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← CockpitCompetitor Analysis › 688169.SS Beijing Roborock Technology Co. Ltd. Class AOpen in the cockpit ↗

Beijing Roborock Technology Co. Ltd. Class A688169.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Electronics/Appliances

Chinese maker of robotic vacuum cleaners and smart home-cleaning devices sold globally under the Roborock brand.

≈ A smaller, China-based iRobotMomentum leader 98
Mkt cap
$5.29B
US dollars, full cap
Free float
72%
of shares outstanding
$/day
$105M
20-day average traded
Fwd P/E
17.3×
forward earnings
ROIC−WACC
+11.3 pp
WACC 7.8%
Hurdle
-28 pp
Req g minus delivered
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥135.95
1D+0.1%
1W+24.6%
1M+26.9%
3M+22.7%
6M+17.4%
YTD-10.6%
1Y-26.0%
ATR %4.7%
52w lowhigh29.0% off high

What Beijing Roborock Technology does

Chinese maker of robotic vacuum cleaners and smart home-cleaning devices sold globally under the Roborock brand.

Sells robot vacuums through online marketplaces, retailers and its own channels worldwide, with overseas markets a large part of sales, and designs its own navigation and mapping software to justify premium prices. Results turn on product launches and promotional pricing.

In one line: A smaller, China-based iRobot.

Products and services

  • Robot vacuum/mop cleaners
  • Handheld/cordless vacuums

Customers

  • Retail consumers (global, direct and e-commerce)

Where it sits in the supply chain

  • Consumer appliances
  • Robotic vacuum cleaners

What could go right

  • Global smart-home cleaning device adoption

What could go wrong

  • Intense price/feature competition

Moat: narrow (brand, IP / patents). Recognised global smart-cleaning brand with navigation/mapping technology patents.

Headquarters: Beijing, China · Founded: 2014 · Employees: 3,452

Named competitors

Beijing Roborock Technology at a glance

Size Beijing Roborock Technology (688169.SS) is a China Consumer Discretionary company (Electronics/Appliances) with a market value of $5.29B, the 480th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥135.95 on 6 Nov 2026.

Performance Over six months the shares gained 17.4%, against +7.9% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 31.3% over the last twelve months (peer median +5.3%); the operating margin is 8.0% (peer median 7.5%).

Valuation It trades at 17.3× forward earnings against a peer median of 18.0× (10th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +33%, so the hurdle is -28 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 11.3 points above its cost of capital (7.8% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026688169.SS 116Peer median 109
Six months, rebased to 100: Beijing Roborock Technology against the median of its 20 peers (local-currency closes).

Beijing Roborock Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥22.3BCN¥18.6BCN¥11.9BCN¥8.60BCN¥6.61B
Revenue growth—+57%+38%+30%—
Gross profitCN¥9.46BCN¥7.79BCN¥5.87BCN¥4.53BCN¥3.19B
EBITDAn/aCN¥1.28BCN¥1.74BCN¥2.11BCN¥1.42B
Net incomeCN¥1.79BCN¥1.36BCN¥1.98BCN¥2.05BCN¥1.18B
Free cash flowCN¥1.57BCN¥534MCN¥1.69BCN¥2.09BCN¥998M
Capital expenditureCN¥348MCN¥481MCN¥293MCN¥248MCN¥255M
Total debtCN¥1.11BCN¥1.16BCN¥597MCN¥702MCN¥93.8M

Quarterly statements and history in the cockpit →

Beijing Roborock Technology 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

-50%0%+50%-20%0%+20%600060CPPLUS0020320212401070HWDN688775000921002429603486DLGSKBRG77310022426033556952IMAXELUX-A1415688169.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Beijing Roborock Technology is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%50×100×600060CPPLUS0020320212401070HWDN688775000921002429DLGSKBRG77310022426033556952ELUX-A688169.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Beijing Roborock Technology is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%6000600020321070HWDN000921603486DLGSKBRG603355IMAXELUX-A1415688169.SSGrowth 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 Roborock Technology is the large dot.

Beijing Roborock Technology competitors and peer comparison

Head to head with its named competitors (688169.SS vs 603486.SS vs 1810.HK vs SN)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Beijing Roborock Technology 688169.SS$5.29B+17%+31%8%17.3×4.6%
Ecovacs Robotics 603486.SS$4.22B-25%+10%7%14.5×16.2%
Xiaomi-w 1810.HK$99.0B-2%+6%3%27.8×24.3%
SharkNinja SN$31.4B+100%+19%16%30.7×21.1%
Anker Innovations Technology 300866.SZ$8.83B-11%+22%11%19.5×5.8%

How Beijing Roborock Technology 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 Roborock Technology against its 20 peers (data as of 6 Nov 2026)
Measure688169.SSPeer medianRank in peer set
1-month return+26.9%+2.4%2nd highest of 21
6-month return+17.4%+7.9%7th highest of 21
Distance from 52-week high-29.0%-14.2%7th lowest of 21
Revenue growth (TTM)+31.3%+5.3%3rd highest of 21
Operating margin8.0%7.5%9th highest of 21
Forward P/E17.3×18.0×10th cheapest of 21
Growth the price implies (Req g, 7 yrs)4.6%0.7%6th most demanding of 15
Growth delivered (Del g)+32.8%+9.4%2nd highest of 15
Hurdle (Req g minus delivered)-28.3 pp-5.2 pp2nd least demanding of 15
ROIC minus cost of capital+11.3 pp+3.7 pp5th highest of 21

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 Roborock Technology 688169.SSChina$5.29B+17%+31%8%17.3×4.6%+32.8%
Hisense Visual Technology 600060.SSChina$5.31B+8%-2%5%12.8×-3.4%+8.0%
Aditya Infotech CPPLUS.NSIndia$5.37B+68%+36%13%69.9×n/an/a
Zhejiang Supor 002032.SZChina$5.37B-4%0%10%18.0×-2.8%+4.1%
Coway 021240.KSSouth Korea$5.56B+26%+14%18%10.8×n/an/a
TCL Electronics 1070.HKHong Kong$6.01B+3%+14%3%12.4×-2.3%+17.6%
Howden Joinery HWDN.LUnited Kingdom$6.12B+16%+4%15%16.6×14.9%+9.3%
Arashi Vision 688775.SSChina$6.41B-45%+74%-1%135.2×n/an/a
Hisense Home Appliances 000921.SZChina$4.37B-2%-11%3%14.2×-11.4%+12.7%
Shenzhen MTC 002429.SZChina$4.30B-42%+3%7%22.1×n/an/a
Ecovacs Robotics 603486.SSChina$4.22B-25%+10%7%14.5×16.2%+21.4%
De'Longhi DLG.MIItaly$7.65B+23%+6%13%18.0×14.2%+10.1%
Seb SK.PAFrance$3.55B+8%-1%8%12.1×-0.8%+3.3%
Breville BRG.AXAustralia$3.33B+13%+7%11%31.1×26.4%+8.8%
Nikon 7731.TJapan$3.17B-12%-4%-2%45.4×n/an/a
Joyoung 002242.SZChina$2.87B+131%-7%-1%159.7×n/an/a
Kingclean Electric 603355.SSChina$2.79B+4%-2%8%35.9×4.4%+9.4%
Casio Computer 6952.TJapan$2.74B+24%+12%11%15.9×0.2%+4.0%
IMAX IMAXUnited States$2.61B+35%+15%23%18.8×12.2%+24.5%
Electrolux ELUX-A.STSweden$2.50B+11%-3%-1%18.1×1.2%+2.6%
Cowell e 1415.HKHong Kong$2.38B-33%+15%7%9.8×-10.3%+36.2%

Questions

Who are Beijing Roborock Technology's main competitors?
Named competitors: Ecovacs Robotics (603486.SS), iRobot (private or unlisted), Xiaomi (1810.HK), SharkNinja (SN), Anker Innovations (300866.SZ). The cockpit's measured peer set (industry) also includes Hisense Visual Technology (600060.SS), Aditya Infotech (CPPLUS.NS), Zhejiang Supor (002032.SZ), Coway (021240.KS), TCL Electronics (1070.HK), Howden Joinery (HWDN.L).
Is Beijing Roborock Technology expensive compared with its peers?
On forward p/e it trades at 17.3× against a peer median of 18.0×, 10th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +33%, so the hurdle is -28 pp: the price already allows for a slowdown.
How has Beijing Roborock Technology stock performed?
Over six months to 6 Nov 2026 the shares returned +17.4% against +7.9% for the median peer; over one year -26.0%.

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.