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Hunan-based smart-education software company providing digital classroom, online learning platforms and AI-computing services to schools.
Hunan-based smart-education software company providing digital classroom, online learning platforms and AI-computing services to schools.
Sells software and systems to schools and local education bureaus, usually through government-funded procurement and project-by-project contracts, so revenue follows education budgets and the timing of government tenders. The newer AI-computing business sells processing capacity, a different line that is less tied to education budgets.
Moat: narrow (customer qualification, distribution). Long-standing supplier relationships within China's public-school education procurement channel.
Headquarters: Changsha, Hunan, China · Employees: 9,806
Size Talkweb Information System (002261.SZ) is a China Information Technology company (Packaged Software) with a market value of $4.11B, the 623rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥21.76 on 6 Nov 2026.
Performance Over six months the shares fell 38.6%, against +3.8% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.
Growth Revenue grew 8.5% over the last twelve months (peer median +20.1%); the operating margin is 1.2% (peer median 7.8%).
Valuation It trades at 7.5× enterprise value to sales against a peer median of 4.0× (6th most expensive of 21).
Capital Return on invested capital runs 3.7 points below its cost of capital (10.5% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.51B | CN¥3.16B | CN¥4.10B | CN¥3.15B | CN¥2.23B |
| Revenue growth | — | -23% | +30% | +41% | — |
| Gross profit | CN¥648M | CN¥456M | CN¥523M | CN¥596M | CN¥473M |
| EBITDA | n/a | CN¥106M | CN¥98.9M | CN¥122M | -CN¥153M |
| Net income | CN¥58.2M | CN¥63.7M | -CN¥100M | CN¥45.0M | -CN¥1.01B |
| Free cash flow | CN¥241M | CN¥695M | CN¥649M | -CN¥1.25B | -CN¥438M |
| Capital expenditure | CN¥63.1M | CN¥83.4M | CN¥126M | CN¥78.8M | CN¥128M |
| Total debt | CN¥87.9M | CN¥482M | CN¥1.85B | CN¥1.90B | CN¥1.05B |
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 |
|---|---|---|---|---|---|---|
| Talkweb Information System 002261.SZ | $4.11B | -39% | +9% | 1% | 7.5× | n/a |
| iflytek 002230.SZ | $13.2B | -20% | +11% | -4% | 3.5× | n/a |
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 | 002261.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.4% | +5.4% | 4th lowest of 21 |
| 6-month return | -38.6% | +3.8% | 3rd lowest of 20 |
| Distance from 52-week high | -50.6% | -33.9% | 6th lowest of 21 |
| Revenue growth (TTM) | +8.5% | +20.1% | 6th lowest of 21 |
| Operating margin | 1.2% | 7.8% | 8th lowest of 21 |
| EV / Sales | 7.5× | 4.0× | 6th most expensive of 21 |
| ROIC minus cost of capital | -3.7 pp | -4.8 pp | 9th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Talkweb Information System 002261.SZ | China | $4.11B | -39% | +9% | 1% | 7.5× | n/a | n/a |
| Kingdee International Software 0268.HK | Hong Kong | $4.16B | +3% | +17% | 2% | 3.5× | 45.4% | +15.0% |
| First Advantage FA | United States | $4.04B | +47% | +33% | 11% | 3.5× | 20.8% | +25.3% |
| Momenta Global 6880.HK | Hong Kong | $4.02B | n/a | +82% | -32% | 28.1× | n/a | n/a |
| Kinaxis KXS.TO | Canada | $4.01B | +35% | +16% | 18% | 6.3× | 12.9% | +20.6% |
| OPENLANE OPLN | United States | $4.22B | -9% | +13% | 17% | 3.1× | 11.1% | -2.4% |
| China National Software & Service 600536.SS | China | $4.22B | -20% | -16% | 0% | 6.2× | 49.7% | -7.3% |
| Sportradar SRAD | United States | $4.22B | +4% | +25% | 13% | 2.4× | 11.3% | +25.8% |
| Sega Sammy 6460.T | Japan | $4.28B | +46% | +24% | 10% | 1.4× | -2.3% | +11.9% |
| DLocal DLO | United States | $3.94B | +2% | +57% | 18% | 2.3× | 2.4% | +60.0% |
| Magnite MGNI | United States | $3.93B | +94% | +8% | 16% | 5.4× | 31.9% | +26.4% |
| Life360 LIF | United States | $3.86B | +8% | +34% | 1% | 6.5× | n/a | n/a |
| HUB24 HUB.AX | Australia | $4.39B | -4% | +23% | 29% | 12.7× | 35.6% | +35.7% |
| Tenable TENB | United States | $4.40B | +93% | +10% | 5% | 4.5× | 30.1% | +17.8% |
| Thunder Software Technology 300496.SZ | China | $3.83B | -13% | +40% | 6% | 2.5× | n/a | n/a |
| Kingsoft 3888.HK | Hong Kong | $4.46B | +4% | 0% | 14% | 1.2× | -5.8% | +10.8% |
| Core Scientific CORZ | United States | $3.78B | -49% | +26% | -31% | 14.2× | n/a | n/a |
| Geovis Technology 688568.SS | China | $3.78B | -45% | -64% | -70% | 21.9× | n/a | n/a |
| G-Bits Network Technology (Xiamen) 603444.SS | China | $3.77B | -14% | +35% | 40% | 2.9× | -0.9% | +17.7% |
| BILL BILL | United States | $4.50B | +25% | +13% | 1% | 2.6× | 36.5% | +47.3% |
| Maase MAAS | United States | $4.51B | +7% | -84% | -16% | 168.9× | n/a | n/a |