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← CockpitCompetitor Analysis › 300413.SZ Mango Excellent Media Co., Ltd. Class AOpen in the cockpit ↗

Mango Excellent Media Co., Ltd. Class A300413.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Internet Software/Services

Operator of Mango TV, a leading Chinese video-streaming platform and producer of variety shows, tied to Hunan TV.

≈ A Chinese Discovery/ViacomCBS with a Netflix-like streaming armMomentum leader 100
Mkt cap
$9.77B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$430M
20-day average traded
Fwd P/E
143.0×
forward earnings
ROIC−WACC
+4.2 pp
WACC 9.1%
Hurdle
+13 pp
Req g minus delivered
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥34.83
1D+6.2%
1W+56.2%
1M+81.7%
3M+113.4%
6M+79.2%
YTD+42.6%
1Y+18.4%
ATR %7.4%
52w lowhigh2.6% off high

What Mango Excellent Media does

Operator of Mango TV, a leading Chinese video-streaming platform and producer of variety shows, tied to Hunan TV.

Earns from membership subscriptions to the Mango TV app and advertising sold against its shows, with programmes made in-house or with partners and also licensed out. The state-owned Hunan Broadcasting System group is the controlling shareholder, which supplies a steady flow of Hunan TV content.

In one line: A Chinese Discovery/ViacomCBS with a Netflix-like streaming arm.

Products and services

  • Mango TV streaming platform
  • Variety-show/drama production
  • Content licensing

Customers

  • Chinese streaming subscribers
  • advertisers

Where it sits in the supply chain

  • Media & entertainment
  • Video streaming & production
  • Streaming platform, variety shows…

What could go right

  • Streaming subscriber growth
  • Advertising recovery

What could go wrong

  • Content-cost inflation
  • Intense streaming competition

Moat: narrow (brand, distribution). State-linked content licences and a strong variety-show brand give a defensible content pipeline.

Headquarters: Changsha, Hunan, China · Founded: 2005 · Employees: 4,426

Named competitors

Mango Excellent Media at a glance

Size Mango Excellent Media (300413.SZ) is a China Information Technology company (Internet Software/Services) with a market value of $9.77B, the 255th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥34.83 on 6 Nov 2026.

Performance Over six months the shares gained 79.2%, against +7.4% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 20 in its peer set.

Growth Revenue grew 9.6% over the last twelve months (peer median +6.9%); the operating margin is -2.9% (peer median 27.0%).

Valuation It trades at 143.0× forward earnings against a peer median of 27.1× (most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +13 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 4.2 points above its cost of capital (9.1% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026300413.SZ 176Peer median 108
Six months, rebased to 100: Mango Excellent Media against the median of its 20 peers (local-currency closes).

Mango Excellent Media financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥14.1BCN¥13.8BCN¥14.1BCN¥14.6BCN¥14.0B
Revenue growth—-2%-4%+5%—
Gross profitCN¥6.97BCN¥3.09BCN¥3.99BCN¥4.71BCN¥4.66B
EBITDAn/aCN¥6.26BCN¥7.17BCN¥6.80BCN¥6.61B
Net incomeCN¥425MCN¥1.23BCN¥1.36BCN¥3.56BCN¥1.86B
Free cash flowCN¥667MCN¥1.26B-CN¥121MCN¥1.03BCN¥551M
Capital expenditureCN¥99.9MCN¥135MCN¥165MCN¥150MCN¥190M
Total debtCN¥2.11BCN¥1.93BCN¥1.67BCN¥2.00BCN¥2.89B

Quarterly statements and history in the cockpit →

Mango Excellent Media competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%+100%0%+50%NAUKRIITG24CARCHKPINFRMVBRZEVENDPOLICYBZRAG1WKLSMG603000300413.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Mango Excellent Media is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%50×100×NAUKRIITG24CARCHKPINFMBGLRMVBRZEVENDPOLICYBZRAG1SMGSEKCRISILPPLI603000300413.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Mango Excellent Media is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%NAUKRIITG24CARCHKPINFMBGLAUTORMVBRZEVENDSEKVRSNPPLI603000300413.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Mango Excellent Media is the large dot.

Mango Excellent Media competitors and peer comparison

Head to head with its named competitors (300413.SZ vs IQ vs 0700.HK vs BABA)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Mango Excellent Media 300413.SZ$9.77B+79%+10%-3%143.0×13.1%
iQIYI, Inc. Sponsored ADR IQ$886M-20%-3%-2%n/an/a
Tencent 0700.HK$482B-11%+16%32%12.5×6.4%
Alibaba Group Holding Limited Sponsored ADR BABA$255B-22%+8%4%14.2×n/a
Bilibili 9626.HK$6.06B-36%+11%4%14.2×7.3%
Zhejiang Huace Film & TV 300133.SZ$2.79B+15%+44%8%50.4×n/a
Beijing Enlight Media 300251.SZ$5.49B-16%-71%-57%179.5×n/a

How Mango Excellent Media compares with its peers

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.

Mango Excellent Media against its 20 peers (data as of 6 Nov 2026)
Measure300413.SZPeer medianRank in peer set
1-month return+81.7%+8.8%highest of 21
6-month return+79.2%+7.4%2nd highest of 20
Distance from 52-week high-2.6%-25.0%2nd highest of 21
Revenue growth (TTM)+9.6%+6.9%9th highest of 21
Operating margin-2.9%27.0%2nd lowest of 21
Forward P/E143.0×27.1×most expensive of 21
Growth the price implies (Req g, 7 yrs)13.1%11.6%9th most demanding of 18
Growth delivered (Del g)-0.3%+11.1%4th lowest of 18
Hurdle (Req g minus delivered)+13.4 pp-4.0 pp5th most demanding of 18
ROIC minus cost of capital+4.2 pp+0.5 pp7th highest of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Mango Excellent Media 300413.SZChina$9.77B+79%+10%-3%143.0×13.1%-0.3%
Info Edge India NAUKRI.NSIndia$8.18B+21%+13%34%59.6×51.8%+23.8%
Gartner ITUnited States$12.0B+20%0%19%11.8×-4.0%+9.6%
Scout24 G24.DEGermany$6.99B+19%+16%49%22.3×10.3%+12.9%
CAR CAR.AXAustralia$6.85B-3%+6%38%28.5×21.8%+24.0%
Check Point Software Technologies CHKPUnited States$14.7B+25%+3%28%13.4×-1.7%+5.7%
Informa INF.LUnited Kingdom$15.3B+5%+5%19%15.5×15.4%+19.5%
Mobility Global MBGLUnited States$5.79Bn/a+8%51%13.2×-6.0%+8.5%
Autotrader AUTO.LUnited Kingdom$5.68B+12%+4%62%14.3×-0.7%+18.9%
Rightmove RMV.LUnited Kingdom$5.38B+35%+7%66%18.1×11.6%+15.6%
Braze BRZEUnited States$5.20B+111%+27%-13%57.1×27.9%+37.5%
Vend Marketplaces VEND.OLNorway$5.11B-4%-14%29%35.2×10.7%-13.2%
PB Fintech POLICYBZR.NSIndia$4.74B-43%+37%7%41.0×n/an/a
AUTO1 AG1.DEGermany$4.34B-14%+21%1%29.2×n/an/a
Wolters Kluwer WKL.ASNetherlands$22.0B+54%0%26%15.9×-3.0%+5.9%
SMG Swiss Marketplace SMG.SWSwitzerland$3.77B+7%+13%35%23.9×5.8%+12.4%
Seek SEK.AXAustralia$3.59B+8%+17%24%25.8×17.7%+11.1%
Verisign VRSNUnited States$27.7B+7%+6%68%28.4×14.5%+5.5%
Crisil CRISIL.NSIndia$3.40B+6%+24%26%35.0×n/an/a
People PPLIUnited States$3.16B-4%-29%2%38.9×36.5%-2.8%
People.cn 603000.SSChina$2.69B-15%0%12%77.2×28.6%-0.4%

Questions

Who are Mango Excellent Media's main competitors?
Named competitors: iQIYI (IQ), Tencent (Tencent Video) (0700.HK), Alibaba (Youku) (BABA), Bilibili (9626.HK), Huace Film & TV (300133.SZ), Beijing Enlight Media (300251.SZ). The cockpit's measured peer set (industry) also includes Info Edge India (NAUKRI.NS), Gartner (IT), Scout24 (G24.DE), CAR (CAR.AX), Check Point Software Technologies (CHKP), Informa (INF.L).
Is Mango Excellent Media expensive compared with its peers?
On forward p/e it trades at 143.0× against a peer median of 27.1×, most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +13 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.
How has Mango Excellent Media stock performed?
Over six months to 6 Nov 2026 the shares returned +79.2% against +7.4% for the median peer; over one year +18.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.