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← CockpitCompetitor Analysis › 300079.SZ Sumavision Technologies Co., Ltd. Class AOpen in the cockpit ↗

Sumavision Technologies Co., Ltd. Class A300079.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Telecommunications Equipment

Chinese maker of broadcast and IPTV video-delivery equipment/software for cable and telecom operators.

≈ A small Chinese Harmonic in IPTV/video deliveryMomentum strong 79
Mkt cap
$1.01B
US dollars, full cap
Free float
97%
of shares outstanding
$/day
$19.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-9.5 pp
WACC 9.5%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥4.78
1D-2.0%
1W+9.1%
1M+2.6%
3M+3.7%
6M-14.0%
YTD-11.3%
1Y-16.3%
ATR %4.0%
52w lowhigh33.4% off high

What Sumavision Technologies does

Chinese maker of broadcast and IPTV video-delivery equipment/software for cable and telecom operators.

In one line: A small Chinese Harmonic in IPTV/video delivery.

Products and services

  • IPTV/OTT delivery platforms
  • Broadcast transmission equipment

Customers

  • Cable/telecom operators
  • Broadcasters

Where it sits in the supply chain

  • Information Technology
  • Broadcast/media technology
  • IPTV & video delivery systems

What could go right

  • Streaming/OTT platform upgrades by carriers

What could go wrong

  • Carrier capex cyclicality
  • Competition from larger telecom vendors

Moat: narrow (installed base, switching costs). Once a carrier's IPTV platform is deployed, replacing it is costly and disruptive.

Headquarters: Beijing, China · Employees: 583

Named competitors

Sumavision Technologies at a glance

Size Sumavision Technologies (300079.SZ) is a China Information Technology company (Telecommunications Equipment) with a market value of $1.01B, the 2273rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.78 on 6 Nov 2026.

Performance Over six months the shares fell 14.0%, against -25.8% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 20 in its peer set.

Growth Revenue fell 6.0% over the last twelve months (peer median +9.9%); the operating margin is -8.4% (peer median -1.1%).

Valuation It trades at 6.4× enterprise value to sales against a peer median of 4.2× (7th most expensive of 21).

Capital Return on invested capital runs 9.5 points below its cost of capital (9.5% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026300079.SZ 85Peer median 73
Six months, rebased to 100: Sumavision Technologies against the median of its 20 peers (local-currency closes).

Sumavision Technologies financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥715MCN¥729MCN¥665MCN¥701MCN¥1.09B
Revenue growth—+10%-5%-36%—
Gross profitCN¥357MCN¥276MCN¥261MCN¥250MCN¥451M
EBITDAn/aCN¥30.4MCN¥4.53M-CN¥58.1MCN¥171M
Net incomeCN¥42.4MCN¥33.2MCN¥24.4MCN¥18.6MCN¥111M
Free cash flowCN¥146MCN¥77.7MCN¥134MCN¥201MCN¥226M
Capital expenditureCN¥9.71MCN¥21.0MCN¥26.7MCN¥39.3MCN¥32.1M
Total debtCN¥36.3MCN¥72.9MCN¥24.0MCN¥10.7MCN¥78.0M

Quarterly statements and history in the cockpit →

Sumavision Technologies 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

-40%-20%0%+20%-40%-20%0%IVSO0553300322HLIT3016006777002528300101290A00293535962498300516186A301191300134ADVVISN300079.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Sumavision Technologies is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×10×20×IVSO0553300322HLIT3016006777002528300101290A00219400293535962498300516186A301191300134ADVVISN300079.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sumavision Technologies is the large dot.

Sumavision Technologies competitors and peer comparison

Head to head with its named competitors (300079.SZ vs 600498.SS vs 000063.SZ vs HLIT)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Sumavision Technologies 300079.SZ$1.01B-14%-6%-8%6.4×n/a
Fiberhome Telecommunication Technologies 600498.SS$5.50B-42%+16%1%1.8×12.8%
ZTE 000063.SZ$19.0B-23%+14%1%1.2×19.0%
Harmonic HLIT$1.04B-26%-21%15%1.9×10.0%

How Sumavision Technologies 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.

Sumavision Technologies against its 20 peers (data as of 6 Nov 2026)
Measure300079.SZPeer medianRank in peer set
1-month return+2.6%-8.0%highest of 20
6-month return-14.0%-25.8%3rd highest of 20
Distance from 52-week high-33.4%-48.0%3rd highest of 20
Revenue growth (TTM)-6.0%+9.9%8th lowest of 21
Operating margin-8.4%-1.1%7th lowest of 21
EV / Sales6.4×4.2×7th most expensive of 21
ROIC minus cost of capital-9.5 pp-7.4 pp9th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Sumavision Technologies 300079.SZChina$1.01B-14%-6%-8%6.4×n/an/a
Invisio IVSO.STSweden$1.00B-15%+24%18%4.7×13.2%+26.7%
Nanjing Panda Electronics 0553.HKHong Kong$999M-42%+36%-7%2.0×n/an/a
Huizhou Speed Wireless Technology 300322.SZChina$991M-52%+25%3%2.5×n/an/a
Harmonic HLITUnited States$1.04B-26%-21%15%1.9×10.0%-1.0%
Flaircomm Microelectronics 301600.SZChina$1.04B-35%+19%9%5.2×27.2%+29.1%
santec 6777.TJapan$984M-53%+45%33%4.1×23.5%+33.2%
Tozed Kangwei Tech 301718.SZChina$1.05Bn/a+43%5%4.3×n/an/a
Shenzhen Infinova 002528.SZChina$1.06B+23%-29%-77%18.6×n/an/a
Chengdu CORPRO Technology 300101.SZChina$1.07B-35%-25%-18%10.6×n/an/a
Synspective 290A.TJapan$950M-16%+5%-196%52.6×n/an/a
Wuhan Fingu Electronic Technology 002194.SZChina$914M-19%-9%-2%3.6×n/an/a
Chengdu Spaceon Electronics 002935.SZChina$909M-37%+1%5%6.4×49.9%+1.3%
Arcadyan Technology 3596.TWTaiwan$900M-17%+6%6%0.4×n/an/a
HTC 2498.TWTaiwan$885M-15%-8%-78%6.0×n/an/a
Hubei Jiuzhiyang Infrared System 300516.SZChina$1.18B-15%-7%-8%12.7×20.4%-1.0%
Astroscale 186A.TJapan$865M-25%+70%-275%22.4×n/an/a
Shenzhen Phoenix Telecom Technology 301191.SZChina$854M-42%+30%0%2.5×n/an/a
Anhui Tatfook Technology 300134.SZChina$852M-32%+14%-14%2.3×n/an/a
Adtran Networks ADV.DEGermany$1.21B-10%+15%-3%2.1×-2.7%-3.1%
Vistance Networks VISNUnited States$1.27B-35%-38%12%0.4×-4.6%-25.5%

Questions

Who are Sumavision Technologies's main competitors?
Named competitors: Fiberhome Telecommunication (600498.SS), ZTE (000063.SZ), Harmonic (HLIT). The cockpit's measured peer set (industry) also includes Invisio (IVSO.ST), Nanjing Panda Electronics (0553.HK), Huizhou Speed Wireless Technology (300322.SZ), Harmonic (HLIT), Flaircomm Microelectronics (301600.SZ), santec (6777.T).
Is Sumavision Technologies expensive compared with its peers?
On ev / sales it trades at 6.4× against a peer median of 4.2×, 7th most expensive of 21 in its peer set.
How has Sumavision Technologies stock performed?
Over six months to 6 Nov 2026 the shares returned -14.0% against -25.8% for the median peer; over one year -16.3%.

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.