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Guangdong Guangzhou Daily Media Co Ltd (002181) Fair Value & Analysis

Communication Services · CN · Market cap 14.3B CNY (≈ $2.1B) · ISIN CNE000001931

What is Guangdong Guangzhou Daily Media Co Ltd really worth?

GG Guangdong Guangzhou Daily Media Co Ltd 002181 · SHE
Price¥9.50
Fair Value¥1.35
Upside−85.8%
Quality56/100

A solid business, but trading 604% above our fair value of ¥1.35.

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Strengths

Solidly profitable · 12.2% net margin
Low debt · generates free cash flow

Risks

!Expensive Growth (revenue 5y +3.2 %/yr)
!Trails peers (3/14)
!Narrow moat 31/100
!Evidence only low, so the estimate is less certain
!Weak on future: 16 out of 100
!Weak on past: 7 out of 100

For context

·0.66% dividend yield
Evidence: Low Range ¥1.01 – ¥1.65

Fair value as of: Aug 27, 2026

From 23 valuation models · updated 9 days ago

Share price +5.1% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (¥1.65). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

¥19.69 ¥2.90 Fair Value ¥1.35 Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

60‑month range ¥2.90 – ¥19.69 · fair‑value band ¥1.01 – ¥1.65 · the ¥9.50 price screens above the ¥1.35 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

Guangdong Guangzhou Daily Media Co Ltd (002181) currently trades at ¥9.50, while our model-based Fair Value estimate is ¥1.35, implying the stock looks roughly 603.7% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Communication Services sector. Bull case: the Economic Profit group reads highest at a median of ¥2.52 per share, and 0 of the 23 models we run sit above the ¥9.50 price. Bear case: the Growth DCF group reads lowest at ¥0.2900, and 23 of the 23 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Guangdong Guangzhou Daily Media Co Ltd generated revenue of 598M CNY at a net margin of 12.2%. Revenue grew 3.2% year over year. It earns a return on equity of 1.7%. Net debt stands at 206M CNY. Fundamentals as of Aug 27, 2026

Our scenario range runs from ¥1.01 (bear case) to ¥1.65 (bull case); at ¥9.50, 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 56% below its 52-week high and 50% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 9% fair-value upside, at −86%, 002181 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (¥0.2700 to ¥2.52). Read the values as a conservative anchor, not as a price target.
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
FCF DCF best evidence ¥0.2500 ¥0.3100 ¥0.3800 82
Growth DCF ¥0.2600 ¥0.3000 ¥0.3700 80
Owner Earnings ¥0.9700 ¥1.38 ¥1.99 76
All 23 models by family
DCF Models
FCF DCF best evidence ¥0.2500 ¥0.3100 ¥0.3800 82
Owner Earnings ¥0.9700 ¥1.38 ¥1.99 76
5Y Revenue Exit ¥0.2400 ¥0.2900 ¥0.3400 74
5Y EBITDA Exit ¥0.3900 ¥0.5600 ¥0.7500 76
5Y P/E Exit ¥0.9300 ¥1.56 ¥2.20 70
10Y Revenue Exit ¥0.2400 ¥0.2800 ¥0.3400 68
10Y EBITDA Exit ¥0.3400 ¥0.4700 ¥0.6500 69
10Y P/E Exit ¥0.6800 ¥1.16 ¥1.73 63
Earnings-Based
Graham-Dodd ¥0.5400 ¥1.50 ¥1.97 65
Lynch FV ¥0.3000 ¥0.4300 ¥0.5600 61
PEG = 1.0 ¥0.3000 ¥0.4300 ¥0.5600 57
Dividend Discount
Gordon GGM ¥0.6900 ¥1.43 ¥2.26 66
DDM Multi-Stage ¥0.6900 ¥1.08 ¥1.50 66
Multiples
P/E Multiple ¥1.31 ¥1.74 ¥2.18 63
P/S Multiple ¥1.01 ¥1.35 ¥1.69 58
P/B Multiple ¥1.01 ¥1.35 ¥1.69 55
EV/EBITDA ¥0.5000 ¥0.6200 ¥0.7400 67
EV/Revenue ¥0.2300 ¥0.2700 ¥0.3100 54
Asset-Based
NCAV (Graham) ¥1.82 ¥2.44 ¥3.65 54
Growth DCF
Growth DCF ¥0.2600 ¥0.3000 ¥0.3700 80
Rev-Margin DCF ¥0.2400 ¥0.2900 ¥0.3400 74
Economic Profit
Residual Income ¥2.60 ¥2.52 ¥2.04 76
Growth Earnings
Growth-Adj P/E ¥1.04 ¥1.48 ¥1.93 67

Widest divergence: Economic Profit (¥2.52) versus Growth DCF (¥0.2900). Highest evidence: FCF DCF (82).

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Key figures & financial health

P/E ratio 158.3
P/S ratio 24.5 P/E × margin
EPS (TTM) ¥0.0600 price ÷ EPS = P/E 158.3
Dividend yield 0.7% payout 105%
Net margin 15.5% FY2025
Return on equity 1.7% TTM
More key figures
Profitability
Return on assets (EBIT) 0.5% avg 5y
Operating margin 0.7% TTM
Growth
Revenue (TTM) 598M CNY TTM
Revenue growth (YoY) +3.2% 3y avg +2.8%
EPS growth (YoY) −52.1%
Balance sheet & cash flow
Free cash flow 11.0M CNY FY2025
Net debt 206M CNY FY2024 · ≈ 18.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 55 · Market factors (momentum, volatility) 26

Profitability 24
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 82
Disciplined investing over empire-building
Low Volatility 3
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 45
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Guangdong Guangzhou Daily Media Co., Ltd., together with its subsidiaries, operates as a newspaper and media company in China.

Full company description

Guangdong Guangzhou Daily Media Co., Ltd., together with its subsidiaries, operates as a newspaper and media company in China. The company offers integrated marketing communication services, such as print media advertising, digital media and outdoor advertising, creative planning, film and television, exhibitions and displays, event execution, and integrated media marketing communications solutions. It is also involved in AI-powered video and film, printing, cultural and creative park operation, and cultural industry investment business; and operates a series of newspapers and magazines covering sports, news, entertainment, culture, and lifestyle, under the Football, Senior Citizens' Daily, Food Guide, Guangzhou Digest, New Modern Pictorial, Read Good Books, and Stage and Screen brands, as well as new media platforms, such as Dayoo.com. In addition, the company distributes and sells newspaper and magazine through online and offline channels. The company was formerly known as Guangdong China Sunshine Media Co., Ltd. and changed its name to Guangdong Guangzhou Daily Media Co., Ltd. in July 2012. Guangdong Guangzhou Daily Media Co., Ltd. was founded in 1992 and is based in Guangzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Guangdong Guangzhou Daily Media Co Ltd reported revenue of 594M CNY in FY2025 versus 546M CNY in FY2021, a compound +2.1%/yr. Reported net income was 92.1M CNY in FY2025, compounding +0.7%/yr from FY2021.

Growth Quality 43/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
594M CNY
Latest YoY
−0.5%
Avg. revenue 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.
+2.8%
Avg. revenue 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.
+3.2%
Avg. revenue growth/yr (25Y) 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.
+16.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+1.2% (0.5 + 0.7)
Revenue +2.1%/yr
FY21 546M CNY
FY22 546M CNY
FY23 559M CNY
FY24 597M CNY
FY25 594M CNY
Net income +0.7%/yr
FY21 89.7M CNY
FY22 38.5M CNY
FY23 8.4M CNY
FY24 30.0M CNY
FY25 92.1M CNY

002181 screens 604% overvalued. Compare with The New York Times Company →

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Cite: Fair Value Calculator (2026). "Guangdong Guangzhou Daily Media Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/002181

Peer Group

Publishing · 108 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 56 · Below median
Fair Value upside −86% · Bottom 25%
Return on equity (TTM) 2% · Below median
Return on assets 0% · Bottom 25%
Net margin (TTM) 12% · Top 25%
Operating margin (TTM) 1% · Below median
Revenue growth 3% · Above median
Dividend yield (TTM) 0.7% · Bottom 25%
Debt / equity 0.00× · Lower than median

Valuation Multiples vs Publishing median · lower = cheaper

P/E (TTM) 158.3× · Pricier than 75% of peers
P/B 3.37× · Pricier than 75% of peers
P/S (TTM) 23.88× · Pricier than 75% of peers
P/FCF 194.5× · Pricier than 75% of peers
PEG 3.71× · Pricier than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 39
FUTURE16 · sector 0
PAST7 · sector 22
HEALTH100 · sector 99
DIVIDEND13 · sector 55

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

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Frequently asked questions

Is Guangdong Guangzhou Daily Media Co Ltd (002181) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of ¥1.35 versus a price of ¥9.50, about −86% upside (overvalued).
What is the fair value of 002181?
Our model-based fair value for Guangdong Guangzhou Daily Media Co Ltd is ¥1.35 (as of Aug 27, 2026), built from audited fundamentals. The current price: ¥9.50.
What is the quality score of 002181?
Guangdong Guangzhou Daily Media Co Ltd has a Quality Score of 56/100. 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 Guangdong Guangzhou Daily Media Co Ltd (002181)?
Guangdong Guangzhou Daily Media Co Ltd reported trailing-twelve-month revenue of about 598M CNY (latest available figure, as of Aug 27, 2026).
What is the net profit margin of 002181?
The net profit margin of Guangdong Guangzhou Daily Media Co Ltd is about 12.2%, meaning it keeps roughly 12.2% of revenue as net income. Based on the latest reported figures.
Does Guangdong Guangzhou Daily Media Co Ltd pay a dividend?
Guangdong Guangzhou Daily Media Co Ltd currently shows a dividend yield of about 0.66% relative to its recent price (as of Aug 27, 2026).
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