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← CockpitCompetitor Analysis › 300469.SZ Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang Class AOpen in the cockpit ↗

Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang Class A300469.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Information Technology Services

Zhejiang company providing telecommunications network construction and information-technology services for the transportation sector.

Momentum neutral 57
Mkt cap
$1.72B
US dollars, full cap
Free float
56%
of shares outstanding
$/day
$39.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-29.1 pp
WACC 8.0%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥48.90
1D-0.4%
1W+9.4%
1M-3.5%
3M-7.9%
6M-18.1%
YTD-20.9%
1Y-32.2%
ATR %6.0%
52w lowhigh38.8% off high

What Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang does

Zhejiang company providing telecommunications network construction and information-technology services for the transportation sector.

Products and services

  • Telecom network engineering
  • Transportation IT systems

Customers

  • Transportation operators
  • Local governments

Where it sits in the supply chain

  • Information Technology
  • IT/telecom services
  • Transportation telecom & IT…

What could go right

  • Transportation infrastructure digitalization

What could go wrong

  • Project-based revenue volatility

Moat: none

Headquarters: Zhejiang, China · Employees: 716

Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang at a glance

Size Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang (300469.SZ) is a China Information Technology company (Information Technology Services) with a market value of $1.72B, the 1442nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥48.90 on 6 Nov 2026.

Performance Over six months the shares fell 18.1%, against -11.0% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue fell 14.9% over the last twelve months (peer median +9.5%); the operating margin is -102.1% (peer median 8.1%).

Valuation It trades at 51.2× enterprise value to sales against a peer median of 3.1× (2nd most expensive of 20).

Capital Return on invested capital runs 29.1 points below its cost of capital (8.0% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 88300469.SZ 82
Six months, rebased to 100: Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang against the median of its 20 peers (local-currency closes).

Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥231MCN¥256MCN¥268MCN¥245MCN¥261M
Revenue growth—-4%+9%-6%—
Gross profitCN¥77.9MCN¥44.5MCN¥33.7MCN¥35.7MCN¥38.5M
EBITDAn/a-CN¥124M-CN¥128M-CN¥145M-CN¥136M
Net income-CN¥182M-CN¥160M-CN¥118M-CN¥185M-CN¥159M
Free cash flow-CN¥238M-CN¥225M-CN¥241M-CN¥93.9M-CN¥75.2M
Capital expenditureCN¥266MCN¥219MCN¥179MCN¥18.0MCN¥15.9M
Total debtCN¥350MCN¥309MCN¥217MCN¥207MCN¥319M

Quarterly statements and history in the cockpit →

Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang 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

0%+50%-10%0%+10%3697OMCLFORTY0029870022684373YSNMGRTATENZENTEC600850SIGMAADVCNXCPDFSCAMSKNOSDTL300377BBOX300468300469.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×1,000×2,000×3697OMCLMGRTSIGMAADV300469.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang is the large dot.

Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang competitors and peer comparison

How Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang 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.

Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang against its 20 peers (data as of 6 Nov 2026)
Measure300469.SZPeer medianRank in peer set
1-month return-3.5%-0.2%9th lowest of 21
6-month return-18.1%-11.0%5th lowest of 21
Distance from 52-week high-38.8%-30.7%8th lowest of 21
Revenue growth (TTM)-14.9%+9.5%lowest of 21
Operating margin-102.1%8.1%lowest of 21
EV / Sales51.2×3.1×2nd most expensive of 20
ROIC minus cost of capital-29.1 pp-2.7 pp2nd lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang 300469.SZChina$1.72B-18%-15%-102%51.2×n/an/a
Shift 3697.TJapan$1.71B+61%+24%11%1.7×-2.2%+28.6%
Omnicell OMCLUnited States$1.70B-15%+6%5%1.2×11.7%+5.8%
Formula Systems (1985) Ltd. Sponsored ADR FORTYUnited States$1.75B-26%+1%8%0.7×-3.4%+6.3%
Northking Information Technology 002987.SZChina$1.67B-14%+1%6%2.2×16.2%+16.1%
CETC Cyberspace Security Technology 002268.SZChina$1.77B-11%-3%1%4.5×n/an/a
Simplex Holdings,Inc 4373.TJapan$1.66B+25%+20%23%4.2×12.4%+16.3%
secunet Security Networks YSN.DEGermany$1.66B+20%+13%11%3.1×n/an/a
Mega Fortune MGRTUnited States$1.65B-14%-8%-37%2,072.0×n/an/a
A10 Networks ATENUnited States$1.80B-11%+12%17%5.4×16.7%+5.2%
Zen Technologies ZENTEC.NSIndia$1.64B+6%+4%31%17.8×53.0%+66.0%
CETC Digital Technology 600850.SSChina$1.62B-18%-1%2%1.2×19.1%+5.8%
Sigma Advanced Systems SIGMAADV.NSIndia$1.83B+196%+358%12%20.5×n/an/a
Concentrix CNXCUnited States$1.85B+25%+3%8%0.7×-11.9%+15.8%
PDF Solutions PDFSUnited States$1.59B-27%+23%8%6.4×n/an/a
Computer Age Management Services CAMS.NSIndia$1.87B-15%+9%39%n/an/an/a
Kainos KNOS.LUnited Kingdom$1.92B+57%+17%11%3.1×21.7%+12.9%
Data#3 DTL.AXAustralia$1.54B+81%+6%8%2.1×26.9%-14.2%
Shenzhen YSSTech Information Technology 300377.SZChina$1.53B-24%+14%-3%6.7×n/an/a
Black Box BBOX.NSIndia$1.53B+10%+12%7%2.2×n/an/a
Shenzhen Forms Syntron Information 300468.SZChina$1.52B-33%+9%9%12.7×n/an/a

Questions

Which companies are Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang's closest peers?
The cockpit's peer set: Shift (3697.T), Omnicell (OMCL), Formula Systems (1985) Ltd. Sponsored ADR (FORTY), Northking Information Technology (002987.SZ), CETC Cyberspace Security Technology (002268.SZ), Simplex Holdings,Inc (4373.T), secunet Security Networks (YSN.DE), Mega Fortune (MGRT).
Is Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang expensive compared with its peers?
On ev / sales it trades at 51.2× against a peer median of 3.1×, 2nd most expensive of 20 in its peer set.
How has Transportation Telecommunication and Information Development Inc. Ltd. Zhejiang stock performed?
Over six months to 6 Nov 2026 the shares returned -18.1% against -11.0% for the median peer; over one year -32.2%.

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.