Loading…
← CockpitCompetitor Analysis › 600640.SS New Guomai Digital Culture Co., Ltd. Class AOpen in the cockpit ↗

New Guomai Digital Culture Co., Ltd. Class A600640.SSCompetitor analysis, valuation and peers

China · CNY·Communication Services›Advertising/Marketing Services

Chinese company involved in digital culture and media services, including publishing-related digital content.

Momentum strong 76
Mkt cap
$1.35B
US dollars, full cap
Free float
29%
of shares outstanding
$/day
$27.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-9.0 pp
WACC 9.8%
Hurdle
+73 pp
Req g minus delivered
Close · CNYCN¥11.39
1D-0.9%
1W+12.4%
1M-7.2%
3M+2.9%
6M-8.2%
YTD-9.3%
1Y-20.7%
ATR %5.4%
52w lowhigh31.0% off high

What New Guomai Digital Culture does

Chinese company involved in digital culture and media services, including publishing-related digital content.

Products and services

  • Digital media/culture services

Where it sits in the supply chain

  • Communication services
  • Digital media/culture services

Moat: none

Headquarters: Fujian, China · Employees: 1,403

New Guomai Digital Culture at a glance

Size New Guomai Digital Culture (600640.SS) is a China Communication Services company (Advertising/Marketing Services) with a market value of $1.35B, the 1791st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.39 on 6 Nov 2026.

Performance Over six months the shares fell 8.2%, against -8.9% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue fell 11.1% over the last twelve months (peer median +9.6%); the operating margin is -1.7% (peer median 3.3%).

Valuation It trades at 4.2× enterprise value to sales against a peer median of 2.0× (5th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 57% a year for seven years (Req g). Recent delivered growth is -16%, so the hurdle is +73 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 9.0 points below its cost of capital (9.8% WACC).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026Peer median 91600640.SS 91
Six months, rebased to 100: New Guomai Digital Culture against the median of its 20 peers (local-currency closes).

New Guomai Digital Culture financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.79BCN¥1.81BCN¥2.13BCN¥2.38BCN¥3.49B
Revenue growth—-15%-10%-32%—
Gross profitCN¥375MCN¥294MCN¥323MCN¥291MCN¥201M
EBITDAn/aCN¥52.0MCN¥97.2MCN¥55.2M-CN¥76.6M
Net incomeCN¥27.6MCN¥21.5MCN¥15.2MCN¥5.20M-CN¥200M
Free cash flowCN¥185M-CN¥181MCN¥656MCN¥515M-CN¥73.9M
Capital expenditureCN¥18.8MCN¥21.8MCN¥18.3MCN¥43.1MCN¥70.4M
Total debtCN¥10.6MCN¥9.43MCN¥10.6MCN¥17.4MCN¥69.4M

Quarterly statements and history in the cockpit →

New Guomai Digital Culture 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

-20%0%-20%0%+20%SBET60055660516800091703000050320021152556QNSTDJT002400002181HAVAS600358603598002291300494SAXAPGN600640.SS6-month return →1-month return →
Up and to the right = strong over both horizons. New Guomai Digital Culture is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×10×20×SBET6005566051680009170300000021152556QNSTDJT002181HAVAS600358002291300494600640.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. New Guomai Digital Culture is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%-25%0%25%50%60516800091703000050320021152556QNSTHAVAS002291SAXCRTOAPGN600640.SSGrowth 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. New Guomai Digital Culture is the large dot.

New Guomai Digital Culture competitors and peer comparison

How New Guomai Digital Culture 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.

New Guomai Digital Culture against its 20 peers (data as of 6 Nov 2026)
Measure600640.SSPeer medianRank in peer set
1-month return-7.2%+2.6%5th lowest of 21
6-month return-8.2%-8.9%11th highest of 21
Distance from 52-week high-31.0%-38.1%8th highest of 21
Revenue growth (TTM)-11.1%+9.6%2nd lowest of 21
Operating margin-1.7%3.3%7th lowest of 20
EV / Sales4.2×2.0×5th most expensive of 21
Growth the price implies (Req g, 7 yrs)57.0%7.1%most demanding of 13
Growth delivered (Del g)-16.4%+7.0%lowest of 13
Hurdle (Req g minus delivered)+73.4 pp-7.4 ppmost demanding of 13
ROIC minus cost of capital-9.0 pp-4.3 pp7th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
New Guomai Digital Culture 600640.SSChina$1.35B-8%-11%-2%4.2×57.0%-16.4%
Sharplink SBETUnited States$1.36B-16%+1,497%-19%25.9×n/an/a
InMyShow Digital Technology (Group) 600556.SSChina$1.33B-17%+25%-2%1.9×n/an/a
Three's Company Future Technology 605168.SSChina$1.32B-12%+11%6%2.1×33.3%+5.5%
Hunan TV & Broadcast Intermediary 000917.SZChina$1.43B-23%-2%3%2.5×17.1%-6.1%
CheilWorldwide 030000.KSSouth Korea$1.26B-2%-4%7%0.4×-17.6%+10.6%
ANYCOLOR 5032.TJapan$1.23B+16%+10%35%3.1×-8.9%+48.8%
Sunwave Communications 002115.SZChina$1.21B-35%+102%1%0.4×26.1%+6.5%
Marketingforce Management 2556.HKHong Kong$1.53B+10%+128%6%2.5×16.6%+38.8%
QuinStreet QNSTUnited States$1.18B+58%+18%3%0.9×9.8%+17.5%
Trump Media & Technology DJTUnited States$1.11B-55%+22%-4,052%253.7×n/an/a
Guangdong Advertising 002400.SZChina$1.72B-27%+11%0%0.6×n/an/a
Guangdong Guangzhou Daily Media 002181.SZChina$1.96B-32%0%-6%22.0×n/an/a
Havas HAVAS.ASNetherlands$1.99B+10%+1%9%0.7×-8.4%+1.8%
China Tourism And Culture Investment 600358.SSChina$911M-11%+125%n/a7.6×n/an/a
Inly Media 603598.SSChina$865M+4%+9%0%0.7×n/an/a
Guangdong Yowant Technology 002291.SZChina$786M-15%-22%-15%2.2×36.3%+9.0%
Hubei Century Network Technology 300494.SZChina$766M-5%-7%-6%3.6×n/an/a
Stroeer SE & Co. KGaA SAX.DEGermany$2.41B-1%+3%11%1.9×4.5%+7.5%
Criteo CRTOUnited States$756M-6%-7%8%0.3×-19.8%-1.3%
Apg Sga APGN.SWSwitzerland$745M+13%+5%10%1.7×-2.7%+4.5%

Questions

Which companies are New Guomai Digital Culture's closest peers?
The cockpit's peer set: Sharplink (SBET), InMyShow Digital Technology (Group) (600556.SS), Three's Company Future Technology (605168.SS), Hunan TV & Broadcast Intermediary (000917.SZ), CheilWorldwide (030000.KS), ANYCOLOR (5032.T), Sunwave Communications (002115.SZ), Marketingforce Management (2556.HK).
Is New Guomai Digital Culture expensive compared with its peers?
On ev / sales it trades at 4.2× against a peer median of 2.0×, 5th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 57% a year for seven years (Req g). Recent delivered growth is -16%, so the hurdle is +73 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 New Guomai Digital Culture stock performed?
Over six months to 6 Nov 2026 the shares returned -8.2% against -8.9% for the median peer; over one year -20.7%.

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.