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Chinese IT services firm building custom software and smart-city/telecom systems mainly for carriers and government.
Chinese IT services firm building custom software and smart-city/telecom systems mainly for carriers and government.
Moat: narrow (switching costs, customer relationships). Long-running contracts embedded inside telecom-carrier IT systems are costly to replace.
Headquarters: Nanjing, Jiangsu, China · Employees: 16,802
Size Jiangsu Hoperun Software (300339.SZ) is a China Information Technology company (Information Technology Services) with a market value of $3.65B, the 706th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥31.22 on 6 Nov 2026.
Performance Over six months the shares fell 30.9%, against +5.8% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 11.2% over the last twelve months (peer median +8.9%); the operating margin is 3.1% (peer median 9.0%).
Valuation It trades at 141.9× forward earnings against a peer median of 21.3× (most expensive of 20).
Capital Return on invested capital runs 8.9 points below its cost of capital (12.5% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.12B | CN¥3.96B | CN¥3.38B | CN¥3.09B | CN¥2.96B |
| Revenue growth | — | +17% | +9% | +4% | — |
| Gross profit | CN¥931M | CN¥785M | CN¥678M | CN¥650M | CN¥620M |
| EBITDA | n/a | CN¥316M | CN¥280M | CN¥267M | CN¥180M |
| Net income | CN¥95.3M | CN¥97.0M | CN¥161M | CN¥164M | CN¥106M |
| Free cash flow | -CN¥159M | CN¥39.7M | -CN¥71.6M | CN¥41.1M | -CN¥45.5M |
| Capital expenditure | CN¥104M | CN¥110M | CN¥108M | CN¥103M | CN¥144M |
| Total debt | CN¥1.51B | CN¥1.07B | CN¥1.01B | CN¥975M | CN¥970M |
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 |
|---|---|---|---|---|---|---|
| Jiangsu Hoperun Software 300339.SZ | $3.65B | -31% | +11% | 3% | 141.9× | n/a |
| Neusoft 600718.SS | $1.51B | -3% | -5% | -5% | 37.1× | -6.1% |
| Hand Enterprise Solutions 300170.SZ | $2.24B | -26% | +7% | 6% | 48.8× | 27.4% |
| Sunyard Technology 600571.SS | $690M | -22% | +1% | -1% | n/a | 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 | 300339.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.0% | 0.0% | 7th lowest of 21 |
| 6-month return | -30.9% | +5.8% | 4th lowest of 21 |
| Distance from 52-week high | -51.5% | -30.3% | 4th lowest of 21 |
| Revenue growth (TTM) | +11.2% | +8.9% | 9th highest of 21 |
| Operating margin | 3.1% | 9.0% | 3rd lowest of 21 |
| Forward P/E | 141.9× | 21.3× | most expensive of 20 |
| ROIC minus cost of capital | -8.9 pp | +4.2 pp | 2nd lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Hoperun Software 300339.SZ | China | $3.65B | -31% | +11% | 3% | 141.9× | n/a | n/a |
| TravelSky Technology 0696.HK | Hong Kong | $3.59B | -5% | +7% | 28% | 9.8× | -16.5% | +9.0% |
| Sterlite Technologies STLTECH.NS | India | $3.91B | +101% | +63% | 17% | 28.2× | 22.6% | -0.4% |
| Workiva WK | United States | $3.96B | +42% | +20% | 3% | 23.0× | 33.1% | +20.3% |
| Xi'an Bright Laser Technologies 688333.SS | China | $3.22B | -11% | +12% | 6% | 69.2× | n/a | n/a |
| Sopra Steria SOP.PA | France | $4.29B | +50% | +2% | 9% | 11.2× | -0.6% | +5.8% |
| NS Solutions 2327.T | Japan | $4.43B | +6% | +12% | 12% | 21.3× | -5.1% | +8.6% |
| Amdocs DOX | United States | $4.53B | -34% | +4% | 17% | 7.7× | -15.8% | +1.8% |
| Softcat SCT.L | United Kingdom | $4.53B | +14% | +35% | 11% | 17.9× | -4.1% | +20.3% |
| Q2 Holdings, Inc. QTWO | United States | $4.57B | +47% | +13% | 13% | 22.5× | 26.6% | +14.6% |
| Insight Enterprises NSIT | United States | $4.64B | +89% | +3% | 6% | 11.7× | 2.9% | -0.2% |
| KBR KBR | United States | $4.69B | +14% | -3% | 9% | 9.5× | -8.7% | +6.2% |
| Bechtle BC8.DE | Germany | $4.72B | +13% | +8% | 5% | 16.8× | 6.9% | +4.9% |
| Runjian 002929.SZ | China | $2.71B | +6% | -11% | 0% | 49.7× | n/a | n/a |
| Shanghai Sunmi Technology 6810.HK | Hong Kong | $2.70B | -10% | +10% | 7% | n/a | n/a | n/a |
| Shanghai AtHub 603881.SS | China | $2.66B | -33% | -5% | 16% | 101.4× | 16.9% | +13.6% |
| Parsons PSN | United States | $5.16B | -1% | -3% | 5% | 14.8× | 8.4% | +10.2% |
| Hangzhou Turbine Power 300277.SZ | China | $2.57B | -37% | +1,784% | 3% | 33.2× | 36.4% | -10.7% |
| Fastly FSLY | United States | $2.52B | -23% | +20% | -12% | 24.4× | 37.8% | +16.5% |
| LG Cns 064400.KS | South Korea | $5.29B | +14% | +4% | 9% | 15.5× | 5.6% | +7.2% |
| Tata Elxsi TATAELXSI.NS | India | $2.52B | -10% | +10% | 20% | 32.7× | 25.3% | +15.5% |