Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600756.SS
STRONG SELLREMOVEInspur Software Co., Ltd. · Technology · China · $727M · Avg Vol: $18M/d
Inspur Software provides IT and software services in China. It lacks a global software moat, suffers from low operating margins, and is highly dependent on Chinese government IT spending, failing the Terry Smith quality lens.
COMPANY DESCRIPTION
Inspur Software Co., Ltd. is a premier Chinese software developer specializing in e-government solutions, smart city applications, and enterprise cloud services. The company holds a dominant market position in China's public sector IT market, serving as a trusted partner for provincial and municipal governments. Its competitive moat is sustained by its deep understanding of administrative workflows, proprietary software platforms, and strong synergies with its parent, Inspur Group.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 307M | 377M | 276M | 171M | -17.7% |
| EPS | 0.03 | 0.04 | 0.01 | -0.12 | -55.3% |
| Shares | 324M | 324M | 324M | 350M | +7.9% |
| Debt | 741,775 | 314M | 295M | 8M | 125.4% |
| Equity | 330M | 343M | 344M | 343M | 1.4% |
| Op CF | 31M | 4M | -43M | -7M | -87.3% |
| Inv CF | -139M | 36M | -9M | -8M | — |
| Fin CF | 5M | -7M | -1M | 48M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600756.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600756.SS | Inspur Software Co., Ltd.(you) | $727M | 13 | STRONG SELL |
| 300523.SZ | Beijing Global Safety Technology Co., Ltd. | $735M | 12 | STRONG SELL |
| 603636.SS | Linewell Software Co., Ltd. | $797M | 12 | STRONG SELL |
| 300380.SZ | Shanghai Amarsoft Information & Technology Co.,Ltd | $675M | 11 | STRONG SELL |
| 688109.SS | Pinming Technology Co., Ltd. | $897M | 14 | STRONG SELL |
| 002095.SZ | Zhejiang NetSun Co., Ltd. | $526M | 13 | STRONG SELL |
| 002657.SZ | Sinodata Co., Ltd. | $885M | 10 | STRONG SELL |
| 002232.SZ | Qiming Information Technology Co.,Ltd | $934M | 11 | STRONG SELL |
| 002123.SZ | Montnets Cloud Technology Group Co., Ltd. | $990M | 11 | STRONG SELL |
| 603528.SS | DuoLun Technology Corporation Ltd. | $734M | 23 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%