Quality Investor

36Kr Holdings Inc.

Rank #111Value

KRKR · Nasdaq · Communication Services

36Kr Holdings Inc. (KRKR) — Rank #111 by gross profitability (GP/assets 0.44) · ROE 8.7% · Piotroski F-Score 6 / 9.

As-of 2026-09-15 · CIK 0001779476 · all metrics point-in-time as of the filing date.

About

36Kr Holdings Inc. provides content and business services in the People's Republic of China.

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It generates and distributes various content, including reports on companies and industries, market updates, editorials, and commentaries, as well as original video and audio content for technology, consumer, retail, healthcare, media and entertainment, and enterprise services industries. The company also provides online advertising services; enterprise value-added services, such as integrated marketing services, online/offline events, consulting services, and advertisement agent services; and subscription services to institutional investors. It distributes its content through self-operated and major third-party platforms. 36Kr Holdings Inc.

was founded in 2010 and is headquartered in Beijing, the People's Republic of China.

Industry
Advertising Agencies
Sector
Communication Services
State
E9
Filer Category
Non-accelerated filer
Fiscal Year End
December 31
Website
36Kr.com

Price History

KRKR-91.9% · -39.5% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and dividend yield are the primary valuation lenses for mature businesses.

Market Cap

$6.26M

P/E (annual)

288.2

P/S (annual)

0.0

P/B

0.0

P/OCF (annual)

0.3

Shareholder Yield

-0.5%

Employees

295

Industry

Advertising Agencies

Exchange

Nasdaq

Signal Flags

1 green1 red
Revenue growth acceleratingGrowth rate increasing year over year
Revenue declining YoYRevenue contracted year over year

Quality Profile

Profitability

1/1 pass
GP / assets
0.44
Return on equity
8.7%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.30
Current ratio
1.21×
Net cash
$187.18M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.0%

Growth

1/2 pass
Revenue growth
-1.4%
Piotroski F-Score
6 / 9
Share dilution
0.5%

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

38.3%

stretched

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 0.5% — per-share value needs a total required return of 38.8% once share-count change is priced in.

vs. own 6-year median revenue growth: -9.7%

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

32.3%

r = 10% (base)

38.3%

r = 12%

43.5%

Net debt / market cap: -5.6%

Base FCF: $18.9M3Y mean FCF: -$47.4M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

330.9xCheap
330.9xmed 952.4x10514.3x

P / S

Price / revenue per share

16.9xCheap
16.9xmed 55.7x191.6x

P / B

Price / book value per share

30.0xCheap
30.0xmed 42.5x159.0x

P / GP

Price / gross profit per share

29.3xCheap
29.3xmed 98.4x482.9x

Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).

Profitability

Gross profitability (GP / assets)

0.44

Primary signal (Novy-Marx).

6th of 9 SIC 7389 peers

Return on equity

8.7%

Gross margin

57.7%

5th of 9 SIC 7389 peers

Revenue growth (YoY)

-1.4%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-10.9%

Revenue CAGR (5Y)

-10.0%

Earnings CAGR (3Y)

-20.2%

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.30

7th of 7 SIC 7389 peers (best = lowest)

Current ratio

1.21×

8th of 9 SIC 7389 peers

Quick ratio

1.06×

Net cash

$187.18M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$18.86M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.69

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.0%

Stock-based comp intensity.

Piotroski F-Score

F-Score

6 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Decline
Value
Startup