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← CockpitCompetitor Analysis › 000547.SZ Addsino Co., Ltd. Class AOpen in the cockpit ↗

Addsino Co., Ltd. Class A000547.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Equipment/Instruments

Chinese defence-linked information-technology and software company affiliated with an aerospace/defence conglomerate.

Momentum laggard 12
Mkt cap
$3.02B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$127M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-26.7 pp
WACC 10.6%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥12.59
1D-3.1%
1W+2.7%
1M-9.0%
3M-13.6%
6M-48.8%
YTD-61.9%
1Y+61.2%
ATR %5.8%
52w lowhigh69.0% off high

What Addsino does

Chinese defence-linked information-technology and software company affiliated with an aerospace/defence conglomerate.

Products and services

  • Information systems/software
  • Systems integration

Customers

  • Government/defence-linked customers

Where it sits in the supply chain

  • Defence electronics
  • IT/software services

What could go right

  • Chinese defence/government IT spending

What could go wrong

  • State-sector budget dependence

Moat: narrow (regulatory licence, customer qualification). State-affiliated defence-sector ties limit competition to qualified domestic vendors.

Headquarters: Beijing, China · Employees: 1,983

Addsino at a glance

Size Addsino (000547.SZ) is a China Information Technology company (Electronic Equipment/Instruments) with a market value of $3.02B, the 852nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.59 on 6 Nov 2026.

Performance Over six months the shares fell 48.8%, against -23.6% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 20 in its peer set.

Growth Revenue fell 5.5% over the last twelve months (peer median +6.2%); the operating margin is -54.5% (peer median 11.1%).

Valuation It trades at 9.2× enterprise value to sales against a peer median of 4.3× (5th most expensive of 21).

Capital Return on invested capital runs 26.7 points below its cost of capital (10.6% WACC).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 74000547.SZ 50
Six months, rebased to 100: Addsino against the median of its 20 peers (local-currency closes).

Addsino financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.24BCN¥2.49BCN¥1.86BCN¥1.85BCN¥3.56B
Revenue growth—+34%0%-48%—
Gross profitCN¥206M-CN¥161M-CN¥373M-CN¥442MCN¥875M
EBITDAn/a-CN¥552M-CN¥1.23B-CN¥1.38BCN¥123M
Net income-CN¥1.15B-CN¥1.31B-CN¥1.67B-CN¥1.92BCN¥36.0M
Free cash flow-CN¥107MCN¥332MCN¥73.7M-CN¥565M-CN¥649M
Capital expenditureCN¥120MCN¥39.9MCN¥50.1MCN¥270MCN¥134M
Total debtCN¥1.05BCN¥1.06BCN¥1.33BCN¥1.80BCN¥1.44B

Quarterly statements and history in the cockpit →

Addsino 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%0%+50%-40%-20%0%+20%60084830076377503406002335002152ONT6881676886276887856880014980VAIAS300827603662ITRIIFCN6728000547.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Addsino is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%0×10×20×60084830076377503406002335002152ONT688167688627601567688785688001300827603662688828IFCN6728000547.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Addsino is the large dot.

Addsino competitors and peer comparison

How Addsino 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.

Addsino against its 20 peers (data as of 6 Nov 2026)
Measure000547.SZPeer medianRank in peer set
1-month return-9.0%-13.7%10th highest of 21
6-month return-48.8%-23.6%lowest of 20
Distance from 52-week high-69.0%-43.8%2nd lowest of 21
Revenue growth (TTM)-5.5%+6.2%3rd lowest of 21
Operating margin-54.5%11.1%2nd lowest of 21
EV / Sales9.2×4.3×5th most expensive of 21
ROIC minus cost of capital-26.7 pp-0.8 pp2nd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Addsino 000547.SZChina$3.02B-49%-6%-54%9.2×n/an/a
Shanghai Lingang 600848.SSChina$3.00B-9%-26%15%8.2×12.9%+15.1%
Ginlong Technologies 300763.SZChina$2.98B-47%+4%11%3.5×10.0%+27.2%
Syntec Technology 7750.TWTaiwan$3.15B-46%+60%25%4.9×17.2%+24.3%
GeniuS Electronic Optical 3406.TWTaiwan$2.81B+59%+16%20%3.1×5.9%+9.5%
Kehua Data 002335.SZChina$2.81B-41%+5%5%2.3×16.7%+14.4%
GRG Banking Equipment 002152.SZChina$3.26B-25%0%9%1.5×4.0%+13.5%
Oxford Nanopore Technologies ONT.LUnited Kingdom$2.71B+75%+15%-55%8.0×n/an/a
Focuslight Technologies 688167.SSChina$2.71B-44%+22%-9%19.2×n/an/a
Shenzhen SEICHI Technologies 688627.SSChina$3.37B-24%+65%3%11.8×n/an/a
Ningbo Sanxing Medical Electric 601567.SSChina$2.66B-37%-11%3%1.4×4.8%+15.1%
Shenzhen CSL Vacuum Science & Technology 688785.SSChina$2.62B-21%-2%18%27.3×n/an/a
Suzhou HYC Technology 688001.SSChina$2.59B-31%+19%6%7.1×37.6%+5.9%
Dexerials 4980.TJapan$2.55B-4%+5%35%3.5×15.0%+11.6%
Vaisala VAIAS.HEFinland$2.54B+22%+2%16%3.6×9.7%+9.5%
Sineng Electric 300827.SZChina$2.35B-25%+29%12%2.4×n/an/a
Keli Sensing Technology (Ningbo) 603662.SSChina$2.28B-4%+24%19%8.7×24.7%+13.4%
CIQTEK 688828.SSChina$4.17Bn/a+33%-5%42.0×n/an/a
Itron ITRIUnited States$4.32B+20%-4%14%2.2×9.2%+1.7%
INFICON IFCN.SWSwitzerland$4.51B0%-2%17%6.3×19.7%+8.4%
ULVAC 6728.TJapan$2.01B-34%+7%7%0.9×14.1%+8.0%

Questions

Which companies are Addsino's closest peers?
The cockpit's peer set: Shanghai Lingang (600848.SS), Ginlong Technologies (300763.SZ), Syntec Technology (7750.TW), GeniuS Electronic Optical (3406.TW), Kehua Data (002335.SZ), GRG Banking Equipment (002152.SZ), Oxford Nanopore Technologies (ONT.L), Focuslight Technologies (688167.SS).
Is Addsino expensive compared with its peers?
On ev / sales it trades at 9.2× against a peer median of 4.3×, 5th most expensive of 21 in its peer set.
How has Addsino stock performed?
Over six months to 6 Nov 2026 the shares returned -48.8% against -23.6% for the median peer; over one year +61.2%.

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.