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Company Analysis

Xunlei Limited XNET

A comprehensive view of key metrics, scores, and financial health for Xunlei Limited

Overview of Xunlei Limited

XNET NMS
Technology Software - Infrastructure Framework: Software & SaaS Micro Cap
Xunlei Limited (XNET), is a Micro Cap company, in the Software - Infrastructure industry, last closed at $3.41, about 1550.1% undervalued vs fair value, -56.4% 1Y return, ranked 405/780 in sector.
Metrics P/E 0.4× Rev Growth 42.5% ROE 123.9% Gross Margin 47.3%
USD 3.41
-3.94%
(Delayed)
• Vol 90d: 46.5%
Market Cap
$217.35M
Enterprise Value
$146.59M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Weak
Completeness: 88%
Confidence: 92%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.xunlei.com
HQ Shenzhen
Employees 1,216
Fiscal year Dec 31

Next Events

Earnings Nov 12 Estimated

Fair Value Snapshot

Bear Base Bull
$53
$56
$60
Current: $3.41 +1550% vs base

Engine Room Money Flow™

Micro Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$460.4M
42.5%%
Gross Profit
$217.5M
29.8%%
Operating Income (GAAP)
$6.6M
142.2%%
Operating Cash Flow
$32.5M
4.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
47.2%
Fair

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$951.0K
3.6% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Xunlei Limited's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Asset-Light Returns Return profile is strong (score 0.70), supporting a capital-efficient model.
  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.72).

Key risks

  • FCF Trend Is Softening FCF trend is weak (score 0.37), suggesting cash scalability is deteriorating.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
60
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing XNET's balance between Growth (36.8%), Profitability (29.5%), and Safety (33.7%). Growth 37% Safety 34% Profitability 30%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

70th percentile vs peers
70
Key Signals
Rev Growth YoY 42.5% 88p Revenue CAGR 3Y 10.5% 53p EPS Growth YoY 869.10 99p Def Rev Growth 10.7% 55p Buyback % 2.2% 46p
Strengths
  • Rev Growth YoY in top 20% of peers (42.5%, 88th percentile)
  • Rule of 40 in top 20% of peers (48.3%, 86th percentile)
  • Interest Coverage Ratio in top 20% of peers (617.21, 98th percentile)
  • Growth above peer median with strong metric coverage (88%)
Risks

No significant risks identified for this axis.

Profitability

56th percentile vs peers
56
Key Signals
Strengths
Risks
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Safety

64th percentile vs peers
64
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Xunlei Limited.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$56.27
- - -
+1550.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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