Loading…
Employees: 625
Size Simei Media (002712.SZ) is a China Communication Services company (Advertising/Marketing Services) with a market value of $454M, the 4088th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.96 on 6 Nov 2026.
Performance Over six months the shares gained 6.8%, against -19.5% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 14.4% over the last twelve months (peer median -4.2%); the operating margin is 0.0% (peer median 0.8%).
Valuation It trades at 0.4× enterprise value to sales against a peer median of 2.7× (2nd cheapest of 21).
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 +14%, so the hurdle is +18 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 6.3 points below its cost of capital (7.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.15B | CN¥7.67B | CN¥6.18B | CN¥5.56B | CN¥4.18B |
| Revenue growth | — | +24% | +11% | +33% | — |
| Gross profit | CN¥248M | CN¥219M | CN¥234M | CN¥219M | CN¥232M |
| EBITDA | n/a | CN¥23.6M | CN¥52.8M | -CN¥33.5M | CN¥85.1M |
| Net income | -CN¥46.9M | -CN¥58.3M | -CN¥34.1M | -CN¥134M | -CN¥409M |
| Free cash flow | CN¥267M | -CN¥2.91M | -CN¥117M | -CN¥327M | -CN¥308M |
| Capital expenditure | CN¥3.61M | CN¥835,462 | CN¥2.16M | CN¥2.88M | CN¥5.67M |
| Total debt | CN¥690M | CN¥663M | CN¥757M | CN¥575M | CN¥374M |
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 | 002712.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +21.6% | -1.1% | highest of 21 |
| 6-month return | +6.8% | -19.5% | 8th highest of 21 |
| Distance from 52-week high | -23.3% | -36.9% | 7th highest of 21 |
| Revenue growth (TTM) | +14.4% | -4.2% | 4th highest of 21 |
| Operating margin | 0.0% | 0.8% | 10th lowest of 20 |
| EV / Sales | 0.4× | 2.7× | 2nd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 32.2% | 6.8% | 3rd most demanding of 13 |
| Growth delivered (Del g) | +14.2% | +10.6% | 4th highest of 13 |
| Hurdle (Req g minus delivered) | +18.1 pp | -3.9 pp | 3rd most demanding of 13 |
| ROIC minus cost of capital | -6.3 pp | -3.8 pp | 10th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Simei Media 002712.SZ | China | $454M | +7% | +14% | 0% | 0.4× | 32.2% | +14.2% |
| Next 15 NFG.L | United Kingdom | $458M | +23% | -14% | 8% | 0.7× | 8.4% | +13.8% |
| Rego Interactive 2422.HK | Hong Kong | $443M | +105% | +96% | -5% | 6.3× | n/a | n/a |
| Boston Omaha BOC | United States | $410M | +20% | -2% | -5% | 4.5× | n/a | n/a |
| Advantage Solutions ADV | United States | $405M | -21% | +2% | 2% | 0.5× | 11.2% | +2.3% |
| INNOCEAN Worldwide 214320.KS | South Korea | $518M | -11% | +2% | 8% | 0.3× | n/a | n/a |
| Beijing Yuanlong Yato Culture Dissemination 002878.SZ | China | $557M | -27% | -21% | -2% | 1.5× | -2.9% | +8.6% |
| Adventure ADV.MI | Italy | $368M | -79% | +36% | -6% | 18.8× | n/a | n/a |
| Jiayun Technology 300242.SZ | China | $355M | -20% | -59% | -4% | 2.6× | n/a | n/a |
| Septeni 4293.T | Japan | $585M | +7% | +8% | 17% | 2.4× | -2.7% | +11.1% |
| Qinghai Spring Medicinal Resources Technology 600381.SS | China | $345M | +12% | -11% | -44% | 8.6× | n/a | n/a |
| S4 Capital SFOR.L | United Kingdom | $343M | -6% | -6% | 5% | 0.5× | -7.2% | +17.1% |
| VECTOR 6058.T | Japan | $605M | +64% | +9% | 16% | 1.3× | -3.9% | +11.3% |
| oOh media OML.AX | Australia | $611M | +28% | +2% | 15% | 2.9× | 7.8% | +10.1% |
| Shanxi Kexin Development 600234.SS | China | $649M | -32% | -23% | -11% | 12.8× | n/a | n/a |
| Chengdu B-Ray Media 600880.SS | China | $672M | -20% | -33% | -35% | 9.8× | 57.3% | -2.9% |
| Xi'An Global Printing 002799.SZ | China | $305M | -26% | -23% | 1% | 2.8× | n/a | n/a |
| New Huadu Technology Co., Ltd.Class A 002264.SZ | China | $676M | -23% | +8% | 5% | 1.2× | 5.7% | -9.3% |
| Guangdong Insight Brand Marketing 300781.SZ | China | $683M | -19% | -29% | n/a | 6.7× | 31.8% | +14.4% |
| QITIAN Technology 300061.SZ | China | $699M | -21% | -18% | -22% | 13.1× | 49.7% | -22.3% |
| GMO internet,Inc 4784.T | Japan | $724M | -34% | +81% | 12% | 1.2× | -11.2% | +17.9% |