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Beijing Gehua CATV Network Co Ltd (600037) Fair Value & Analysis

Communication Services · CN · Market cap 10.0B CNY (≈ $1.5B) · ISIN CNE0000016Y8

What is Beijing Gehua CATV Network Co Ltd really worth?

BG Beijing Gehua CATV Network Co Ltd 600037 · SHG
Price¥7.06
Fair Value¥3.63
Upside−48.6%
Quality50/100

A solid business, but trading 94% above our fair value of ¥3.63.

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Risks

!Weak Growth (revenue 5y −2.9 %/yr)
!Thin margins · 2.8% net margin
!Low debt · negative free cash flow
!Mixed vs. peers (6/14)
!Narrow moat 25/100
!Weak on past: 2 out of 100
!Weak on dividend: 14 out of 100

For context

·0.71% dividend yield
Evidence: High Range ¥2.76 – ¥4.57

Fair value as of: Sep 3, 2026

From 16 valuation models · updated yesterday

Fair value updated Sep 3, 2026, revised from ¥3.64 to ¥3.63 (−0.3%) since Aug 13, 2026. Share price −1.0% 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 (¥4.57). The favourable scenario is already priced in.
  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

¥11.27 ¥5.61 Fair Value ¥3.63 Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.

How to read this chart

60‑month range ¥5.61 – ¥11.27 · fair‑value band ¥2.76 – ¥4.57 · the ¥7.06 price screens above the ¥3.63 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.

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Analysis

Beijing Gehua CATV Network Co Ltd (600037) currently trades at ¥7.06, while our model-based Fair Value estimate is ¥3.63, implying the stock looks roughly 94.5% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of ¥6.96 per share, and 1 of the 16 models we run sit above the ¥7.06 price. Bear case: the Earnings-Based group reads lowest at ¥0.3800, and 15 of the 16 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Beijing Gehua CATV Network Co Ltd generated revenue of 2.4B CNY at a net margin of 2.8%. Revenue grew 50.1% year over year. It earns a return on equity of 0.5%. The balance sheet holds a net cash position of 8.4B CNY. Fundamentals as of Sep 3, 2026

Our scenario range runs from ¥2.76 (bear case) to ¥4.57 (bull case); at ¥7.06, 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 28% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −6% fair-value upside, at −49%, 600037 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 (¥0.0900 to ¥10.33). 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
Owner Earnings best evidence ¥6.41 ¥6.96 ¥7.74 78
Residual Income ¥6.13 ¥5.69 ¥3.86 76
EPV ¥5.40 ¥5.45 ¥5.49 74
All 16 models by family
DCF Models
Owner Earnings best evidence ¥6.41 ¥6.96 ¥7.74 78
Earnings-Based
Graham-Dodd ¥0.1700 ¥0.3800 ¥0.4900 65
PEG = 1.0 ¥0.0600 ¥0.0900 ¥0.1200 57
EPV ¥5.40 ¥5.45 ¥5.49 74
Dividend Discount
Gordon GGM ¥0.2500 ¥0.4100 ¥0.6000 67
DDM Multi-Stage ¥0.2500 ¥0.3600 ¥0.4900 67
Multiples
P/E Multiple ¥0.4100 ¥0.5400 ¥0.6800 63
P/S Multiple ¥0.3100 ¥0.4200 ¥0.5200 58
P/B Multiple ¥0.3100 ¥0.4200 ¥0.5200 55
EV/EBIT ¥5.51 ¥5.63 ¥5.75 66
EV/EBITDA ¥9.04 ¥10.33 ¥11.63 67
EV/Revenue ¥5.42 ¥5.54 ¥5.66 54
Asset-Based
NCAV (Graham) ¥4.57 ¥6.12 ¥9.13 54
Economic Profit
Residual Income ¥6.13 ¥5.69 ¥3.86 76
ROIC Compounder ¥5.40 ¥5.45 ¥5.49 72
Growth Earnings
Growth-Adj P/E ¥0.3000 ¥0.4300 ¥0.5700 67

Widest divergence: DCF Models (¥6.96) versus Dividend Discount (¥0.3600). Highest evidence: Owner Earnings (78).

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Key figures & financial health

P/E ratio 176.5
P/S ratio 2.73 P/E × margin
EPS (TTM) ¥0.0400 price ÷ EPS = P/E 176.5
Dividend yield 0.7% payout 125%
Net margin 1.5% FY2025
Return on equity 0.5% TTM
More key figures
Profitability
Return on assets (EBIT) 0.5% avg 5y
Operating margin 9.1% TTM
Growth
Revenue (TTM) 2.4B CNY TTM
Revenue growth (YoY) +50.1% 3y avg −3.1%
EPS growth (YoY) +96.8%
Balance sheet & cash flow
Free cash flow −253M CNY FY2025
Net cash 8.4B CNY FY2024

Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 50 · Market factors (momentum, volatility) 43

Profitability 11
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 34
Earnings quality: real cash, not paper profit
Fin. Strength 82
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 18
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

Beijing Gehua Catv Network Co.,Ltd. engages in the construction, management, operation, and maintenance of cable radio and television networks in China.

Full company description

Beijing Gehua Catv Network Co.,Ltd. engages in the construction, management, operation, and maintenance of cable radio and television networks in China. It offers radio and television programs transmission, video on demand, and network information services; Internet access services based on cable TV networks; value-added services for Internet data transmission; domestic IP telephony services; and cable TV advertising design, production, and release services. The company was founded in 1999 and is based in Beijing, China. Beijing Gehua Catv Network Co.,Ltd. operates as a subsidiary of Beijing Gehua Cultural Development Group Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Beijing Gehua CATV Network Co Ltd reported revenue of 2.2B CNY in FY2025 versus 2.6B CNY in FY2021, a compound −3.4%/yr. Reported net income was 34.3M CNY in FY2025, compounding −36.3%/yr from FY2021.

Growth Quality 8/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
2.2B CNY
Latest YoY
−4.1%
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.
−3.1%
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.
−2.9%
Avg. revenue growth/yr (28Y) 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.
+11.0%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−29.6% (−30.3 + 0.7)
Revenue −3.4%/yr
FY21 2.6B CNY
FY22 2.4B CNY
FY23 2.4B CNY
FY24 2.3B CNY
FY25 2.2B CNY
Net income −36.3%/yr
FY21 209M CNY
FY22 332M CNY
FY23 −172M CNY
FY24 −69.5M CNY
FY25 34.3M CNY

600037 screens 94% overvalued. Compare with Nexstar Media Group →

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Cite: Fair Value Calculator (2026). "Beijing Gehua CATV Network Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/600037

Peer Group

Broadcasting · 64 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 50 · Below median
Fair Value upside −49% · Bottom 25%
Return on equity (TTM) 1% · Above median
Return on assets 0% · Below median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 9% · Above median
Revenue growth 50% · Top 25%
Dividend yield (TTM) 0.7% · Bottom 25%
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Broadcasting median · lower = cheaper

P/E (TTM) 176.5× · Pricier than 75% of peers
P/B 0.79× · Cheaper than median
P/S (TTM) 4.11× · Pricier than 75% of peers
EV/EBITDA 9.1× · Pricier than median
PEG 5.67× · 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 52
FUTURE100 · sector 0
PAST2 · sector 2
HEALTH97 · sector 96
DIVIDEND14 · sector 84

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

Similar stocks

10 more Broadcasting stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).

Stock Price Fair Value vs Fair Value
Nexstar Media Group NXST $177.84 $151.97 −15%
PT Elang Mahkota Teknologi Tbk, through its subsidiaries, EMTK 500.00 IDR 1,094 IDR +119%
MFE-Mediaforeurope N.V MFEB €3.62 €5.38 +49%
Jiangsu Broadcasting Cable Information Network Corporation 600959 ¥3.10 ¥1.14 −63%
Sun TV Network Limited SUNTV ₹487.90 ₹586.58 +20%
MBC Group 4072 20.41 SAR 19.24 SAR −6%
Métropole Télévision S.A MMT €12.04 €15.96 +33%
PT Surya Citra Media Tbk, SCMA 216.00 IDR 198.19 IDR −8%
Zee Entertainment Enterprises Limited ZEEL ₹104.65 ₹48.34 −54%
Sinclair, Inc SBGI $15.42 $4.29 −72%

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Frequently asked questions

Is Beijing Gehua CATV Network Co Ltd (600037) overvalued or undervalued?
As of Sep 3, 2026, our model estimates a fair value of ¥3.63 versus a price of ¥7.06, about −49% upside (overvalued).
What is the fair value of 600037?
Our model-based fair value for Beijing Gehua CATV Network Co Ltd is ¥3.63 (as of Sep 3, 2026), built from audited fundamentals. The current price: ¥7.06.
What is the quality score of 600037?
Beijing Gehua CATV Network Co Ltd has a Quality Score of 50/100. 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 Beijing Gehua CATV Network Co Ltd (600037)?
Beijing Gehua CATV Network Co Ltd reported trailing-twelve-month revenue of about 2.4B CNY (latest available figure, as of Sep 3, 2026).
What is the net profit margin of 600037?
The net profit margin of Beijing Gehua CATV Network Co Ltd is about 2.8%, meaning it keeps roughly 2.8% of revenue as net income. Based on the latest reported figures.
Does Beijing Gehua CATV Network Co Ltd pay a dividend?
Beijing Gehua CATV Network Co Ltd currently shows a dividend yield of about 0.71% relative to its recent price (as of Sep 3, 2026).
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