Loading…
Employees: 338
Size Guangdong TianYiMa Information Industry (301178.SZ) is a China Information Technology company (Information Technology Services) with a market value of $472M, the 3994th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥33.83 on 6 Nov 2026.
Performance Over six months the shares fell 13.2%, against -25.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 99.9% over the last twelve months (peer median +5.6%); the operating margin is 1.1% (peer median 6.3%).
Valuation It trades at 5.4× enterprise value to sales against a peer median of 1.8× (4th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 37% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +32 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.
Capital Return on invested capital runs 3.9 points below its cost of capital (8.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥592M | CN¥477M | CN¥223M | CN¥410M | CN¥438M |
| Revenue growth | — | +113% | -45% | -7% | — |
| Gross profit | CN¥157M | CN¥118M | CN¥23.5M | CN¥78.4M | CN¥91.7M |
| EBITDA | n/a | CN¥60.8M | -CN¥58.1M | -CN¥883,510 | CN¥36.0M |
| Net income | CN¥5.20M | CN¥7.49M | -CN¥49.6M | CN¥6.39M | CN¥39.6M |
| Free cash flow | CN¥12.8M | -CN¥295M | -CN¥232M | -CN¥60.6M | -CN¥54.4M |
| Capital expenditure | CN¥129M | CN¥328M | CN¥184M | CN¥78.6M | CN¥137,073 |
| Total debt | CN¥377M | CN¥364M | CN¥115M | CN¥56.3M | CN¥11.3M |
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 | 301178.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.5% | -6.9% | 5th highest of 21 |
| 6-month return | -13.2% | -25.0% | 7th highest of 21 |
| Distance from 52-week high | -32.3% | -41.2% | 7th highest of 21 |
| Revenue growth (TTM) | +99.9% | +5.6% | 2nd highest of 21 |
| Operating margin | 1.1% | 6.3% | 7th lowest of 19 |
| EV / Sales | 5.4× | 1.8× | 4th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 37.4% | 3.9% | most demanding of 11 |
| Growth delivered (Del g) | +5.5% | +4.9% | 5th highest of 11 |
| Hurdle (Req g minus delivered) | +31.9 pp | -0.5 pp | 2nd most demanding of 11 |
| ROIC minus cost of capital | -3.9 pp | -6.8 pp | 8th highest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong TianYiMa Information Industry 301178.SZ | China | $472M | -13% | +100% | 1% | 5.4× | 37.4% | +5.5% |
| CRESCO 4674.T | Japan | $471M | +36% | +10% | 10% | 0.9× | -1.6% | +10.2% |
| Troy Information Technology 300366.SZ | China | $474M | -19% | -56% | -80% | 5.6× | n/a | n/a |
| CSE Global 544.SI | Singapore | $467M | -45% | +25% | 5% | 0.8× | n/a | n/a |
| Beijing Trustfar Technology 300231.SZ | China | $481M | -28% | +4% | 3% | 1.8× | 21.0% | -4.3% |
| Business Engineering 4828.T | Japan | $463M | +1% | +16% | 26% | 2.4× | -6.5% | +6.7% |
| Rimini Street RMNI | United States | $484M | +30% | +3% | 7% | 1.0× | 11.0% | +5.2% |
| Mastek MASTEK.NS | India | $485M | -12% | +6% | 13% | 1.0× | 6.7% | +16.5% |
| Beijing Jingyeda Technology 003005.SZ | China | $458M | -26% | +26% | -21% | 4.8× | n/a | n/a |
| Haoyun Technologies 300448.SZ | China | $490M | -40% | -52% | n/a | 13.1× | 1.8% | -12.8% |
| Brilliance Technology 300542.SZ | China | $491M | -27% | -22% | 2% | 3.2× | n/a | n/a |
| Shanghai Newtouch Software 688590.SS | China | $454M | -28% | +5% | -7% | 1.8× | n/a | n/a |
| Altia Consultores ALC.MC | Spain | $444M | -17% | +23% | 8% | n/a | n/a | n/a |
| Hansen Technologies HSN.AX | Australia | $511M | -25% | -2% | 17% | 2.0× | 0.9% | +4.7% |
| NETGEAR NTGR | United States | $513M | -31% | -1% | -4% | 0.4× | n/a | n/a |
| MMTec MTC | United States | $516M | -31% | +100% | n/a | n/a | n/a | n/a |
| Fujian Rongji Software 002474.SZ | China | $520M | -24% | -22% | -21% | 10.3× | 31.5% | -8.1% |
| Anhui Wantong Technology 002331.SZ | China | $520M | -25% | +23% | -16% | 2.2× | n/a | n/a |
| Tre 9247.T | Japan | $521M | 0% | -9% | 14% | 1.0× | -12.8% | +23.2% |
| Yuanbao, Inc. Unsponsored ADR YB | United States | $523M | -34% | +37% | 32% | n/a | n/a | n/a |
| Comp CMP.WA | Poland | $427M | +64% | +7% | 11% | 1.8× | 6.0% | +3.3% |