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Employees: 570
Size Isvision (Hangzhou) Technology (688816.SS) is a China Information Technology company (Electronic Components) with a market value of $713M, the 3023rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥47.53 on 6 Nov 2026.
Performance Over six months the shares fell 22.6%, against -21.8% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 14.0% over the last twelve months (peer median +13.7%); the operating margin is 10.9% (peer median 5.4%).
Valuation It trades at 7.1× enterprise value to sales against a peer median of 2.0× (2nd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is +26%, so the hurdle is +1 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 0.6 points above its cost of capital (6.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥495M | CN¥443M | CN¥388M | CN¥351M | CN¥220M |
| Revenue growth | — | +14% | +11% | +60% | — |
| Gross profit | n/a | CN¥251M | CN¥241M | CN¥211M | CN¥121M |
| EBITDA | n/a | CN¥61.1M | CN¥56.1M | CN¥38.3M | -CN¥1.04M |
| Net income | CN¥84.4M | CN¥78.5M | CN¥85.6M | CN¥61.1M | CN¥6.12M |
| Free cash flow | n/a | CN¥73.0M | CN¥22.4M | CN¥39.7M | CN¥19.9M |
| Capital expenditure | n/a | CN¥6.77M | CN¥4.67M | CN¥6.30M | CN¥6.87M |
| Total debt | CN¥48.1M | CN¥49.5M | CN¥21.8M | CN¥38.6M | CN¥47.3M |
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 | 688816.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.3% | -17.1% | highest of 21 |
| 6-month return | -22.6% | -21.8% | 11th highest of 21 |
| Distance from 52-week high | -56.0% | -45.8% | 8th lowest of 21 |
| Revenue growth (TTM) | +14.0% | +13.7% | 11th highest of 21 |
| Operating margin | 10.9% | 5.4% | 5th highest of 21 |
| EV / Sales | 7.1× | 2.0× | 2nd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 27.0% | 8.2% | 2nd most demanding of 12 |
| Growth delivered (Del g) | +26.3% | +10.7% | highest of 12 |
| Hurdle (Req g minus delivered) | +0.7 pp | +7.3 pp | 6th least demanding of 12 |
| ROIC minus cost of capital | +0.6 pp | +1.5 pp | 10th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Isvision (Hangzhou) Technology 688816.SS | China | $713M | -23% | +14% | 11% | 7.1× | 27.0% | +26.3% |
| Anhui Tongfeng Electronics 600237.SS | China | $714M | -15% | -6% | 10% | 3.1× | 19.8% | +10.7% |
| Zhejiang Yonggui Electric Equipment 300351.SZ | China | $703M | -47% | +15% | -1% | 2.0× | n/a | n/a |
| Unitech Printed Circuit Board 2367.TW | Taiwan | $701M | -46% | -13% | -5% | 2.0× | n/a | n/a |
| ACES Electronics 3605.TW | Taiwan | $689M | +43% | +9% | 6% | 1.9× | n/a | n/a |
| Yutong Heavy Industries 600817.SS | China | $685M | -25% | -13% | 9% | 0.9× | -4.9% | +0.1% |
| Qingdao Eastsoft Communication Technology 300183.SZ | China | $745M | -23% | +4% | -6% | 3.6× | n/a | n/a |
| ASRock 3515.TW | Taiwan | $747M | -16% | +29% | 7% | 0.5× | n/a | n/a |
| Lelon Electronics 2472.TW | Taiwan | $750M | -20% | +10% | 20% | 2.1× | 8.2% | +7.6% |
| Ji'an Mankun Technology 301132.SZ | China | $751M | +38% | +32% | 9% | 2.3× | n/a | n/a |
| Hosiden 6804.T | Japan | $675M | -24% | +41% | 5% | 0.1× | -18.5% | +13.9% |
| Q Technology (Group) 1478.HK | Hong Kong | $674M | -50% | +31% | 3% | 0.2× | n/a | n/a |
| Cicor Technologies CICN.SW | Switzerland | $758M | -6% | +26% | 4% | 1.1× | 5.8% | +23.5% |
| Nichicon 6996.T | Japan | $758M | -27% | 0% | 5% | 0.7× | 15.3% | +7.9% |
| Dalian Dalicap Technology 301566.SZ | China | $670M | -20% | +41% | 45% | 7.1× | 18.4% | +10.8% |
| Yamaichi Electronics 6941.T | Japan | $670M | -45% | +29% | 24% | 1.6× | 4.7% | +13.7% |
| LEM LEHN.SW | Switzerland | $768M | +74% | -6% | 9% | 2.5× | 6.4% | -0.9% |
| Megachips 6875.T | Japan | $772M | -17% | +2% | 1% | 2.0× | n/a | n/a |
| Newonder Special Electric 301120.SZ | China | $654M | -39% | +22% | 1% | 6.9× | 56.0% | +4.2% |
| Keystone Microtech 6683.TWO | Taiwan | $652M | -70% | +25% | 27% | 8.1× | 26.2% | +11.7% |
| Union Optech 300691.SZ | China | $650M | -16% | +13% | 0% | 2.3× | n/a | n/a |