Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300315.SZ
SELLREMOVEOurpalm Co., Ltd. · Communication Services · China · $1.8B · Avg Vol: $37M/d
Ourpalm is a Chinese mobile game developer. It operates in a highly hit-driven, volatile industry with strict domestic regulatory oversight, lacking the predictable owner earnings and durable moat we require.
COMPANY DESCRIPTION
Ourpalm Co., Ltd. is a prominent developer and publisher of mobile games, with a strong portfolio of card games, MMORPGs, and casual games. The company is distinguished by its successful partnerships with global IP holders, adapting famous franchises into highly profitable mobile titles for domestic and international markets. Its global distribution capabilities and data-driven game operations form its core competitive advantages.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 179M | 145M | 121M | 104M | -16.5% |
| EPS | 0.01 | 0.01 | 0.01 | -0.01 | 0.0% |
| Shares | 2.8B | 2.7B | 2.7B | 2.7B | -1.8% |
| Debt | 3M | 771,835 | 6M | 5M | 21.3% |
| Equity | 675M | 703M | 719M | 691M | 0.8% |
| Op CF | 21M | 8M | 14M | -1M | -18.5% |
| Inv CF | -9M | -302M | -24M | 13M | — |
| Fin CF | 2M | -13M | -11M | -5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 300315.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300315.SZ | Ourpalm Co., Ltd.(you) | $1.8B | 22 | SELL |
| 002354.SZ | Tianyu Digital Technology Group Co.,Ltd. | $1.7B | 24 | SELL |
| 002174.SZ | YOOZOO Interactive Co., Ltd. | $1.6B | 27 | SELL |
| 300459.SZ | Zhejiang Jinke Tom Culture Industry Co., LTD. | $2.0B | 5 | STRONG SELL |
| 300113.SZ | Hangzhou Shunwang Technology Co,Ltd | $2.2B | 49 | HOLD |
| 300418.SZ | Kunlun Tech Co., Ltd. | $8.2B | 21 | SELL |
| 603258.SS | Hangzhou Electronic Soul Network Technology Co., Ltd. | $496M | 11 | STRONG SELL |
| 300002.SZ | Beijing Ultrapower Software Co., Ltd. | $2.3B | 54 | HOLD |
| 0777.HK | NetDragon Websoft Holdings Limited | $591M | 49 | HOLD |
| 300533.SZ | Shenzhen Bingchuan Network Co.,Ltd. | $781M | 61 | HOLD |
Peer medians: ROE 4.3% · P/E 19.1x · Gross margin 35.7%