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Employees: 528
Size Memsensing Microsystems (Suzhou China) (688286.SS) is a China Information Technology company (Information Technology Services) with a market value of $807M, the 2740th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥68.68 on 6 Nov 2026.
Performance Over six months the shares gained 46.0%, against +11.9% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue fell 6.7% over the last twelve months (peer median +4.3%); the operating margin is -5.5% (peer median 5.5%).
Valuation It trades at 104.5× forward earnings against a peer median of 18.9× (2nd most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 48% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +35 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 14.8 points below its cost of capital (11.7% WACC).
Next results Next results expected around 20 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥564M | CN¥619M | CN¥504M | CN¥372M | CN¥292M |
| Revenue growth | — | +23% | +35% | +27% | — |
| Gross profit | CN¥121M | CN¥156M | CN¥107M | CN¥42.5M | CN¥67.3M |
| EBITDA | CN¥23.0M | CN¥80.1M | CN¥8.69M | -CN¥58.1M | -CN¥38.3M |
| Net income | -CN¥9.82M | CN¥36.0M | -CN¥35.2M | -CN¥102M | -CN¥55.0M |
| Free cash flow | CN¥47.0M | CN¥81.7M | -CN¥101M | -CN¥127M | -CN¥167M |
| Capital expenditure | CN¥21.4M | CN¥21.7M | CN¥65.5M | CN¥122M | CN¥153M |
| Total debt | CN¥54.9M | CN¥67.3M | CN¥53.7M | CN¥43.5M | CN¥23.6M |
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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 | 688286.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +43.5% | +0.7% | highest of 21 |
| 6-month return | +46.0% | +11.9% | 5th highest of 21 |
| Distance from 52-week high | -30.4% | -35.2% | 10th highest of 21 |
| Revenue growth (TTM) | -6.7% | +4.3% | 8th lowest of 21 |
| Operating margin | -5.5% | 5.5% | 6th lowest of 21 |
| Forward P/E | 104.5× | 18.9× | 2nd most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 48.4% | 14.6% | most demanding of 14 |
| Growth delivered (Del g) | +13.4% | +13.7% | 6th lowest of 14 |
| Hurdle (Req g minus delivered) | +35.0 pp | -1.9 pp | 3rd most demanding of 14 |
| ROIC minus cost of capital | -14.8 pp | +1.8 pp | 4th lowest of 21 |
| Net debt / EBITDA | -13.2× | 0.2× | least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Memsensing Microsystems (Suzhou China) 688286.SS | China | $807M | +46% | -7% | -6% | 104.5× | 48.4% | +13.4% |
| OneSpan OSPN | United States | $797M | +77% | +5% | 18% | 16.1× | 14.6% | +2.4% |
| GFT Technologies GFT.DE | Germany | $819M | +35% | +3% | 6% | 16.2× | 3.7% | +14.8% |
| Beijing E-Hualu Information Technology 300212.SZ | China | $794M | +13% | -23% | -702% | 32.3× | 47.3% | -29.0% |
| SNP Schneider-Neureither & Partner SHF.DE | Germany | $793M | +18% | +15% | 20% | 28.9× | 2.8% | +15.6% |
| Qiming Information Technology 002232.SZ | China | $822M | -24% | -4% | 1% | n/a | n/a | n/a |
| Global Security Experts 4417.T | Japan | $822M | +239% | +25% | 21% | 50.8× | 34.4% | +30.2% |
| Yunnan Nantian Electronics Information 000948.SZ | China | $783M | -8% | -8% | 1% | n/a | 15.7% | +18.7% |
| Beijing Watertek Information Technology 300324.SZ | China | $834M | -35% | -44% | -32% | n/a | n/a | n/a |
| Mitek Systems MITK | United States | $778M | +10% | +11% | 18% | 15.5× | 10.9% | +12.1% |
| MediaAlpha MAX | United States | $841M | +56% | +15% | 7% | 12.1× | -0.7% | +13.7% |
| TechMatrix 3762.T | Japan | $762M | +67% | +15% | 10% | 21.6× | -7.5% | +18.3% |
| Addnode ANOD-B.ST | Sweden | $859M | +35% | +5% | 10% | 16.0× | 4.5% | +8.8% |
| Beijing Join-Cheer Software 002279.SZ | China | $750M | -22% | -34% | 0% | n/a | 41.2% | -1.7% |
| Chutian Dragon 003040.SZ | China | $869M | -15% | -23% | -7% | 40.5× | n/a | n/a |
| Beijing Philisense Technology 300287.SZ | China | $736M | -21% | -52% | -25% | n/a | n/a | n/a |
| Sinodata 002657.SZ | China | $734M | -30% | -31% | -33% | 206.1× | n/a | n/a |
| ArcherMind Technology 300598.SZ | China | $906M | -24% | +7% | -5% | n/a | n/a | n/a |
| Sonata Software SONATSOFTW.NS | India | $711M | -12% | +4% | 5% | 13.5× | 18.5% | +20.4% |
| Tanla Platforms TANLA.NS | India | $915M | +14% | +18% | 14% | 14.6× | 15.0% | +13.5% |
| Gng Electronics EBGNG.NS | India | $705M | +32% | +34% | 11% | 33.7× | n/a | n/a |