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Shanghai-based publishing, printing and bookstore-distribution group.
Shanghai-based publishing, printing and bookstore-distribution group.
Supplies textbooks and school materials to schools through local education authorities, which makes a steady base unaffected by retail traffic, while bookstores and publishing depend on consumer demand and on state approvals.
Moat: narrow (regulatory licence, distribution). State publishing licence and a Shanghai-wide bookstore and distribution network.
Headquarters: Shanghai, China · Employees: 1,168
Size Shanghai Xinhua Media (600825.SS) is a China Industrials company (Wholesale Distributors) with a market value of $2.03B, the 1247th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.94 on 6 Nov 2026.
Performance Over six months the shares gained 117.8%, against +1.5% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 0.8% over the last twelve months (peer median +6.6%); the operating margin is -0.8% (peer median 7.0%).
Valuation It trades at 8.4× enterprise value to sales against a peer median of 0.8× (4th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 45% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +42 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 1.4 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.46B | CN¥1.45B | CN¥1.43B | CN¥1.30B | CN¥1.26B |
| Revenue growth | — | +2% | +10% | +3% | — |
| Gross profit | CN¥454M | CN¥352M | CN¥360M | CN¥359M | CN¥345M |
| EBITDA | n/a | CN¥127M | CN¥106M | CN¥76.4M | CN¥75.7M |
| Net income | CN¥46.9M | CN¥42.3M | CN¥40.5M | CN¥36.2M | CN¥8.78M |
| Free cash flow | CN¥145M | CN¥79.7M | CN¥35.7M | CN¥77.1M | CN¥110M |
| Capital expenditure | CN¥110M | CN¥91.6M | CN¥128M | CN¥128M | CN¥152M |
| Total debt | CN¥132M | CN¥83.6M | CN¥128M | CN¥175M | CN¥182M |
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 |
|---|---|---|---|---|---|---|
| Shanghai Xinhua Media 600825.SS | $2.03B | +118% | +1% | -1% | 8.4× | 44.5% |
| Xinhua Winshare Publishing & Media 601811.SS | $2.52B | +26% | -4% | 7% | 0.8× | -11.4% |
| Anhui Xinhua Media 601801.SS | $1.72B | -3% | -16% | 4% | 0.3× | n/a |
| Zhejiang Publishing & Media 601921.SS | $2.71B | +7% | -7% | 10% | 0.7× | -12.6% |
| Central China Land Media 000719.SZ | $2.91B | +5% | -10% | 13% | 1.6× | -8.9% |
| Shandong Publishing & Media 601019.SS | $2.41B | +3% | -8% | 8% | 0.8× | -14.1% |
| Southern Publishing & Media 601900.SS | $2.09B | +27% | -3% | 16% | 1.5× | -10.2% |
| Chinese Universe Publishing & Media 600373.SS | $1.57B | -6% | -5% | -4% | n/a | n/a |
| Changjiang Publishing & Media 600757.SS | $1.67B | +6% | -3% | 11% | 1.1× | -9.5% |
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 | 600825.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +51.4% | -5.0% | highest of 21 |
| 6-month return | +117.8% | +1.5% | 2nd highest of 21 |
| Distance from 52-week high | -20.8% | -23.4% | 9th highest of 21 |
| Revenue growth (TTM) | +0.8% | +6.6% | 8th lowest of 21 |
| Operating margin | -0.8% | 7.0% | 2nd lowest of 19 |
| EV / Sales | 8.4× | 0.8× | 4th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 44.5% | 4.3% | most demanding of 18 |
| Growth delivered (Del g) | +2.3% | +8.8% | 4th lowest of 18 |
| Hurdle (Req g minus delivered) | +42.2 pp | -8.3 pp | most demanding of 18 |
| ROIC minus cost of capital | -1.4 pp | +1.9 pp | 6th lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Xinhua Media 600825.SS | China | $2.03B | +118% | +1% | -1% | 8.4× | 44.5% | +2.3% |
| Currys CURY.L | United Kingdom | $1.97B | +16% | +6% | 2% | 0.2× | 4.3% | -2.2% |
| BIC Cameras 3048.T | Japan | $1.94B | +10% | +7% | 4% | 0.3× | -8.2% | +4.5% |
| Dalrymple Bay Infrastructure DBI.AX | Australia | $1.92B | +6% | +11% | 29% | 5.5× | 7.8% | +104.8% |
| ARE 5857.T | Japan | $1.89B | +1% | +38% | 7% | 0.8× | 2.0% | +29.4% |
| DXP Enterprises DXPE | United States | $2.18B | -10% | +11% | 9% | 1.3× | 6.6% | +14.9% |
| Travis Perkins TPK.L | United Kingdom | $1.86B | +28% | 0% | 3% | 0.4× | 8.5% | +4.3% |
| Jiangxi Tungsten Rare and Precious Equipment 600397.SS | China | $1.86B | -13% | -92% | n/a | 40.7× | n/a | n/a |
| Pengxin International Mining 600490.SS | China | $1.85B | -32% | -20% | n/a | 2.1× | 6.6% | -17.2% |
| Tibet Huayu Mining 601020.SS | China | $1.83B | -48% | -22% | 23% | 9.4× | n/a | n/a |
| Inaba Denkisangyo 9934.T | Japan | $1.82B | -4% | +15% | 8% | 0.4× | -11.9% | +8.5% |
| Happinet 7552.T | Japan | $1.82B | +133% | +19% | 3% | 0.6× | -4.1% | +11.1% |
| Hanwa 8078.T | Japan | $2.29B | +7% | +6% | 2% | 0.2× | -4.2% | +8.8% |
| AGTech 8279.HK | Hong Kong | $1.78B | +109% | +24% | 8% | 10.2× | -14.9% | +36.3% |
| Arteche Lantegi Elkartea ART.MC | Spain | $1.77B | -36% | +11% | 14% | 3.1× | 7.2% | +13.9% |
| OEM International OEM-B.ST | Sweden | $2.34B | +11% | +11% | 15% | 3.8× | 14.6% | +10.1% |
| Anhui Xinhua Media 601801.SS | China | $1.72B | -3% | -16% | 4% | 0.3× | n/a | n/a |
| Norinco International Cooperation 000065.SZ | China | $1.72B | -23% | -21% | 9% | 1.0× | -5.1% | +1.1% |
| DNOW DNOW | United States | $2.40B | +2% | +70% | -3% | 0.7× | 9.8% | +11.7% |
| Boise Cascade BCC | United States | $2.44B | -1% | +1% | 3% | 0.4× | 7.7% | +3.2% |
| Xinhua Winshare Publishing & Media 601811.SS | China | $2.52B | +26% | -4% | 7% | 0.8× | -11.4% | +5.4% |