Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KC
STRONG SELLREMOVEKingsoft Cloud Holdings Limited · Technology · China · $3.8B · Avg Vol: $17M/d
Kingsoft Cloud is a Chinese cloud provider that is structurally unprofitable and lacks the scale of dominant hyperscalers. It faces intense domestic price wars and lacks the pricing power or scale economics shared with customers.
COMPANY DESCRIPTION
Kingsoft Cloud Holdings Limited is a prominent independent cloud service provider in China, offering a comprehensive array of cloud computing solutions spanning IaaS, PaaS, and industry-specific SaaS. The company differentiates itself by focusing on tailored cloud services for verticals like gaming, video, and healthcare, cultivating deep client relationships. This niche expertise and independent market positioning provide a competitive edge in China's rapidly expanding and competitive cloud services market.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 9.1B | 8.2B | 7.0B | 7.8B | -4.9% |
| EPS | -6.90 | -10.95 | -9.15 | -8.10 | — |
| Shares | 3.6B | 3.8B | 3.8B | 3.8B | +4.4% |
| Debt | 1.6B | 1.4B | 1.7B | 5.2B | 47.6% |
| Equity | 10.6B | 8.8B | 6.9B | 5.2B | -21.3% |
| Op CF | -709M | 189M | -169M | 628M | 82.4% |
| Inv CF | -422M | -33M | -673M | -3.6B | — |
| Fin CF | 2.2B | -1.2B | -228M | 3.3B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of KC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KC | Kingsoft Cloud Holdings Limited(you) | $3.8B | 6 | STRONG SELL |
| 2889.HK | PATEO CONNECT Technology (Shanghai) Corporation | $3.9B | 7 | STRONG SELL |
| 2723.HK | DEEPZERO | $5.1B | 7 | STRONG SELL |
| 600536.SS | China National Software & Service Company Limited | $5.0B | 4 | STRONG SELL |
| 0068.HK | MANYCORE TECH | $4.1B | 13 | STRONG SELL |
| 6651.HK | Beijing 51World Digital Twin Technology Co., Ltd. | $5.1B | 4 | STRONG SELL |
| 300339.SZ | Jiangsu Hoperun Software Co., Ltd. | $4.7B | 11 | STRONG SELL |
| WRD | WeRide Inc. | $2.5B | 3 | STRONG SELL |
| 0268.HK | Kingdee International Software Group Company Limited | $3.3B | 15 | STRONG SELL |
| 688318.SS | Shenzhen Fortune Trend Technology Co., Ltd. | $4.2B | 17 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%