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Chinese intelligent-transportation-systems (ITS) company providing traffic management, tolling and transit software/hardware.
Chinese intelligent-transportation-systems (ITS) company providing traffic management, tolling and transit software/hardware.
Wins projects by public tender, delivers software and equipment, and then earns maintenance and upgrade work from the same clients, so revenue follows transport authorities' budgets and project timing.
Moat: narrow (regulatory licence, customer qualification). Government procurement relationships and system-integration track record in ITS projects.
Headquarters: Beijing, China · Employees: 6,020
Size China TransInfo Technology (002373.SZ) is a China Information Technology company (Packaged Software) with a market value of $1.89B, the 1325th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.00 on 6 Nov 2026.
Performance Over six months the shares fell 10.6%, against -12.9% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 15.9% over the last twelve months (peer median +10.1%); the operating margin is 0.5% (peer median 4.0%).
Valuation It trades at 39.7× forward earnings against a peer median of 59.1× (7th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +25 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 6.3 points below its cost of capital (8.7% WACC).
Next results Next results expected around 22 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.23B | CN¥8.19B | CN¥7.22B | CN¥7.76B | CN¥6.97B |
| Revenue growth | — | +13% | -7% | +11% | — |
| Gross profit | CN¥2.94B | CN¥2.27B | CN¥1.96B | CN¥2.40B | CN¥1.80B |
| EBITDA | n/a | CN¥303M | -CN¥115M | CN¥385M | -CN¥242M |
| Net income | CN¥136M | CN¥268M | -CN¥1.19B | CN¥542M | -CN¥483M |
| Free cash flow | CN¥309M | CN¥696M | CN¥61.5M | CN¥682M | CN¥134M |
| Capital expenditure | CN¥173M | CN¥163M | CN¥134M | CN¥349M | CN¥390M |
| Total debt | CN¥1.13B | CN¥822M | CN¥896M | CN¥1.15B | CN¥1.11B |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| China TransInfo Technology 002373.SZ | $1.89B | -11% | +16% | 1% | 39.7× | 22.0% |
| Jiangsu Tongxingbao Intelligent Transportation Tech 301339.SZ | $948M | -17% | +9% | 20% | 13.8× | -4.9% |
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 | 002373.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +11.4% | +2.8% | 6th highest of 21 |
| 6-month return | -10.6% | -12.9% | 11th highest of 21 |
| Distance from 52-week high | -42.2% | -37.7% | 10th lowest of 21 |
| Revenue growth (TTM) | +15.9% | +10.1% | 9th highest of 21 |
| Operating margin | 0.5% | 4.0% | 10th lowest of 21 |
| Forward P/E | 39.7× | 59.1× | 7th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 22.0% | 26.9% | 6th least demanding of 14 |
| Growth delivered (Del g) | -2.7% | +15.8% | 2nd lowest of 14 |
| Hurdle (Req g minus delivered) | +24.7 pp | +3.3 pp | 5th most demanding of 14 |
| ROIC minus cost of capital | -6.3 pp | -7.2 pp | 9th highest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China TransInfo Technology 002373.SZ | China | $1.89B | -11% | +16% | 1% | 39.7× | 22.0% | -2.7% |
| iFAST AIY.SI | Singapore | $1.89B | -10% | +35% | 24% | 18.6× | -11.6% | +24.8% |
| Business-Intelligence of Oriental Nations 300166.SZ | China | $1.88B | -27% | +7% | -5% | 94.1× | n/a | n/a |
| Shenzhen Intellifusion Technologies 688343.SS | China | $1.87B | -46% | -4% | -52% | n/a | n/a | n/a |
| ArcSoft 688088.SS | China | $1.87B | -26% | +10% | 12% | 49.1× | 41.3% | +6.2% |
| eToro ETOR | United States | $1.86B | -40% | +10% | 32% | 11.0× | -18.5% | +15.4% |
| Hydsoft Technology 301316.SZ | China | $1.86B | -41% | +19% | 3% | 158.4× | 46.1% | +26.7% |
| Pony AI 2026.HK | Hong Kong | $1.93B | -56% | +67% | -214% | n/a | n/a | n/a |
| SoundHound AI SOUN | United States | $1.85B | -54% | +55% | -96% | n/a | n/a | n/a |
| Planisware Societe anonyme PLNW.PA | France | $1.94B | +46% | +8% | 31% | 28.2× | 12.3% | +16.8% |
| Karooooo KARO | United States | $1.95B | +25% | +32% | 25% | 24.1× | 10.4% | +17.7% |
| C3.ai AI | United States | $1.84B | +18% | -38% | -198% | n/a | n/a | n/a |
| Certara CERT | United States | $1.84B | +91% | +1% | 5% | 31.4× | 40.7% | +11.5% |
| Ourpalm 300315.SZ | China | $1.96B | -3% | -5% | -65% | 125.6× | 55.8% | -17.0% |
| Aisino 600271.SS | China | $1.96B | -16% | -12% | -24% | 26.2× | n/a | n/a |
| iReader Technology 603533.SS | China | $1.98B | +20% | +14% | -2% | 91.2× | 37.2% | +9.5% |
| Pine Labs PINELABS.NS | India | $1.98B | -19% | +50% | 7% | 79.2× | n/a | n/a |
| Shadowfax Technologies SHADOWFAX.NS | India | $1.79B | +70% | +69% | 10% | 60.0× | 47.0% | +43.7% |
| Tianyu Digital Technology 002354.SZ | China | $2.00B | +31% | +8% | -2% | 135.3× | 25.9% | +15.8% |
| Justsystems 4686.T | Japan | $2.01B | +33% | +10% | 44% | n/a | -6.3% | +4.6% |
| Nayax NYAX | United States | $1.78B | -34% | +28% | 5% | 59.1× | 26.9% | +38.7% |