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← CockpitCompetitor Analysis › 688836.SS Yushu Technology Co., Ltd. Class AOpen in the cockpit ↗

Yushu Technology Co., Ltd. Class A688836.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Industrial Machinery

Maker of quadruped and humanoid robots, selling to research, industrial-inspection and consumer/education customers.

≈ China's Boston Dynamics
Mkt cap
$39.8B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$515M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+12.5 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
117 days
3 Mar 2027
Close · CNYCN¥656.62
1D-4.0%
1W+1.5%
1M+53.5%
3Mn/a
6Mn/a
YTDn/a
1Yn/a
ATR %9.7%
52w lowhigh40.3% off high

What Yushu Technology does

Maker of quadruped and humanoid robots, selling to research, industrial-inspection and consumer/education customers.

Sells robots as hardware, with quadruped robot dogs the established line and humanoids newer, mainly to research labs, inspection users and hobbyists. Founded in 2016 by Wang Xingxing and based in Hangzhou, it designs its own motors and joints, which are the technical base of both lines.

In one line: China's Boston Dynamics.

Products and services

  • Quadruped ('robot dog') robots
  • Humanoid robots
  • Robotic actuators/components

Customers

  • Research institutions
  • industrial-inspection buyers
  • consumer/hobbyist customers

Where it sits in the supply chain

  • Robotics
  • Legged/humanoid robot manufacturing
  • Robot hardware, actuators and control…

What could go right

  • Humanoid-robot commercialisation wave
  • Industrial/inspection robot adoption

What could go wrong

  • Pre-commercial/early-stage revenue
  • Intense global humanoid-robot competition

Moat: narrow (IP / patents, process know-how, brand). Early mover with proprietary actuator and motion-control technology in a fast-moving robotics race.

Headquarters: Hangzhou, China · Founded: 2016 · Employees: 516

Named competitors

Yushu Technology at a glance

Size Yushu Technology (688836.SS) is a China Industrials company (Industrial Machinery) with a market value of $39.8B, the 43rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥656.62 on 6 Nov 2026.

Growth Revenue grew 332.6% over the last twelve months (peer median +8.1%); the operating margin is 19.2% (peer median 16.9%).

Valuation It trades at 151.9× enterprise value to sales against a peer median of 3.9× (most expensive of 21).

Capital Return on invested capital runs 12.5 points above its cost of capital (5.0% WACC).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Yushu Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/aCN¥1.70BCN¥393MCN¥159MCN¥123M
Revenue growth—+333%+147%+29%—
Gross profitn/aCN¥1.02BCN¥221MCN¥68.5MCN¥53.3M
EBITDAn/aCN¥351MCN¥72.0M-CN¥29.3M-CN¥31.4M
Net incomen/aCN¥278MCN¥95.5M-CN¥11.1M-CN¥22.1M
Free cash flown/aCN¥636MCN¥187MCN¥834,900-CN¥32.2M
Capital expendituren/aCN¥50.4MCN¥9.70MCN¥5.11MCN¥4.37M
Total debtCN¥97.1MCN¥30.2MCN¥6.29MCN¥21.3MCN¥15.9M

Quarterly statements and history in the cockpit →

Yushu 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.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%50×100×150×SCHN6367688012300502ASMSYM688836.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yushu Technology is the large dot.

Yushu Technology competitors and peer comparison

Head to head with its named competitors (688836.SS vs 1810.HK vs 9880.HK vs 2432.HK)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Yushu Technology 688836.SS$39.8Bn/a+333%19%151.9×n/a
Xiaomi-w 1810.HK$99.0B-2%+6%3%1.4×24.3%
UBTECH ROBOTICS 9880.HK$4.73B-41%+90%-21%12.3×n/a
Shenzhen Dobot 2432.HK$937M-50%+67%-33%6.8×n/a

How Yushu 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.

Yushu Technology against its 20 peers (data as of 6 Nov 2026)
Measure688836.SSPeer medianRank in peer set
1-month return+53.5%-5.6%highest of 21
Distance from 52-week high-40.3%-30.4%7th lowest of 21
Revenue growth (TTM)+332.6%+8.1%highest of 21
Operating margin19.2%16.9%7th highest of 21
EV / Sales151.9×3.9×most expensive of 21
ROIC minus cost of capital+12.5 pp+3.7 pp6th highest of 20
Net debt / EBITDA-21.4×0.8×least indebted of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Yushu Technology 688836.SSChina$39.8Bn/a+333%19%151.9×n/an/a
Schindler SCHN.SWSwitzerland$39.4B+17%-3%13%2.9×2.3%+0.6%
Daikin Industries 6367.TJapan$40.4B-1%+11%8%1.3×7.4%+15.0%
Carrier Global CARRUnited States$42.9B-22%+3%9%2.4×19.0%+4.5%
Advanced Micro-Fabrication Equipment Inc. China 688012.SSChina$36.5B+1%+26%12%16.1×51.7%+40.3%
Eoptolink Technology 300502.SZChina$36.0B-54%+101%44%5.9×21.7%+65.5%
ASM International ASM.ASNetherlands$35.5B-28%+13%31%8.2×30.0%+19.0%
Ingersoll Rand IRUnited States$31.9B+10%+8%19%4.4×17.3%+14.0%
Gree Electric Appliances, Inc. of Zhuhai 000651.SZChina$31.2B-3%-11%16%1.0×-16.4%0.0%
Fanuc 6954.TJapan$31.2B-23%+13%23%4.5×16.9%+9.2%
Veralto VLTOUnited States$28.5B+35%+6%22%5.1×8.3%+4.8%
Dover DOVUnited States$27.1B-7%+8%18%3.3×12.2%+3.9%
NAURA Technology 002371.SZChina$60.6B+4%+18%11%9.4×33.4%+45.5%
Honeywell Technologies HONUnited States$69.8B-1%-17%18%2.4×4.1%+2.8%
Alfa Laval ALFA.STSweden$22.5B0%+4%18%3.3×7.9%+10.9%
Xylem XYLUnited States$22.4B-14%+2%16%2.8×12.1%+13.1%
SYM SYMUnited States$22.3B-30%+20%1%7.9×n/an/a
Smc 6273.TJapan$21.9B-27%+16%24%3.0×16.2%+8.8%
Zhejiang Sanhua Intelligent Controls 002050.SZChina$21.5B-28%+3%15%4.3×23.8%+20.8%
Johnson Controls JCIUnited States$81.8B-3%+9%16%3.5×17.8%+1.6%
VAT VACN.SWSwitzerland$19.0B-11%-2%25%15.3×25.8%+9.2%

Questions

Who are Yushu Technology's main competitors?
Named competitors: Xiaomi (robotics unit) (1810.HK), Boston Dynamics (unlisted) (private or unlisted), Fourier Intelligence (unlisted) (private or unlisted), UBTech Robotics (9880.HK), Dobot Group (2432.HK). The cockpit's measured peer set (industry) also includes Schindler (SCHN.SW), Daikin Industries (6367.T), Carrier Global (CARR), Advanced Micro-Fabrication Equipment Inc. China (688012.SS), Eoptolink Technology (300502.SZ), ASM International (ASM.AS).
Is Yushu Technology expensive compared with its peers?
On ev / sales it trades at 151.9× against a peer median of 3.9×, most expensive of 21 in its peer set.

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.