China Mobile Limited

SEHK:80941 Stock Report

Market Cap: CN¥1.5t

China Mobile Valuation

Is 80941 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

6/6

Valuation Score 6/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 80941 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

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Below Future Cash Flow Value: 80941 (CN¥69) is trading below our estimate of future cash flow value (CN¥146.14)

Significantly Below Future Cash Flow Value: 80941 is trading below future cash flow value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for 80941?

Key metric: As 80941 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 80941. This is calculated by dividing 80941's market cap by their current earnings.
What is 80941's PE Ratio?
PE Ratio11x
EarningsCN¥135.81b
Market CapCN¥1.52t

Price to Earnings Ratio vs Peers

How does 80941's PE Ratio compare to its peers?

The above table shows the PE ratio for 80941 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average19.3x
728 China Telecom
11.6x5.61%HK$604.2b
315 SmarTone Telecommunications Holdings
10.5xn/aHK$5.3b
2597 Beijing Xunzhong Communication Technology
48.8xn/aHK$4.1b
9984 SoftBank Group
6.2x-45.77%JP¥30.9t
80941 China Mobile
11x2.92%CN¥1.8t

Price-To-Earnings vs Peers: 80941 is good value based on its Price-To-Earnings Ratio (11x) compared to the peer average (19.3x).


Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data


Price to Earnings Ratio vs Industry

How does 80941's PE Ratio compare vs other companies in the Asian Wireless Telecom Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
80941 11.0xIndustry Avg. 17.2xNo. of Companies6PE01020304050+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 80941 is good value based on its Price-To-Earnings Ratio (11x) compared to the Asian Wireless Telecom industry average (17.2x).


Price to Earnings Ratio vs Fair Ratio

What is 80941's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

80941 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio11x
Fair PE Ratio11.2x

Price-To-Earnings vs Fair Ratio: 80941 is good value based on its Price-To-Earnings Ratio (11x) compared to the estimated Fair Price-To-Earnings Ratio (11.2x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 80941 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCN¥69.00
CN¥83.66
+21.24%
8.53%CN¥99.60CN¥69.63n/a15
Jul ’27CN¥65.65
CN¥83.66
+27.43%
8.53%CN¥99.60CN¥69.63n/a15
Jun ’27CN¥73.35
CN¥83.76
+14.19%
8.52%CN¥99.60CN¥69.63n/a15
May ’27CN¥73.60
CN¥83.76
+13.81%
9.05%CN¥100.26CN¥69.63n/a15
Apr ’27CN¥70.15
CN¥86.45
+23.23%
10.98%CN¥103.20CN¥72.09n/a14
Mar ’27CN¥69.30
CN¥88.39
+27.55%
10.40%CN¥103.20CN¥72.09n/a15
Feb ’27CN¥70.80
CN¥92.04
+30.00%
10.39%CN¥104.35CN¥72.09n/a15
Jan ’27CN¥73.35
CN¥93.39
+27.32%
9.00%CN¥105.46CN¥75.32n/a16
Dec ’26CN¥79.70
CN¥93.64
+17.49%
8.94%CN¥105.46CN¥75.32n/a16
Nov ’26CN¥78.00
CN¥93.67
+20.09%
9.36%CN¥105.29CN¥75.32n/a17
Oct ’26CN¥77.30
CN¥93.69
+21.20%
9.45%CN¥105.29CN¥75.32n/a17
Sep ’26CN¥79.15
CN¥92.81
+17.25%
9.82%CN¥105.30CN¥75.32n/a17
Aug ’26CN¥79.10
CN¥91.96
+16.25%
8.66%CN¥105.30CN¥75.32n/a16
Jul ’26CN¥79.50
CN¥91.96
+15.67%
8.34%CN¥105.30CN¥75.32CN¥65.6516
Jun ’26CN¥80.70
CN¥87.52
+8.45%
10.95%CN¥108.20CN¥69.78CN¥73.3515
May ’26CN¥75.90
CN¥88.39
+16.46%
10.56%CN¥108.20CN¥69.78CN¥73.6014
Apr ’26CN¥78.55
CN¥88.21
+12.30%
11.03%CN¥108.31CN¥69.78CN¥70.1514
Mar ’26CN¥74.10
CN¥84.04
+13.42%
11.33%CN¥108.31CN¥69.78CN¥69.3014
Feb ’26CN¥70.85
CN¥82.90
+17.00%
11.44%CN¥108.31CN¥67.41CN¥70.8014
Jan ’26CN¥72.10
CN¥82.20
+14.01%
11.40%CN¥106.96CN¥67.41CN¥73.3515
Dec ’25CN¥67.30
CN¥80.94
+20.27%
11.45%CN¥106.96CN¥67.41CN¥79.7016
Nov ’25CN¥65.80
CN¥80.79
+22.78%
11.11%CN¥105.44CN¥67.41CN¥78.0016
Oct ’25CN¥65.90
CN¥80.79
+22.59%
11.06%CN¥105.05CN¥68.12CN¥77.3016
Sep ’25CN¥69.15
CN¥80.85
+16.92%
11.01%CN¥105.05CN¥68.12CN¥79.1516
Aug ’25CN¥68.35
CN¥80.56
+17.86%
11.08%CN¥106.33CN¥69.80CN¥79.1016
Jul ’25CN¥71.90
CN¥79.02
+9.90%
11.03%CN¥106.33CN¥69.80CN¥79.5017
CN¥83.14
Fair Value
17.0% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/17 17:10
End of Day Share Price 2026/07/17 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

China Mobile Limited is covered by 44 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anand RamachandranBarclays
Chris LaneBernstein
Bertram LaiCGS International