Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688365.SS
STRONG SELLREMOVEHangzhou Raycloud Technology Co.,Ltd · Technology · China · $1.1B · Avg Vol: $53M/d
Hangzhou Raycloud Technology is an e-commerce SaaS provider facing intense domestic competition and low customer retention rates. It lacks the scale economics and pricing power of a true compounder.
COMPANY DESCRIPTION
Hangzhou Raycloud Technology Co., Ltd provides e-commerce software-as-a-service (SaaS) solutions, offering tools for store management, customer service, and enterprise resource planning (ERP). The company holds a leading market position on major Chinese e-commerce platforms like Taobao, JD.com, and Pinduoduo, serving millions of active merchants. Its competitive moat is built on high customer switching costs and deep integration with platform APIs.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 73M | 70M | 71M | 83M | 4.5% |
| EPS | -0.07 | -0.01 | -0.03 | -0.01 | — |
| Shares | 401M | 426M | 426M | 426M | +6.2% |
| Debt | 21M | 23M | 28M | 24M | 4.6% |
| Equity | 129M | 151M | 141M | 140M | 2.7% |
| Op CF | -15M | 3M | 8M | 17M | 126.7% |
| Inv CF | -8M | 2M | -22M | -21M | — |
| Fin CF | -2M | 28M | 4M | -4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688365.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688365.SS | Hangzhou Raycloud Technology Co.,Ltd(you) | $1.1B | 4 | STRONG SELL |
| 300465.SZ | Global Infotech Co., Ltd. | $932M | 3 | STRONG SELL |
| 301091.SZ | Shenzhen Urban Transport Technology Group Co., Ltd. | $1.4B | 2 | STRONG SELL |
| 300520.SZ | GuoChuang Software Co.,Ltd. | $1.5B | 8 | STRONG SELL |
| 002123.SZ | Montnets Cloud Technology Group Co., Ltd. | $990M | 11 | STRONG SELL |
| 2556.HK | Marketingforce Management Ltd | $1.2B | 13 | STRONG SELL |
| 002232.SZ | Qiming Information Technology Co.,Ltd | $934M | 11 | STRONG SELL |
| 002657.SZ | Sinodata Co., Ltd. | $885M | 10 | STRONG SELL |
| 688109.SS | Pinming Technology Co., Ltd. | $897M | 14 | STRONG SELL |
| 300348.SZ | Shenzhen Sunline Tech Co., Ltd. | $1.2B | 17 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%