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Employees: 615
Size New Huadu Technology Co., Ltd.Class A (002264.SZ) is a China Communication Services company (Advertising/Marketing Services) with a market value of $676M, the 3151st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.41 on 6 Nov 2026.
Performance Over six months the shares fell 23.2%, against -8.8% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 8.3% over the last twelve months (peer median +2.2%); the operating margin is 5.0% (peer median 0.5%).
Valuation It trades at 23.7× forward earnings against a peer median of 16.6× (5th most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is -9%, so the hurdle is +15 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.0 points above its cost of capital (6.7% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.62B | CN¥3.18B | CN¥3.67B | CN¥2.82B | CN¥3.01B |
| Revenue growth | — | -13% | +30% | -6% | — |
| Gross profit | CN¥787M | CN¥749M | CN¥887M | CN¥689M | CN¥709M |
| EBITDA | n/a | CN¥225M | CN¥277M | CN¥214M | CN¥173M |
| Net income | CN¥153M | CN¥169M | CN¥260M | CN¥201M | CN¥205M |
| Free cash flow | CN¥479M | CN¥549M | -CN¥240M | CN¥168M | CN¥17.9M |
| Capital expenditure | CN¥4.32M | CN¥3.57M | CN¥4.22M | CN¥8.97M | CN¥5.23M |
| Total debt | CN¥1.14B | CN¥1.38B | CN¥1.54B | CN¥1.22B | CN¥1.01B |
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| Measure | 002264.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.5% | +2.2% | 3rd lowest of 21 |
| 6-month return | -23.2% | -8.8% | 5th lowest of 21 |
| Distance from 52-week high | -49.0% | -36.9% | 3rd lowest of 21 |
| Revenue growth (TTM) | +8.3% | +2.2% | 8th highest of 21 |
| Operating margin | 5.0% | 0.5% | 9th highest of 19 |
| Forward P/E | 23.7× | 16.6× | 5th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 5.7% | 7.8% | 7th least demanding of 14 |
| Growth delivered (Del g) | -9.3% | +10.1% | 2nd lowest of 14 |
| Hurdle (Req g minus delivered) | +15.0 pp | -5.4 pp | 6th most demanding of 14 |
| ROIC minus cost of capital | +1.0 pp | -5.3 pp | 8th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| New Huadu Technology Co., Ltd.Class A 002264.SZ | China | $676M | -23% | +8% | 5% | 23.7× | 5.7% | -9.3% |
| Chengdu B-Ray Media 600880.SS | China | $672M | -20% | -33% | -35% | 104.9× | 57.3% | -2.9% |
| Guangdong Insight Brand Marketing 300781.SZ | China | $683M | -19% | -29% | n/a | n/a | 31.8% | +14.4% |
| QITIAN Technology 300061.SZ | China | $699M | -21% | -18% | -22% | n/a | 49.7% | -22.3% |
| Shanxi Kexin Development 600234.SS | China | $649M | -32% | -23% | -11% | n/a | n/a | n/a |
| GMO internet,Inc 4784.T | Japan | $724M | -34% | +81% | 12% | 17.7× | -11.2% | +17.9% |
| Lecron Industrial Development 300343.SZ | China | $738M | -29% | +46% | 1% | n/a | n/a | n/a |
| Apg Sga APGN.SW | Switzerland | $745M | +13% | +5% | 10% | 18.7× | -2.7% | +4.5% |
| oOh media OML.AX | Australia | $611M | +28% | +2% | 15% | 13.5× | 7.8% | +10.1% |
| Criteo CRTO | United States | $756M | -6% | -7% | 8% | 4.1× | -19.8% | -1.3% |
| VECTOR 6058.T | Japan | $605M | +64% | +9% | 16% | 15.4× | -3.9% | +11.3% |
| Hubei Century Network Technology 300494.SZ | China | $766M | -5% | -7% | -6% | n/a | n/a | n/a |
| Septeni 4293.T | Japan | $585M | +7% | +8% | 17% | 15.5× | -2.7% | +11.1% |
| Guangdong Yowant Technology 002291.SZ | China | $786M | -15% | -22% | -15% | 40.6× | 36.3% | +9.0% |
| Beijing Yuanlong Yato Culture Dissemination 002878.SZ | China | $557M | -27% | -21% | -2% | 33.2× | -2.9% | +8.6% |
| Inly Media 603598.SS | China | $865M | +4% | +9% | 0% | 79.8× | n/a | n/a |
| INNOCEAN Worldwide 214320.KS | South Korea | $518M | -11% | +2% | 8% | 6.0× | n/a | n/a |
| China Tourism And Culture Investment 600358.SS | China | $911M | -11% | +125% | n/a | n/a | n/a | n/a |
| Next 15 NFG.L | United Kingdom | $458M | +23% | -14% | 8% | 7.9× | 8.4% | +13.8% |
| Simei Media 002712.SZ | China | $454M | +7% | +14% | 0% | n/a | 32.2% | +14.2% |
| Rego Interactive 2422.HK | Hong Kong | $443M | +105% | +96% | -5% | n/a | n/a | n/a |