Loading…
Chinese software vendor providing financial/ERP management systems for the power/utility industry and a low-code development platform.
Chinese software vendor providing financial/ERP management systems for the power/utility industry and a low-code development platform.
Moat: narrow (customer qualification, switching costs). Entrenched relationships supplying financial/ERP systems to China's power-utility sector.
Headquarters: Zhuhai, China · Employees: 3,832
Size YGsoft (002063.SZ) is a China Information Technology company (Packaged Software) with a market value of $1.51B, the 1621st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.27 on 6 Nov 2026.
Performance Over six months the shares fell 16.1%, against -15.5% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 4.9% over the last twelve months (peer median +11.8%); the operating margin is 13.2% (peer median 8.4%).
Valuation It trades at 31.0× forward earnings against a peer median of 18.7× (5th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.2 points below its cost of capital (8.4% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.54B | CN¥2.58B | CN¥2.38B | CN¥2.37B | CN¥2.11B |
| Revenue growth | — | +8% | 0% | +12% | — |
| Gross profit | CN¥1.27B | CN¥1.15B | CN¥1.13B | CN¥1.24B | CN¥1.11B |
| EBITDA | n/a | CN¥498M | CN¥519M | CN¥482M | CN¥393M |
| Net income | CN¥296M | CN¥300M | CN¥293M | CN¥344M | CN¥323M |
| Free cash flow | CN¥186M | CN¥248M | CN¥187M | -CN¥130M | -CN¥32.0M |
| Capital expenditure | CN¥42.2M | CN¥33.2M | CN¥44.7M | CN¥52.4M | CN¥73.5M |
| Total debt | CN¥60.5M | CN¥82.4M | CN¥58.6M | CN¥68.4M | CN¥20.5M |
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.
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 | 002063.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.6% | +2.7% | 9th lowest of 21 |
| 6-month return | -16.1% | -15.5% | 10th lowest of 20 |
| Distance from 52-week high | -31.2% | -43.3% | 7th highest of 21 |
| Revenue growth (TTM) | +4.9% | +11.8% | 6th lowest of 21 |
| Operating margin | 13.2% | 8.4% | 8th highest of 21 |
| Forward P/E | 31.0× | 18.7× | 5th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 16.3% | 12.6% | 5th most demanding of 16 |
| Growth delivered (Del g) | +8.9% | +14.8% | 5th lowest of 16 |
| Hurdle (Req g minus delivered) | +7.4 pp | -2.7 pp | 5th most demanding of 16 |
| ROIC minus cost of capital | -0.2 pp | +1.1 pp | 8th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| YGsoft 002063.SZ | China | $1.51B | -16% | +5% | 13% | 31.0× | 16.3% | +8.9% |
| BlackLine BL | United States | $1.50B | -15% | +9% | 7% | 10.0× | 12.1% | +14.8% |
| Wuxi Boton Technology 300031.SZ | China | $1.50B | +8% | +22% | 2% | 32.5× | 30.2% | +5.6% |
| Yusys Technologies 300674.SZ | China | $1.53B | -23% | -11% | 8% | 20.8× | 15.6% | +4.0% |
| Fractal Analytics FRACTAL.NS | India | $1.49B | -27% | +19% | 12% | 41.5× | 31.4% | +18.5% |
| Digiwin 300378.SZ | China | $1.54B | -2% | +10% | 9% | 32.5× | n/a | n/a |
| CloudWalk Technology 688327.SS | China | $1.54B | -28% | -47% | -165% | n/a | n/a | n/a |
| Paradox Interactive PDX.ST | Sweden | $1.54B | +6% | +13% | 6% | 25.3× | 20.8% | +4.1% |
| Phancy 6682.HK | Hong Kong | $1.48B | -45% | +42% | -5% | 88.0× | n/a | n/a |
| Sprinklr CXM | United States | $1.55B | +25% | +6% | 6% | 13.0× | 4.8% | +17.2% |
| Pagaya Technologies PGY | United States | $1.47B | +15% | +11% | 22% | 7.8× | 4.1% | +68.9% |
| Exzeo XZO | United States | $1.47B | +21% | +329% | 49% | 14.8× | -8.4% | +59.0% |
| PearlAbyss 263750.KS | South Korea | $1.47B | -44% | +114% | 40% | 7.1× | n/a | n/a |
| MIXI 2121.T | Japan | $1.56B | +51% | +30% | 14% | 10.7× | -18.1% | +7.5% |
| Systex 6214.TW | Taiwan | $1.46B | +54% | +34% | 3% | 16.6× | -12.4% | +13.1% |
| KPIT Technologies KPITTECH.NS | India | $1.57B | -25% | +9% | 14% | 26.3× | 14.8% | +26.0% |
| GO Inc. 581A.T | Japan | $1.45B | n/a | +32% | 17% | 21.9× | 34.7% | +31.9% |
| NextNav NN | United States | $1.45B | -56% | -36% | -1,900% | n/a | n/a | n/a |
| EverCommerce EVCM | United States | $1.45B | -31% | -7% | 13% | 11.7× | 11.6% | +11.8% |
| Weaver Network Technology 603039.SS | China | $1.59B | -8% | +2% | 12% | 29.1× | 15.8% | +9.0% |
| Alkami Technology ALKT | United States | $1.44B | -25% | +24% | -5% | 13.1× | 12.6% | +31.7% |