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Sichuan Newsnet Media (Group) Co (300987) Fair Value & Analysis

Communication Services · CN · Market cap 2.4B CNY

SN Sichuan Newsnet Media (Group) Co 300987 · SHE
Price¥13.74
Fair Value¥3.23
Upside-76.5%
Quality67/100
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Healthy Growth
Thin margins · 6.7% net margin
generates free cash flow
0.84% dividend yield
Trails peers (4/13)
Narrow moat 29/100
Evidence: High Range ¥1.96 – ¥3.27 Share as image

Fair value as of: Jul 9, 2026

From 24 valuation models · updated 33 days ago

Fair value updated Jul 9, 2026, revised from ¥4.54 to ¥3.23 (−28.9%) since Jun 24, 2026. Share price +8.4% over the past month.

A solid business, but screening 76% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥3.27). The favourable scenario is already priced in.
  • Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

¥51.74 ¥10.24 Fair Value ¥3.23 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 9, 2026.

How to read this chart

60‑month range ¥10.24 – ¥51.74 · fair‑value band ¥1.96 – ¥3.27 · the ¥13.74 price screens above the ¥3.23 fair value. Dashed = 300-day average. As of Jul 9, 2026.

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Analysis

Sichuan Newsnet Media (Group) Co (300987) currently trades at ¥13.74, while our model-based Fair Value estimate is ¥3.23, implying the stock looks roughly 76.5% overvalued today. The Quality Score stands at 67/100 (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, Sichuan Newsnet Media (Group) Co generated revenue of 303M CNY at a net margin of 6.7%. Revenue declined 8.3% year over year. It earns a return on equity of 2.5%. The stock trades on a trailing P/E of 123.5. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥1.96 (bear case) to ¥3.27 (bull case); at ¥13.74, 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 49% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -1% fair-value upside, at -76%, 300987 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ¥3.27 ¥3.12 ¥2.50 76
Growth DCF ¥11.31 ¥16.39 ¥24.22 72
Growth-Adj P/E ¥1.45 ¥2.07 ¥2.69 68
All 24 models by family
DCF Models
FCF DCF ¥11.31 ¥16.70 ¥25.23 38
Owner Earnings ¥9.36 ¥13.47 ¥19.97 31
5Y Revenue Exit ¥6.58 ¥7.64 ¥8.85 39
5Y EBITDA Exit ¥9.00 ¥12.42 ¥16.49 41
5Y P/E Exit ¥7.12 ¥8.70 ¥10.35 38
10Y Revenue Exit ¥8.18 ¥9.65 ¥11.47 36
10Y EBITDA Exit ¥9.75 ¥13.00 ¥17.48 37
10Y P/E Exit ¥8.56 ¥10.40 ¥12.65 35
Earnings-Based
Graham-Dodd ¥0.8100 ¥3.23 ¥4.38 54
Lynch FV ¥0.8000 ¥1.14 ¥1.49 50
PEG = 1.0 ¥0.8000 ¥1.14 ¥1.49 46
EPV ¥3.91 ¥4.03 ¥4.14 59
Multiples
P/E Multiple ¥1.96 ¥2.62 ¥3.27 63
P/S Multiple ¥1.52 ¥2.02 ¥2.53 58
P/B Multiple ¥1.52 ¥2.02 ¥2.53 55
EV/EBIT ¥4.44 ¥4.87 ¥5.30 53
EV/EBITDA ¥8.26 ¥9.97 ¥11.68 54
EV/Revenue ¥4.12 ¥4.54 ¥4.97 43
Asset-Based
NCAV (Graham) ¥2.32 ¥3.11 ¥4.64 50
Growth DCF
Growth DCF ¥11.31 ¥16.39 ¥24.22 72
Rev-Margin DCF ¥6.58 ¥7.76 ¥9.25 67
Economic Profit
Residual Income ¥3.27 ¥3.12 ¥2.50 76
ROIC Compounder ¥3.91 ¥4.03 ¥4.14 67
Growth Earnings
Growth-Adj P/E ¥1.45 ¥2.07 ¥2.69 68

Widest divergence: DCF Models (¥10.40) versus Earnings-Based (¥1.14). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 303M CNY
Revenue growth (YoY) -8.3%
Net margin 6.7%
Return on equity 2.5%
Free cash flow 122M CNY FY2025
P/E ratio 123.5
More key figures
Operating margin 1.8%
EPS (TTM) ¥0.1100
Dividend yield 0.8%
EPS growth (YoY) -50.0%

Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 69 · Market factors (momentum, volatility) 21

Profitability 23
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 88
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 7
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 82
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

Sichuan Newsnet Media (Group) Co., Ltd., together with its subsidiaries, operates as a mainstream new media company in China.

Full company description

Sichuan Newsnet Media (Group) Co., Ltd., together with its subsidiaries, operates as a mainstream new media company in China. It offers various news media platforms, including Sichuan News Network, China Western Network, Sichuan Release, and Mala Community; and publicity services, such as publicity and promotion, online public opinion, advertising agency operations, and technical services. The company also provides mobile information services comprising mobile newspaper information dissemination through mobile newspaper messages; and mobile newspaper value-added services, which include mobile newspaper advertising, mobile technology services, and content security auditing. In addition, it engages in interactive TV business and offers related content and services to IPTV. The company was incorporated in 2009 and is headquartered in Chengdu, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Sichuan Newsnet Media (Group) Co reported revenue of ¥309M in FY2025 versus ¥190M in FY2021, a compound +13.0%/yr. Reported net income was ¥20.6M in FY2025, compounding −29.3%/yr from FY2021.

Growth Quality 80/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
309M CNY
Latest YoY
+7.2%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+16.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.7%
Avg. growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.8%
Revenue +13.0%/yr
FY21 ¥190M
FY22 ¥197M
FY23 ¥240M
FY24 ¥288M
FY25 ¥309M
Net income −29.3%/yr
FY21 ¥82.6M
FY22 ¥28.2M
FY23 ¥31.3M
FY24 ¥23.8M
FY25 ¥20.6M

300987 screens 76% overvalued. Compare with AppLovin Corporation →

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Cite: Fair Value Calculator (2026). "Sichuan Newsnet Media (Group) Co Fair Value". https://www.fairvalue-calculator.com/stock/300987

Peer Group

Advertising Agencies · 199 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 67 · Top 25%
Fair Value upside −77% · Bottom 25%
Return on equity (TTM) 3% · Above median
Return on assets 1% · Below median
Net margin (TTM) 7% · Top 25%
Operating margin (TTM) 2% · Below median
Revenue growth -8% · Below median
Dividend yield (TTM) 0.8% · Bottom 25%

Valuation Multiples vs Advertising Agencies median · lower = cheaper

P/E (TTM) 123.5× · Pricier than 75% of peers
P/B 2.93× · Pricier than 75% of peers
P/S (TTM) 7.77× · Pricier than 75% of peers
P/FCF 2.9× · Cheaper than median
EV/EBITDA 92.0× · Pricier than 75% of peers

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 19
FUTURE 0 · sector 8
PAST 10 · sector 7
HEALTH 0 · sector 98
DIVIDEND 17 · sector 66

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 Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).

Stock Price Fair Value vs Fair Value
AppLovin Corporation APP $506.98 $181.37 -64%
Publicis Groupe S.A PUB €87.16 €146.36 +68%
Omnicom Group OMC $80.75 $99.84 +24%
Focus Media Information Technology Co 002027 ¥5.00 ¥4.08 -18%
The Trade Desk, Inc TTD $19.37 $20.76 +7%
BlueFocus Intelligent Communications Group 300058 ¥13.81 ¥1.50 -89%
JCDecaux SE DEC €21.28 €20.99 -1%
WPP plc WPP $18.13 $18.56 +2%
Easy Click Worldwide Network Technology Co 301171 ¥28.85 ¥5.62 -81%
Mobvista Inc 1860 HK$11.15 HK$6.43 -42%

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Frequently asked questions

Is Sichuan Newsnet Media (Group) Co (300987) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥3.23 versus a price of ¥13.74, about −76% (overvalued).
What is the fair value of 300987?
Our model-based fair value for Sichuan Newsnet Media (Group) Co is ¥3.23 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥13.74.
What is the quality score of 300987?
Sichuan Newsnet Media (Group) Co has a Quality Score of 67/100. 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 Sichuan Newsnet Media (Group) Co (300987)?
Sichuan Newsnet Media (Group) Co reported trailing-twelve-month revenue of about 303M CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 300987?
The net profit margin of Sichuan Newsnet Media (Group) Co is about 6.7%, meaning it keeps roughly 6.7% of revenue as net income. Based on the latest reported figures.
Does Sichuan Newsnet Media (Group) Co pay a dividend?
Sichuan Newsnet Media (Group) Co currently shows a dividend yield of about 0.84% relative to its recent price (as of Jul 9, 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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