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Chinese state-linked film studio and production group tied to Shanghai's historic film industry.
Chinese state-linked film studio and production group tied to Shanghai's historic film industry.
Earns from its share of ticket sales on films it produces or invests in, and from running cinemas, where tickets and concessions bring in the money. Results swing with the slate of releases and the box office. It is controlled by a Shanghai state-owned film group.
In one line: A state-linked Chinese film studio, similar in role to a legacy Hollywood studio.
Moat: narrow (brand, regulatory licence). Historic state film-studio brand with production licences.
Headquarters: Shanghai, China · Employees: 673
Size Shanghai Film (601595.SS) is a China Communication Services company (Movies/Entertainment) with a market value of $2.40B, the 1071st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥35.76 on 6 Nov 2026.
Performance Over six months the shares gained 47.5%, against +1.5% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 18.3% over the last twelve months (peer median +4.5%); the operating margin is -2.1% (peer median 8.9%).
Valuation It trades at 264.9× forward earnings against a peer median of 23.5× (most expensive of 14).
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 +24%, so the hurdle is +33 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 5.2 points below its cost of capital (8.0% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥695M | CN¥916M | CN¥686M | CN¥793M | CN¥428M |
| Revenue growth | — | +34% | -13% | +85% | — |
| Gross profit | CN¥204M | CN¥298M | CN¥151M | CN¥176M | CN¥1.24M |
| EBITDA | n/a | CN¥280M | CN¥165M | CN¥191M | CN¥59.0M |
| Net income | -CN¥8.01M | CN¥113M | CN¥90.0M | CN¥127M | -CN¥328M |
| Free cash flow | CN¥284M | CN¥521M | CN¥35.7M | CN¥146M | CN¥35.1M |
| Capital expenditure | CN¥29.8M | CN¥41.9M | CN¥73.3M | CN¥124M | CN¥69.8M |
| Total debt | CN¥315M | CN¥381M | CN¥419M | CN¥571M | CN¥763M |
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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 | 601595.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +59.0% | +8.0% | 2nd highest of 21 |
| 6-month return | +47.5% | +1.5% | 3rd highest of 21 |
| Distance from 52-week high | -3.8% | -18.9% | 3rd highest of 21 |
| Revenue growth (TTM) | -18.3% | +4.5% | 5th lowest of 21 |
| Operating margin | -2.1% | 8.9% | 6th lowest of 21 |
| Forward P/E | 264.9× | 23.5× | most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 57.0% | 4.6% | most demanding of 15 |
| Growth delivered (Del g) | +24.4% | +18.2% | 5th highest of 15 |
| Hurdle (Req g minus delivered) | +32.6 pp | -14.6 pp | most demanding of 15 |
| ROIC minus cost of capital | -5.2 pp | -1.1 pp | 8th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Film 601595.SS | China | $2.40B | +47% | -18% | -2% | 264.9× | 57.0% | +24.4% |
| MSG Rangers MSGR | United States | $2.37B | +1,624% | +2% | -9% | n/a | n/a | n/a |
| Beijing Jetsen Technology 300182.SZ | China | $2.36B | +6% | -23% | 9% | 37.1× | n/a | n/a |
| Prime Focus PFOCUS.NS | India | $2.36B | -7% | +29% | 16% | n/a | 26.0% | +12.6% |
| China Star Entertainment 0326.HK | Hong Kong | $2.54B | -10% | -69% | -157% | n/a | n/a | n/a |
| ROUND ONE 4680.T | Japan | $2.22B | +42% | +21% | 15% | 16.3× | 4.3% | +25.5% |
| Songcheng Performance Development 300144.SZ | China | $2.17B | -29% | -15% | 37% | 20.8× | 5.6% | +20.1% |
| Toei 9605.T | Japan | $2.77B | +5% | +3% | 20% | 23.5× | -3.3% | +11.5% |
| Zhejiang Huace Film & TV 300133.SZ | China | $2.79B | +15% | +44% | 8% | 50.4× | n/a | n/a |
| AMC Entertainment AMC | United States | $2.80B | +109% | +6% | 5% | n/a | n/a | n/a |
| Shenzhen Overseas Chinese Town 000069.SZ | China | $2.00B | -25% | -22% | -32% | n/a | 1.1% | -17.4% |
| Ruyi Film Entertainment 002739.SZ | China | $2.94B | -9% | -8% | 3% | 34.1× | 6.7% | +15.4% |
| United Parks & Resorts PRKS | United States | $1.81B | +2% | -4% | 21% | 11.4× | 0.2% | +30.9% |
| Itv ITV.L | United Kingdom | $3.23B | -16% | +2% | 13% | 8.3× | -2.8% | +4.8% |
| Atlanta Braves BATRA | United States | $3.23B | +1% | +6% | -9% | n/a | n/a | n/a |
| EVT EVT.AX | Australia | $1.78B | +39% | +7% | 9% | 35.0× | 21.0% | +18.0% |
| Damai Entertainment 1060.HK | Hong Kong | $1.74B | -25% | +22% | 6% | 13.9× | -9.1% | +22.0% |
| PVR Inox PVRINOX.NS | India | $1.63B | +47% | +14% | 16% | 28.7× | 15.7% | +88.3% |
| Hengdian Entertainment 603103.SS | China | $1.62B | -18% | -27% | -10% | n/a | 36.1% | +18.3% |
| Madison Square Garden Entertainment MSGE | United States | $3.65B | +18% | +16% | 17% | 32.1× | 5.0% | +66.9% |
| Banijay BNJ.AS | Netherlands | $3.83B | -13% | +7% | 14% | 8.0× | -4.5% | +18.1% |