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SenseTime Group

0020.HK
36
Software - Application · Technology
Price
HK$1.20
+0.01 (+0.42%)
Market Cap
HK$48.01B
Exchange
Hong Kong Stock Exchange
Winston Score
36
Winston is serious
Below-average fundamentals — multiple weak pillars.
Data as of Oct 5, 2026 · filings through Jun 30, 2026

§How the score breaks down

Quality
Weak
4/30
Growth
Strong
14/20
Cash Flow
Weak
0/10
Stability
Good
5/10
Valuation
Weak
1/10
Ownership
Good
10/15
Dividends
Not counted
n/a

34 of 95 counted points = Winston Score 36. Pillars marked n/a do not apply to this company and are left out of the total.

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Share count rising — dilution

+11.4% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 33.28B (2021) → 37.09B (2025)

§Winston Score History

The full picture

SenseTime Group is a Chinese artificial intelligence company that builds software to help computers understand images and video. Its main products include facial recognition systems, autonomous driving tools, and AI platforms used by businesses, governments, and hospitals across China. It is one of the largest AI software companies in Asia by revenue.

The company makes money by selling software licenses and AI services to large organizations, including city governments, banks, and car manufacturers. SenseTime operates almost entirely in China, though it has some international partnerships. Its competitive edge comes from years of research and one of the largest AI training computing clusters in Asia. However, SenseTime faces serious risks: it has been placed on a U.S. government trade blacklist, which limits its access to American technology and chips, and it has reported significant losses as it spends heavily to grow its AI infrastructure business amid rising competition.

Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+21.7% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+135.9% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

¥3.8B/ year

↓ Declining (-9% vs prior year)

75.3% of revenue

5.0x the sector average (15%)

R&D spend declining — could signal cost-cutting or efficiency

Insider Activity

23.6%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Runway

~3 years

¥30.7B cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

¥30.7B cash & investments at current burn rate

Growth context

SenseTime Group is growing revenue at 22% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale
Gross Margin
29.5%
Modest — 29.5% gross margin
Profit after running costs
Operating Margin
-44.8%
Losing money on operations — -44.8%
Return on the money invested
ROCE
-3.4%
Weak — -3.4% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales growth
Sales YoY
+25.9%
Fast-growing sales (+25.9% YoY)
Profit growth
EPS YoY
N/A
—
Data not available
How steady the profit is
EPS Consistency
7/8 quarters
Every recent quarter grew earnings vs last year

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Cash Flow

Profit that turns into cash
Cash Conversion
-130%
Weak — only -130% of profit becomes cash
Spare cash per sale
FCF Margin
-84.4%
Burning cash (-84.4%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

What it owes vs what it owns
Debt / Equity
0.24
Conservative — low debt load (0.24)
Covers its interest
Interest Cover
N/A
Data not available

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Valuation

Price vs profit
P/E Ratio (TTM)
169.0x
Expensive — P/E 169.0

P/E over 35. The market is pricing in heavy, sustained growth.

Cheaper or dearer next year
P/E vs Forward
N/A
not available
Data not available

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Dividends

Not applicable for this business.
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