Loading…
Shenzhen ODM/JDM maker of smart cameras, car-networking terminals, routers and data-storage devices (SSD/HDD) for global brand customers.
Shenzhen ODM/JDM maker of smart cameras, car-networking terminals, routers and data-storage devices (SSD/HDD) for global brand customers.
Designs and builds devices to brand owners' specifications, paid per unit, so it earns on volume and design wins rather than its own brand. Its smart cameras and car terminals are often developed jointly with customers, and its storage drives are sold on memory-chip prices.
In one line: A contract-manufacturing peer to Western ODMs like Sercomm, serving IoT/storage brands.
Moat: narrow (scale, customer qualification). Multi-factory JDM/ODM scale and long brand-qualification cycles, but still a contract manufacturer with thin pricing power.
Headquarters: Shenzhen, China · Founded: 2005 · Employees: 1,775
Size Sharetronic Data Technology (300857.SZ) is a China Information Technology company (Computer Processing Hardware) with a market value of $11.4B, the 219th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥155.45 on 6 Nov 2026.
Performance Over six months the shares fell 40.1%, against +7.5% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 20 in its peer set.
Growth Revenue grew 127.4% over the last twelve months (peer median +28.4%); the operating margin is 21.4% (peer median 2.6%).
Valuation It trades at 39.5× forward earnings against a peer median of 13.2× (2nd most expensive of 16).
Capital Return on invested capital runs 0.3 points below its cost of capital (11.3% WACC).
Next results Next results expected around 30 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥23.5B | CN¥12.2B | CN¥7.39B | CN¥4.65B | CN¥3.14B |
| Revenue growth | — | +65% | +59% | +48% | — |
| Gross profit | CN¥7.81B | CN¥2.29B | CN¥1.22B | CN¥581M | CN¥319M |
| EBITDA | n/a | CN¥2.17B | CN¥940M | CN¥420M | CN¥351M |
| Net income | CN¥3.53B | CN¥1.16B | CN¥692M | CN¥287M | CN¥131M |
| Free cash flow | -CN¥18.6B | -CN¥12.6B | -CN¥649M | -CN¥241M | CN¥51.6M |
| Capital expenditure | CN¥22.5B | CN¥13.7B | CN¥750M | CN¥149M | CN¥74.4M |
| Total debt | CN¥41.2B | CN¥17.4B | CN¥3.08B | CN¥2.01B | CN¥868M |
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 |
|---|---|---|---|---|---|---|
| Sharetronic Data Technology 300857.SZ | $11.4B | -40% | +127% | 21% | 39.5× | n/a |
| Sercomm 5388.TW | $591M | -19% | +34% | 3% | 9.3× | n/a |
| Arcadyan Technology 3596.TW | $900M | -17% | +6% | 6% | 9.8× | n/a |
| Foxconn Industrial Internet 601138.SS | $120B | -35% | +60% | 5% | 13.1× | n/a |
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 | 300857.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -33.8% | -14.1% | 2nd lowest of 21 |
| 6-month return | -40.1% | +7.5% | 2nd lowest of 20 |
| Distance from 52-week high | -56.3% | -36.1% | 4th lowest of 21 |
| Revenue growth (TTM) | +127.4% | +28.4% | 3rd highest of 20 |
| Operating margin | 21.4% | 2.6% | highest of 20 |
| Forward P/E | 39.5× | 13.2× | 2nd most expensive of 16 |
| ROIC minus cost of capital | -0.3 pp | +1.1 pp | 9th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sharetronic Data Technology 300857.SZ | China | $11.4B | -40% | +127% | 21% | 39.5× | n/a | n/a |
| IEIT SYSTEMS Co., Ltd.Class A 000977.SZ | China | $12.1B | -21% | +14% | 3% | 14.3× | 7.7% | +21.2% |
| GoerTek 002241.SZ | China | $13.1B | 0% | -3% | 2% | 25.5× | n/a | n/a |
| Quantinuum QNT | United States | $9.89B | n/a | +35% | -644% | n/a | n/a | n/a |
| IonQ IONQ | United States | $14.0B | -34% | +371% | -392% | n/a | n/a | n/a |
| Lingyi iTech (Guangdong) 002600.SZ | China | $14.2B | -17% | +9% | 6% | 30.9× | n/a | n/a |
| Advantech 2395.TW | Taiwan | $14.5B | +39% | +40% | 19% | 22.5× | 9.5% | +6.8% |
| Zebra Technologies ZBRA | United States | $15.2B | +42% | +17% | 17% | 14.9× | 14.8% | +4.1% |
| Wistron 3231.TW | Taiwan | $16.3B | +13% | +107% | 4% | 8.1× | n/a | n/a |
| Dawning Information Industry 603019.SS | China | $16.8B | -17% | +32% | 13% | 38.4× | 31.2% | +8.0% |
| Pegatron 4938.TW | Taiwan | $7.52B | +14% | -6% | 1% | 13.1× | n/a | n/a |
| SeeYA Technology 688781.SS | China | $7.11B | +17% | n/a | n/a | n/a | n/a | n/a |
| Supermicro SMCI | United States | $18.9B | -19% | +156% | 9% | 4.8× | n/a | n/a |
| Asustek Computer 2357.TW | Taiwan | $19.3B | +55% | +32% | 6% | 11.4× | n/a | n/a |
| Inventec 2356.TW | Taiwan | $5.71B | +12% | +16% | 2% | 13.2× | n/a | n/a |
| China Greatwall Technology 000066.SZ | China | $5.40B | -42% | +28% | -1% | 81.7× | n/a | n/a |
| Guangzhou Shiyuan Electronic Technology 002841.SZ | China | $4.37B | +13% | +35% | 8% | 11.2× | -2.7% | +7.3% |
| Lenovo 0992.HK | Hong Kong | $30.8B | +50% | +26% | 5% | 8.2× | -15.0% | +6.6% |
| Compal Electronics 2324.TW | Taiwan | $4.15B | +8% | -4% | 1% | 12.9× | n/a | n/a |
| QBTS QBTS | United States | $4.05B | -25% | -44% | -1,373% | n/a | n/a | n/a |
| RGTI RGTI | United States | $3.92B | -38% | +68% | -728% | n/a | n/a | n/a |