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China Mobile Limited (600941) Fair Value & Analysis

Communication Services · CN · Market cap 1.9T CNY (≈ $291B) · ISIN HK0941009539

What is China Mobile Limited really worth?

CM China Mobile Limited 600941 · SHG
Price¥100.30
Fair Value¥109.88
Upside+9.6%
Quality57/100

A solid business, currently priced close to our fair value of ¥109.88.

Strengths

Healthy Growth (revenue 5y +6.5 %/yr)
Solidly profitable · 12.9% net margin
Low debt · generates free cash flow

Risks

!Moderate moat 45/100

For context

·4.72% dividend yield
Evidence: High Range ¥70.92 – ¥137.28

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 22 days ago

Share price +4.5% 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 close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (¥70.92 to ¥137.28) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

¥111.44 ¥46.49 Fair Value ¥109.88 Jan 2022 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

56‑month range ¥46.49 – ¥111.44 · fair‑value band ¥70.92 – ¥137.28 · the ¥100.30 price screens below the ¥109.88 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

China Mobile Limited (600941) currently trades at ¥100.30, while our model-based Fair Value estimate is ¥109.88, implying the stock looks roughly 8.7% fairly valued today. The Quality Score stands at 57/100 (solid quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of ¥120.67 per share, and 12 of the 26 models we run sit above the ¥100.30 price. Bear case: the Asset-Based group reads lowest at ¥44.00, and 14 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, China Mobile Limited generated revenue of 1.1T CNY at a net margin of 12.9%. Revenue grew 1.0% year over year. It earns a return on equity of 9.6%. The balance sheet holds a net cash position of 5.8B CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥70.92 (bear case) to ¥137.28 (bull case); at ¥100.30, the current price sits within 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 10% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 30% fair-value upside, at 10%, 600941 screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥1.06 per share, which is 1.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

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.

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 ¥47.61 ¥77.04 ¥126.21 79
Growth DCF ¥48.18 ¥77.59 ¥127.43 77
Residual Income ¥58.43 ¥64.63 ¥92.88 76
All 26 models by family
DCF Models
FCF DCF best evidence ¥47.61 ¥77.04 ¥126.21 79
Owner Earnings ¥101.64 ¥167.56 ¥277.67 75
5Y Revenue Exit ¥58.84 ¥98.69 ¥151.07 71
5Y EBITDA Exit ¥103.54 ¥185.02 ¥283.52 74
5Y P/E Exit ¥81.47 ¥142.40 ¥208.67 70
10Y Revenue Exit ¥52.60 ¥89.08 ¥141.10 65
10Y EBITDA Exit ¥84.18 ¥151.48 ¥247.68 66
10Y P/E Exit ¥69.61 ¥120.67 ¥187.45 62
Earnings-Based
Graham-Dodd ¥42.86 ¥154.31 ¥208.00 64
Lynch FV ¥36.49 ¥52.12 ¥67.76 61
PEG = 1.0 ¥36.49 ¥52.12 ¥67.76 57
EPV ¥54.90 ¥63.88 ¥71.86 74
Dividend Discount
Gordon GGM ¥45.73 ¥99.84 ¥167.98 65
DDM Multi-Stage ¥45.73 ¥81.78 ¥104.04 66
Multiples
P/E Multiple ¥103.99 ¥138.66 ¥173.32 63
P/S Multiple ¥80.36 ¥107.15 ¥133.93 58
P/B Multiple ¥80.36 ¥107.15 ¥133.93 55
EV/EBIT ¥86.23 ¥113.63 ¥141.03 66
EV/EBITDA ¥144.29 ¥191.05 ¥237.80 67
EV/Revenue ¥66.36 ¥93.08 ¥119.80 54
Asset-Based
NCAV (Graham) ¥32.84 ¥44.00 ¥65.67 54
Growth DCF
Growth DCF ¥48.18 ¥77.59 ¥127.43 77
Rev-Margin DCF ¥58.84 ¥97.93 ¥144.53 72
Economic Profit
Residual Income ¥58.43 ¥64.63 ¥92.88 76
ROIC Compounder ¥54.90 ¥63.88 ¥81.14 72
Growth Earnings
Growth-Adj P/E ¥71.52 ¥102.17 ¥132.82 67

Widest divergence: DCF Models (¥120.67) versus Asset-Based (¥44.00). Highest evidence: FCF DCF (79).

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Key figures & financial health

P/E ratio 14.3 as of Jul 12, 2026
P/S ratio 1.86 P/E × margin
EPS (TTM) ¥6.30 price ÷ EPS = P/E 14.3
Dividend yield 4.7% payout 75.2%
Net margin 13.1% FY2025
Return on equity 9.6% TTM
More key figures
Profitability
Return on assets (EBIT) 8.1% avg 5y
Operating margin 11.0% TTM
Growth
Revenue (TTM) 1.1T CNY TTM
Revenue growth (YoY) +1.0% 3y avg +3.9%
EPS growth (YoY) −4.9%
Balance sheet & cash flow
Free cash flow 76.0B CNY FY2025
Net cash 5.8B CNY FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 57 · Market factors (momentum, volatility) 60

Profitability 40
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 82
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 47
Distance to the 52-week high (market factor)
Net Issuance 74
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

China Mobile Limited provides communication, computing, and AI services in Mainland China and Hong Kong. It offers communications services, including mobile communications, broadband networks, cellular IoT, and satellite Internet; computing services comprising data centers, cloud computing services, and cloud computing applications; and AI services, such as …

Full company description

China Mobile Limited provides communication, computing, and AI services in Mainland China and Hong Kong. It offers communications services, including mobile communications, broadband networks, cellular IoT, and satellite Internet; computing services comprising data centers, cloud computing services, and cloud computing applications; and AI services, such as data algorithms, embodied intelligence, digital intelligence culture, digital intelligence e-commerce, and industry digital intelligence services. The company was formerly known as China Mobile (Hong Kong) Limited and changed its name to China Mobile Limited in May 2006. The company was incorporated in 1997 and is based in Central, Hong Kong. China Mobile Limited operates as a subsidiary of China Mobile Hong Kong (BVI) Limited.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

China Mobile Limited reported revenue of 1.1T CNY in FY2025 versus 848B CNY in FY2021, a compound +5.5%/yr. Reported net income was 137B CNY in FY2025, compounding +4.3%/yr from FY2021.

Growth Quality 72/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.1T CNY
Latest YoY
+0.9%
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.
+3.9%
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.
+6.5%
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.
+16.3%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+8.4% (3.7 + 4.7)
Revenue +5.5%/yr
FY21 848B CNY
FY22 937B CNY
FY23 1.0T CNY
FY24 1.0T CNY
FY25 1.1T CNY
Net income +4.3%/yr
FY21 116B CNY
FY22 125B CNY
FY23 132B CNY
FY24 138B CNY
FY25 137B CNY
Character of growth · EPS growth decomposed (2014-2025) +1.9 % p.a.
Revenue per share +4.2 %

of which total revenue +4.8 % · buybacks/dilution −0.6 %

EBIT margin −0.5 %
Tax rate +0.3 %
Residual (interest, one-offs) −2.0 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "China Mobile Limited Fair Value". https://www.fairvalue-calculator.com/stock/600941

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 Telecom Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
T-Mobile US, Inc TMUS $177.75 $172.67 −3%
Verizon Communications Inc VZ $49.43 $64.43 +30%
AT&T Inc T $26.01 $43.97 +69%
Bharti Airtel Limited BHARTIARTL ₹1,935 ₹941.48 −51%
Comcast Corporation CMCSA $26.41 $95.42 +261%
China Telecom Corporation 601728 ¥6.43 ¥8.36 +30%
América Móvil, S.A. AMX $23.50 $39.45 +68%
Singapore Telecommunications Limited Z77 4.29 SGD 3.03 SGD −29%
Swisscom AG SCMN CHF 627.50 CHF 463.92 −26%
Telstra Group TLS A$4.80 A$3.31 −31%

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Frequently asked questions

Is China Mobile Limited (600941) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ¥109.88 versus a price of ¥100.30, about +10% upside (fairly valued).
What is the fair value of 600941?
Our model-based fair value for China Mobile Limited is ¥109.88 (as of Aug 13, 2026), built from audited fundamentals. The current price: ¥100.30.
What is the quality score of 600941?
China Mobile Limited has a Quality Score of 57/100. 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 China Mobile Limited (600941)?
China Mobile Limited reported trailing-twelve-month revenue of about 1.1T CNY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 600941?
The net profit margin of China Mobile Limited is about 12.9%, meaning it keeps roughly 12.9% of revenue as net income. Based on the latest reported figures.
Does China Mobile Limited pay a dividend?
China Mobile Limited currently shows a dividend yield of about 4.72% relative to its recent price (as of Aug 13, 2026).
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