Loading…
Employees: 56
Size Ciwen Media (002343.SZ) is a China Communication Services company (Movies/Entertainment) with a market value of $610M, the 3380th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.58 on 6 Nov 2026.
Performance Over six months the shares gained 38.4%, against -8.2% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue fell 55.5% over the last twelve months (peer median +3.9%); the operating margin is -34.9% (peer median 7.5%).
Valuation It trades at 39.0× forward earnings against a peer median of 13.6× (most expensive of 12).
Price implies For today's price to make sense, revenue must grow about 32% a year for seven years (Req g). Recent delivered growth is -10%, so the hurdle is +42 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 14.1 points below its cost of capital (7.5% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥225M | CN¥398M | CN¥365M | CN¥460M | CN¥465M |
| Revenue growth | — | +9% | -21% | -1% | — |
| Gross profit | CN¥4.70M | CN¥15.3M | CN¥66.1M | CN¥34.5M | CN¥103M |
| EBITDA | n/a | -CN¥70.7M | CN¥24.0M | CN¥6.35M | CN¥57.5M |
| Net income | -CN¥38.1M | -CN¥18.1M | CN¥30.3M | CN¥27.6M | CN¥49.2M |
| Free cash flow | CN¥49.0M | -CN¥52.6M | -CN¥235M | CN¥16.5M | CN¥243M |
| Capital expenditure | CN¥1.23M | CN¥14,741 | CN¥546,271 | CN¥16,558 | CN¥218,251 |
| Total debt | CN¥189M | CN¥334M | CN¥274M | CN¥36.4M | CN¥93.7M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002343.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +55.1% | +1.3% | highest of 21 |
| 6-month return | +38.4% | -8.2% | 2nd highest of 21 |
| Distance from 52-week high | -21.2% | -37.3% | 6th highest of 21 |
| Revenue growth (TTM) | -55.5% | +3.9% | 2nd lowest of 21 |
| Operating margin | -34.9% | 7.5% | 2nd lowest of 21 |
| Forward P/E | 39.0× | 13.6× | most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | 32.0% | 8.1% | 2nd most demanding of 14 |
| Growth delivered (Del g) | -9.9% | +23.0% | 2nd lowest of 14 |
| Hurdle (Req g minus delivered) | +41.9 pp | -17.0 pp | 2nd most demanding of 14 |
| ROIC minus cost of capital | -14.1 pp | -1.6 pp | 4th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ciwen Media 002343.SZ | China | $610M | +38% | -55% | -35% | 39.0× | 32.0% | -9.9% |
| CJ CGV 079160.KS | South Korea | $629M | +5% | +12% | 5% | n/a | 8.2% | +31.3% |
| Angel Studios ANGX | United States | $633M | +1% | +233% | -30% | n/a | n/a | n/a |
| COVER 5253.T | Japan | $633M | +11% | +4% | 14% | 13.6× | 11.4% | +53.8% |
| Rank RNK.L | United Kingdom | $583M | -3% | +5% | 9% | 10.3× | 5.8% | +20.4% |
| Cineplex CGX.TO | Canada | $641M | +26% | -2% | 9% | 33.9× | 3.2% | +25.2% |
| Zhejiang Huazhi Digital Media 300426.SZ | China | $578M | +30% | -71% | 27% | n/a | 33.6% | -10.6% |
| Viva Goods 0933.HK | Hong Kong | $578M | -23% | +4% | 4% | 9.1× | 2.5% | +65.8% |
| YG Entertainment 122870.KS | South Korea | $578M | -22% | +60% | 11% | 17.2× | -5.7% | +16.4% |
| Huayi Brothers Media 300027.SZ | China | $648M | -14% | -24% | -125% | 20.0× | n/a | n/a |
| Hollywood Bowl BOWL.L | United Kingdom | $658M | +17% | +9% | 24% | 13.2× | -4.4% | +25.8% |
| Maoyan Entertainment 1896.HK | Hong Kong | $547M | -38% | -7% | 9% | 12.0× | n/a | n/a |
| Tivoli A/S TIV.CO | Denmark | $536M | -3% | +6% | 10% | n/a | 8.8% | +23.0% |
| Lucky Strike Entertainment LUCK | United States | $518M | -54% | +4% | 13% | n/a | n/a | n/a |
| Studio Dragon 253450.KS | South Korea | $515M | -33% | +24% | 9% | 19.9× | n/a | n/a |
| Guangzhou Jinyi Media 002905.SZ | China | $515M | -11% | -15% | -14% | n/a | 8.1% | +14.3% |
| Juventus Football Club JUVE.MI | Italy | $738M | -22% | -1% | -28% | n/a | n/a | n/a |
| China Television Media 600088.SS | China | $786M | -10% | -3% | 2% | n/a | 31.1% | +5.9% |
| Marcus MCS | United States | $813M | +49% | +9% | 6% | 30.7× | 9.2% | +26.1% |
| Omnijoi Media 300528.SZ | China | $820M | -7% | -1% | -26% | n/a | n/a | n/a |
| ProSiebenSat.1 Media PSM.DE | Germany | $830M | -16% | -8% | 6% | 6.9× | -11.8% | -1.9% |