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Provides digital content fingerprinting, piracy monitoring and rights-management services for film studios and media firms.
Provides digital content fingerprinting, piracy monitoring and rights-management services for film studios and media firms.
Charges studios and platforms subscription or usage fees for software that detects and tracks copies of their content online, and the software is usually embedded in customer workflows once deployed. The fingerprint database grows as clients add titles.
In one line: A smaller, media-rights version of a YouTube Content ID vendor.
Moat: narrow (IP / patents, installed base, switching costs). Large proprietary fingerprint database of licensed content is costly to replicate.
Headquarters: Santa Clara, US / Hong Kong · Founded: 2005 · Employees: 579
Size Vobile (3738.HK) is a Hong Kong Information Technology company (Packaged Software) with a market value of $844M, the 634th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$2.58 on 6 Nov 2026.
Performance Over six months the shares fell 16.9%, against -17.7% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 20.3% over the last twelve months (peer median +21.1%); the operating margin is 12.8% (peer median 2.6%).
Valuation It trades at 18.8× forward earnings against a peer median of 26.4× (4th cheapest of 14).
Capital Return on invested capital runs 6.2 points below its cost of capital (12.9% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$3.22B | HK$2.87B | HK$2.40B | HK$2.00B | HK$1.44B |
| Revenue growth | — | +20% | +20% | +39% | — |
| Gross profit | HK$1.45B | HK$1.29B | HK$1.05B | HK$850M | HK$591M |
| EBITDA | HK$579M | HK$514M | HK$393M | HK$269M | HK$232M |
| Net income | HK$288M | HK$199M | HK$143M | -HK$7.82M | HK$42.0M |
| Free cash flow | -HK$11.2M | HK$15.2M | -HK$92.3M | -HK$9.31M | -HK$16.1M |
| Capital expenditure | HK$684M | HK$433M | HK$225M | HK$210M | HK$105M |
| Total debt | n/a | HK$2.03B | HK$1.02B | HK$696M | HK$1.13B |
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 | 3738.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.1% | +1.0% | lowest of 21 |
| 6-month return | -16.9% | -17.7% | 11th highest of 21 |
| Distance from 52-week high | -61.5% | -40.7% | lowest of 21 |
| Revenue growth (TTM) | +20.3% | +21.1% | 10th lowest of 21 |
| Operating margin | 12.8% | 2.6% | 6th highest of 21 |
| Forward P/E | 18.8× | 26.4× | 4th cheapest of 14 |
| ROIC minus cost of capital | -6.2 pp | -6.3 pp | 11th highest of 21 |
| EV / EBITDA | 13.6× | 8.9× | 2nd most expensive of 6 |
| Net debt / EBITDA | 1.8× | -0.6× | 3rd most indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Vobile 3738.HK | Hong Kong | $844M | -17% | +20% | 13% | 18.8× | n/a | n/a |
| Lunit 328130.KS | South Korea | $846M | -25% | +24% | -76% | n/a | n/a | n/a |
| Fujian Apex Software 603383.SS | China | $848M | -15% | -8% | 25% | 27.8× | 16.4% | +10.7% |
| PAR Technology PAR | United States | $850M | +43% | +19% | -10% | 17.7× | n/a | n/a |
| Beijing eGOVA 300075.SZ | China | $851M | -29% | -5% | -102% | 25.4× | n/a | n/a |
| Youon Technology 603776.SS | China | $852M | +3% | +34% | -28% | n/a | 16.7% | -14.0% |
| Viant Technology DSP | United States | $854M | +7% | +22% | 36% | 50.8× | -4.6% | +15.8% |
| Beijing Global Safety Technology 300523.SZ | China | $855M | -14% | +29% | -11% | 34.9× | n/a | n/a |
| Propel PRL.TO | Canada | $830M | +28% | +24% | 17% | 7.6× | n/a | n/a |
| Fujian Boss Software 300525.SZ | China | $861M | -24% | -5% | 8% | 26.4× | 5.4% | +12.1% |
| Cybozu 4776.T | Japan | $862M | +43% | +20% | 27% | 16.8× | -2.8% | +19.0% |
| PSI Software PSAN.DE | Germany | $822M | -1% | +2% | -5% | n/a | n/a | n/a |
| Shenzhen Farben Information Technology 300925.SZ | China | $867M | -27% | +22% | 1% | 45.7× | n/a | n/a |
| Wutong 300292.SZ | China | $821M | -20% | -4% | 4% | n/a | 14.2% | +2.9% |
| Appier 4180.T | Japan | $869M | +50% | +28% | 7% | 30.7× | 19.5% | +37.3% |
| Rastar 300043.SZ | China | $870M | -20% | -43% | 20% | n/a | 10.6% | +3.7% |
| Frequentis FQT.DE | Germany | $870M | -15% | +34% | 9% | 19.0× | -7.6% | +14.1% |
| Fujian Fuxin Software Development Joint Stock 688095.SS | China | $817M | -22% | +27% | 8% | 41.3× | 19.2% | +17.9% |
| BlackSky Technology BKSY | United States | $873M | -46% | +4% | -43% | n/a | n/a | n/a |
| Montnets Cloud Technology 002123.SZ | China | $875M | -21% | -30% | -11% | 22.8× | n/a | n/a |
| Beijing Shenzhou Aerospace Software Technology 688562.SS | China | $878M | -21% | +24% | -5% | n/a | n/a | n/a |