Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688343.SS
SELLREMOVEShenzhen Intellifusion Technologies Co., Ltd. · Technology · China · $3.6B · Avg Vol: $155M/d
Shenzhen Intellifusion Technologies develops AI visual chips and algorithms. It is a pre-profit, R&D-heavy company with highly unpredictable cash flows, failing the Buffett lens for margin of safety and the Terry Smith lens for established quality compounders.
COMPANY DESCRIPTION
Shenzhen Intellifusion Technologies Co., Ltd. provides visual artificial intelligence solutions, integrating proprietary AI chips with advanced algorithms for smart city, public safety, and commercial applications. The company's competitive moat lies in its full-stack capability to co-design hardware and software, optimizing processing efficiency at the edge. It operates as a specialized niche player in the domestic AI-enabled IoT and intelligent surveillance markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 81M | 75M | 136M | 198M | 34.8% |
| EPS | -0.25 | -0.17 | -0.24 | -0.17 | — |
| Shares | 266M | 355M | 355M | 359M | +34.7% |
| Debt | 2M | 5M | 28M | 127M | 271.0% |
| Equity | 162M | 647M | 582M | 560M | 51.3% |
| Op CF | -61M | -80M | -44M | 39M | — |
| Inv CF | 3M | -423M | 89M | -55M | — |
| Fin CF | -5M | 525M | 12M | 103M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688343.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688343.SS | Shenzhen Intellifusion Technologies Co., Ltd.(you) | $3.6B | 25 | SELL |
| 301275.SZ | Hanshow Technology Co., Ltd. | $2.8B | 26 | SELL |
| 002065.SZ | DHC Software Co.,Ltd. | $3.5B | 18 | STRONG SELL |
| 600410.SS | Beijing Teamsun Technology Co.,Ltd. | $3.1B | 20 | STRONG SELL |
| 002153.SZ | Beijing Shiji Information Technology Co., Ltd. | $3.3B | 17 | STRONG SELL |
| 688318.SS | Shenzhen Fortune Trend Technology Co., Ltd. | $4.2B | 17 | STRONG SELL |
| 0268.HK | Kingdee International Software Group Company Limited | $3.3B | 15 | STRONG SELL |
| 301396.SZ | Glory View Technology Co., Ltd. | $5.6B | 30 | SELL |
| 603171.SS | Servyou Software Group Co., Ltd. | $2.9B | 17 | STRONG SELL |
| 002405.SZ | SeeWay.ai Co., Ltd. | $3.1B | 15 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%