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Employees: 2,135
Size Shenzhen Bingchuan Network (300533.SZ) is a China Information Technology company (Packaged Software) with a market value of $763M, the 2871st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.51 on 6 Nov 2026.
Performance Over six months the shares fell 18.4%, against -11.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue fell 5.0% over the last twelve months (peer median +5.9%); the operating margin is -9.6% (peer median 6.4%).
Valuation It trades at 1.3× enterprise value to sales against a peer median of 3.4× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +46%, so the hurdle is -41 pp: the price already allows for a slowdown.
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.55B | CN¥2.55B | CN¥2.78B | CN¥2.78B | CN¥2.04B |
| Revenue growth | — | -8% | 0% | +36% | — |
| Gross profit | CN¥2.38B | CN¥2.37B | CN¥2.58B | CN¥2.62B | CN¥1.91B |
| EBITDA | n/a | CN¥476M | -CN¥257M | CN¥292M | CN¥115M |
| Net income | -CN¥172M | CN¥483M | -CN¥247M | CN¥273M | CN¥129M |
| Free cash flow | CN¥175M | CN¥699M | -CN¥144M | CN¥289M | CN¥460M |
| Capital expenditure | CN¥33.8M | CN¥23.4M | CN¥18.4M | CN¥28.7M | CN¥39.3M |
| Total debt | CN¥48.4M | CN¥46.3M | CN¥62.7M | CN¥75.4M | CN¥29.0M |
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.
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 | 300533.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.1% | +0.1% | 4th highest of 21 |
| 6-month return | -18.4% | -11.3% | 9th lowest of 21 |
| Distance from 52-week high | -49.3% | -43.0% | 8th lowest of 21 |
| Revenue growth (TTM) | -5.0% | +5.9% | 8th lowest of 21 |
| Operating margin | -9.6% | 6.4% | 6th lowest of 21 |
| EV / Sales | 1.3× | 3.4× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 4.7% | 11.3% | 5th least demanding of 16 |
| Growth delivered (Del g) | +46.0% | +14.9% | 2nd highest of 16 |
| Hurdle (Req g minus delivered) | -41.3 pp | -3.9 pp | 2nd least demanding of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Bingchuan Network 300533.SZ | China | $763M | -18% | -5% | -10% | 1.3× | 4.7% | +46.0% |
| Intellect Design Arena INTELLECT.NS | India | $766M | -34% | +17% | 12% | 2.0× | 28.1% | +15.2% |
| WingArc1st 4432.T | Japan | $755M | +29% | +15% | 30% | 3.3× | -7.6% | +11.1% |
| Linewell Software 603636.SS | China | $755M | -2% | -42% | -111% | 11.1× | 16.4% | -11.5% |
| Lectra LSS.PA | France | $754M | +10% | -6% | 6% | 1.6× | 12.6% | +16.5% |
| LINK Mobility LINK.OL | Norway | $771M | -9% | +16% | 6% | 1.1× | 5.7% | +14.9% |
| MNTN MNTN | United States | $776M | -38% | +21% | 15% | 1.7× | 0.2% | +41.0% |
| Truecaller TRUE-B.ST | Sweden | $750M | +69% | -16% | 19% | 3.7× | 11.3% | +31.2% |
| SGSG Science & Technology Co., Ltd. Zhuhai 300561.SZ | China | $749M | -14% | +13% | -40% | 45.5× | n/a | n/a |
| CiDi 3881.HK | Hong Kong | $777M | -43% | +139% | -48% | 3.8× | n/a | n/a |
| Dynavox DYVOX.ST | Sweden | $778M | -14% | +10% | 13% | 3.2× | 7.6% | +22.5% |
| Sichuan Jiuyuan Yinhai Software 002777.SZ | China | $746M | -22% | -13% | 4% | 4.1× | 31.2% | +1.3% |
| Beijing Supermap Software 300036.SZ | China | $744M | -33% | -24% | -21% | 3.4× | 30.5% | -1.2% |
| Shenzhen Tianyuan DIC Information Technology 300047.SZ | China | $743M | -32% | +14% | 1% | 0.7× | n/a | n/a |
| Phreesia PHR | United States | $783M | +24% | +13% | 5% | 1.5× | 13.4% | +26.4% |
| Everplay EVPL.L | United Kingdom | $784M | +52% | +1% | 15% | 3.3× | 13.9% | +14.9% |
| IRESS IRE.AX | Australia | $739M | -4% | -14% | 17% | 2.4× | 10.2% | +0.5% |
| V5 Technologies 7822.TW | Taiwan | $788M | -59% | +188% | 37% | 6.6× | -1.8% | +114.4% |
| Consensus Cloud Solutions CCSI | United States | $791M | +27% | +1% | 42% | 3.5× | -2.5% | +1.1% |
| B-Soft 300451.SZ | China | $792M | -22% | -21% | -75% | 5.9× | n/a | n/a |
| Yonyou Auto Information Technology (Shanghai) 688479.SS | China | $793M | -9% | +1% | 2% | 8.1× | n/a | n/a |