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Chinese marketing-communications group offering advertising, PR and digital-marketing services, increasingly built around AI content tools.
Chinese marketing-communications group offering advertising, PR and digital-marketing services, increasingly built around AI content tools.
Acts as an agency: it buys advertising space from platforms and resells it with its own services, so reported sales are large but the share it keeps is small. Placing overseas ads for Chinese brands on global platforms is now a major line, and AI-generated content is being added to it.
In one line: China's WPP/Omnicom, pivoting into AI marketing.
Moat: none (scale). Agency-model client relationships are sticky but switching costs and margins are low.
Headquarters: Beijing, China · Founded: 1996 · Employees: 2,431
Size BlueFocus Intelligent Communications (300058.SZ) is a China Communication Services company (Advertising/Marketing Services) with a market value of $6.98B, the 357th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥13.06 on 6 Nov 2026.
Performance Over six months the shares fell 23.7%, against +9.5% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 14 in its peer set.
Growth Revenue grew 6.3% over the last twelve months (peer median +3.9%); the operating margin is 0.4% (peer median 9.4%).
Valuation It trades at 123.3× forward earnings against a peer median of 14.9× (most expensive of 12).
Price implies For today's price to make sense, revenue must grow about 58% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +47 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 7.9 points below its cost of capital (12.5% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥70.7B | CN¥68.7B | CN¥60.8B | CN¥52.6B | CN¥36.7B |
| Revenue growth | — | +13% | +16% | +43% | — |
| Gross profit | CN¥1.92B | CN¥1.71B | CN¥1.46B | CN¥1.70B | CN¥1.58B |
| EBITDA | n/a | CN¥338M | -CN¥21.5M | CN¥99.6M | CN¥155M |
| Net income | CN¥336M | CN¥225M | -CN¥291M | CN¥117M | -CN¥2.18B |
| Free cash flow | CN¥467M | CN¥692M | CN¥152M | CN¥749M | CN¥1.09B |
| Capital expenditure | CN¥44.0M | CN¥4.14M | CN¥17.0M | CN¥16.3M | CN¥104M |
| Total debt | CN¥2.25B | CN¥1.77B | CN¥2.01B | CN¥2.43B | CN¥2.50B |
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 |
|---|---|---|---|---|---|---|
| BlueFocus Intelligent Communications 300058.SZ | $6.98B | -24% | +6% | 0% | 123.3× | 58.3% |
| WPP Plc Sponsored ADR WPP | $6.09B | +53% | -3% | 9% | 7.7× | -10.2% |
| Omnicom OMC | $23.6B | +13% | +54% | 15% | 7.9× | -6.9% |
| Publicis Groupe PUB.PA | $29.0B | +33% | +5% | 15% | 13.0× | 1.1% |
| Focus Media Information Technology 002027.SZ | $12.0B | -12% | -2% | 30% | 14.4× | 1.2% |
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 | 300058.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.4% | +9.8% | 5th lowest of 14 |
| 6-month return | -23.7% | +9.5% | 3rd lowest of 14 |
| Distance from 52-week high | -46.5% | -11.2% | 3rd lowest of 14 |
| Revenue growth (TTM) | +6.3% | +3.9% | 6th highest of 14 |
| Operating margin | 0.4% | 9.4% | 3rd lowest of 14 |
| Forward P/E | 123.3× | 14.9× | most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | 58.3% | 0.8% | most demanding of 13 |
| Growth delivered (Del g) | +11.1% | +9.0% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | +47.2 pp | -8.4 pp | 2nd most demanding of 13 |
| ROIC minus cost of capital | -7.9 pp | +1.1 pp | 3rd lowest of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| BlueFocus Intelligent Communications 300058.SZ | China | $6.98B | -24% | +6% | 0% | 123.3× | 58.3% | +11.1% |
| JCDecaux DEC.PA | France | $6.40B | +42% | +1% | 12% | 18.6× | 6.6% | +11.8% |
| Dentsu 4324.T | Japan | $6.37B | +30% | +4% | 10% | 12.8× | -12.0% | +8.8% |
| Compagnie du Cambodge CBDG.PA | France | $6.33B | -11% | +45% | -11% | n/a | 55.9% | +269.1% |
| WPP WPP.L | United Kingdom | $5.93B | +58% | -6% | 9% | 7.8× | -8.1% | +2.5% |
| Pattern PTRN | United States | $3.24B | +15% | +44% | 1% | 24.0× | 37.8% | +36.2% |
| Easy Click Worldwide Network Technology 301171.SZ | China | $3.20B | +3% | +29% | 2% | 99.2× | 57.4% | +9.1% |
| REA REA.AX | Australia | $15.9B | +2% | +4% | 48% | 31.3× | 19.3% | +14.5% |
| Hakuhodo Dy 2433.T | Japan | $3.05B | +34% | -6% | 5% | 20.9× | -2.8% | +3.8% |
| Kuaishou-w 1024.HK | Hong Kong | $16.0B | -39% | +11% | 11% | 14.9× | -4.4% | +18.6% |
| Stroeer SE & Co. KGaA SAX.DE | Germany | $2.41B | -1% | +3% | 11% | 13.3× | 4.5% | +7.5% |
| Omnicom OMC | United States | $23.6B | +13% | +54% | 15% | 7.9× | -6.9% | +5.6% |
| Havas HAVAS.AS | Netherlands | $1.99B | +10% | +1% | 9% | 8.2× | -8.4% | +1.8% |
| Guangdong Guangzhou Daily Media 002181.SZ | China | $1.96B | -32% | 0% | -6% | n/a | n/a | n/a |