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Chinese technology company; specific product lines not confirmed from available knowledge.
Chinese technology company; specific product lines not confirmed from available knowledge.
Moat: none
Headquarters: Beijing, China · Employees: 633
Size BZS (Beijing) Technology Development (603082.SS) is a China Information Technology company (Packaged Software) with a market value of $925M, the 2456th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥37.04 on 6 Nov 2026.
Performance Over six months the shares gained 9.1%, against -8.2% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 19 in its peer set.
Growth Revenue grew 21.8% over the last twelve months (peer median +14.0%); the operating margin is 6.4% (peer median 0.0%).
Valuation It trades at 2.2× enterprise value to sales against a peer median of 3.6× (5th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +5 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 5.4 points above its cost of capital (6.9% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.45B | CN¥2.10B | CN¥2.05B | CN¥1.86B | CN¥1.58B |
| Revenue growth | — | +2% | +11% | +18% | — |
| Gross profit | CN¥371M | CN¥378M | CN¥355M | CN¥312M | CN¥258M |
| EBITDA | n/a | CN¥192M | CN¥177M | CN¥163M | CN¥139M |
| Net income | CN¥149M | CN¥172M | CN¥170M | CN¥155M | CN¥131M |
| Free cash flow | CN¥21.4M | -CN¥9.33M | CN¥58.3M | CN¥95.5M | CN¥73.2M |
| Capital expenditure | CN¥120M | CN¥155M | CN¥93.6M | CN¥6.29M | CN¥7.24M |
| Total debt | CN¥93.0M | CN¥50.3M | CN¥25.1M | CN¥27.6M | CN¥75.4M |
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 | 603082.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.0% | +1.4% | 7th lowest of 21 |
| 6-month return | +9.1% | -8.2% | 5th highest of 19 |
| Distance from 52-week high | -32.6% | -43.1% | 7th highest of 21 |
| Revenue growth (TTM) | +21.8% | +14.0% | 8th highest of 21 |
| Operating margin | 6.4% | 0.0% | 9th highest of 21 |
| EV / Sales | 2.2× | 3.6× | 5th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 19.0% | 17.1% | 5th most demanding of 11 |
| Growth delivered (Del g) | +13.7% | +16.6% | 6th highest of 11 |
| Hurdle (Req g minus delivered) | +5.4 pp | +2.2 pp | 6th least demanding of 11 |
| ROIC minus cost of capital | +5.4 pp | -5.4 pp | 5th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| BZS (Beijing) Technology Development 603082.SS | China | $925M | +9% | +22% | 6% | 2.2× | 19.0% | +13.7% |
| Hangzhou Raycloud Technology 688365.SS | China | $926M | -27% | +14% | -1% | 10.2× | n/a | n/a |
| Dmall 2586.HK | Hong Kong | $922M | +8% | +19% | 7% | 2.7× | 6.6% | +34.6% |
| Playtika PLTK | United States | $931M | -33% | +6% | 17% | 1.1× | -16.4% | +3.0% |
| ODDITY Tech ODD | United States | $931M | +36% | -10% | -1% | 1.9× | n/a | n/a |
| Guotai Epoint Software 688232.SS | China | $932M | -13% | -9% | 0% | 1.7× | 29.4% | -3.0% |
| Asiainfo Security Technologies 688225.SS | China | $917M | -4% | -4% | -7% | 1.6× | n/a | n/a |
| N-able NABL | United States | $914M | -1% | +10% | 3% | 2.3× | 26.5% | +10.9% |
| Tier IV 593A.T | Japan | $913M | n/a | +66% | -164% | 21.4× | n/a | n/a |
| Beijing CTJ Information Technology 301153.SZ | China | $939M | -15% | +23% | 15% | 5.3× | 17.7% | +7.0% |
| Shandong Extreme Vision Technology 6636.HK | Hong Kong | $939M | -34% | +14% | -19% | 21.5× | n/a | n/a |
| RateGain Travel Technologies RATEGAIN.NS | India | $910M | +15% | +114% | 15% | 3.7× | 32.4% | +48.7% |
| GuoChuang Software 300520.SZ | China | $955M | -40% | -14% | -12% | 5.1× | n/a | n/a |
| Kakao Games 293490.KS | South Korea | $962M | +3% | -21% | -27% | 4.0× | n/a | n/a |
| Shiprocket SHIPROCKET.NS | India | $963M | n/a | +24% | -5% | 4.5× | 56.2% | +23.0% |
| Qt Group Plc QTCOM.HE | Finland | $887M | +62% | +17% | 16% | 3.6× | 16.4% | +22.2% |
| Nexwise Intelligence China 301248.SZ | China | $967M | -47% | +11% | 13% | 11.1× | n/a | n/a |
| HealthStream HSTM | United States | $884M | +21% | +10% | 8% | 2.4× | 14.6% | +4.4% |
| Chengdu Information Technology of Chinese Academy of Sciences 300678.SZ | China | $969M | -24% | +100% | 0% | 6.3× | n/a | n/a |
| Timee 215A.T | Japan | $878M | +9% | +56% | 18% | 3.2× | 0.0% | +89.1% |
| Beijing Shenzhou Aerospace Software Technology 688562.SS | China | $878M | -21% | +24% | -5% | 3.5× | n/a | n/a |