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Employees: 407
Size Zhejiang NetSun (002095.SZ) is a China Information Technology company (Internet Software/Services) with a market value of $583M, the 3491st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.39 on 6 Nov 2026.
Performance Over six months the shares fell 4.8%, against -2.8% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 2.1% over the last twelve months (peer median +9.0%); the operating margin is -1.8% (peer median 10.8%).
Valuation It trades at 6.0× enterprise value to sales against a peer median of 2.5× (2nd most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 20% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +13 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 9.6 points below its cost of capital (8.7% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥614M | CN¥530M | CN¥565M | CN¥440M | CN¥433M |
| Revenue growth | — | -6% | +28% | +2% | — |
| Gross profit | CN¥60.5M | CN¥59.1M | CN¥55.1M | CN¥74.1M | CN¥92.3M |
| EBITDA | -CN¥5.60M | -CN¥33.0M | -CN¥78.6M | -CN¥8.38M | CN¥9.83M |
| Net income | -CN¥3.00M | -CN¥13.1M | -CN¥22.8M | CN¥19.1M | CN¥22.7M |
| Free cash flow | CN¥97.3M | CN¥113M | -CN¥66.0M | -CN¥93.0M | -CN¥124M |
| Capital expenditure | CN¥40,846 | CN¥906,415 | CN¥147,823 | CN¥788,264 | CN¥329,027 |
| Total debt | CN¥117M | CN¥116M | CN¥30.1M | CN¥187M | CN¥118M |
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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 | 002095.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.4% | -0.7% | 11th highest of 21 |
| 6-month return | -4.8% | -2.8% | 10th lowest of 21 |
| Distance from 52-week high | -28.9% | -36.4% | 10th highest of 21 |
| Revenue growth (TTM) | -2.1% | +9.0% | 4th lowest of 20 |
| Operating margin | -1.8% | 10.8% | 6th lowest of 19 |
| EV / Sales | 6.0× | 2.5× | 2nd most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 20.0% | 8.8% | 6th most demanding of 14 |
| Growth delivered (Del g) | +6.6% | +15.9% | 2nd lowest of 14 |
| Hurdle (Req g minus delivered) | +13.4 pp | -9.9 pp | 2nd most demanding of 14 |
| ROIC minus cost of capital | -9.6 pp | -4.8 pp | 4th lowest of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang NetSun 002095.SZ | China | $583M | -5% | -2% | -2% | 6.0× | 20.0% | +6.6% |
| Just Dial JUSTDIAL.NS | India | $610M | +24% | +9% | 25% | n/a | n/a | n/a |
| Shanghai Able Digital Science&Tech 2687.HK | Hong Kong | $612M | -50% | +19% | 10% | 4.2× | n/a | n/a |
| Taboola.com TBLA | United States | $540M | -62% | +2% | 4% | 0.3× | -7.3% | +753.1% |
| Digital Garage 4819.T | Japan | $654M | -10% | +4% | -6% | 2.1× | 30.0% | +7.1% |
| SiteMinder SDR.AX | Australia | $666M | +14% | +19% | -2% | 3.5× | 21.9% | +21.4% |
| Jumia Technologies AG Sponsored ADR JMIA | United States | $676M | -29% | +27% | -27% | 3.1× | n/a | n/a |
| Cars.com CARS | United States | $715M | +14% | +1% | 11% | 1.6× | 5.7% | +5.7% |
| Phoenix Education Partners PXED | United States | $718M | -36% | +1% | 17% | 0.5× | n/a | n/a |
| Digital Arts 2326.T | Japan | $461M | -8% | +17% | 47% | 3.8× | -10.9% | +9.7% |
| LITALICO 7366.T | Japan | $455M | +67% | +17% | 13% | 2.2× | 8.8% | +107.1% |
| Nextdoor NXDR | United States | $758M | -3% | +10% | -17% | 1.5× | 24.0% | +15.9% |
| Le Travenues Technology IXIGO.NS | India | $775M | -2% | +16% | 6% | 4.9× | 38.2% | +55.4% |
| Auction Technology ATG.L | United Kingdom | $789M | +36% | +22% | 11% | 4.2× | 22.7% | +32.6% |
| GIBO GIBO | United States | $428M | +412% | -100% | n/a | n/a | n/a | n/a |
| PubMatic PUBM | United States | $811M | +82% | -1% | -5% | 2.5× | 7.8% | +13.7% |
| FuboTV FUBO | United States | $830M | -26% | n/a | n/a | n/a | n/a | n/a |
| Trade-Van Information Services 6183.TW | Taiwan | $406M | -3% | +8% | 26% | 3.8× | -4.7% | +7.7% |
| Yalla Group Ltd. Sponsored ADR YALA | United States | $863M | -21% | -4% | 31% | 0.1× | n/a | n/a |
| Gushengtang 2273.HK | Hong Kong | $874M | +1% | +12% | 13% | 1.9× | 2.4% | +27.6% |
| Sichuan Newsnet Media (Group) 300987.SZ | China | $386M | -13% | -13% | 3% | 7.1× | 16.2% | +9.6% |