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Chinese maker of motion-control controllers for CNC machine tools, robots and automation equipment.
Chinese maker of motion-control controllers for CNC machine tools, robots and automation equipment.
Sells the control boards and software that sit inside other makers' machines, so it wins a design slot with a machine-tool or robot builder and then ships repeat volumes into that product. The company grew out of a research team at the Hong Kong University of Science and Technology.
In one line: A Chinese Fanuc/Siemens (motion controllers).
Moat: narrow (process know-how, IP / patents, installed base). Long-established domestic motion-control platform embedded in machine-tool and robotics designs.
Headquarters: Shenzhen, Guangdong, China · Founded: 1999 · Employees: 598
Size Googol Technology (301510.SZ) is a China Industrials company (Electrical Products) with a market value of $1.65B, the 1501st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥27.18 on 6 Nov 2026.
Performance Over six months the shares fell 29.7%, against -33.4% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 18 in its peer set.
Growth Revenue grew 65.7% over the last twelve months (peer median +22.2%); the operating margin is 20.9% (peer median 8.6%).
Valuation It trades at 13.1× enterprise value to sales against a peer median of 2.3× (2nd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 51% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +36 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 4.2 points below its cost of capital (15.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥821M | CN¥546M | CN¥415M | CN¥402M | CN¥346M |
| Revenue growth | — | +32% | +3% | +16% | — |
| Gross profit | CN¥419M | CN¥248M | CN¥181M | CN¥172M | CN¥173M |
| EBITDA | n/a | CN¥69.4M | CN¥41.5M | CN¥35.1M | CN¥58.1M |
| Net income | CN¥169M | CN¥63.0M | CN¥50.2M | CN¥51.4M | CN¥53.3M |
| Free cash flow | CN¥23.3M | CN¥24.9M | CN¥11.1M | CN¥7.38M | CN¥47.7M |
| Capital expenditure | CN¥17.7M | CN¥15.4M | CN¥18.5M | CN¥9.38M | CN¥9.83M |
| Total debt | CN¥36.6M | CN¥49.9M | CN¥53.6M | CN¥21.9M | CN¥34.9M |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Googol Technology 301510.SZ | $1.65B | -30% | +66% | 21% | 13.1× | 50.5% |
| Siemens SIE.DE | $225B | -4% | +4% | 13% | 3.0× | 18.3% |
| Fanuc 6954.T | $31.2B | -23% | +13% | 23% | 4.5× | 16.9% |
| Shenzhen Inovance Technology 300124.SZ | $23.0B | -17% | +19% | 10% | 3.1× | 21.3% |
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 | 301510.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.8% | -16.7% | 2nd highest of 21 |
| 6-month return | -29.7% | -33.4% | 8th highest of 18 |
| Distance from 52-week high | -36.4% | -55.3% | 5th highest of 21 |
| Revenue growth (TTM) | +65.7% | +22.2% | 2nd highest of 21 |
| Operating margin | 20.9% | 8.6% | highest of 21 |
| EV / Sales | 13.1× | 2.3× | 2nd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 50.5% | 13.6% | most demanding of 13 |
| Growth delivered (Del g) | +14.1% | +9.7% | 5th highest of 13 |
| Hurdle (Req g minus delivered) | +36.5 pp | +2.4 pp | 2nd most demanding of 13 |
| ROIC minus cost of capital | -4.2 pp | -1.7 pp | 8th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Googol Technology 301510.SZ | China | $1.65B | -30% | +66% | 21% | 13.1× | 50.5% | +14.1% |
| Aerospace Hi-Tech 000901.SZ | China | $1.63B | -43% | -21% | 1% | 2.2× | n/a | n/a |
| Opple Lighting 603515.SS | China | $1.67B | -26% | +1% | 9% | 0.9× | n/a | n/a |
| Hainan Drinda New Energy Technology 2865.HK | Hong Kong | $1.62B | -65% | +1% | -13% | 2.0× | 29.6% | +53.8% |
| Roshow Technology 002617.SZ | China | $1.68B | -24% | +4% | 8% | 3.6× | 17.9% | +5.2% |
| Hammond Power Solutions HPS-A.TO | Canada | $1.60B | -41% | +51% | 11% | 2.0× | 9.4% | +22.8% |
| SWCC 5805.T | Japan | $1.71B | +1% | +21% | 11% | 1.1× | 6.4% | +11.4% |
| Yangtze Optical Electronic 688143.SS | China | $1.59B | +56% | +25% | 2% | 20.3× | n/a | n/a |
| ERock EROC | United States | $1.56B | n/a | +43% | -19% | 6.4× | 12.5% | +42.5% |
| Hangzhou Gold Electronic Equipment 301669.SZ | China | $1.56B | n/a | +37% | 9% | 7.8× | n/a | n/a |
| Sinfonia Technology 6507.T | Japan | $1.56B | -39% | +9% | 15% | 1.9× | 15.4% | +8.0% |
| Long Young Electronic (Kunshan) 301389.SZ | China | $1.55B | -41% | +103% | 17% | 12.9× | 46.5% | +3.3% |
| Shenzhen SDG Information 000070.SZ | China | $1.55B | -33% | +27% | -1% | 2.6× | 28.4% | -1.3% |
| Finolex Cables FINCABLES.NS | India | $1.76B | 0% | +27% | 10% | 2.4× | n/a | n/a |
| Shandong Hi-tech Spring Material Technology 301292.SZ | China | $1.54B | -46% | +46% | 11% | 1.9× | n/a | n/a |
| Beijing Victory Electric 001393.SZ | China | $1.53B | n/a | +31% | 11% | 2.9× | n/a | n/a |
| Cswind 112610.KS | South Korea | $1.52B | -31% | -8% | 7% | 1.1× | -0.5% | +23.8% |
| Wuxi Huaguang Environment & Energy 600475.SS | China | $1.79B | -24% | -8% | 7% | 2.4× | 8.0% | +3.0% |
| Iljin Electric 103590.KS | South Korea | $1.52B | -65% | +24% | 9% | 0.9× | n/a | n/a |
| Shenzhen Hopewind Electric 603063.SS | China | $1.52B | -50% | -5% | 9% | 2.5× | 14.6% | +12.3% |
| Pfeiffer Vacuum Technology PFV.DE | Germany | $1.79B | -3% | 0% | 9% | 2.0× | 8.9% | +6.6% |