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← CockpitCompetitor Analysis › 300466.SZ Saimo Technology Co., Ltd. Class AOpen in the cockpit ↗

Saimo Technology Co., Ltd. Class A300466.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Equipment/Instruments
Momentum leader 85
Mkt cap
$631M
US dollars, full cap
Free float
81%
of shares outstanding
$/day
$29.9M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-6.3 pp
WACC 8.4%
Hurdle
+61 pp
Req g minus delivered
Close · CNYCN¥7.85
1D-4.4%
1W+2.6%
1M+9.0%
3M+6.1%
6M-13.9%
YTD-21.9%
1Y-18.6%
ATR %5.9%
52w lowhigh31.5% off high

What Saimo Technology does

Employees: 785

Saimo Technology at a glance

Size Saimo Technology (300466.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $631M, the 3301st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.85 on 6 Nov 2026.

Performance Over six months the shares fell 13.9%, against -23.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue fell 6.5% over the last twelve months (peer median +5.8%); the operating margin is 0.3% (peer median 3.7%).

Valuation It trades at 8.5× enterprise value to sales against a peer median of 4.3× (6th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 58% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +61 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 6.3 points below its cost of capital (8.4% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026300466.SZ 86Peer median 77
Six months, rebased to 100: Saimo Technology against the median of its 20 peers (local-currency closes).

Saimo Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥494MCN¥469MCN¥545MCN¥832MCN¥798M
Revenue growth—-14%-34%+4%—
Gross profitCN¥202MCN¥153MCN¥140MCN¥245MCN¥234M
EBITDAn/aCN¥9.12M-CN¥45.7M-CN¥13.9MCN¥38.8M
Net income-CN¥17.9M-CN¥43.0M-CN¥86.6M-CN¥45.5MCN¥21.2M
Free cash flowCN¥51.2MCN¥60.6MCN¥67.2M-CN¥117MCN¥7.52M
Capital expenditureCN¥5.62MCN¥5.24MCN¥2.69MCN¥4.74MCN¥1.66M
Total debtCN¥131MCN¥140MCN¥220MCN¥245MCN¥157M

Quarterly statements and history in the cockpit →

Saimo 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.

Performance: 6-month against 1-month return

-40%-20%0%-20%0%6914603070300853301516300099UMAC002401688330600071172345766030153005450024413013606166688115002177688539301568300466.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Saimo Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%5×10×6914603070300853301516300099UMAC002401688330600071172345766030150024413013606166688115002177688539301568300466.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Saimo Technology is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%691460307030085300240168833060007117234576603015002441301360301568300466.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. Saimo Technology is the large dot.

Saimo Technology competitors and peer comparison

How Saimo 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.

Saimo Technology against its 20 peers (data as of 6 Nov 2026)
Measure300466.SZPeer medianRank in peer set
1-month return+9.0%-11.3%highest of 21
6-month return-13.9%-23.5%7th highest of 21
Distance from 52-week high-31.5%-44.7%3rd highest of 21
Revenue growth (TTM)-6.5%+5.8%6th lowest of 21
Operating margin0.3%3.7%8th lowest of 21
EV / Sales8.5×4.3×6th most expensive of 21
Growth the price implies (Req g, 7 yrs)57.8%23.0%most demanding of 14
Growth delivered (Del g)-2.8%+3.5%3rd lowest of 14
Hurdle (Req g minus delivered)+60.5 pp+16.7 pp2nd most demanding of 14
ROIC minus cost of capital-6.3 pp-5.4 pp10th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Saimo Technology 300466.SZChina$631M-14%-6%0%8.5×57.8%-2.8%
OPTEX 6914.TJapan$632M-6%+14%14%1.1×1.9%+13.6%
Wecome Intelligent Manufacturing 603070.SSChina$624M-24%-8%0%2.4×25.6%+2.3%
Hangzhou Shenhao Technology 300853.SZChina$623M-5%+125%-21%9.3×53.7%-12.4%
Shenzhen Vapel Power Supply Technology 301516.SZChina$622M-26%+32%-5%3.6×n/an/a
Uroica Precision Information Engineering 300099.SZChina$618M-39%-16%15%7.8×n/an/a
Unusual Machines UMACUnited States$618M-11%+314%-94%9.6×n/an/a
COSCO SHIPPING Technology 002401.SZChina$646M-16%-4%-2%2.1×12.2%+3.5%
Shanghai Holystar Information Technology 688330.SSChina$615M-28%-5%21%3.8×-2.1%-6.5%
Phenix Optics 600071.SSChina$614M-25%+7%2%2.8×23.0%+4.7%
Nihon Dengi 1723.TJapan$653M-35%+2%26%1.8×-0.4%+6.4%
HIWIN Mikrosystem 4576.TWTaiwan$605M-29%+34%15%6.1×26.1%+2.1%
Ningbo Techmation 603015.SSChina$601M-16%+5%0%4.8×50.6%+2.0%
Shenzhen Liande Automatic Equipment 300545.SZChina$600M-37%-18%7%3.5×n/an/a
ZhongYeDa Electric 002441.SZChina$662M-20%+5%2%0.4×3.9%+0.1%
Rongcheer Industrial Technology (Suzhou) 301360.SZChina$598M-13%+101%12%4.9×28.4%+11.7%
Adlink Technology 6166.TWTaiwan$593M+14%+27%10%1.5×5.0%+4.1%
Smartgiant Technology 688115.SSChina$672M+22%+40%5%11.4×n/an/a
Guangzhou KingTeller Technology 002177.SZChina$590M-31%-9%-17%71.7×n/an/a
NanJing GOVA Technology 688539.SSChina$589M-43%-9%-18%9.9×n/an/a
Xiamen Sinic-Tek Intelligent Technology 301568.SZChina$676M-23%+19%17%7.6×35.3%+13.6%

Questions

Which companies are Saimo Technology's closest peers?
The cockpit's peer set: OPTEX (6914.T), Wecome Intelligent Manufacturing (603070.SS), Hangzhou Shenhao Technology (300853.SZ), Shenzhen Vapel Power Supply Technology (301516.SZ), Uroica Precision Information Engineering (300099.SZ), Unusual Machines (UMAC), COSCO SHIPPING Technology (002401.SZ), Shanghai Holystar Information Technology (688330.SS).
Is Saimo Technology expensive compared with its peers?
On ev / sales it trades at 8.5× against a peer median of 4.3×, 6th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 58% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +61 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 Saimo Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -13.9% against -23.5% for the median peer; over one year -18.6%.

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.