Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688322.SS
HOLDREMOVEOrbbec Inc. · Technology · China · $6.6B · Avg Vol: $426M/d
Orbbec Inc. specializes in 3D vision sensors. While technologically interesting, it lacks the scale economics and high ROIC of a quality compounder, with no direct link to advanced packaging.
COMPANY DESCRIPTION
Orbbec Inc. designs and manufactures 3D vision perception hardware and software solutions, including 3D cameras, sensors, and proprietary algorithms. As one of the few global players with full-stack R&D capabilities across structured light, Time-of-Flight (ToF), and active stereo vision, the company enjoys a strong technological moat. It serves as a key niche leader powering applications in robotics, AIoT, and industrial automation.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 52M | 53M | 83M | 139M | 39.0% |
| EPS | -0.11 | -0.10 | -0.02 | 0.05 | — |
| Shares | 400M | 400M | 400M | 401M | +0.3% |
| Debt | 7M | 26M | 25M | 19M | 37.4% |
| Equity | 478M | 446M | 424M | 440M | -2.7% |
| Op CF | -14M | -24M | -13M | 12M | — |
| Inv CF | -162M | -14M | -88M | 2M | — |
| Fin CF | 167M | 20M | 6M | -12M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688322.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688322.SS | Orbbec Inc.(you) | $6.6B | 36 | HOLD |
| 688387.SS | CICT Mobile Communication Technology Co., Ltd. | $8.2B | 39 | HOLD |
| 600498.SS | Fiberhome Telecommunication Technologies Co., Ltd. | $10.4B | 36 | HOLD |
| 600562.SS | Glarun Technology Co.,Ltd | $4.4B | 33 | SELL |
| 603083.SS | CIG Shanghai Co., Ltd. | $10.8B | 34 | SELL |
| 688195.SS | Optowide Technologies Co., Ltd. | $6.3B | 23 | SELL |
| 603236.SS | Quectel Wireless Solutions Co., Ltd. | $3.2B | 34 | SELL |
| 600105.SS | Jiangsu Etern Company Limited | $10.3B | 28 | SELL |
| 300454.SZ | Sangfor Technologies Inc. | $6.8B | 19 | STRONG SELL |
| 600776.SS | Eastern Communications Co.,Ltd. | $2.7B | 36 | HOLD |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%