0022793762300465.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Global Infotech is the large dot.

Global Infotech competitors and peer comparison

How Global Infotech 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.

Global Infotech against its 20 peers (data as of 6 Nov 2026)
Measure300465.SZPeer medianRank in peer set
1-month return-5.1%-3.2%8th lowest of 21
6-month return-27.6%-9.6%3rd lowest of 21
Distance from 52-week high-60.4%-30.0%lowest of 21
Revenue growth (TTM)-18.7%+5.8%5th lowest of 21
Operating margin3.0%0.7%10th highest of 21
EV / Sales4.9×3.3×9th most expensive of 20
Growth the price implies (Req g, 7 yrs)41.1%9.8%3rd most demanding of 11
Growth delivered (Del g)-11.5%+8.1%lowest of 11
Hurdle (Req g minus delivered)+52.6 pp-1.6 ppmost demanding of 11
ROIC minus cost of capital-6.2 pp-2.4 pp9th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Global Infotech 300465.SZChina$685M-28%-19%3%4.9×41.1%-11.5%
Linklogis 9959.HKHong Kong$698M+4%+24%-9%n/an/an/a
Zuken 6947.TJapan$699M+12%+12%14%1.7×-6.8%+8.4%
VTEX VTEXUnited States$666M+6%+10%13%1.9×4.2%+19.5%
Gng Electronics EBGNG.NSIndia$705M+32%+34%11%3.3×n/an/a
Ronglian 002642.SZChina$664M-13%+18%1%2.3×43.6%-7.1%
Shenzhen Sunwin Intelligent 300044.SZChina$663M-14%+116%-679%32.4×n/an/a
Cancom COK.DEGermany$662M-20%-1%3%0.5×6.5%+7.8%
Sonata Software SONATSOFTW.NSIndia$711M-12%+4%5%0.6×18.5%+20.4%
Zhuhai Comleader Information Science & Technology 688175.SSChina$657M-8%-20%-10%13.7×38.7%-10.3%
Vercom VRC.WAPoland$656M-3%0%24%5.1×13.1%+32.2%
Shanghai Rychen Technologies 301273.SZChina$645M+60%-6%-30%13.4×n/an/a
Daheng New Epoch Technology 600288.SSChina$644M-35%-3%11%2.0×n/an/a
Beijing Vastdata Technology 603138.SSChina$642M-19%+18%-25%8.3×n/an/a
Xunfei Healthcare Technology 2506.HKHong Kong$641M-17%+25%-7%4.6×n/an/a
Sinodata 002657.SZChina$734M-30%-31%-33%5.6×n/an/a
Beijing Philisense Technology 300287.SZChina$736M-21%-52%-25%22.1×n/an/a
Anhui Ronds Science & Technology 688768.SSChina$629M+16%-5%-5%7.1×n/an/a
Mensch und Maschine Software MUM.DEGermany$627M-5%+8%19%2.2×0.6%-0.4%
Beijing Join-Cheer Software 002279.SZChina$750M-22%-34%0%2.2×41.2%-1.7%
TechMatrix 3762.TJapan$762M+67%+15%10%1.4×-7.5%+18.3%

Questions

Which companies are Global Infotech's closest peers?
The cockpit's peer set: Linklogis (9959.HK), Zuken (6947.T), VTEX (VTEX), Gng Electronics (EBGNG.NS), Ronglian (002642.SZ), Shenzhen Sunwin Intelligent (300044.SZ), Cancom (COK.DE), Sonata Software (SONATSOFTW.NS).
Is Global Infotech expensive compared with its peers?
On ev / sales it trades at 4.9× against a peer median of 3.3×, 9th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about 41% a year for seven years (Req g). Recent delivered growth is -12%, so the hurdle is +53 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Global Infotech stock performed?
Over six months to 6 Nov 2026 the shares returned -27.6% against -9.6% for the median peer; over one year -51.8%.

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.