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← CockpitCompetitor Analysis › 300036.SZ Beijing Supermap Software Co., Ltd. Class AOpen in the cockpit ↗

Beijing Supermap Software Co., Ltd. Class A300036.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Packaged Software
Momentum weak 30
Mkt cap
$744M
US dollars, full cap
Free float
78%
of shares outstanding
$/day
$16.4M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-17.0 pp
WACC 9.1%
Hurdle
+32 pp
Req g minus delivered
Next earnings
133 days
19 Mar 2027
Close · CNYCN¥10.07
1D-1.7%
1W+7.5%
1M+0.3%
3M-16.1%
6M-32.6%
YTD-44.5%
1Y-39.2%
ATR %4.1%
52w lowhigh55.8% off high

What Beijing Supermap Software does

Employees: 3,825

Beijing Supermap Software at a glance

Size Beijing Supermap Software (300036.SZ) is a China Information Technology company (Packaged Software) with a market value of $744M, the 2931st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.07 on 6 Nov 2026.

Performance Over six months the shares fell 32.6%, against -11.3% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue fell 24.1% over the last twelve months (peer median +12.0%); the operating margin is -21.2% (peer median 6.9%).

Valuation It trades at 3.4× enterprise value to sales against a peer median of 2.7× (8th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 31% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +32 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 17.0 points below its cost of capital (9.1% WACC).

Next results Next results expected around 19 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 90300036.SZ 66
Six months, rebased to 100: Beijing Supermap Software against the median of its 20 peers (local-currency closes).

Beijing Supermap Software financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.15BCN¥1.50BCN¥1.49BCN¥1.97BCN¥1.59B
Revenue growth—+1%-24%+24%—
Gross profitCN¥599MCN¥744MCN¥680MCN¥1,000MCN¥662M
EBITDAn/aCN¥153M-CN¥26.6MCN¥204M-CN¥76.9M
Net income-CN¥197MCN¥46.8M-CN¥171MCN¥152M-CN¥339M
Free cash flowCN¥63.2MCN¥2.97M-CN¥260MCN¥62.7M-CN¥163M
Capital expenditureCN¥7.33MCN¥3.88MCN¥11.4MCN¥15.9MCN¥66.8M
Total debtCN¥23.2MCN¥29.8MCN¥30.3MCN¥31.9MCN¥36.2M

Quarterly statements and history in the cockpit →

Beijing Supermap Software 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%-20%0%+20%300047002777300561TRUE-BIRELSS6036364432DCBO300532ABS3005332643SMWBINTELLECTPEXIPMNTN3881DYVOX300036.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Beijing Supermap Software is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%+60%0×5×10×300047002777300561TRUE-BIRELSS6036364432DCBO300532ABS3005332643SMWBPEXIPLINKMNTN3881300036.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Beijing Supermap Software is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%002777TRUE-BIRELSS6036364432DCBOABS300533SMWBINTELLECTPEXIPMNTNDYVOX300036.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Beijing Supermap Software is the large dot.

Beijing Supermap Software competitors and peer comparison

How Beijing Supermap Software 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 Supermap Software against its 20 peers (data as of 6 Nov 2026)
Measure300036.SZPeer medianRank in peer set
1-month return+0.3%-2.2%10th highest of 21
6-month return-32.6%-11.3%5th lowest of 21
Distance from 52-week high-55.8%-36.5%5th lowest of 21
Revenue growth (TTM)-24.1%+12.0%2nd lowest of 21
Operating margin-21.2%6.9%4th lowest of 21
EV / Sales3.4×2.7×8th most expensive of 21
Growth the price implies (Req g, 7 yrs)30.5%10.2%2nd most demanding of 16
Growth delivered (Del g)-1.2%+15.2%2nd lowest of 16
Hurdle (Req g minus delivered)+31.7 pp-9.2 ppmost demanding of 16
ROIC minus cost of capital-17.0 pp-1.1 pp5th lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Beijing Supermap Software 300036.SZChina$744M-33%-24%-21%3.4×30.5%-1.2%
Shenzhen Tianyuan DIC Information Technology 300047.SZChina$743M-32%+14%1%0.7×n/an/a
Sichuan Jiuyuan Yinhai Software 002777.SZChina$746M-22%-13%4%4.1×31.2%+1.3%
SGSG Science & Technology Co., Ltd. Zhuhai 300561.SZChina$749M-14%+13%-40%45.5×n/an/a
Truecaller TRUE-B.STSweden$750M+69%-16%19%3.7×11.3%+31.2%
IRESS IRE.AXAustralia$739M-4%-14%17%2.4×10.2%+0.5%
Lectra LSS.PAFrance$754M+10%-6%6%1.6×12.6%+16.5%
Linewell Software 603636.SSChina$755M-2%-42%-111%11.1×16.4%-11.5%
WingArc1st 4432.TJapan$755M+29%+15%30%3.3×-7.6%+11.1%
Docebo DCBO.TOCanada$732M+44%+11%9%3.1×14.1%+32.1%
New Trend International Logis-Tech 300532.SZChina$728M-7%+56%7%1.4×n/an/a
Asseco Business Solutions ABS.WAPoland$728M-6%+15%33%5.5×3.8%+11.1%
Shenzhen Bingchuan Network 300533.SZChina$763M-18%-5%-10%1.3×4.7%+46.0%
CaoCao 2643.HKHong Kong$725M-59%+38%-3%0.5×n/an/a
Similarweb SMWBUnited States$724M+141%+10%-2%2.3×28.2%+24.8%
Intellect Design Arena INTELLECT.NSIndia$766M-34%+17%12%2.0×28.1%+15.2%
Pexip PEXIP.OLNorway$722M-18%+9%26%5.0×-0.3%+12.6%
LINK Mobility LINK.OLNorway$771M-9%+16%6%1.1×5.7%+14.9%
MNTN MNTNUnited States$776M-38%+21%15%1.7×0.2%+41.0%
CiDi 3881.HKHong Kong$777M-43%+139%-48%3.8×n/an/a
Dynavox DYVOX.STSweden$778M-14%+10%13%3.2×7.6%+22.5%

Questions

Which companies are Beijing Supermap Software's closest peers?
The cockpit's peer set: Shenzhen Tianyuan DIC Information Technology (300047.SZ), Sichuan Jiuyuan Yinhai Software (002777.SZ), SGSG Science & Technology Co., Ltd. Zhuhai (300561.SZ), Truecaller (TRUE-B.ST), IRESS (IRE.AX), Lectra (LSS.PA), Linewell Software (603636.SS), WingArc1st (4432.T).
Is Beijing Supermap Software expensive compared with its peers?
On ev / sales it trades at 3.4× against a peer median of 2.7×, 8th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 31% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +32 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.
How has Beijing Supermap Software stock performed?
Over six months to 6 Nov 2026 the shares returned -32.6% against -11.3% for the median peer; over one year -39.2%.

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.