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Employees: 1,538
Size Nanfang Black Sesame (000716.SZ) is a China Consumer Staples company (Beverages: Non-Alcoholic) with a market value of $590M, the 3459th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.25 on 6 Nov 2026.
Performance Over six months the shares gained 2.1%, against -4.3% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 19 in its peer set.
Growth Revenue grew 4.5% over the last twelve months (peer median +2.2%); the operating margin is 1.9% (peer median 6.2%).
Valuation It trades at 2.0× enterprise value to sales against a peer median of 1.5× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is -10%, so the hurdle is +39 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.0 points below its cost of capital (6.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.52B | CN¥2.25B | CN¥2.44B | CN¥2.67B | CN¥3.01B |
| Revenue growth | — | -8% | -9% | -11% | — |
| Gross profit | CN¥565M | CN¥480M | CN¥527M | CN¥580M | CN¥565M |
| EBITDA | CN¥165M | CN¥134M | CN¥257M | CN¥229M | CN¥204M |
| Net income | -CN¥24.3M | -CN¥47.8M | CN¥77.7M | CN¥43.1M | -CN¥140M |
| Free cash flow | CN¥287M | CN¥77.8M | CN¥62.6M | CN¥176M | -CN¥43.4M |
| Capital expenditure | CN¥79.5M | CN¥74.5M | CN¥267M | CN¥106M | CN¥302M |
| Total debt | CN¥1.26B | CN¥1.38B | CN¥1.37B | CN¥1.34B | CN¥1.61B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 000716.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.7% | -1.0% | 7th highest of 20 |
| 6-month return | +2.1% | -4.3% | 8th highest of 19 |
| Distance from 52-week high | -24.9% | -18.8% | 10th lowest of 20 |
| Revenue growth (TTM) | +4.5% | +2.2% | 5th highest of 19 |
| Operating margin | 1.9% | 6.2% | 4th lowest of 20 |
| EV / Sales | 2.0× | 1.5× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 28.5% | -0.9% | most demanding of 11 |
| Growth delivered (Del g) | -10.1% | +6.3% | 2nd lowest of 11 |
| Hurdle (Req g minus delivered) | +38.5 pp | -10.9 pp | most demanding of 11 |
| ROIC minus cost of capital | -5.0 pp | +0.5 pp | 4th lowest of 20 |
| EV / EBITDA | 30.8× | 8.0× | most expensive of 15 |
| Net debt / EBITDA | 6.1× | 0.1× | 2nd most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nanfang Black Sesame 000716.SZ | China | $590M | +2% | +5% | 2% | 2.0× | 28.5% | -10.1% |
| DyDo 2590.T | Japan | $624M | +21% | +3% | 4% | 0.4× | n/a | n/a |
| Nichols NICL.L | United Kingdom | $539M | +18% | +3% | 18% | 1.9× | 0.2% | +8.1% |
| Zhe Jiang Li Zi Yuan Food 605337.SS | China | $526M | -17% | -4% | 12% | 3.0× | n/a | n/a |
| Premium Water 2588.T | Japan | $483M | +4% | +4% | 16% | 1.5× | -11.0% | +7.4% |
| LotteChilsung 005300.KS | South Korea | $791M | -9% | +1% | 5% | 0.7× | -2.0% | +12.0% |
| Lifedrink 2585.T | Japan | $410M | -12% | +21% | 10% | 1.6× | n/a | n/a |
| A.G. BARR p.l.c BAG.L | United Kingdom | $887M | -2% | +7% | 15% | 1.6× | n/a | n/a |
| Hey-Song 1234.TW | Taiwan | $389M | -9% | -8% | 5% | 1.4× | 10.4% | +0.7% |
| Suja Life SUJA | United States | $382M | n/a | n/a | -6% | 1.9× | n/a | n/a |
| 5100 Xizang Glacier 1115.HK | Hong Kong | $349M | -10% | +67% | 21% | 7.7× | n/a | n/a |
| Hokkaido Coca-Cola Bottling 2573.T | Japan | $339M | -6% | +4% | 4% | 0.8× | 7.6% | +2.8% |
| NATURECELL 007390.KS | South Korea | $1.04B | +14% | -15% | -18% | 68.7× | n/a | n/a |
| Shenzhen Cereals 000019.SZ | China | $1.04B | -20% | +1% | 6% | 1.6× | 4.6% | -14.3% |
| Lassonde Industries LAS-A.TO | Canada | $1.14B | +4% | +2% | 9% | 0.7× | -13.2% | +8.2% |
| Princes PRN.L | United Kingdom | $1.21B | -3% | +30% | 4% | 0.3× | -7.1% | +9.3% |
| Yeo Hiap Seng Y03.SI | Singapore | $259M | -14% | -3% | -7% | 0.5× | n/a | n/a |
| Fevertree Drinks FEVR.L | United Kingdom | $1.36B | +18% | +2% | 9% | 2.8× | 27.9% | +5.2% |
| China Foods 0506.HK | Hong Kong | $1.43B | +8% | +4% | 8% | 0.4× | -17.0% | +4.3% |
| China Resources Beverage (Holdings) 2460.HK | Hong Kong | $2.27B | -14% | -19% | 6% | 1.0× | n/a | n/a |