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Guangdong-based internet data center (IDC) operator providing colocation and cloud-infrastructure hosting services.
Guangdong-based internet data center (IDC) operator providing colocation and cloud-infrastructure hosting services.
Charges recurring fees for rack space, power and network bandwidth under contracts with internet and cloud companies, so income follows how many racks are leased and filled. Building capacity ahead of demand is the main cost driver.
In one line: A small Chinese Equinix/Digital Realty.
Moat: narrow (installed base, scale). Owns physical data-center capacity in key regions, which is capital-intensive to replicate.
Headquarters: Guangzhou, China · Employees: 398
Size Guangdong Aofei Data Technology (300738.SZ) is a China Information Technology company (Packaged Software) with a market value of $2.44B, the 1049th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.54 on 6 Nov 2026.
Performance Over six months the shares fell 33.7%, against +10.2% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 23.7% over the last twelve months (peer median +12.9%); the operating margin is 23.2% (peer median 7.8%).
Valuation It trades at 42.6× forward earnings against a peer median of 16.8× (3rd most expensive of 17).
Capital Return on invested capital runs 1.3 points below its cost of capital (7.6% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.98B | CN¥2.52B | CN¥2.16B | CN¥1.33B | CN¥1.10B |
| Revenue growth | — | +16% | +62% | +22% | — |
| Gross profit | CN¥1.66B | CN¥860M | CN¥549M | CN¥352M | CN¥298M |
| EBITDA | n/a | CN¥1.35B | CN¥809M | CN¥587M | CN¥407M |
| Net income | CN¥212M | CN¥132M | CN¥124M | CN¥141M | CN¥166M |
| Free cash flow | -CN¥1.86B | -CN¥2.19B | -CN¥1.91B | -CN¥859M | -CN¥1.36B |
| Capital expenditure | CN¥3.87B | CN¥3.61B | CN¥2.62B | CN¥1.51B | CN¥1.69B |
| Total debt | CN¥11.3B | CN¥9.73B | CN¥7.13B | CN¥5.03B | CN¥4.71B |
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 |
|---|---|---|---|---|---|---|
| Guangdong Aofei Data Technology 300738.SZ | $2.44B | -34% | +24% | 23% | 42.6× | n/a |
| GDS Holdings Ltd. Sponsored ADR GDS | $4.46B | -49% | +12% | 17% | n/a | n/a |
| VNET Group, Inc. Sponsored ADR VNET | $1.00B | -64% | +23% | 7% | 89.6× | n/a |
| Beijing Sinnet Technology 300383.SZ | $2.70B | -37% | -2% | -11% | 149.7× | 46.5% |
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 | 300738.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.1% | +5.7% | 5th lowest of 21 |
| 6-month return | -33.7% | +10.2% | 2nd lowest of 21 |
| Distance from 52-week high | -43.9% | -19.9% | 6th lowest of 21 |
| Revenue growth (TTM) | +23.7% | +12.9% | 7th highest of 21 |
| Operating margin | 23.2% | 7.8% | 5th highest of 21 |
| Forward P/E | 42.6× | 16.8× | 3rd most expensive of 17 |
| ROIC minus cost of capital | -1.3 pp | -0.1 pp | 9th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Aofei Data Technology 300738.SZ | China | $2.44B | -34% | +24% | 23% | 42.6× | n/a | n/a |
| Blackbaud BLKB | United States | $2.43B | +44% | +2% | 21% | 9.4× | -1.6% | +4.3% |
| Asana ASAN | United States | $2.43B | +60% | +9% | -15% | 27.4× | 10.7% | +28.4% |
| ePlus PLUS | United States | $2.40B | +2% | +15% | 7% | 16.1× | 4.3% | +9.5% |
| nCino NCNO | United States | $2.40B | +28% | +9% | 9% | 15.8× | 23.9% | +23.8% |
| Meitu 1357.HK | Hong Kong | $2.50B | -9% | +24% | 24% | 12.8× | 7.5% | +25.5% |
| RAKUS 3923.T | Japan | $2.38B | +24% | +17% | 31% | 14.1× | 15.8% | +31.4% |
| Money Forward 3994.T | Japan | $2.52B | +51% | +35% | 2% | 2,235.1× | n/a | n/a |
| Affle 3i AFFLE.NS | India | $2.36B | +6% | +20% | 18% | 40.0× | 33.0% | +39.3% |
| Urban URBANCO.NS | India | $2.58B | +8% | +36% | -26% | n/a | n/a | n/a |
| Shanghai Suochen Information Technology 688507.SS | China | $2.31B | +97% | +32% | -2% | 196.7× | n/a | n/a |
| NetScout Systems NTCT | United States | $2.29B | -19% | +6% | 15% | 11.6× | -0.1% | +0.7% |
| Shijiazhuang Changshan Beiming Technology 000158.SZ | China | $2.64B | -35% | -14% | 2% | n/a | n/a | n/a |
| Schrodinger SDGR | United States | $2.23B | +125% | +9% | -59% | n/a | n/a | n/a |
| JWIPC Technology 001339.SZ | China | $2.72B | -19% | +41% | 21% | 21.9× | n/a | n/a |
| SeeWay.ai 002405.SZ | China | $2.18B | -32% | +22% | -29% | n/a | n/a | n/a |
| Ethos Technologies LIFE | United States | $2.18B | +13% | +112% | -16% | 33.9× | 24.1% | n/a |
| XD, Inc. 2400.HK | Hong Kong | $2.77B | -28% | +6% | 26% | 11.9× | 3.0% | +14.3% |
| Vertex VERX | United States | $2.77B | +14% | +11% | 1% | 17.4× | 57.9% | +14.8% |
| DoubleVerify DV | United States | $2.12B | +23% | +7% | 14% | 21.3× | 9.7% | +25.1% |
| Pitney Bowes PBI | United States | $2.11B | -1% | -4% | 25% | 9.6× | -5.4% | -11.8% |