Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600588.SS
STRONG SELLREMOVEYonyou Network Technology Co.,Ltd. · Technology · China · $5.2B · Avg Vol: $82M/d
Yonyou Network is a major Chinese ERP software provider. While software businesses are typically asset-light, Yonyou is currently undergoing a painful cloud transition that has depressed margins and cash flows. It does not directly align with our active macro themes and faces intense domestic competition.
COMPANY DESCRIPTION
Yonyou Network Technology Co., Ltd. provides enterprise resource planning (ERP) software, cloud services, and digital solutions for businesses. As one of China's largest domestic ERP providers, the company benefits from high customer switching costs and the national push for software localization. It is a dominant enterprise software leader transitioning to a high-margin Software-as-a-Service (SaaS) business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.4B | 1.4B | 1.4B | -0.3% |
| EPS | 0.01 | -0.04 | -0.09 | -0.06 | — |
| Shares | 3.4B | 3.4B | 3.4B | 3.4B | -0.5% |
| Debt | 666M | 917M | 1.0B | 711M | 2.2% |
| Equity | 1.7B | 1.5B | 1.2B | 1.1B | -12.8% |
| Op CF | 42M | -13M | -40M | 120M | 41.6% |
| Inv CF | -569M | -80M | -164M | -199M | — |
| Fin CF | 728M | 309M | 43M | -296M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600588.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600588.SS | Yonyou Network Technology Co.,Ltd.(you) | $5.2B | 14 | STRONG SELL |
| 688568.SS | Geovis Technology Co.,Ltd | $5.8B | 16 | STRONG SELL |
| 300339.SZ | Jiangsu Hoperun Software Co., Ltd. | $4.7B | 11 | STRONG SELL |
| 002195.SZ | Shanghai Stonehill Technology Co., Ltd. | $6.4B | 15 | STRONG SELL |
| 0068.HK | MANYCORE TECH | $4.1B | 13 | STRONG SELL |
| 2723.HK | DEEPZERO | $5.1B | 7 | STRONG SELL |
| 688318.SS | Shenzhen Fortune Trend Technology Co., Ltd. | $4.2B | 17 | STRONG SELL |
| 300803.SZ | Beijing Compass Technology Development Co., Ltd. | $8.3B | 13 | STRONG SELL |
| 3896.HK | Kingsoft Cloud Holdings Limited | $3.6B | 11 | STRONG SELL |
| 6651.HK | Beijing 51World Digital Twin Technology Co., Ltd. | $5.1B | 4 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%