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← CockpitCompetitor Analysis › 601929.SS JiShi Media Co., Ltd. Class AOpen in the cockpit ↗

JiShi Media Co., Ltd. Class A601929.SSCompetitor analysis, valuation and peers

China · CNY·Industrials›Engineering & Construction

Jilin provincial cable-TV and media network operator providing pay-TV and broadband; industry tag on this listing appears stale.

≈ A regional Chinese cable operator like a smaller Comcast systemMomentum strong 75
Mkt cap
$1.25B
US dollars, full cap
Free float
65%
of shares outstanding
$/day
$89.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-7.8 pp
WACC 9.5%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥2.39
1D-4.4%
1W+13.8%
1M+5.3%
3M0.0%
6M-17.9%
YTD-30.5%
1Y-33.6%
ATR %7.0%
52w lowhigh51.5% off high

What JiShi Media does

Jilin provincial cable-TV and media network operator providing pay-TV and broadband; industry tag on this listing appears stale.

In one line: A regional Chinese cable operator like a smaller Comcast system.

Products and services

  • Cable TV service
  • Broadband internet service

Customers

  • Jilin province households

Where it sits in the supply chain

  • Telecom/media infrastructure
  • Cable television networks
  • Pay-TV and broadband distribution

What could go right

  • Broadband upsell to cable subscribers

What could go wrong

  • Cord-cutting to streaming/IPTV alternatives

Moat: narrow (regulatory licence, installed base). Licensed regional cable network with an installed subscriber base in Jilin.

Headquarters: Changchun, Jilin, China · Employees: 5,458

Named competitors

JiShi Media at a glance

Size JiShi Media (601929.SS) is a China Industrials company (Engineering & Construction) with a market value of $1.25B, the 1906th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.39 on 6 Nov 2026.

Performance Over six months the shares fell 17.9%, against -15.2% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue fell 2.3% over the last twelve months (peer median +8.8%); the operating margin is -23.6% (peer median 6.4%).

Valuation It trades at 6.7× enterprise value to sales against a peer median of 1.7× (4th most expensive of 21).

Capital Return on invested capital runs 7.8 points below its cost of capital (9.5% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 85601929.SS 80
Six months, rebased to 100: JiShi Media against the median of its 20 peers (local-currency closes).

JiShi Media financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.98BCN¥1.98BCN¥1.98BCN¥1.83BCN¥1.81B
Revenue growth—0%+8%+1%—
Gross profitCN¥816MCN¥67.0MCN¥185MCN¥10.4MCN¥238M
EBITDAn/aCN¥472MCN¥644MCN¥542MCN¥526M
Net income-CN¥439M-CN¥460M-CN¥465M-CN¥643M-CN¥424M
Free cash flow-CN¥983,780CN¥56.8M-CN¥99.5M-CN¥6.65M-CN¥147M
Capital expenditureCN¥233MCN¥375MCN¥415MCN¥431MCN¥834M
Total debtCN¥5.06BCN¥4.99BCN¥5.19BCN¥4.99BCN¥5.03B

Quarterly statements and history in the cockpit →

JiShi 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

-20%0%+20%-10%0%LLC002941106599331950301091LLOYDSENGG18618926002061WABAGGNPEPIC6032205522002822RNWHAMRCINSTALTECHNOE601929.SS6-month return →1-month return →
Up and to the right = strong over both horizons. JiShi Media is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×5×10×LLC002941106599331950301091LLOYDSENGG18618926WABAGGNPEPIC6032205522002822INSTALTECHNOE601929.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. JiShi Media is the large dot.

JiShi Media competitors and peer comparison

Head to head with its named competitors (601929.SS vs 600037.SS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
JiShi Media 601929.SS$1.25B-18%-2%-24%6.7×n/a
Beijing Gehua CATV Network 600037.SS$1.40B-16%+24%-5%1.1×n/a

How JiShi 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.

JiShi Media against its 20 peers (data as of 6 Nov 2026)
Measure601929.SSPeer medianRank in peer set
1-month return+5.3%-3.1%3rd highest of 21
6-month return-17.9%-15.2%8th lowest of 21
Distance from 52-week high-51.5%-34.6%4th lowest of 21
Revenue growth (TTM)-2.3%+8.8%6th lowest of 21
Operating margin-23.6%6.4%2nd lowest of 21
EV / Sales6.7×1.7×4th most expensive of 21
ROIC minus cost of capital-7.8 pp-1.3 pp5th 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
JiShi Media 601929.SSChina$1.25B-18%-2%-24%6.7×n/an/a
Lendlease LLC.AXAustralia$1.23B-16%-30%0%1.1×n/an/a
Xinjiang Communications Construction 002941.SZChina$1.22B-20%+23%5%1.5×n/an/a
Tianjin Capital Environmental Protection 1065.HKHong Kong$1.22B-13%+2%29%3.1×-16.4%+6.5%
CTCI 9933.TWTaiwan$1.29B+22%-22%9%0.3×n/an/a
Nippon Densetsu Kogyo 1950.TJapan$1.29B-30%+10%12%0.9×-0.1%+3.2%
Shenzhen Urban Transport Technology 301091.SZChina$1.29B-23%+17%2%5.8×n/an/a
Lloyds Engineering Works LLOYDSENGG.NSIndia$1.29B+36%+83%11%6.9×n/an/a
Kumagai Gumi 1861.TJapan$1.30B-20%-4%6%0.4×-9.2%+1.6%
Taiwan Cogeneration 8926.TWTaiwan$1.30B+9%+324%8%2.1×n/an/a
Zhejiang Communications Technology 002061.SZChina$1.30B-15%-12%3%0.4×-6.5%+4.8%
VA Tech Wabag WABAG.NSIndia$1.32B+33%+20%11%3.0×34.6%+6.8%
GenusPlus GNP.AXAustralia$1.18B-12%+71%6%1.0×6.2%+32.1%
EPIC Suisse EPIC.SWSwitzerland$1.17B+2%+4%78%21.7×7.1%+4.3%
China Bester Group Telecom 603220.SSChina$1.17B-48%+3%6%3.7×n/an/a
Farglory Land Development 5522.TWTaiwan$1.34B-18%+164%26%1.9×-13.6%+3.0%
Shenzhen Zhongzhuang Construction 002822.SZChina$1.15B-15%-56%-96%11.4×n/an/a
Renew RNWH.LUnited Kingdom$1.15B+19%+8%6%0.8×7.7%+11.7%
Ameresco AMRCUnited States$1.15B-28%+9%7%1.5×n/an/a
Instalco INSTAL.STSweden$1.15B+9%+9%5%1.1×10.9%+13.8%
Techno Electric & Engineering TECHNOE.NSIndia$1.14B-28%+39%13%3.2×n/an/a

Questions

Who are JiShi Media's main competitors?
Named competitors: Beijing Gehua CATV Network (600037.SS). The cockpit's measured peer set (industry) also includes Lendlease (LLC.AX), Xinjiang Communications Construction (002941.SZ), Tianjin Capital Environmental Protection (1065.HK), CTCI (9933.TW), Nippon Densetsu Kogyo (1950.T), Shenzhen Urban Transport Technology (301091.SZ).
Is JiShi Media expensive compared with its peers?
On ev / sales it trades at 6.7× against a peer median of 1.7×, 4th most expensive of 21 in its peer set.
How has JiShi Media stock performed?
Over six months to 6 Nov 2026 the shares returned -17.9% against -15.2% for the median peer; over one year -33.6%.

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.