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← CockpitCompetitor Analysis › 688327.SS CloudWalk Technology Co., Ltd. Class AOpen in the cockpit ↗

CloudWalk Technology Co., Ltd. Class A688327.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Packaged Software

Chinese AI company specializing in facial-recognition and computer-vision technology for security, finance and smart-city uses.

≈ A Chinese facial-recognition AI specialistMomentum neutral 52
Mkt cap
$1.54B
US dollars, full cap
Free float
85%
of shares outstanding
$/day
$33.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 13.2%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥9.87
1D-3.8%
1W+9.5%
1M+4.4%
3M-9.4%
6M-28.4%
YTD-31.3%
1Y-34.2%
ATR %6.0%
52w lowhigh48.5% off high

What CloudWalk Technology does

Chinese AI company specializing in facial-recognition and computer-vision technology for security, finance and smart-city uses.

Earns from project contracts, building and delivering AI systems and platforms to public-security, finance and city-government clients, so revenue arrives in lumps tied to delivery and depends on public-sector budgets. Guangzhou-based, it was founded in 2015 by a team from a Chinese Academy of Sciences institute.

In one line: A Chinese facial-recognition AI specialist.

Products and services

  • Facial-recognition/biometric AI software
  • Smart-city/security AI platforms

Customers

  • Public-security agencies
  • Banks (biometric verification)
  • Smart-city integrators

Where it sits in the supply chain

  • Information Technology
  • AI/computer vision
  • Facial recognition & biometric AI

What could go right

  • Government/security AI adoption

What could go wrong

  • AI-industry price competition
  • Government procurement/export-control risk

Moat: narrow (IP / patents, process know-how). One of China's early facial-recognition AI 'unicorns' with deep algorithm R&D, though the field is now more competitive.

Headquarters: Guangzhou, China · Founded: 2015 · Employees: 327

Named competitors

CloudWalk Technology at a glance

Size CloudWalk Technology (688327.SS) is a China Information Technology company (Packaged Software) with a market value of $1.54B, the 1599th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.87 on 6 Nov 2026.

Performance Over six months the shares fell 28.4%, against -2.2% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue fell 47.5% over the last twelve months (peer median +11.8%); the operating margin is -164.6% (peer median 10.2%).

Valuation It trades at 35.4× enterprise value to sales against a peer median of 2.5× (most expensive of 21).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 94688327.SS 69
Six months, rebased to 100: CloudWalk Technology against the median of its 20 peers (local-currency closes).

CloudWalk Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥276MCN¥500MCN¥397MCN¥626MCN¥525M
Revenue growth—+26%-37%+19%—
Gross profitCN¥103MCN¥68.6MCN¥24.2MCN¥227MCN¥28.4M
EBITDAn/a-CN¥601M-CN¥615M-CN¥609M-CN¥842M
Net income-CN¥348M-CN¥556M-CN¥696M-CN¥643M-CN¥869M
Free cash flow-CN¥225M-CN¥78.5M-CN¥375M-CN¥441M-CN¥668M
Capital expenditureCN¥3.78MCN¥2.13MCN¥77.5MCN¥211MCN¥63.3M
Total debtCN¥379MCN¥246MCN¥407MCN¥639MCN¥923M

Quarterly statements and history in the cockpit →

CloudWalk 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%-25%0%+25%+50%-20%0%+20%PDX300378300674CXM2121002063KPITTECHBL300031FRACTAL6030396682002174PGYXZO263750NAZARA62149911688327.SS6-month return →1-month return →
Up and to the right = strong over both horizons. CloudWalk Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×20×30×PDX300378300674CXM2121KPITTECH3000316682XZO263750581A688327.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. CloudWalk Technology is the large dot.

CloudWalk Technology competitors and peer comparison

Head to head with its named competitors (688327.SS vs 0020.HK vs 002415.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
CloudWalk Technology 688327.SS$1.54B-28%-47%-165%35.4×n/a
SenseTime 0020.HK$6.25B-44%+31%-51%7.7×n/a
Hangzhou Hikvision Digital Technology 002415.SZ$49.1B-3%+8%19%3.0×2.6%

How CloudWalk 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.

CloudWalk Technology against its 20 peers (data as of 6 Nov 2026)
Measure688327.SSPeer medianRank in peer set
1-month return+4.4%+2.7%9th highest of 21
6-month return-28.4%-2.2%3rd lowest of 20
Distance from 52-week high-48.5%-34.4%5th lowest of 21
Revenue growth (TTM)-47.5%+11.8%lowest of 21
Operating margin-164.6%10.2%lowest of 21
EV / Sales35.4×2.5×most expensive of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
CloudWalk Technology 688327.SSChina$1.54B-28%-47%-165%35.4×n/an/a
Paradox Interactive PDX.STSweden$1.54B+6%+13%6%6.3×20.8%+4.1%
Digiwin 300378.SZChina$1.54B-2%+10%9%4.0×n/an/a
Yusys Technologies 300674.SZChina$1.53B-23%-11%8%2.4×15.6%+4.0%
Sprinklr CXMUnited States$1.55B+25%+6%6%1.3×4.8%+17.2%
MIXI 2121.TJapan$1.56B+51%+30%14%0.8×-18.1%+7.5%
YGsoft 002063.SZChina$1.51B-16%+5%13%3.9×16.3%+8.9%
KPIT Technologies KPITTECH.NSIndia$1.57B-25%+9%14%2.2×14.8%+26.0%
BlackLine BLUnited States$1.50B-15%+9%7%2.3×12.1%+14.8%
Wuxi Boton Technology 300031.SZChina$1.50B+8%+22%2%2.5×30.2%+5.6%
Fractal Analytics FRACTAL.NSIndia$1.49B-27%+19%12%3.8×31.4%+18.5%
Weaver Network Technology 603039.SSChina$1.59B-8%+2%12%4.2×15.8%+9.0%
Phancy 6682.HKHong Kong$1.48B-45%+42%-5%1.2×n/an/a
YOOZOO Interactive 002174.SZChina$1.61B+9%-1%-20%7.3×n/an/a
Pagaya Technologies PGYUnited States$1.47B+15%+11%22%1.7×4.1%+68.9%
Exzeo XZOUnited States$1.47B+21%+329%49%6.0×-8.4%+59.0%
PearlAbyss 263750.KSSouth Korea$1.47B-44%+114%40%1.9×n/an/a
Nazara Technologies NAZARA.NSIndia$1.62B+50%-2%3%7.4×n/an/a
Systex 6214.TWTaiwan$1.46B+54%+34%3%0.7×-12.4%+13.1%
Newborn Town 9911.HKHong Kong$1.63B-5%+36%12%1.0×-3.5%+41.3%
GO Inc. 581A.TJapan$1.45Bn/a+32%17%4.6×34.7%+31.9%

Questions

Who are CloudWalk Technology's main competitors?
Named competitors: SenseTime (0020.HK), Hikvision (002415.SZ). The cockpit's measured peer set (industry) also includes Paradox Interactive (PDX.ST), Digiwin (300378.SZ), Yusys Technologies (300674.SZ), Sprinklr (CXM), MIXI (2121.T), YGsoft (002063.SZ).
Is CloudWalk Technology expensive compared with its peers?
On ev / sales it trades at 35.4× against a peer median of 2.5×, most expensive of 21 in its peer set.
How has CloudWalk Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -28.4% against -2.2% for the median peer; over one year -34.2%.

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.