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IT services and outsourcing company providing software development, consulting and business-process outsourcing to enterprise clients.
IT services and outsourcing company providing software development, consulting and business-process outsourcing to enterprise clients.
Bills clients for software engineers' time and for finished projects, so headcount, how fully engineers are used and the rates charged drive income. It competes with many similar domestic outsourcers on price.
In one line: A Chinese Infosys/Cognizant for IT outsourcing.
Moat: none (customer qualification). Competes in a crowded, largely commoditised domestic IT-outsourcing market.
Headquarters: Beijing, China · Founded: 2001 · Employees: 94,605
Size iSoftStone Information Technology (Group) (301236.SZ) is a China Information Technology company (Packaged Software) with a market value of $5.13B, the 490th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥33.04 on 6 Nov 2026.
Performance Over six months the shares fell 16.2%, against +14.9% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 18 in its peer set.
Growth Revenue grew 13.3% over the last twelve months (peer median +16.0%); the operating margin is -0.3% (peer median 15.6%).
Valuation It trades at 105.2× forward earnings against a peer median of 22.4× (3rd most expensive of 17).
Capital Return on invested capital runs 8.7 points below its cost of capital (9.9% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥39.1B | CN¥35.0B | CN¥31.2B | CN¥17.5B | CN¥19.0B |
| Revenue growth | — | +12% | +78% | -8% | — |
| Gross profit | CN¥4.31B | CN¥3.52B | CN¥3.53B | CN¥3.01B | CN¥3.66B |
| EBITDA | n/a | CN¥536M | CN¥648M | CN¥865M | CN¥1.36B |
| Net income | -CN¥7.69M | CN¥206M | CN¥180M | CN¥534M | CN¥973M |
| Free cash flow | -CN¥3.93B | -CN¥1.23B | CN¥49.9M | CN¥333M | CN¥617M |
| Capital expenditure | CN¥1.38B | CN¥983M | CN¥692M | CN¥540M | CN¥396M |
| Total debt | CN¥14.2B | CN¥7.84B | CN¥6.74B | CN¥2.73B | CN¥2.72B |
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 |
|---|---|---|---|---|---|---|
| iSoftStone Information Technology (Group) 301236.SZ | $5.13B | -16% | +13% | 0% | 105.2× | n/a |
| Infosys Limited Sponsored ADR INFY | $48.5B | -3% | -1% | 21% | 15.4× | -2.0% |
| Cognizant CTSH | $28.9B | +26% | +5% | -1% | 10.5× | 0.8% |
| Neusoft 600718.SS | $1.51B | -3% | -5% | -5% | 37.1× | -6.1% |
| Chinasoft International 0354.HK | $1.18B | 0% | +3% | 2% | 12.4× | 17.8% |
| Hand Enterprise Solutions 300170.SZ | $2.24B | -26% | +7% | 6% | 48.8× | 27.4% |
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 | 301236.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.5% | +3.1% | 4th lowest of 21 |
| 6-month return | -16.2% | +14.9% | 7th lowest of 18 |
| Distance from 52-week high | -40.1% | -24.1% | 8th lowest of 21 |
| Revenue growth (TTM) | +13.3% | +16.0% | 8th lowest of 21 |
| Operating margin | -0.3% | 15.6% | 6th lowest of 21 |
| Forward P/E | 105.2× | 22.4× | 3rd most expensive of 17 |
| ROIC minus cost of capital | -8.7 pp | +0.7 pp | 7th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| iSoftStone Information Technology (Group) 301236.SZ | China | $5.13B | -16% | +13% | 0% | 105.2× | n/a | n/a |
| Lumine LMN.V | Canada | $5.14B | +38% | +15% | 21% | 18.1× | 15.6% | +36.8% |
| Mphasis MPHASIS.NS | India | $5.15B | +15% | +14% | 15% | 22.4× | 28.7% | +10.6% |
| BlackBerry BB.TO | Canada | $5.16B | +48% | +14% | 16% | 40.8× | 33.6% | -8.6% |
| Baige Online Digital Technology 2672.HK | Hong Kong | $5.07B | n/a | +34% | -3% | n/a | n/a | n/a |
| AutoStore AUTO.OL | Norway | $5.20B | +8% | +17% | 33% | 27.4× | 18.5% | +27.0% |
| Sezzle SEZL | United States | $5.05B | +146% | +43% | 40% | 22.4× | 28.8% | +50.3% |
| Beijing HyperStrong Technology 688411.SS | China | $4.99B | -29% | +38% | 12% | 16.7× | n/a | n/a |
| 37 Interactive Entertainment Network Technology 002555.SZ | China | $5.29B | -24% | -10% | 14% | 14.2× | 5.0% | +2.1% |
| Trend Micro 4704.T | Japan | $5.39B | +18% | +7% | 18% | 27.4× | -4.1% | +9.7% |
| Asseco Poland ACP.WA | Poland | $4.85B | +31% | +2% | 11% | 23.5× | 4.0% | +6.6% |
| Waystar WAY | United States | $5.45B | +33% | +21% | 24% | 15.8× | 7.5% | +16.0% |
| Kingnet Network 002517.SZ | China | $5.47B | -4% | +62% | 29% | 13.7× | 6.3% | +28.1% |
| Shanghai Stonehill Technology 002195.SZ | China | $4.77B | -34% | +11% | -25% | 284.5× | n/a | n/a |
| OBIC Business Consultants 4733.T | Japan | $4.74B | +62% | +12% | 47% | 36.1× | 3.2% | +11.9% |
| Yonyou Network Technology 600588.SS | China | $4.72B | -21% | +4% | -16% | n/a | n/a | n/a |
| Octave Intelligence OCTV | United States | $5.60B | n/a | +1% | 20% | 14.7× | 17.0% | +1.3% |
| Giant Network 002558.SZ | China | $5.61B | -35% | +105% | 48% | 10.0× | -2.1% | +17.9% |
| Varonis Systems VRNS | United States | $5.63B | +71% | +18% | -25% | 138.0× | 23.0% | +16.3% |
| Beijing DeepZero Technology 2723.HK | Hong Kong | $4.58B | n/a | +31% | 1% | n/a | n/a | n/a |
| Planet Labs PBC PL | United States | $4.57B | -68% | +44% | -26% | n/a | n/a | n/a |