Loading…
Maker of Insta360-brand 360-degree panoramic and action cameras, a leading Chinese consumer camera brand competing with GoPro.
Maker of Insta360-brand 360-degree panoramic and action cameras, a leading Chinese consumer camera brand competing with GoPro.
Sells cameras mostly online, through its own web store, big marketplaces and retail partners, with a large share of sales overseas, and adds accessories such as mounts and selfie sticks. Founder Liu Jingkang remains the controlling shareholder.
In one line: China's GoPro (360-degree/action cameras).
Moat: narrow (brand, IP / patents). Strong Insta360 brand and stitching/stabilization software IP differentiate it from generic action cams.
Headquarters: Shenzhen, China · Founded: 2015 · Employees: 3,952
Size Arashi Vision (688775.SS) is a China Consumer Discretionary company (Electronics/Appliances) with a market value of $6.41B, the 388th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥106.66 on 6 Nov 2026.
Performance Over six months the shares fell 44.7%, against +12.3% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 74.1% over the last twelve months (peer median +3.8%); the operating margin is -1.0% (peer median 8.0%).
Valuation It trades at 135.2× forward earnings against a peer median of 18.0× (2nd most expensive of 21).
Capital Return on invested capital runs 17.4 points below its cost of capital (17.2% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥12.6B | CN¥9.71B | CN¥5.57B | CN¥3.64B | CN¥2.04B |
| Revenue growth | — | +74% | +53% | +78% | — |
| Gross profit | CN¥4.79B | CN¥4.33B | CN¥2.91B | CN¥2.03B | CN¥1.05B |
| EBITDA | n/a | CN¥860M | n/a | n/a | n/a |
| Net income | CN¥185M | CN¥929M | CN¥995M | CN¥830M | CN¥407M |
| Free cash flow | -CN¥4.08B | CN¥1.16B | CN¥1.04B | CN¥647M | CN¥399M |
| Capital expenditure | CN¥384M | CN¥320M | CN¥150M | CN¥117M | CN¥56.4M |
| Total debt | CN¥4.09B | CN¥370M | CN¥102M | CN¥25.4M | CN¥17.4M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Arashi Vision 688775.SS | $6.41B | -45% | +74% | -1% | 135.2× | n/a |
| GoPro GPRO | n/a | -34% | n/a | n/a | n/a | n/a |
| Ricoh 7752.T | $6.06B | +28% | +5% | 3% | 13.6× | -1.0% |
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 | 688775.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +19.1% | +2.4% | 4th highest of 21 |
| 6-month return | -44.7% | +12.3% | lowest of 21 |
| Distance from 52-week high | -66.5% | -12.3% | lowest of 21 |
| Revenue growth (TTM) | +74.1% | +3.8% | highest of 21 |
| Operating margin | -1.0% | 8.0% | 3rd lowest of 21 |
| Forward P/E | 135.2× | 18.0× | 2nd most expensive of 21 |
| ROIC minus cost of capital | -17.4 pp | +4.3 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Arashi Vision 688775.SS | China | $6.41B | -45% | +74% | -1% | 135.2× | n/a | n/a |
| Howden Joinery HWDN.L | United Kingdom | $6.12B | +16% | +4% | 15% | 16.6× | 14.9% | +9.3% |
| TCL Electronics 1070.HK | Hong Kong | $6.01B | +3% | +14% | 3% | 12.4× | -2.3% | +17.6% |
| Coway 021240.KS | South Korea | $5.56B | +26% | +14% | 18% | 10.8× | n/a | n/a |
| De'Longhi DLG.MI | Italy | $7.65B | +23% | +6% | 13% | 18.0× | 14.2% | +10.1% |
| Zhejiang Supor 002032.SZ | China | $5.37B | -4% | 0% | 10% | 18.0× | -2.8% | +4.1% |
| Aditya Infotech CPPLUS.NS | India | $5.37B | +68% | +36% | 13% | 69.9× | n/a | n/a |
| Hisense Visual Technology 600060.SS | China | $5.31B | +8% | -2% | 5% | 12.8× | -3.4% | +8.0% |
| Beijing Roborock Technology 688169.SS | China | $5.29B | +17% | +31% | 8% | 17.3× | 4.6% | +32.8% |
| Hisense Home Appliances 000921.SZ | China | $4.37B | -2% | -11% | 3% | 14.2× | -11.4% | +12.7% |
| Shenzhen MTC 002429.SZ | China | $4.30B | -42% | +3% | 7% | 22.1× | n/a | n/a |
| Ecovacs Robotics 603486.SS | China | $4.22B | -25% | +10% | 7% | 14.5× | 16.2% | +21.4% |
| Seb SK.PA | France | $3.55B | +8% | -1% | 8% | 12.1× | -0.8% | +3.3% |
| Breville BRG.AX | Australia | $3.33B | +13% | +7% | 11% | 31.1× | 26.4% | +8.8% |
| LG Electronics India LGEINDIA.NS | India | $12.6B | +14% | +1% | 9% | 52.1× | 36.6% | +7.3% |
| Nikon 7731.T | Japan | $3.17B | -12% | -4% | -2% | 45.4× | n/a | n/a |
| Joyoung 002242.SZ | China | $2.87B | +131% | -7% | -1% | 159.7× | n/a | n/a |
| Kingclean Electric 603355.SS | China | $2.79B | +4% | -2% | 8% | 35.9× | 4.4% | +9.4% |
| Casio Computer 6952.T | Japan | $2.74B | +24% | +12% | 11% | 15.9× | 0.2% | +4.0% |
| IMAX IMAX | United States | $2.61B | +35% | +15% | 23% | 18.8× | 12.2% | +24.5% |
| Electrolux ELUX-A.ST | Sweden | $2.50B | +11% | -3% | -1% | 18.1× | 1.2% | +2.6% |