Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300251.SZ
STRONG SELLREMOVEBeijing Enlight Media Co., Ltd · Communication Services · China · $5.5B · Avg Vol: $84M/d
Film production and distribution is highly hit-driven and capital-intensive, failing the Terry Smith quality filter for consistent, asset-light compounders with predictable cash flows.
COMPANY DESCRIPTION
Beijing Enlight Media Co., Ltd. is a premier Chinese entertainment company engaged in the production, distribution, and licensing of films, television dramas, and animated content. The company is the undisputed market leader in China's domestic animation film sector, driven by its highly successful 'Coloroom Pictures' brand and deep IP pipeline. Its robust distribution network and proven track record of box office hits establish it as a cornerstone of the Chinese media industry.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 112M | 228M | 234M | 597M | 74.9% |
| EPS | -0.04 | 0.02 | 0.01 | 0.08 | 101.8% |
| Shares | 2.9B | 2.9B | 2.9B | 2.9B | -0.0% |
| Debt | 15M | 11M | 11M | 9M | -16.6% |
| Equity | 1.2B | 1.3B | 1.3B | 1.5B | 6.4% |
| Op CF | -1M | 95M | 50M | 389M | 102.6% |
| Inv CF | 231M | 11M | -149M | -363M | — |
| Fin CF | -106M | -27M | -29M | -83M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 300251.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300251.SZ | Beijing Enlight Media Co., Ltd(you) | $5.5B | 12 | STRONG SELL |
| 600977.SS | China Film Co., Ltd. | $4.0B | 11 | STRONG SELL |
| 002739.SZ | Ruyi Film Entertainment Company Limited | $2.9B | 13 | STRONG SELL |
| 600637.SS | Oriental Pearl Group Co.,Ltd. | $4.8B | 27 | SELL |
| 000839.SZ | CITIC Guoan Information Industry Co., Ltd. | $1.7B | 12 | STRONG SELL |
| 002292.SZ | Alpha Group | $1.7B | 15 | STRONG SELL |
| 601595.SS | Shanghai Film Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 1060.HK | Damai Entertainment Holdings Limited | $2.2B | 21 | SELL |
| 001330.SZ | Bona Film Group Co., Ltd. | $1.8B | 19 | STRONG SELL |
| 002624.SZ | Perfect World Co., Ltd. | $4.0B | 34 | SELL |
Peer medians: ROE 4.3% · P/E 19.1x · Gross margin 35.8%