Greenland Technologies Holding Corp.

GTECdata completeness 88%9 fiscal years on file
The thesis, from the filings

Greenland Technologies Holding Corp. earns about 0% on invested capital, below its ~9% cost of capital, but has diluted owners by 49% over 5 years — no moat visible in the numbers. The estimate methods put fair value between $3.17 and $14.05 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$98.8M1$90.8M1$90.3M2$83.9M3$90.7M3
Net income$6.27M4$745,5534−$15.9M5$14.1M6$4.93M6
Operating cash flow−$5.76M7$7.31M7$2.45M8$13.3M9$15.6M9
Capital expenditure$735,49810$1.96M11$525,71811
Free cash flow (derived)$1.71M8$11.4M9$15.1M9
Total debt$9.16M12$8.99M13$3.04M14
Cash & equivalents$11.1M15$16.3M15$23M16$6.66M17$7.78M17
Diluted shares10.8M11.9M13.2M13.6M16.1M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$45.18
your share of equity
Profit it earned you last year
$3.05
Free cash flow it threw off
$9.34
Debt you’d be carrying

10 shares is a claim on $45.18 of net worth that earned you $3.05 and generated $9.34 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
0% avg · 5y
FY21 13%FY22 7%FY23 -60%FY24 28%FY25 13%

It earned about 0% on invested capital against a ~9% cost of capital — below the cost of funding. The numbers show no moat.

seeing a moat in the numbers →
Management signal · capital allocation
+49% shares · 5y

Share count is up 49% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has fallen 67% — deleveraging.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $3.17 and $14.05 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$14.05
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$11.4M
DCF · Growth Exit 5Y
$12.99
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$11.4M
Earnings Power Value
$3.17
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$4.93M
  • growthAssumed0.0%
Graham Number
$5.61
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years5.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $12.99
The three cases
Bear0.0%$10.55
Base5.0%$12.99
Bull10.0%$15.9

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 5.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K/A · period ending 2021-12-31 · accession 0001213900-24-033796 (Revenues)
  2. 10-K · period ending 2023-12-31 · accession 0001013762-25-002711 (Revenues)
  3. 10-K · period ending 2024-12-31 · accession 0001213900-26-032928 (Revenues)
  4. 10-K/A · period ending 2021-12-31 · accession 0001213900-24-033796 (NetIncomeLoss)
  5. 10-K · period ending 2023-12-31 · accession 0001013762-25-002711 (NetIncomeLoss)
  6. 10-K · period ending 2024-12-31 · accession 0001213900-26-032928 (NetIncomeLoss)
  7. 10-K/A · period ending 2021-12-31 · accession 0001213900-24-033796 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2023-12-31 · accession 0001013762-25-002711 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2024-12-31 · accession 0001213900-26-032928 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2023-12-31 · accession 0001013762-25-002711 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2024-12-31 · accession 0001213900-26-032928 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K/A · period ending 2021-12-31 · accession 0001213900-24-033796 (LongTermDebtCurrent)
  13. 10-K/A · period ending 2022-12-31 · accession 0001213900-24-033796 (ShortTermBorrowings)
  14. 10-K · period ending 2023-12-31 · accession 0001013762-25-002711 (ShortTermBorrowings)
  15. 10-K/A · period ending 2021-12-31 · accession 0001213900-24-033796 (CashAndCashEquivalentsAtCarryingValue)
  16. 10-K · period ending 2023-12-31 · accession 0001013762-25-002711 (CashAndCashEquivalentsAtCarryingValue)
  17. 10-K · period ending 2024-12-31 · accession 0001213900-26-032928 (CashAndCashEquivalentsAtCarryingValue)