B-Soft Co Ltd (300451) Fair Value & Analysis

Healthcare · CN · Market cap 5.5B CNY

Below-average quality, and screening another 70% overvalued on our models.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price sits above even our optimistic bull case (¥1.28). The favourable scenario is already priced in.
• Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• A fairly wide model range (¥0.6800 to ¥1.28) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ¥3.10 – ¥11.52 · fair‑value band ¥0.6800 – ¥1.28 · the ¥3.45 price screens above the ¥1.02 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

B-Soft Co Ltd (300451) currently trades at ¥3.45, while our model-based Fair Value estimate is ¥1.02, implying the stock looks roughly 70.4% overvalued today. The Quality Score stands at 34/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, B-Soft Co Ltd generated revenue of 959M CNY at a net margin of -48.6%. Revenue declined 32.0% year over year. It earns a return on equity of -10.7%. The balance sheet holds a net cash position of 962M CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥0.6800 (bear case) to ¥1.28 (bull case); at ¥3.45, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 51% below its 52-week high, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -64% fair-value upside, at -70%, 300451 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Key figures & financial health

Quality Score breakdown

About the company

B-SOFT Co.,Ltd. operates in the healthcare information technology industry in China. The company offers Huikang·Yunshu Intelligent Body, a medical AI agent of Huikang.

Full company description

B-SOFT Co.,Ltd. operates in the healthcare information technology industry in China. The company offers Huikang·Yunshu Intelligent Body, a medical AI agent of Huikang. It also provides outpatient registration and appointment center, medical technology appointment center, inpatient and outpatient services, and hospital cloud platform; and big data and artificial intelligence, hospital-wide medical-technical integration, mobile intelligent healthcare, hospital multidisciplinary consultation, clinical decision, b-soft overall solution for epidemic prevention and control, and Hi-HIS. In addition, the company offers management decision support, intelligent comprehensive management, hospital medical insurance risk management, performance management, intelligent management application, refined management system for low value consumables, consumables traceability management system, and consumables trading supervision and drug trade supervision platform; and intelligent IoT, multidisciplinary telemedicine, and 5G prehospital emergency. Further, it provides medical security information platform, DRG/DIP hospital side applications, and single disease quality management control; intelligent health; and city level health services platform and internet plus nursing services. B-SOFT Co.,Ltd. was founded in 1997 and is headquartered in Hangzhou, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

B-Soft Co Ltd reported revenue of ¥1.1B in FY2025 versus ¥1.9B in FY2021, a compound −13.7%/yr. Reported net income was −¥402M in FY2025.

300451 screens 70% overvalued. Compare with Veeva Systems Inc →

Peer Group

Health Information Services · 128 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Health Information Services median · lower = cheaper

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.