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← CockpitCompetitor Analysis › 002153.SZ Beijing Shiji Information Technology Co., Ltd. Class AOpen in the cockpit ↗

Beijing Shiji Information Technology Co., Ltd. Class A002153.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Packaged Software

China's dominant hotel property-management-system (PMS) software provider, also serving restaurants and retail chains.

≈ China's Oracle Hospitality (MICROS)Momentum neutral 46
Mkt cap
$3.02B
US dollars, full cap
Free float
41%
of shares outstanding
$/day
$20.1M
20-day average traded
Fwd P/E
492.7×
forward earnings
ROIC−WACC
-7.2 pp
WACC 9.4%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥7.39
1D-1.9%
1W+10.0%
1M+2.8%
3M-12.8%
6M-26.7%
YTD-31.8%
1Y-25.4%
ATR %4.0%
52w lowhigh56.0% off high

What Beijing Shiji Information Technology does

China's dominant hotel property-management-system (PMS) software provider, also serving restaurants and retail chains.

Earns from software licences, cloud subscriptions and installation work in hotels, restaurants and retail chains, plus fees for payment and loyalty services running on top. Hotel groups seldom change their property system once installed, so contracts renew. Its international hotel business was built partly through acquisitions.

In one line: China's Oracle Hospitality (MICROS).

Products and services

  • Hotel property management systems (PMS)
  • Restaurant/retail POS systems
  • Payment/loyalty platforms

Customers

  • Hotel chains
  • Restaurant and retail chains

Where it sits in the supply chain

  • Information Technology
  • Hospitality/retail software
  • Hotel PMS + POS systems

What could go right

  • Hotel/restaurant digitalization
  • International hotel-group adoption

What could go wrong

  • Travel-industry demand cycles
  • Competition from cloud-native rivals

Moat: narrow (switching costs, installed base, network effects). Deep integration into hotel booking/operations systems across most major China-based hotel chains makes switching costly.

Headquarters: Beijing, China · Employees: 4,744

Named competitors

Beijing Shiji Information Technology at a glance

Size Beijing Shiji Information Technology (002153.SZ) is a China Information Technology company (Packaged Software) with a market value of $3.02B, the 849th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.39 on 6 Nov 2026.

Performance Over six months the shares fell 26.7%, against -1.0% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue fell 3.5% over the last twelve months (peer median +12.1%); the operating margin is -3.5% (peer median 7.8%).

Valuation It trades at 492.7× forward earnings against a peer median of 21.7× (most expensive of 18).

Capital Return on invested capital runs 7.2 points below its cost of capital (9.4% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 98002153.SZ 72
Six months, rebased to 100: Beijing Shiji Information Technology against the median of its 20 peers (local-currency closes).

Beijing Shiji Information Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.76BCN¥2.78BCN¥2.93BCN¥2.74BCN¥2.59B
Revenue growth—-5%+7%+6%—
Gross profitCN¥1.11BCN¥882MCN¥888MCN¥882MCN¥779M
EBITDAn/aCN¥158MCN¥122MCN¥55.6M-CN¥144M
Net income-CN¥172M-CN¥166M-CN¥199M-CN¥105M-CN¥779M
Free cash flow-CN¥161M-CN¥82.2M-CN¥272M-CN¥296M-CN¥529M
Capital expenditureCN¥490MCN¥481MCN¥428MCN¥470MCN¥394M
Total debtCN¥41.0MCN¥85.9MCN¥78.3MCN¥77.7MCN¥93.5M

Quarterly statements and history in the cockpit →

Beijing Shiji Information Technology 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%+100%-20%0%+20%002065300085VIA688615TDCCLBT6651600100SPSCFRSHWIXSINCHALRMTATATECHBLSH603171002624VERX002153.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Beijing Shiji Information Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+20%0×200×400×002065LFTOVIA688615TDCCLBTSPSCFRSHWIXSINCHALRMTATATECHBLSH603171002624002153.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Beijing Shiji Information Technology is the large dot.

Beijing Shiji Information Technology competitors and peer comparison

Head to head with its named competitors (002153.SZ vs ORCL vs AGYS vs AMS.MC)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Beijing Shiji Information Technology 002153.SZ$3.02B-27%-4%-3%492.7×n/a
Oracle ORCL$351B-41%+22%34%13.6×n/a
Agilysys AGYS$3.42B+69%+15%13%41.6×22.9%
Amadeus IT AMS.MC$27.4B+18%+4%27%17.8×4.3%
Sabre SABR$680M-18%-3%14%23.0×n/a
PAR Technology PAR$850M+43%+19%-10%17.7×n/a

How Beijing Shiji Information Technology 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.

Beijing Shiji Information Technology against its 20 peers (data as of 6 Nov 2026)
Measure002153.SZPeer medianRank in peer set
1-month return+2.8%+3.0%11th highest of 21
6-month return-26.7%-1.0%2nd lowest of 20
Distance from 52-week high-56.0%-38.4%4th lowest of 21
Revenue growth (TTM)-3.5%+12.1%5th lowest of 21
Operating margin-3.5%7.8%4th lowest of 21
Forward P/E492.7×21.7×most expensive of 18
ROIC minus cost of capital-7.2 pp+0.7 pp6th lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Beijing Shiji Information Technology 002153.SZChina$3.02B-27%-4%-3%492.7×n/an/a
DHC Software 002065.SZChina$3.04B-23%-4%3%39.5×14.8%+7.1%
Shenzhen Infogem Technologies 300085.SZChina$3.06B-23%+2%-11%n/an/an/a
Liftoff Mobile LFTOUnited States$3.07Bn/a+35%36%18.6×-7.3%+35.5%
Via Transportation VIAUnited States$3.07B+118%+29%-17%259.2×n/an/a
Intsig Information 688615.SSChina$2.96B-26%+24%22%34.9×12.6%+22.1%
Teradata TDCUnited States$2.96B+1%+1%8%11.6×-5.4%-2.0%
Cellebrite DI CLBTUnited States$3.13B-2%+18%11%38.0×22.8%+19.5%
Beijing 51WORLD Digital Twin Technology 6651.HKHong Kong$2.91B-1%+39%-38%n/an/an/a
Tsinghua Tongfang 600100.SSChina$3.15B-22%-11%-2%n/a30.2%-10.3%
SPS Commerce SPSCUnited States$2.90B+45%+7%17%15.3×7.3%+19.2%
Freshworks FRSHUnited States$3.18B+37%+15%8%14.5×12.9%+27.4%
Wix.com WIXUnited States$3.18B-5%+14%-3%12.6×-4.4%+15.2%
Sinch SINCH.STSweden$3.19B+13%-6%4%13.3×23.8%+27.5%
Alarm.com ALRMUnited States$3.19B+37%+9%13%22.4×10.9%+10.3%
Tata Technologies TATATECH.NSIndia$2.86B+6%+22%13%34.9×28.3%+18.3%
Bullish BLSHUnited States$3.20B-51%+34%18%33.6×32.3%+14.4%
Servyou Software 603171.SSChina$2.84B-16%+6%5%72.7×40.3%+5.9%
Hexaware Technologies HEXT.NSIndia$3.26B+9%+13%12%21.7×15.4%+16.5%
Perfect World 002624.SZChina$3.26B-26%-8%8%21.1×19.0%-8.2%
Vertex VERXUnited States$2.77B+14%+11%1%17.4×57.9%+14.8%

Questions

Who are Beijing Shiji Information Technology's main competitors?
Named competitors: Oracle Hospitality (MICROS) (ORCL), Agilysys (AGYS), Amadeus IT Group (AMS.MC), Sabre (SABR), PAR Technology (PAR). The cockpit's measured peer set (industry) also includes DHC Software (002065.SZ), Shenzhen Infogem Technologies (300085.SZ), Liftoff Mobile (LFTO), Via Transportation (VIA), Intsig Information (688615.SS), Teradata (TDC).
Is Beijing Shiji Information Technology expensive compared with its peers?
On forward p/e it trades at 492.7× against a peer median of 21.7×, most expensive of 18 in its peer set.
How has Beijing Shiji Information Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -26.7% against -1.0% for the median peer; over one year -25.4%.

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.