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← CockpitCompetitor Analysis › 301666.SZ DapuStor Corporation Class AOpen in the cockpit ↗

DapuStor Corporation Class A301666.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Maker of enterprise-grade NVMe solid-state drives and storage controller chips for data centers.

≈ China's Solidigm/Kioxia (enterprise SSD side)Momentum strong 67
Mkt cap
$18.8B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$310M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+19.3 pp
WACC 18.3%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥286.97
1D-6.1%
1W-9.4%
1M-10.3%
3M-24.5%
6M+19.7%
YTDn/a
1Yn/a
ATR %11.3%
52w lowhigh68.8% off high

What DapuStor does

Maker of enterprise-grade NVMe solid-state drives and storage controller chips for data centers.

Sells enterprise SSDs that data-center and telecom buyers test for months before ordering, so revenue comes in as repeat orders once a model is accepted. Drives are built from NAND flash bought from memory makers and run on the company's own controller chips, which let it tune cost and performance.

In one line: China's Solidigm/Kioxia (enterprise SSD side).

Products and services

  • Enterprise PCIe NVMe SSDs
  • SSD controller chips (SoC)
  • SCM (storage-class memory) SSDs

Customers

  • Telecom operators
  • Cloud/internet data centers
  • Banks/financial institutions

Where it sits in the supply chain

  • Semiconductors/storage
  • Enterprise SSDs
  • NVMe SSD, SSD controller & edge…

What could go right

  • AI/data-center storage demand growth
  • China data-center localization of storage

What could go wrong

  • NAND flash price cycle exposure
  • Competition from Samsung/SK hynix/Kioxia at scale

Moat: narrow (process know-how, scale). Ranked top-4 in China's enterprise SSD market, with in-house controller design giving cost/performance control.

Headquarters: Shenzhen, China · Founded: 2016 · Employees: 426

Named competitors

DapuStor at a glance

Size DapuStor (301666.SZ) is a China Information Technology company (Semiconductors) with a market value of $18.8B, the 119th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥286.97 on 6 Nov 2026.

Performance Over six months the shares gained 19.7%, against -20.5% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 20 in its peer set.

Growth Revenue grew 611.3% over the last twelve months (peer median +22.1%); the operating margin is 22.9% (peer median 17.9%).

Valuation It trades at 11.5× enterprise value to sales against a peer median of 13.6× (10th cheapest of 20).

Capital Return on invested capital runs 19.3 points above its cost of capital (18.3% WACC).

Relative performance

10020030011 May 202611 Aug 20266 Nov 2026301666.SZ 114Peer median 76
Six months, rebased to 100: DapuStor against the median of its 20 peers (local-currency closes).

DapuStor financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥10.9BCN¥2.29BCN¥962MCN¥519MCN¥557M
Revenue growth—+138%+85%-7%—
Gross profitn/aCN¥60.3MCN¥243M-CN¥157M-CN¥13.7M
EBITDAn/a-CN¥428M-CN¥130M-CN¥602M-CN¥517M
Net incomeCN¥2.50B-CN¥481M-CN¥191M-CN¥617M-CN¥534M
Free cash flown/a-CN¥930M-CN¥586M-CN¥549M-CN¥378M
Capital expendituren/aCN¥52.0MCN¥29.6MCN¥23.4MCN¥56.8M
Total debtCN¥2.51BCN¥1.65BCN¥619MCN¥66.6MCN¥213M

Quarterly statements and history in the cockpit →

DapuStor 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

-50%-25%0%+25%+50%-40%-20%0%SWKS300394GFS2344FSLR688072MTSI603501TSEM688820688120LSCCTPRO6809ON5274601012600584688795301666.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. DapuStor is the large dot.

Fundamentals: revenue growth against valuation

0%+200%+400%+600%0×20×40×SWKS300394GFS2344FSLR688072MTSITSEMLSCC5274601012688795301666.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. DapuStor is the large dot.

DapuStor competitors and peer comparison

Head to head with its named competitors (301666.SZ vs 301308.SZ vs 005930.KS vs 000660.KS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
DapuStor 301666.SZ$18.8B+20%+611%23%11.5×n/a
Shenzhen Longsys Electronics 301308.SZ$12.3B-46%+114%40%1.9×n/a
SamsungElec 005930.KS$886B-14%+88%46%2.0×-7.2%
SK hynix 000660.KS$608B-12%+220%74%3.1×-3.1%
Kioxia 285A.T$88.9B+139%+265%70%2.3×-3.0%

How DapuStor 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.

DapuStor against its 20 peers (data as of 6 Nov 2026)
Measure301666.SZPeer medianRank in peer set
1-month return-10.3%-19.8%7th highest of 21
6-month return+19.7%-20.5%5th highest of 20
Distance from 52-week high-68.8%-48.1%lowest of 21
Revenue growth (TTM)+611.3%+22.1%highest of 20
Operating margin22.9%17.9%7th highest of 19
EV / Sales11.5×13.6×10th cheapest of 20
ROIC minus cost of capital+19.3 pp+2.4 pp4th highest 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
DapuStor 301666.SZChina$18.8B+20%+611%23%11.5×n/an/a
Skyworks Solutions SWKSUnited States$19.3B+24%-3%9%4.8×39.4%-5.0%
Suzhou TFC Optical Communication 300394.SZChina$19.9B-44%+26%51%21.8×44.8%+42.7%
GlobalFoundries GFSUnited States$21.2B-48%+1%12%3.0×24.9%+7.0%
Winbond Electronic 2344.TWTaiwan$16.4B+22%+154%43%2.6×0.6%+8.1%
First Solar FSLRUnited States$21.6B-9%-1%39%4.0×12.4%+14.0%
Piotech 688072.SSChina$21.7B+23%+24%14%18.5×43.5%+71.7%
MACOM Technology Solutions MTSIUnited States$16.1B-41%+28%18%13.6×49.4%+12.8%
OmniVision Integrated Circuits 603501.SSChina$16.1B-12%+2%13%3.6×n/an/a
Tower Semiconductor TSEMUnited States$15.6B-35%+22%19%7.8×25.9%+4.4%
SJ Semiconductor 688820.SSChina$22.9B-21%+1%n/a22.6×n/an/a
Hwatsing Technology 688120.SSChina$15.4B+42%+36%18%16.9×41.8%+64.4%
Lattice Semiconductor LSCCUnited States$14.9B-17%+63%13%19.4×n/an/a
Technoprobe TPRO.MIItaly$14.9B+5%+22%30%16.4×36.4%+14.6%
Shanghai Enflame Technology 688801.SSChina$23.8Bn/an/an/an/an/an/a
Montage Technology 6809.HKHong Kong$24.1B-49%+40%42%21.6×8.1%+23.6%
ON Semiconductor ONUnited States$24.6B-39%+3%19%3.9×20.0%+2.7%
ASPEED Technology 5274.TWOTaiwan$14.3B-30%+40%53%39.3×41.3%+24.3%
LONGi Green Energy Technology 601012.SSChina$14.1B-25%-16%-12%1.4×n/an/a
JCET 600584.SSChina$14.1B+15%+4%6%2.6×n/an/a
Moore Threads Technology 688795.SSChina$25.1B-53%+226%-9%41.0×n/an/a

Questions

Who are DapuStor's main competitors?
Named competitors: Shenzhen Longsys Electronics (301308.SZ), Samsung Electronics (005930.KS), SK hynix (Solidigm) (000660.KS), Kioxia (285A.T). The cockpit's measured peer set (industry) also includes Skyworks Solutions (SWKS), Suzhou TFC Optical Communication (300394.SZ), GlobalFoundries (GFS), Winbond Electronic (2344.TW), First Solar (FSLR), Piotech (688072.SS).
Is DapuStor expensive compared with its peers?
On ev / sales it trades at 11.5× against a peer median of 13.6×, 10th cheapest of 20 in its peer set.
How has DapuStor stock performed?
Over six months to 6 Nov 2026 the shares returned +19.7% against -20.5% for the median peer.

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.