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SenseTime Group Inc. (0020.HK)

Hong Kong Stock Exchange Technology Software - ApplicationView data quality →
37.0Poor

ValueMarkers Composite Index

Top 2%#43,655 of 44,714

DCF data not available

Piotroski
1/9
Weak
Beneish
-
Altman
2.35
Grey Zone
DCF Value
-
N/A
ROIC
-8.2%
Low
P/E
-
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

SenseTime Group Inc. (0020.HK) — VMCI valuation read

Headline read on 0020.HK: VMCI of 37/100 versus a Technology sector median of 50. The 13-point below-median position is what makes SenseTime Group Inc. a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on 0020.HK: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on 0020.HK: value (0020.HK trades at 25.0x earnings, 39% above the Technology median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Technology median (10.0%)), and risk (net debt to EBITDA of 0.0x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Technology 12.0x baseline.

0020.HK rose 2.1% over the trailing 7 days, with a -12.5% read on a 30-day basis.

SenseTime Group Inc., an investment holding company, engages in developing and selling artificial intelligence software platforms in the People's Republic of China, Northeast Asia, Southeast Asia, and internationally. The company offers SenseFoundry Enterprise Platform to facilitate and accelerate the digital transformation of enterprise customers; SenseFoundry Platform for smart cities; SenseME that enables various IoT devices to facilitate perceptial intelligence and content enhancement; SenseMARS, a software platform that serves as the key enabling technology for the Metaverse applications; SenseCare Smart Health Platform, a high-performance diagnostic and treatment assistance solution; and SenseAuto Platform that provides automobile companies with advanced driver assistance systems and smart cabin systems, as well as AI-as-a-Service. Further, it provides management consulting services; system integration and software development services; and AI technology consulting and IC design services, as well as engages in wholesale and retail activities. The company also provides advertisement publishing services; sells cultural products; engages in equity investments activity; and sells software and hardware products. It serves various industries, including commercial space management, residential property management, urban management, manufacturing, infrastructure, transportation, mobile devices and applications, healthcare, and automobiles. The company was incorporated in 2014 and is headquartered in Shanghai, the People's Republic of China.

CEO: Li Xu3,756 employeesCNwww.sensetime.com

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