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Employees: 5,756
Size Guotai Epoint Software (688232.SS) is a China Information Technology company (Packaged Software) with a market value of $932M, the 2440th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.29 on 6 Nov 2026.
Performance Over six months the shares fell 12.8%, against -2.5% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 19 in its peer set.
Growth Revenue fell 9.2% over the last twelve months (peer median +15.7%); the operating margin is 0.1% (peer median 1.3%).
Valuation It trades at 87.7× forward earnings against a peer median of 26.8× (4th most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 29% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +32 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 3.9 points below its cost of capital (5.3% WACC).
Next results Next results expected around 12 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.76B | CN¥1.83B | CN¥2.13B | CN¥2.43B | CN¥2.80B |
| Revenue growth | — | -14% | -12% | -13% | — |
| Gross profit | CN¥1.04B | CN¥1.04B | CN¥1.26B | CN¥1.36B | CN¥1.81B |
| EBITDA | n/a | CN¥25.0M | CN¥137M | CN¥95.4M | CN¥473M |
| Net income | CN¥114M | CN¥36.1M | CN¥204M | CN¥195M | CN¥573M |
| Free cash flow | CN¥21.4M | CN¥22.8M | -CN¥127M | -CN¥80.8M | CN¥90.6M |
| Capital expenditure | CN¥289M | CN¥253M | CN¥391M | CN¥234M | CN¥103M |
| Total debt | CN¥8.71M | CN¥6.07M | CN¥7.96M | CN¥13.0M | CN¥19.6M |
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 | 688232.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.7% | -1.1% | 2nd highest of 21 |
| 6-month return | -12.8% | -2.5% | 9th lowest of 19 |
| Distance from 52-week high | -46.2% | -41.2% | 7th lowest of 21 |
| Revenue growth (TTM) | -9.2% | +15.7% | 4th lowest of 21 |
| Operating margin | 0.1% | 1.3% | 11th highest of 21 |
| Forward P/E | 87.7× | 26.8× | 4th most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 29.4% | 17.1% | 3rd most demanding of 11 |
| Growth delivered (Del g) | -3.0% | +17.9% | lowest of 11 |
| Hurdle (Req g minus delivered) | +32.4 pp | -0.2 pp | 2nd most demanding of 11 |
| ROIC minus cost of capital | -3.9 pp | -5.4 pp | 10th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guotai Epoint Software 688232.SS | China | $932M | -13% | -9% | 0% | 87.7× | 29.4% | -3.0% |
| ODDITY Tech ODD | United States | $931M | +36% | -10% | -1% | 19.7× | n/a | n/a |
| Playtika PLTK | United States | $931M | -33% | +6% | 17% | 3.8× | -16.4% | +3.0% |
| Hangzhou Raycloud Technology 688365.SS | China | $926M | -27% | +14% | -1% | 1,448.0× | n/a | n/a |
| BZS (Beijing) Technology Development 603082.SS | China | $925M | +9% | +22% | 6% | n/a | 19.0% | +13.7% |
| Beijing CTJ Information Technology 301153.SZ | China | $939M | -15% | +23% | 15% | 40.9× | 17.7% | +7.0% |
| Shandong Extreme Vision Technology 6636.HK | Hong Kong | $939M | -34% | +14% | -19% | 281.5× | n/a | n/a |
| Dmall 2586.HK | Hong Kong | $922M | +8% | +19% | 7% | 25.2× | 6.6% | +34.6% |
| Asiainfo Security Technologies 688225.SS | China | $917M | -4% | -4% | -7% | 89.9× | n/a | n/a |
| N-able NABL | United States | $914M | -1% | +10% | 3% | 11.6× | 26.5% | +10.9% |
| Tier IV 593A.T | Japan | $913M | n/a | +66% | -164% | n/a | n/a | n/a |
| RateGain Travel Technologies RATEGAIN.NS | India | $910M | +15% | +114% | 15% | 22.9× | 32.4% | +48.7% |
| GuoChuang Software 300520.SZ | China | $955M | -40% | -14% | -12% | n/a | n/a | n/a |
| Kakao Games 293490.KS | South Korea | $962M | +3% | -21% | -27% | n/a | n/a | n/a |
| Shiprocket SHIPROCKET.NS | India | $963M | n/a | +24% | -5% | n/a | 56.2% | +23.0% |
| Nexwise Intelligence China 301248.SZ | China | $967M | -47% | +11% | 13% | 30.6× | n/a | n/a |
| Chengdu Information Technology of Chinese Academy of Sciences 300678.SZ | China | $969M | -24% | +100% | 0% | n/a | n/a | n/a |
| Qt Group Plc QTCOM.HE | Finland | $887M | +62% | +17% | 16% | 26.8× | 16.4% | +22.2% |
| HealthStream HSTM | United States | $884M | +21% | +10% | 8% | 38.7× | 14.6% | +4.4% |
| Timee 215A.T | Japan | $878M | +9% | +56% | 18% | 21.0× | 0.0% | +89.1% |
| Beijing Shenzhou Aerospace Software Technology 688562.SS | China | $878M | -21% | +24% | -5% | n/a | n/a | n/a |