Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600941.SS
BuyFull HouseFLAGChina Mobile Limited · Communication Services · Hong Kong · $315.7B · Avg Vol: $150M/d
China Mobile clears the floors at Q51 V62 M60 but quality exactly at Q51 misses the all-three-above-60 path and there is no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
China Mobile is the world's largest telecommunications operator by mobile subscribers, providing voice, data, broadband, and enterprise digital services across China. The company's competitive moat is defined by its massive 5G network infrastructure, unparalleled scale, and high customer stickiness. It is a dominant market leader transitioning rapidly into a digital services giant, leveraging cloud computing and IoT technologies.
FINANCIAL SUMMARY (CNY)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 937.3B | 1.0T | 1.0T | 1.1T | 3.9% | 1.0T | 1.0T | 1.1T | 0.7% |
| EPS (CNY) | 5.67 | 139.14 | 145.96 | 153.73 | — | 200.4% | 6.04 | 6.01 | 6.23 | -65.7% |
| Shares | — | 902.8M | 902.8M | 902.8M | 902.8M | 0.0% | 902.8M | — | — | — |
| Debt | — | 112.7B | 102.9B | 88.4B | 101.2B | -3.5% | 98.8B | — | — | — |
| Equity | — | 1.3T | 1.3T | 1.4T | 1.4T | 3.3% | — | — | — | — |
| Op CF | 314.8B | 280.8B | 303.8B | 315.7B | 232.9B | -7.3% | 263.8B | — | — | — |
| Inv CF | -238.3B | -238.1B | -205.7B | -185.2B | -190.4B | — | — | — | — | — |
| Fin CF | -45.2B | -120.5B | -123.8B | -105.2B | -112.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 600941.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600941.SS | China Mobile Limited(you) | $315.7B | 66 | Buy |
| VZ | Verizon Communications Inc. | $208.2B | 65 | Buy |
| DTE.DE | Deutsche Telekom AG | $158.1B | 70 | Buy |
| T | AT&T Inc. | $178.2B | 57 | Hold |
| CMCSA | Comcast Corporation | $96.0B | 62 | Hold |
| TMUS | T-Mobile US, Inc. | $194.6B | 43 | Hold |
| 9433.T | KDDI Corporation | $67.5B | 70 | Buy |
| 9984.T | SoftBank Group Corp. | $183.8B | 39 | Hold |
| 9434.T | SoftBank Corp. | $71.0B | 57 | Hold |
| AMX | América Móvil, S.A.B. de C.V. | $71.3B | 56 | Hold |
Peer medians: ROE 6.9% · P/E 16.5x · Gross margin 44.9%