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Chinese cinema-chain operator, formerly Wanda Film, that also owns Australia's Hoyts cinemas and invests in films.
Chinese cinema-chain operator, formerly Wanda Film, that also owns Australia's Hoyts cinemas and invests in films.
Sells cinema tickets, with the box office carrying the business, and backs and produces films as a sideline. Wanda group sold its stakes during its 2023 cash crunch; the Ruyi group under Ke Liming took control in 2024 and the Wanda name was dropped in 2026, with a plan to link film content, cinemas and IP.
Moat: narrow (scale, brand). Large national cinema network and the Wanda Cinemas brand give leverage with studios and site owners.
Headquarters: Beijing, China · Employees: 10,265
Size Ruyi Film Entertainment (002739.SZ) is a China Communication Services company (Movies/Entertainment) with a market value of $2.94B, the 875th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.24 on 6 Nov 2026.
Performance Over six months the shares fell 8.6%, against +15.0% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue fell 8.0% over the last twelve months (peer median +2.5%); the operating margin is 2.5% (peer median 8.5%).
Valuation It trades at 34.1× forward earnings against a peer median of 30.0× (7th most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.2 points above its cost of capital (7.3% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥11.3B | CN¥12.6B | CN¥12.0B | CN¥14.6B | CN¥9.44B |
| Revenue growth | — | +5% | -18% | +54% | — |
| Gross profit | CN¥3.68B | CN¥3.22B | CN¥2.39B | CN¥3.95B | CN¥1.32B |
| EBITDA | n/a | CN¥2.84B | CN¥1.72B | CN¥3.51B | CN¥862M |
| Net income | -CN¥189M | CN¥514M | -CN¥940M | CN¥912M | -CN¥1.92B |
| Free cash flow | CN¥1.50B | CN¥2.34B | CN¥1.10B | CN¥3.84B | CN¥457M |
| Capital expenditure | CN¥364M | CN¥490M | CN¥507M | CN¥590M | CN¥738M |
| Total debt | CN¥9.67B | CN¥11.1B | CN¥11.7B | CN¥11.7B | CN¥14.4B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ruyi Film Entertainment 002739.SZ | $2.94B | -9% | -8% | 3% | 34.1× | 6.7% |
| China Film 600977.SS | $4.48B | +16% | 0% | -9% | 141.5× | -7.1% |
| Shanghai Film 601595.SS | $2.40B | +47% | -18% | -2% | 264.9× | 57.0% |
| Hengdian Entertainment 603103.SS | $1.62B | -18% | -27% | -10% | n/a | 36.1% |
| Maoyan Entertainment 1896.HK | $547M | -38% | -7% | 9% | 12.0× | n/a |
| Beijing Enlight Media 300251.SZ | $5.49B | -16% | -71% | -57% | 179.5× | n/a |
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 | 002739.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +15.6% | +7.4% | 8th highest of 21 |
| 6-month return | -8.6% | +15.0% | 6th lowest of 21 |
| Distance from 52-week high | -33.4% | -14.8% | 4th lowest of 21 |
| Revenue growth (TTM) | -8.0% | +2.5% | 7th lowest of 21 |
| Operating margin | 2.5% | 8.5% | 8th lowest of 21 |
| Forward P/E | 34.1× | 30.0× | 7th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 6.7% | 3.4% | 5th most demanding of 15 |
| Growth delivered (Del g) | +15.4% | +12.7% | 7th highest of 15 |
| Hurdle (Req g minus delivered) | -8.7 pp | -13.3 pp | 7th most demanding of 15 |
| ROIC minus cost of capital | +1.2 pp | -1.2 pp | 10th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ruyi Film Entertainment 002739.SZ | China | $2.94B | -9% | -8% | 3% | 34.1× | 6.7% | +15.4% |
| AMC Entertainment AMC | United States | $2.80B | +109% | +6% | 5% | n/a | n/a | n/a |
| Zhejiang Huace Film & TV 300133.SZ | China | $2.79B | +15% | +44% | 8% | 50.4× | n/a | n/a |
| Toei 9605.T | Japan | $2.77B | +5% | +3% | 20% | 23.5× | -3.3% | +11.5% |
| Itv ITV.L | United Kingdom | $3.23B | -16% | +2% | 13% | 8.3× | -2.8% | +4.8% |
| Atlanta Braves BATRA | United States | $3.23B | +1% | +6% | -9% | n/a | n/a | n/a |
| China Star Entertainment 0326.HK | Hong Kong | $2.54B | -10% | -69% | -157% | n/a | n/a | n/a |
| Shanghai Film 601595.SS | China | $2.40B | +47% | -18% | -2% | 264.9× | 57.0% | +24.4% |
| Madison Square Garden Entertainment MSGE | United States | $3.65B | +18% | +16% | 17% | 32.1× | 5.0% | +66.9% |
| MSG Rangers MSGR | United States | $2.37B | +1,624% | +2% | -9% | n/a | n/a | n/a |
| Beijing Jetsen Technology 300182.SZ | China | $2.36B | +6% | -23% | 9% | 37.1× | n/a | n/a |
| Prime Focus PFOCUS.NS | India | $2.36B | -7% | +29% | 16% | n/a | 26.0% | +12.6% |
| Banijay BNJ.AS | Netherlands | $3.83B | -13% | +7% | 14% | 8.0× | -4.5% | +18.1% |
| Manchester United MANU | United States | $3.90B | +15% | +5% | -2% | 142.1× | 18.3% | +6.5% |
| ROUND ONE 4680.T | Japan | $2.22B | +42% | +21% | 15% | 16.3× | 4.3% | +25.5% |
| Songcheng Performance Development 300144.SZ | China | $2.17B | -29% | -15% | 37% | 20.8× | 5.6% | +20.1% |
| Toei Animation 4816.T | Japan | $4.17B | +23% | -2% | 31% | 27.9× | 0.5% | +12.7% |
| Lionsgate Studios LION | United States | $4.24B | +16% | -8% | 6% | 52.8× | 18.6% | -8.0% |
| Shenzhen Overseas Chinese Town 000069.SZ | China | $2.00B | -25% | -22% | -32% | n/a | 1.1% | -17.4% |
| China Film 600977.SS | China | $4.48B | +16% | 0% | -9% | 141.5× | -7.1% | +10.4% |
| Cinemark CNK | United States | $4.51B | +44% | +13% | 15% | 14.8× | 2.4% | +35.3% |