Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600977.SS
STRONG SELLREMOVEChina Film Co., Ltd. · Communication Services · China · $4.0B · Avg Vol: $83M/d
China Film Co. is a state-owned film distributor and theater operator. It is a highly capital-intensive, cyclical business dependent on domestic box office hits, lacking structural growth or global pricing power.
COMPANY DESCRIPTION
China Film Co., Ltd. is a state-owned enterprise engaged in film production, distribution, exhibition, and cinema line management, as well as film service provision. The company holds a unique regulatory moat as one of only two entities authorized to import foreign films into China, giving it a dominant position in the domestic film market. Its vertically integrated operations span the entire film industry value chain, ensuring stable revenue generation across multiple entertainment segments.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 432M | 789M | 676M | 714M | 18.3% |
| EPS | -0.02 | 0.02 | 0.01 | 0.01 | -33.5% |
| Shares | 1.9B | 1.9B | 1.9B | 1.9B | 0.0% |
| Debt | 238M | 203M | 258M | 321M | 10.5% |
| Equity | 1.6B | 1.6B | 1.6B | 1.6B | 0.9% |
| Op CF | -15M | 292M | 108M | 31M | -67.7% |
| Inv CF | -8M | -139M | -63M | -309M | — |
| Fin CF | -39M | -30M | 35M | 44M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 600977.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600977.SS | China Film Co., Ltd.(you) | $4.0B | 11 | STRONG SELL |
| 300251.SZ | Beijing Enlight Media Co., Ltd | $5.5B | 12 | STRONG SELL |
| 002739.SZ | Ruyi Film Entertainment Company Limited | $2.9B | 13 | STRONG SELL |
| 000839.SZ | CITIC Guoan Information Industry Co., Ltd. | $1.7B | 12 | STRONG SELL |
| 600637.SS | Oriental Pearl Group Co.,Ltd. | $4.8B | 27 | SELL |
| 601595.SS | Shanghai Film Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 002292.SZ | Alpha Group | $1.7B | 15 | 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 18.9x · Gross margin 35.8%