Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300339.SZ
STRONG SELLREMOVEJiangsu Hoperun Software Co., Ltd. · Technology · China · $4.7B · Avg Vol: $206M/d
A Chinese software provider with a high valuation multiple that is not backed by strong free cash flow generation or a global competitive moat.
COMPANY DESCRIPTION
Jiangsu Hoperun Software Co., Ltd. provides software development and IT consulting services, specializing in smart device operating systems, financial IT, and IoT solutions. The company is a core co-builder of Huawei's OpenHarmony ecosystem, positioning itself as a leading provider of localized operating system solutions for industrial and consumer IoT. Its deep pool of software talent and strategic partnerships with major tech giants form a highly scalable competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 440M | 459M | 502M | 589M | 10.2% |
| EPS | 0.02 | 0.03 | 0.03 | 0.02 | -2.6% |
| Shares | 796M | 796M | 796M | 796M | 0.0% |
| Debt | 115M | 116M | 132M | 151M | 9.5% |
| Equity | 473M | 499M | 510M | 527M | 3.7% |
| Op CF | 13M | 20M | 5M | 22M | 17.2% |
| Inv CF | -15M | -6M | -15M | -24M | — |
| Fin CF | 18M | -11M | -2M | 19M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300339.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300339.SZ | Jiangsu Hoperun Software Co., Ltd.(you) | $4.7B | 11 | STRONG SELL |
| 0068.HK | MANYCORE TECH | $4.1B | 13 | STRONG SELL |
| 600588.SS | Yonyou Network Technology Co.,Ltd. | $5.2B | 14 | STRONG SELL |
| 2723.HK | DEEPZERO | $5.1B | 7 | STRONG SELL |
| 3896.HK | Kingsoft Cloud Holdings Limited | $3.6B | 11 | STRONG SELL |
| 688318.SS | Shenzhen Fortune Trend Technology Co., Ltd. | $4.2B | 17 | STRONG SELL |
| 2889.HK | PATEO CONNECT Technology (Shanghai) Corporation | $3.9B | 7 | STRONG SELL |
| 600536.SS | China National Software & Service Company Limited | $5.0B | 4 | STRONG SELL |
| 6651.HK | Beijing 51World Digital Twin Technology Co., Ltd. | $5.1B | 4 | STRONG SELL |
| 688568.SS | Geovis Technology Co.,Ltd | $5.8B | 16 | STRONG SELL |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%