EN DE

Anhui Xinhua Media Co (601801) Fair Value & Analysis

Consumer Cyclical · CN · Market cap 10.7B CNY

AX Anhui Xinhua Media Co 601801 · SHG
Price¥5.48
Fair Value¥9.00
Upside+64.2%
Quality65/100
Watch Anhui Xinhua Media Co for free, get notified when fair value or trend changes. Watch for free
Weak Growth
Thin margins · 9.6% net margin
Low debt · generates free cash flow
5.41% dividend yield
Ranks above peers (11/15)
Narrow moat 43/100
Evidence: High Range ¥6.75 – ¥11.25 Share as image

Fair value as of: Aug 8, 2026

From 24 valuation models · updated 2 days ago

Share price +8.9% over the past month.

A solid business, screening 64% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (¥6.75). The market is more pessimistic than our downside scenario.
  • Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

¥10.81 ¥4.07 Fair Value ¥9.00 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.

How to read this chart

60‑month range ¥4.07 – ¥10.81 · fair‑value band ¥6.75 – ¥11.25 · the ¥5.48 price screens below the ¥9.00 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 8, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Anhui Xinhua Media Co (601801) currently trades at ¥5.48, while our model-based Fair Value estimate is ¥9.00, implying the stock looks roughly 64.2% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Anhui Xinhua Media Co generated revenue of 7.8B CNY at a net margin of 9.6%. Revenue declined 8.1% year over year. It earns a return on equity of 6.1%. The balance sheet holds a net cash position of 8.9B CNY. Fundamentals as of Aug 8, 2026

Our scenario range runs from ¥6.75 (bear case) to ¥11.25 (bull case); at ¥5.48, the current price sits below 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 25% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -24% fair-value upside, at 64%, 601801 screens cheaper 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
Growth DCF ¥10.99 ¥13.94 ¥18.15 80
Residual Income ¥4.86 ¥5.09 ¥5.39 76
Rev-Margin DCF ¥8.89 ¥10.87 ¥13.16 74
All 24 models by family
DCF Models
FCF DCF ¥10.89 ¥14.21 ¥19.25 38
Owner Earnings ¥9.56 ¥12.15 ¥16.09 31
5Y Revenue Exit ¥8.89 ¥10.81 ¥13.19 39
5Y EBITDA Exit ¥9.36 ¥11.68 ¥14.34 41
5Y P/E Exit ¥10.86 ¥14.49 ¥18.27 38
10Y Revenue Exit ¥9.46 ¥11.38 ¥13.85 36
10Y EBITDA Exit ¥9.86 ¥11.99 ¥14.72 37
10Y P/E Exit ¥10.82 ¥13.93 ¥17.71 35
Earnings-Based
Graham-Dodd ¥2.78 ¥8.53 ¥11.33 54
Lynch FV ¥1.84 ¥2.62 ¥3.41 50
PEG = 1.0 ¥1.84 ¥2.62 ¥3.41 46
EPV ¥7.40 ¥7.82 ¥8.19 59
Multiples
P/E Multiple ¥6.75 ¥9.00 ¥11.25 63
P/S Multiple ¥3.68 ¥4.90 ¥6.13 58
P/B Multiple ¥5.22 ¥6.96 ¥8.69 55
EV/EBIT ¥9.48 ¥11.02 ¥12.56 53
EV/EBITDA ¥9.00 ¥10.38 ¥11.77 54
EV/Revenue ¥7.97 ¥9.30 ¥10.64 43
Asset-Based
NCAV (Graham) ¥3.02 ¥4.04 ¥6.04 50
Growth DCF
Growth DCF ¥10.99 ¥13.94 ¥18.15 80
Rev-Margin DCF ¥8.89 ¥10.87 ¥13.16 74
Economic Profit
Residual Income ¥4.86 ¥5.09 ¥5.39 76
ROIC Compounder ¥7.57 ¥8.28 ¥9.08 72
Growth Earnings
Growth-Adj P/E ¥5.53 ¥7.90 ¥10.26 68

Widest divergence: DCF Models (¥11.99) versus Earnings-Based (¥2.62). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 7.8B CNY
Revenue growth (YoY) -8.1%
Net margin 9.6%
Return on equity 6.1%
Free cash flow 1.0B CNY FY2025
P/E ratio 14.0
More key figures
Operating margin 11.1%
EPS (TTM) ¥0.3800
Dividend yield 5.6%
EPS growth (YoY) -15.0%
Net cash 8.9B CNY FY2024

Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 64 · Market factors (momentum, volatility) 40

Profitability 32
Margins and returns on capital today
Quality Growth 38
Are margins and returns improving?
Cashflow 68
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 17
Price trend over the last 3–12 months (market factor)
52W Momentum 21
Distance to the 52-week high (market factor)
Net Issuance 84
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

Anhui Xinhua Media Co., Ltd. engages in the cultural services, education services, supply chain management, and other culture-related businesses in China.

Full company description

Anhui Xinhua Media Co., Ltd. engages in the cultural services, education services, supply chain management, and other culture-related businesses in China. It engages in the general distribution of books, newspapers, periodicals, and electronic publications; wholesale and retail of audio-visual products; production of TV variety shows, specials, dramas, and cartoons; book rental, manufacturing and consulting services; warehousing, logistics, as well as distribution of textbooks for middle schools and primary schools. The company is also involved in distribution and chain management of publications, literary and digital products; computer information system design, integration and technical services; development and sale of educational software, computer hardware and software; electronic equipment and products, educational academic equipment sales and storage; equipment sales and storage of music, sports, art, health; sale of office furniture, medical furniture, finance; investment, development, management and consulting services for communication and cultural industries. In addition, it provides internet information, advertising, and import and export services; financial consulting; asset and property management; equipment and real estate leasing; and building installation and architectural decoration. The company was formerly known as Anhui Xinhua Distribution Group Limited. The company was founded in 2002 and is based in Hefei, China. Anhui Xinhua Media Co., Ltd. is a subsidiary of Anhui Xinhua Publishing (Group) Holdings Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Anhui Xinhua Media Co reported revenue of ¥8.0B in FY2025 versus ¥10.1B in FY2021, a compound −5.7%/yr. Reported net income was ¥801M in FY2025, compounding +5.8%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
8.0B CNY
Latest YoY
−25.6%
Avg. growth/yr (3Y)
−11.9%
Avg. growth/yr (5Y)
−2.0%
Avg. growth/yr (19Y)
+7.3%
Revenue −5.7%/yr
FY21 ¥10.1B
FY22 ¥11.7B
FY23 ¥11.2B
FY24 ¥10.7B
FY25 ¥8.0B
Net income +5.8%/yr
FY21 ¥640M
FY22 ¥708M
FY23 ¥936M
FY24 ¥705M
FY25 ¥801M

Watch 601801: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Anhui Xinhua Media Co Fair Value". https://www.fairvalue-calculator.com/stock/601801

Peer Group

Specialty Retail · 221 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 65 · Top 25%
Fair Value upside +64% · Top 25%
Return on equity (TTM) 6% · Below median
Return on assets 2% · Below median
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 11% · Top 25%
Revenue growth -8% · Bottom 25%
Dividend yield (TTM) 5.4% · Top 25%
Debt / equity 0.01× · Lower than median

Valuation Multiples vs Specialty Retail median · lower = cheaper

P/E (TTM) 14.4× · Cheaper than median
P/B 0.91× · Cheaper than median
P/S (TTM) 1.38× · Pricier than 75% of peers
P/FCF 1.5× · Cheaper than median
EV/EBITDA 2.3× · Cheaper than 75% of peers
PEG 1.06× · Cheaper 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 100 · sector 31
FUTURE 0 · sector 23
PAST 24 · sector 27
HEALTH 100 · sector 94
DIVIDEND 100 · sector 51

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 Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).

Stock Price Fair Value vs Fair Value
Casey's General Stores, Inc CASY $827.04 $405.44 -51%
Williams-Sonoma, Inc WSM $222.84 $164.16 -26%
Ulta Beauty, Inc ULTA $479.57 $488.39 +2%
DICK'S Sporting Goods, Inc DKS $208.89 $181.10 -13%
Best Buy Co BBY $83.98 $109.12 +30%
China Tourism Group 601888 ¥52.90 ¥40.40 -24%
Tractor Supply Company TSCO $31.01 $35.52 +15%
Murphy USA Inc MUSA $618.57 $423.35 -32%
Five Below, Inc FIVE $197.71 $117.29 -41%
Taiwan Mobile Co 3045 110.50 TWD 80.98 TWD -27%

Compare Anhui Xinhua Media Co with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Consumer Cyclical stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Anhui Xinhua Media Co (601801) overvalued or undervalued?
As of Aug 8, 2026, our model estimates a fair value of ¥9.00 versus a price of ¥5.48, about +64% (undervalued).
What is the fair value of 601801?
Our model-based fair value for Anhui Xinhua Media Co is ¥9.00 (as of Aug 8, 2026), built from audited fundamentals. The current price is ¥5.48.
What is the quality score of 601801?
Anhui Xinhua Media Co has a Quality Score of 65/100. 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 Anhui Xinhua Media Co (601801)?
Anhui Xinhua Media Co reported trailing-twelve-month revenue of about 7.8B CNY (latest available figure, as of Aug 8, 2026).
What is the net profit margin of 601801?
The net profit margin of Anhui Xinhua Media Co is about 9.6%, meaning it keeps roughly 9.6% of revenue as net income. Based on the latest reported figures.
Does Anhui Xinhua Media Co pay a dividend?
Anhui Xinhua Media Co currently shows a dividend yield of about 5.63% relative to its recent price (as of Aug 8, 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.

14 days Pro free · no card

Track Anhui Xinhua Media Co and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.