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← CockpitCompetitor Analysis › 300451.SZ B-Soft Co., Ltd. Class AOpen in the cockpit ↗

B-Soft Co., Ltd. Class A300451.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Packaged Software
Momentum strong 62
Mkt cap
$792M
US dollars, full cap
Free float
70%
of shares outstanding
$/day
$16.3M
20-day average traded
Fwd P/E
115.0×
forward earnings
ROIC−WACC
-19.8 pp
WACC 9.1%
Hurdle
n/a
no reverse DCF
Next earnings
157 days
12 Apr 2027
Close · CNYCN¥3.45
1D-2.8%
1W+6.8%
1M+0.3%
3M-4.2%
6M-21.8%
YTD-28.7%
1Y-24.3%
ATR %4.8%
52w lowhigh50.6% off high

What B-Soft does

Employees: 3,731

B-Soft at a glance

Size B-Soft (300451.SZ) is a China Information Technology company (Packaged Software) with a market value of $792M, the 2792nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.45 on 6 Nov 2026.

Performance Over six months the shares fell 21.8%, against -11.3% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue fell 21.3% over the last twelve months (peer median +6.2%); the operating margin is -75.0% (peer median 7.4%).

Valuation It trades at 115.0× forward earnings against a peer median of 16.0× (most expensive of 15).

Capital Return on invested capital runs 19.8 points below its cost of capital (9.1% WACC).

Next results Next results expected around 12 Apr 2027 (exchange calendar; dates can move).

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 88300451.SZ 78
Six months, rebased to 100: B-Soft against the median of its 20 peers (local-currency closes).

B-Soft financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥878MCN¥1.05BCN¥1.41BCN¥1.61BCN¥1.52B
Revenue growth—-26%-12%+6%—
Gross profitCN¥181MCN¥2.63MCN¥481MCN¥638MCN¥667M
EBITDAn/a-CN¥386MCN¥28.1MCN¥183MCN¥223M
Net income-CN¥590M-CN¥402M-CN¥174MCN¥36.7MCN¥42.6M
Free cash flow-CN¥378M-CN¥133M-CN¥127M-CN¥229M-CN¥170M
Capital expenditureCN¥121MCN¥172MCN¥243MCN¥392MCN¥320M
Total debtCN¥168MCN¥68.3MCN¥100MCN¥57.0MCN¥116M

Quarterly statements and history in the cockpit →

B-Soft 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%-25%0%+25%+50%-40%-20%0%+20%CCSI6884797822BMBL3765002298EVPLPHR688109DYVOX3881MNTNLINK688095INTELLECT300292300533PSANPRL4432300451.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. B-Soft is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%+200%0×50×100×CCSI7822BMBL3765EVPLPHR688109MNTNLINK688095PRL300451.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. B-Soft is the large dot.

B-Soft competitors and peer comparison

How B-Soft 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.

B-Soft against its 20 peers (data as of 6 Nov 2026)
Measure300451.SZPeer medianRank in peer set
1-month return+0.3%+0.9%11th highest of 21
6-month return-21.8%-11.3%7th lowest of 21
Distance from 52-week high-50.6%-39.0%7th lowest of 21
Revenue growth (TTM)-21.3%+6.2%2nd lowest of 21
Operating margin-75.0%7.4%lowest of 21
Forward P/E115.0×16.0×most expensive of 15
ROIC minus cost of capital-19.8 pp-1.1 pp2nd lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
B-Soft 300451.SZChina$792M-22%-21%-75%115.0×n/an/a
Consensus Cloud Solutions CCSIUnited States$791M+27%+1%42%7.0×-2.5%+1.1%
Yonyou Auto Information Technology (Shanghai) 688479.SSChina$793M-9%+1%2%n/an/an/a
V5 Technologies 7822.TWTaiwan$788M-59%+188%37%15.9×-1.8%+114.4%
Bumble BMBLUnited States$798M+65%-13%28%8.0×-10.5%+10.7%
Gungho Online Entertainment 3765.TJapan$798M-3%-6%7%31.5×n/an/a
Anhui ZhongDianXinLong Science and Technology 002298.SZChina$799M-21%-29%-17%n/an/an/a
Everplay EVPL.LUnited Kingdom$784M+52%+1%15%11.6×13.9%+14.9%
Phreesia PHRUnited States$783M+24%+13%5%22.2×13.4%+26.4%
Pinming Technology 688109.SSChina$801M-29%-13%-6%53.0×44.7%+2.9%
Dynavox DYVOX.STSweden$778M-14%+10%13%24.0×7.6%+22.5%
CiDi 3881.HKHong Kong$777M-43%+139%-48%n/an/an/a
MNTN MNTNUnited States$776M-38%+21%15%10.3×0.2%+41.0%
LINK Mobility LINK.OLNorway$771M-9%+16%6%16.1×5.7%+14.9%
Fujian Fuxin Software Development Joint Stock 688095.SSChina$817M-22%+27%8%41.3×19.2%+17.9%
Intellect Design Arena INTELLECT.NSIndia$766M-34%+17%12%17.0×28.1%+15.2%
Wutong 300292.SZChina$821M-20%-4%4%n/a14.2%+2.9%
Shenzhen Bingchuan Network 300533.SZChina$763M-18%-5%-10%n/a4.7%+46.0%
PSI Software PSAN.DEGermany$822M-1%+2%-5%n/an/an/a
Propel PRL.TOCanada$830M+28%+24%17%7.6×n/an/a
WingArc1st 4432.TJapan$755M+29%+15%30%15.4×-7.6%+11.1%

Questions

Which companies are B-Soft's closest peers?
The cockpit's peer set: Consensus Cloud Solutions (CCSI), Yonyou Auto Information Technology (Shanghai) (688479.SS), V5 Technologies (7822.TW), Bumble (BMBL), Gungho Online Entertainment (3765.T), Anhui ZhongDianXinLong Science and Technology (002298.SZ), Everplay (EVPL.L), Phreesia (PHR).
Is B-Soft expensive compared with its peers?
On forward p/e it trades at 115.0× against a peer median of 16.0×, most expensive of 15 in its peer set.
How has B-Soft stock performed?
Over six months to 6 Nov 2026 the shares returned -21.8% against -11.3% for the median peer; over one year -24.3%.

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.