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Shanghai-based electronics/semiconductor company; specific product line is not confirmed.
Shanghai-based electronics/semiconductor company; specific product line is not confirmed.
Moat: narrow
Headquarters: Shanghai, China · Employees: 117
Size Shanghai Prisemi Electronics (688230.SS) is a China Information Technology company (Semiconductors) with a market value of $970M, the 2347th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥55.00 on 6 Nov 2026.
Performance Over six months the shares fell 22.5%, against -26.5% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 30.9% over the last twelve months (peer median +3.4%); the operating margin is 18.7% (peer median 3.4%).
Valuation It trades at 8.7× enterprise value to sales against a peer median of 4.4× (5th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 31% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +30 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 15.0 points above its cost of capital (10.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥510M | CN¥393M | CN¥352M | CN¥320M | CN¥336M |
| Revenue growth | — | +12% | +10% | -5% | — |
| Gross profit | CN¥170M | CN¥118M | CN¥111M | CN¥100M | CN¥111M |
| EBITDA | n/a | CN¥80.2M | CN¥69.0M | CN¥50.4M | CN¥62.9M |
| Net income | CN¥148M | CN¥106M | CN¥112M | CN¥96.5M | CN¥119M |
| Free cash flow | CN¥113M | CN¥128M | CN¥128M | CN¥111M | -CN¥34.6M |
| Capital expenditure | CN¥718,973 | CN¥405,341 | CN¥2.87M | CN¥933,244 | CN¥146M |
| Total debt | CN¥4.06M | CN¥537,263 | CN¥1.28M | CN¥723,447 | CN¥588,897 |
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 | 688230.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | 0.0% | -17.5% | 4th highest of 21 |
| 6-month return | -22.5% | -26.5% | 9th highest of 21 |
| Distance from 52-week high | -33.6% | -48.5% | 2nd highest of 21 |
| Revenue growth (TTM) | +30.9% | +3.4% | 6th highest of 21 |
| Operating margin | 18.7% | 3.4% | 3rd highest of 21 |
| EV / Sales | 8.7× | 4.4× | 5th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 31.1% | 18.6% | 5th most demanding of 12 |
| Growth delivered (Del g) | +1.3% | +5.3% | 4th lowest of 12 |
| Hurdle (Req g minus delivered) | +29.8 pp | +14.6 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | +15.0 pp | -4.3 pp | highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Prisemi Electronics 688230.SS | China | $970M | -23% | +31% | 19% | 8.7× | 31.1% | +1.3% |
| Foshan Electrical and Lighting 000541.SZ | China | $967M | -8% | -3% | -2% | 1.1× | n/a | n/a |
| Hengbao 002104.SZ | China | $977M | -35% | -17% | -9% | 8.0× | n/a | n/a |
| Jiangsu Zongyi 600770.SS | China | $961M | -35% | +64% | -4% | 9.7× | 43.6% | +4.7% |
| Koh Young Technology 098460.KS | South Korea | $987M | -49% | +57% | 15% | 4.0× | 20.5% | +5.3% |
| Guangdong Leadyo IC Testing 688135.SS | China | $990M | -23% | +28% | 6% | 9.9× | n/a | n/a |
| Dioo Microcircuits Co., Ltd. Jiangsu 688381.SS | China | $948M | -15% | -18% | -46% | 11.1× | n/a | n/a |
| Suzhou Oriental Semiconductor 688261.SS | China | $994M | -27% | +18% | 0% | 3.5× | n/a | n/a |
| ELAN Microelectronics 2458.TW | Taiwan | $996M | -18% | -8% | 21% | 2.9× | -2.8% | -4.0% |
| Ambiq Micro AMBQ | United States | $933M | -13% | +32% | -43% | 5.8× | n/a | n/a |
| Hannstar Display 6116.TW | Taiwan | $1.01B | +43% | +4% | -25% | 2.6× | 14.9% | -10.2% |
| Parade Technologies 4966.TWO | Taiwan | $915M | -31% | -3% | 14% | 1.9× | 3.8% | +1.6% |
| Wuxi DK Electronic Materials 300842.SZ | China | $1.03B | -48% | +36% | 4% | 0.6× | n/a | n/a |
| Shanghai Fortune Techgroup 300493.SZ | China | $1.04B | -15% | +3% | 3% | 2.3× | 35.9% | +15.8% |
| Beijing OnMicro Electronics 688790.SS | China | $1.04B | -51% | -10% | -16% | 2.8× | 41.4% | +26.8% |
| Beijing Jingyuntong Technology 601908.SS | China | $1.05B | -26% | -32% | -49% | 5.4× | -5.1% | -5.1% |
| Zhejiang Chenfeng Science and Technology 603685.SS | China | $896M | -28% | -14% | 4% | 6.9× | n/a | n/a |
| Sitronix Technology 8016.TW | Taiwan | $894M | +5% | +18% | 13% | 1.0× | -9.1% | +6.6% |
| Telink Semiconductor (Shanghai) 688591.SS | China | $1.05B | -15% | +7% | 4% | 4.8× | n/a | n/a |
| Guizhou Zhenhua Fengguang Semiconductor 688439.SS | China | $1.05B | -28% | -39% | 4% | 8.4× | 18.6% | +16.1% |
| GCS 4991.TWO | Taiwan | $1.06B | -61% | +52% | 20% | 11.6× | 39.2% | +8.2% |