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← CockpitCompetitor Analysis › 300803.SZ Beijing Compass Technology Development Co. Ltd. Class AOpen in the cockpit ↗

Beijing Compass Technology Development Co. Ltd. Class A300803.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Miscellaneous Commercial Services

Financial-information and stock-trading software provider for Chinese retail investors, competing with Hithink RoyalFlush.

≈ A smaller Chinese Bloomberg-Terminal-for-retail, in the Hithink/East Money mouldMomentum weak 35
Mkt cap
$5.91B
US dollars, full cap
Free float
60%
of shares outstanding
$/day
$237M
20-day average traded
Fwd P/E
174.6×
forward earnings
ROIC−WACC
n/a
WACC 18.2%
Hurdle
+22 pp
Req g minus delivered
Next earnings
172 days
27 Apr 2027
Close · CNYCN¥82.00
1Dn/a
1W+3.4%
1M+3.4%
3M-22.4%
6M-22.6%
YTD-37.3%
1Y-40.5%
ATR %4.1%
52w lowhigh54.2% off high

What Beijing Compass Technology Development does

Financial-information and stock-trading software provider for Chinese retail investors, competing with Hithink RoyalFlush.

Earns from subscriptions and licence fees that individual investors pay for market-analysis software and information services, so sales and renewals rise and fall with how active Chinese retail trading is. It targets individuals, not institutions.

In one line: A smaller Chinese Bloomberg-Terminal-for-retail, in the Hithink/East Money mould.

Products and services

  • Stock-trading software/subscriptions
  • Financial data services
  • Investment advisory

Customers

  • Chinese retail investors

Where it sits in the supply chain

  • Financial technology
  • Retail financial software
  • Stock-market data, trading software…

What could go right

  • Retail trading-volume growth

What could go wrong

  • Trading-volume cyclicality
  • Smaller scale vs larger fintech peers

Moat: narrow (brand, distribution). Established retail-investor brand and software subscription base, though smaller than Hithink/East Money.

Headquarters: Beijing, China · Founded: 1999 · Employees: 3,783

Named competitors

Beijing Compass Technology Development at a glance

Size Beijing Compass Technology Development (300803.SZ) is a China Industrials company (Miscellaneous Commercial Services) with a market value of $5.91B, the 425th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥82.00 on 6 Nov 2026.

Performance Over six months the shares fell 22.6%, against +12.9% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 20 in its peer set.

Growth Revenue grew 12.4% over the last twelve months (peer median +6.4%); the operating margin is 0.5% (peer median 13.1%).

Valuation It trades at 174.6× forward earnings against a peer median of 15.3× (most expensive of 20).

Price implies For today's price to make sense, revenue must grow about 47% a year for seven years (Req g). Recent delivered growth is +25%, so the hurdle is +22 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 112300803.SZ 78
Six months, rebased to 100: Beijing Compass Technology Development against the median of its 20 peers (local-currency closes).

Beijing Compass Technology Development financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.42BCN¥2.14BCN¥1.52BCN¥1.11BCN¥1.25B
Revenue growth—+41%+37%-11%—
Gross profitCN¥2.20BCN¥1.85BCN¥1.28BCN¥904MCN¥1.08B
EBITDAn/aCN¥117MCN¥40.6MCN¥53.3MCN¥296M
Net incomeCN¥146MCN¥228MCN¥104MCN¥72.6MCN¥338M
Free cash flowCN¥2.18BCN¥2.94BCN¥4.36BCN¥1.37BCN¥332M
Capital expenditureCN¥112MCN¥113MCN¥118MCN¥65.4MCN¥53.4M
Total debtCN¥1.17BCN¥1.00BCN¥726MCN¥236MCN¥185M

Quarterly statements and history in the cockpit →

Beijing Compass Technology Development 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

-25%0%+25%+50%0%+20%+40%NEXIREYELISEDENFCNGISSAALBLTTSALQ688192TEPBCO1797SPIECAESAILIFEPWL300012300803.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Beijing Compass Technology Development is the large dot.

Fundamentals: revenue growth against valuation

0%+200%+400%+600%0×50×100×150×NEXIREYELISLTTS688192TEP1797SAILIFEPWL300803.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Beijing Compass Technology Development is the large dot.

Capital: growth delivered against growth the price implies

0%+25%+50%+75%+100%0%50%100%NEXIREYELISEDENFCNAMCGAALBLTTSALQ6881921797300012300803.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Beijing Compass Technology Development is the large dot.

Beijing Compass Technology Development competitors and peer comparison

Head to head with its named competitors (300803.SZ vs 300033.SZ vs 300059.SZ vs 601519.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Beijing Compass Technology Development 300803.SZ$5.91B-23%+12%0%174.6×46.9%
Hithink RoyalFlush Information Network 300033.SZ$22.9B-14%+48%56%32.7×37.1%
East Money Information 300059.SZ$44.5B-8%+16%76%19.7×15.1%
Shanghai Great Wisdom 601519.SS$2.49B-18%+6%-8%n/an/a

How Beijing Compass Technology Development 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.

Beijing Compass Technology Development against its 20 peers (data as of 6 Nov 2026)
Measure300803.SZPeer medianRank in peer set
1-month return+3.4%+8.9%7th lowest of 20
6-month return-22.6%+12.9%lowest of 20
Distance from 52-week high-54.2%-11.9%lowest of 21
Revenue growth (TTM)+12.4%+6.4%7th highest of 21
Operating margin0.5%13.1%lowest of 21
Forward P/E174.6×15.3×most expensive of 20
Growth the price implies (Req g, 7 yrs)46.9%5.8%most demanding of 19
Growth delivered (Del g)+25.3%+12.7%5th highest of 19
Hurdle (Req g minus delivered)+21.5 pp-10.6 ppmost demanding of 19

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
Beijing Compass Technology Development 300803.SZChina$5.91B-23%+12%0%174.6×46.9%+25.3%
Nexi NEXI.MIItaly$5.93B+18%+1%13%7.0×1.5%+30.5%
Reply REY.MIItaly$5.46B+41%+6%13%17.0×2.9%+14.4%
Elis ELIS.PAFrance$6.44B-12%+5%13%12.0×10.1%+11.3%
Edenred EDEN.PAFrance$6.52B+15%+3%30%12.0×-8.0%+13.9%
FTI Consulting FCNUnited States$5.33B+19%+8%10%18.7×-3.6%+9.0%
Airtel Mobile Commerce AMC.LUnited Kingdom$7.05Bn/a+30%48%n/a11.5%+30.3%
Genpact GUnited States$7.07B+30%+7%16%9.9×-7.5%+6.5%
Iss A/s ISS.CODenmark$7.08B+13%+4%5%15.3×-6.1%+3.7%
Aalberts AALB.ASNetherlands$4.87B+6%0%10%14.6×12.9%+3.4%
L&T Technology Services LTTS.NSIndia$4.79B+13%+2%15%29.4×31.0%+15.1%
ALS ALQ.AXAustralia$7.40B-3%+11%17%23.6×23.0%+13.5%
Dizal Pharmaceutical 688192.SSChina$4.68B+18%+720%69%9.5×-8.4%+95.9%
Teleperformance TEP.PAFrance$4.60B+3%-3%10%5.0×-10.2%+12.2%
Brink's BCOUnited States$4.54B+3%+7%10%11.8×0.1%+7.3%
East Buy 1797.HKHong Kong$4.11B+22%+34%11%38.5×18.4%+54.3%
Spie SPIE.PAFrance$8.64B-8%+3%6%14.5×8.6%+9.3%
CAE CAE.TOCanada$8.67B+3%+5%13%29.5×13.2%+10.5%
SAI Life Sciences SAILIFE.NSIndia$4.02B+64%+27%21%89.2×n/an/a
PhysicsWallah PWL.NSIndia$4.00B+18%+35%1%100.9×n/an/a
Centre Testing International 300012.SZChina$3.96B-5%+15%16%22.1×14.2%+13.2%

Questions

Who are Beijing Compass Technology Development's main competitors?
Named competitors: Hithink RoyalFlush (300033.SZ), East Money Information (300059.SZ), Shanghai Great Wisdom (601519.SS). The cockpit's measured peer set (industry) also includes Nexi (NEXI.MI), Reply (REY.MI), Elis (ELIS.PA), Edenred (EDEN.PA), FTI Consulting (FCN), Airtel Mobile Commerce (AMC.L).
Is Beijing Compass Technology Development expensive compared with its peers?
On forward p/e it trades at 174.6× against a peer median of 15.3×, most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about 47% a year for seven years (Req g). Recent delivered growth is +25%, so the hurdle is +22 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Beijing Compass Technology Development stock performed?
Over six months to 6 Nov 2026 the shares returned -22.6% against +12.9% for the median peer; over one year -40.5%.

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.