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Chinese AI company providing computer-vision and generative-AI software for government, enterprise and smart-device customers.
Chinese AI company providing computer-vision and generative-AI software for government, enterprise and smart-device customers.
Revenue comes from selling AI software and computing capacity to businesses and governments, with generative-AI services now the largest line, ahead of the older smart-city and vision projects. It has been on the US trade blacklist, the Entity List, since 2019, which restricts its access to some American technology.
In one line: A Chinese AI software company blending computer vision with generative AI.
Moat: none (IP / patents, data). Deep computer-vision patent portfolio, but generative-AI competition is intense and margins thin.
Headquarters: Hong Kong / Shanghai, China · Founded: 2014 · Employees: 2,472
Size SenseTime (0020.HK) is a Hong Kong Information Technology company (Packaged Software) with a market value of $6.25B, the 228th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$1.16 on 6 Nov 2026.
Performance Over six months the shares fell 44.2%, against +16.0% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 31.4% over the last twelve months (peer median +11.2%); the operating margin is -50.8% (peer median 12.8%).
Valuation It trades at 7.7× enterprise value to sales against a peer median of 3.9× (5th most expensive of 21).
Capital Return on invested capital runs 20.6 points below its cost of capital (12.9% WACC).
Next results Next results expected around 30 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$6.23B | HK$5.44B | HK$4.09B | HK$3.76B | HK$4.43B |
| Revenue growth | — | +33% | +9% | -15% | — |
| Gross profit | HK$1.61B | HK$1.16B | HK$446M | HK$485M | HK$1.88B |
| EBITDA | -HK$1.66B | -HK$2.72B | -HK$4.25B | -HK$5.28B | -HK$5.30B |
| Net income | HK$377M | -HK$1.92B | -HK$4.64B | -HK$7.12B | -HK$7.03B |
| Free cash flow | -HK$5.26B | -HK$3.86B | -HK$5.23B | -HK$4.81B | -HK$9.30B |
| Capital expenditure | HK$4.91B | HK$3.78B | HK$1.22B | HK$1.68B | HK$6.24B |
| Total debt | n/a | HK$10.2B | HK$8.96B | HK$7.09B | HK$5.51B |
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 |
|---|---|---|---|---|---|---|
| SenseTime 0020.HK | $6.25B | -44% | +31% | -51% | 7.7× | n/a |
| CloudWalk Technology 688327.SS | $1.54B | -28% | -47% | -165% | 35.4× | n/a |
| Baidu, Inc. Sponsored ADR BIDU | $25.8B | -42% | -1% | 7% | 1.2× | n/a |
| iflytek 002230.SZ | $13.2B | -20% | +11% | -4% | 3.5× | n/a |
| MiniMax 0100.HK | $7.00B | -81% | +159% | -407% | 75.3× | n/a |
| Baba-w 9988.HK | $266B | -25% | +8% | 4% | 1.7× | n/a |
| Hangzhou Hikvision Digital Technology 002415.SZ | $49.1B | -3% | +8% | 19% | 3.0× | 2.6% |
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 | 0020.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.1% | +5.3% | 3rd lowest of 21 |
| 6-month return | -44.2% | +16.0% | lowest of 21 |
| Distance from 52-week high | -58.6% | -25.0% | 3rd lowest of 21 |
| Revenue growth (TTM) | +31.4% | +11.2% | 3rd highest of 21 |
| Operating margin | -50.8% | 12.8% | lowest of 21 |
| EV / Sales | 7.7× | 3.9× | 5th most expensive of 21 |
| ROIC minus cost of capital | -20.6 pp | +3.5 pp | 3rd lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SenseTime 0020.HK | Hong Kong | $6.25B | -44% | +31% | -51% | 7.7× | n/a | n/a |
| Navan NAVN | United States | $6.25B | +36% | +35% | -25% | 6.7× | n/a | n/a |
| Topicus.com TOI.V | Canada | $6.25B | +9% | +28% | 15% | 3.5× | 0.7% | +26.5% |
| International Games System 3293.TWO | Taiwan | $6.27B | 0% | +15% | 59% | 7.7× | -4.0% | +21.2% |
| RingCentral RNG | United States | $6.09B | +58% | +5% | 9% | 2.8× | 15.2% | +16.3% |
| Open Text OTEX.TO | Canada | $6.07B | +9% | +1% | 23% | 2.2× | -6.2% | +10.8% |
| Dolby Laboratories DLB | United States | $6.07B | +11% | +1% | 19% | 4.0× | 10.0% | +3.0% |
| Bilibili 9626.HK | Hong Kong | $6.06B | -36% | +11% | 4% | 0.9× | 7.3% | +19.5% |
| ACI Worldwide ACIW | United States | $6.06B | +32% | +7% | 19% | 3.7× | 11.8% | +6.3% |
| Hundsun Technologies 600570.SS | China | $6.05B | -20% | -5% | 9% | 7.0× | 34.8% | +7.0% |
| Commvault Systems CVLT | United States | $6.48B | +51% | +14% | 10% | 5.2× | 26.9% | +10.3% |
| NIQ Global Intelligence NIQ | United States | $6.02B | +5% | +9% | 8% | 2.2× | 10.9% | +14.6% |
| Sectra SECT-B.ST | Sweden | $6.53B | +27% | +14% | 20% | 16.7× | 29.0% | +16.8% |
| Shanghai Baosight Software 600845.SS | China | $5.97B | -24% | +11% | 10% | 3.3× | 6.9% | +1.4% |
| Qualys QLYS | United States | $6.59B | +102% | +11% | 35% | 8.8× | 4.7% | +13.1% |
| Klaviyo KVYO | United States | $5.90B | +36% | +29% | -2% | 3.7× | 7.0% | +37.7% |
| Doximity DOCS | United States | $5.79B | +25% | +11% | 31% | 7.8× | 16.3% | +25.5% |
| UiPath PATH | United States | $6.78B | +20% | +15% | 9% | 3.2× | 19.2% | +21.5% |
| CD PROJEKT RED Spolka Akcyjna CDR.WA | Poland | $6.80B | +4% | -14% | 54% | 30.6× | 35.0% | -16.5% |
| Varonis Systems VRNS | United States | $5.63B | +71% | +18% | -25% | 7.7× | 23.0% | +16.3% |
| Giant Network 002558.SZ | China | $5.61B | -35% | +105% | 48% | 3.7× | -2.1% | +17.9% |