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Zhejiang Huace Film & TV Co (300133) Fair Value & Analysis

Communication Services · CN · Market cap 14.0B CNY

ZH Zhejiang Huace Film & TV Co 300133 · SHE
Price¥7.30
Fair Value¥2.35
Upside-67.8%
Quality51/100
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Weak Growth
Thin margins · 6.8% net margin
Low debt · negative free cash flow
0.15% dividend yield
Mixed vs. peers (6/14)
Narrow moat 42/100
Evidence: High Range ¥1.67 – ¥2.78 Share as image

Fair value as of: Jul 7, 2026

From 16 valuation models · updated 34 days ago

Fair value updated Jul 7, 2026, revised from ¥2.74 to ¥2.35 (−14.2%) since Jun 24, 2026. Share price +2.8% over the past month.

A solid business, but screening 68% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥2.78). The favourable scenario is already priced in.
  • Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥11.22 ¥3.96 Fair Value ¥2.35 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 7, 2026.

How to read this chart

60‑month range ¥3.96 – ¥11.22 · fair‑value band ¥1.67 – ¥2.78 · the ¥7.30 price screens above the ¥2.35 fair value. Dashed = 300-day average. As of Jul 7, 2026.

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Analysis

Zhejiang Huace Film & TV Co (300133) currently trades at ¥7.30, while our model-based Fair Value estimate is ¥2.35, implying the stock looks roughly 67.8% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Zhejiang Huace Film & TV Co generated revenue of 2.6B CNY at a net margin of 6.8%. Revenue declined 32.9% year over year. It earns a return on equity of 3.0%. The balance sheet holds a net cash position of 1.6B CNY. Fundamentals as of Jul 7, 2026

Our scenario range runs from ¥1.67 (bear case) to ¥2.78 (bull case); at ¥7.30, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 36% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -52% fair-value upside, at -68%, 300133 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income ¥2.78 ¥2.70 ¥2.25 76
ROIC Compounder ¥2.66 ¥2.91 ¥3.12 72
Gordon GGM ¥0.5800 ¥1.21 ¥1.91 70
All 16 models by family
Earnings-Based
Graham-Dodd ¥0.6900 ¥3.82 ¥5.30 54
Lynch FV ¥1.06 ¥1.52 ¥1.98 50
PEG = 1.0 ¥1.06 ¥1.52 ¥1.98 46
EPV ¥2.66 ¥2.91 ¥3.12 59
Dividend Discount
Gordon GGM ¥0.5800 ¥1.21 ¥1.91 70
DDM Multi-Stage ¥0.5800 ¥1.02 ¥1.27 61
Multiples
P/E Multiple ¥1.67 ¥2.23 ¥2.78 63
P/S Multiple ¥1.29 ¥1.72 ¥2.15 58
P/B Multiple ¥1.29 ¥1.72 ¥2.15 55
EV/EBIT ¥3.48 ¥4.25 ¥5.01 53
EV/EBITDA ¥3.41 ¥4.15 ¥4.89 54
EV/Revenue ¥2.93 ¥3.67 ¥4.42 43
Asset-Based
NCAV (Graham) ¥1.93 ¥2.59 ¥3.86 50
Economic Profit
Residual Income ¥2.78 ¥2.70 ¥2.25 76
ROIC Compounder ¥2.66 ¥2.91 ¥3.12 72
Growth Earnings
Growth-Adj P/E ¥1.64 ¥2.35 ¥3.05 68

Widest divergence: Economic Profit (¥2.70) versus Dividend Discount (¥1.02). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 2.6B CNY
Revenue growth (YoY) -32.9%
Net margin 6.8%
Return on equity 3.0%
Free cash flow −351M CNY FY2025
P/E ratio 82.1
More key figures
Operating margin 25.1%
EPS (TTM) ¥0.0900
Dividend yield 0.2%
EPS growth (YoY) -20.0%
Net cash 1.6B CNY FY2024

Figures from reported company fundamentals · as of Jul 7, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 51 · Market factors (momentum, volatility) 30

Profitability 21
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 32
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 54
Disciplined investing over empire-building
Low Volatility 36
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 20
Distance to the 52-week high (market factor)
Net Issuance 76
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Zhejiang Huace Film & TV Co., Ltd. engages in the production, distribution, and derivative of film and television dramas in China and internationally. The company offers special topics, columns, variety shows, cartoons, radio dramas, and TV dramas.

Full company description

Zhejiang Huace Film & TV Co., Ltd. engages in the production, distribution, and derivative of film and television dramas in China and internationally. The company offers special topics, columns, variety shows, cartoons, radio dramas, and TV dramas. It is also involved in the design, production, and agency of domestic advertisements; performance brokerage; and import and export businesses. In addition, the company provides economic information consulting, undertaking conference, and etiquette services. It offers its services through international and domestic media groups, such as Netflix, Disney, Amazon, iQiyi, and Mango TV. Zhejiang Huace Film & TV Co., Ltd. was incorporated in 2005 and is headquartered in Hangzhou, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Zhejiang Huace Film & TV Co reported revenue of ¥2.8B in FY2025 versus ¥3.8B in FY2021, a compound −7.2%/yr. Reported net income was ¥191M in FY2025, compounding −16.9%/yr from FY2021.

Growth Quality 14/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
2.8B CNY
Latest YoY
+45.9%
Avg. growth/yr (3Y)
+4.6%
Avg. growth/yr (5Y)
−5.4%
Avg. growth/yr (18Y)
+24.4%
Revenue −7.2%/yr
FY21 ¥3.8B
FY22 ¥2.5B
FY23 ¥2.3B
FY24 ¥1.9B
FY25 ¥2.8B
Net income −16.9%/yr
FY21 ¥400M
FY22 ¥403M
FY23 ¥382M
FY24 ¥243M
FY25 ¥191M

300133 screens 68% overvalued. Compare with Netflix, Inc →

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Cite: Fair Value Calculator (2026). "Zhejiang Huace Film & TV Co Fair Value". https://www.fairvalue-calculator.com/stock/300133

Peer Group

Entertainment · 267 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 51 · Above median
Fair Value upside −68% · Bottom 25%
Return on equity (TTM) 3% · Above median
Return on assets 1% · Above median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 25% · Top 25%
Revenue growth -33% · Bottom 25%
Dividend yield (TTM) 0.2% · Bottom 25%
Debt / equity 0.05× · Lower than median

Valuation Multiples vs Entertainment median · lower = cheaper

P/E (TTM) 82.1× · Pricier than 75% of peers
P/B 1.91× · Pricier than median
P/S (TTM) 5.30× · Pricier than 75% of peers
EV/EBITDA 42.3× · Pricier than 75% of peers
PEG 1.71× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 9
FUTURE 0 · sector 10
PAST 12 · sector 0
HEALTH 98 · sector 97
DIVIDEND 3 · sector 44

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Entertainment stocks, each showing price versus our Fair Value estimate (as of Jul 7, 2026).

Stock Price Fair Value vs Fair Value
Netflix, Inc ZNFL C$6.77 C$2.96 -56%
The Walt Disney Company DIS $96.30 $89.55 -7%
Warner Bros. Discovery, Inc WBD $26.87 $9.13 -66%
Live Nation Entertainment, Inc LYV $178.44 $46.89 -74%
Universal Music Group UMG €18.91 €14.78 -22%
TKO Group TKO $184.40 $22.16 -88%
Empresas Cablevisión, S.A. CABLECPO 55.00 MXN 60.49 MXN +10%
Beijing Enlight Media Co 300251 ¥11.77 ¥10.97 -7%
PT MNC Digital Entertainment Tbk, MSIN 456.00 IDR 221.09 IDR -52%
Prime Focus Limited PFOCUS ₹298.25 ₹63.45 -79%

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Frequently asked questions

Is Zhejiang Huace Film & TV Co (300133) overvalued or undervalued?
As of Jul 7, 2026, our model estimates a fair value of ¥2.35 versus a price of ¥7.30, about −68% (overvalued).
What is the fair value of 300133?
Our model-based fair value for Zhejiang Huace Film & TV Co is ¥2.35 (as of Jul 7, 2026), built from audited fundamentals. The current price is ¥7.30.
What is the quality score of 300133?
Zhejiang Huace Film & TV Co has a Quality Score of 51/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Zhejiang Huace Film & TV Co (300133)?
Zhejiang Huace Film & TV Co reported trailing-twelve-month revenue of about 2.6B CNY (latest available figure, as of Jul 7, 2026).
What is the net profit margin of 300133?
The net profit margin of Zhejiang Huace Film & TV Co is about 6.8%, meaning it keeps roughly 6.8% of revenue as net income. Based on the latest reported figures.
Does Zhejiang Huace Film & TV Co pay a dividend?
Zhejiang Huace Film & TV Co currently shows a dividend yield of about 0.15% relative to its recent price (as of Jul 7, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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