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Zhejiang culture-and-media group that owns Outfit7, maker of the globally popular Talking Tom mobile-app franchise.
Zhejiang culture-and-media group that owns Outfit7, maker of the globally popular Talking Tom mobile-app franchise.
Gives its apps away and earns mostly from advertising shown inside them, with smaller in-app purchases, so income follows user numbers and ad prices. The Talking Tom and Friends video series and licensed products keep the characters in front of children between app releases.
In one line: Owner of a global mobile-app IP (like a mini Rovio).
Moat: narrow (brand, IP / patents). Talking Tom is one of the most-downloaded mobile app franchises globally, with strong brand recognition.
Headquarters: Hangzhou, Zhejiang, China · Employees: 974
Size Zhejiang Jinke Tom Culture Industry (300459.SZ) is a China Information Technology company (Packaged Software) with a market value of $2.01B, the 1253rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.82 on 6 Nov 2026.
Performance Over six months the shares fell 9.5%, against -1.8% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 9.5% over the last twelve months (peer median +12.0%); the operating margin is -108.4% (peer median 2.9%).
Valuation It trades at 16.4× enterprise value to sales against a peer median of 3.8× (most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 43% a year for seven years (Req g). Recent delivered growth is -12%, so the hurdle is +56 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 43.4 points below its cost of capital (9.0% WACC).
Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥878M | CN¥924M | CN¥1.14B | CN¥1.34B | CN¥1.63B |
| Revenue growth | — | -19% | -15% | -18% | — |
| Gross profit | CN¥777M | CN¥674M | CN¥912M | CN¥1.06B | CN¥1.38B |
| EBITDA | n/a | CN¥205M | CN¥336M | CN¥486M | CN¥684M |
| Net income | -CN¥1.09B | -CN¥1.20B | -CN¥859M | -CN¥865M | CN¥440M |
| Free cash flow | CN¥124M | CN¥137M | CN¥171M | CN¥129M | CN¥573M |
| Capital expenditure | CN¥84.5M | CN¥88.6M | CN¥138M | CN¥250M | CN¥88.8M |
| Total debt | CN¥1.15B | CN¥1.30B | CN¥1.57B | CN¥1.73B | CN¥2.05B |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Zhejiang Jinke Tom Culture Industry 300459.SZ | $2.01B | -9% | -10% | -108% | 16.4× | 43.2% |
| Ourpalm 300315.SZ | $1.96B | -3% | -5% | -65% | 16.0× | 55.8% |
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 | 300459.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.0% | +5.5% | 6th highest of 21 |
| 6-month return | -9.5% | -1.8% | 10th lowest of 21 |
| Distance from 52-week high | -42.2% | -29.3% | 7th lowest of 21 |
| Revenue growth (TTM) | -9.5% | +12.0% | 3rd lowest of 21 |
| Operating margin | -108.4% | 2.9% | 2nd lowest of 21 |
| EV / Sales | 16.4× | 3.8× | most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 43.2% | 12.3% | 2nd most demanding of 16 |
| Growth delivered (Del g) | -12.5% | +15.8% | 2nd lowest of 16 |
| Hurdle (Req g minus delivered) | +55.7 pp | -3.5 pp | 2nd most demanding of 16 |
| ROIC minus cost of capital | -43.4 pp | -5.8 pp | 2nd lowest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang Jinke Tom Culture Industry 300459.SZ | China | $2.01B | -9% | -10% | -108% | 16.4× | 43.2% | -12.5% |
| Justsystems 4686.T | Japan | $2.01B | +33% | +10% | 44% | 3.8× | -6.3% | +4.6% |
| Tianyu Digital Technology 002354.SZ | China | $2.00B | +31% | +8% | -2% | 6.3× | 25.9% | +15.8% |
| Pine Labs PINELABS.NS | India | $1.98B | -19% | +50% | 7% | n/a | n/a | n/a |
| iReader Technology 603533.SS | China | $1.98B | +20% | +14% | -2% | 3.2× | 37.2% | +9.5% |
| Mobvista Incorporation 1860.HK | Hong Kong | $2.05B | -43% | +26% | 4% | 0.8× | -1.1% | +31.9% |
| Zhejiang Digital Culture Technology 600633.SS | China | $2.06B | -15% | +14% | 10% | 4.0× | 15.4% | -2.8% |
| Aisino 600271.SS | China | $1.96B | -16% | -12% | -24% | 1.8× | n/a | n/a |
| Ourpalm 300315.SZ | China | $1.96B | -3% | -5% | -65% | 16.0× | 55.8% | -17.0% |
| UCloud Technology 688158.SS | China | $2.08B | -34% | +26% | 2% | 6.8× | n/a | n/a |
| Embracer EMBRAC-B.ST | Sweden | $2.08B | +37% | -31% | -43% | 1.0× | -9.8% | +12.0% |
| Karooooo KARO | United States | $1.95B | +25% | +32% | 25% | 5.5× | 10.4% | +17.7% |
| Amplitude AMPL | United States | $2.09B | +161% | +18% | -27% | 5.2× | 36.9% | +27.4% |
| Planisware Societe anonyme PLNW.PA | France | $1.94B | +46% | +8% | 31% | 7.4× | 12.3% | +16.8% |
| Pony AI 2026.HK | Hong Kong | $1.93B | -56% | +67% | -214% | 7.4× | n/a | n/a |
| Five9 FIVN | United States | $2.10B | +27% | +9% | 6% | 1.9× | 17.9% | +21.4% |
| Pitney Bowes PBI | United States | $2.11B | -1% | -4% | 25% | 2.1× | -5.4% | -11.8% |
| DoubleVerify DV | United States | $2.12B | +23% | +7% | 14% | 2.5× | 9.7% | +25.1% |
| China TransInfo Technology 002373.SZ | China | $1.89B | -11% | +16% | 1% | 1.2× | 22.0% | -2.7% |
| iFAST AIY.SI | Singapore | $1.89B | -10% | +35% | 24% | 1.9× | -11.6% | +24.8% |
| Business-Intelligence of Oriental Nations 300166.SZ | China | $1.88B | -27% | +7% | -5% | 6.0× | n/a | n/a |