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China's largest meat processor, selling packaged/branded pork products and hog slaughtering under the Shuanghui brand.
China's largest meat processor, selling packaged/branded pork products and hog slaughtering under the Shuanghui brand.
Slaughtering and fresh pork bring the larger share of sales volume, but packaged meats such as ham sausages, sold through supermarkets and distributors, are where the higher margins sit. Based in Luohe, Henan, it is the mainland arm of WH Group, the Hong Kong-listed owner of Smithfield Foods.
In one line: China's Smithfield/Hormel; parent WH Group also owns Smithfield Foods.
Moat: narrow (brand, scale, distribution). Leading national meat brand and slaughtering scale backed by parent WH Group's pork supply chain.
Headquarters: Luohe, Henan, China · Founded: 1998 · Employees: 46,352
Size Henan Shuanghui Investment & Development (000895.SZ) is a China Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $12.7B, the 192nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥24.52 on 6 Nov 2026.
Performance Over six months the shares fell 11.6%, against +6.6% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 16 in its peer set.
Growth Revenue fell 4.1% over the last twelve months (peer median +3.5%); the operating margin is 11.0% (peer median 7.4%).
Valuation It trades at 17.3× forward earnings against a peer median of 17.0× (6th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 14.7 points above its cost of capital (5.0% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥57.8B | CN¥59.3B | CN¥59.5B | CN¥59.8B | CN¥62.6B |
| Revenue growth | — | 0% | 0% | -4% | — |
| Gross profit | CN¥12.3B | CN¥10.5B | CN¥10.3B | CN¥9.85B | CN¥10.1B |
| EBITDA | n/a | CN¥8.17B | CN¥8.27B | CN¥7.81B | CN¥7.83B |
| Net income | CN¥4.79B | CN¥5.10B | CN¥4.99B | CN¥5.05B | CN¥5.62B |
| Free cash flow | CN¥4.00B | CN¥6.59B | CN¥7.17B | CN¥1.18B | CN¥4.14B |
| Capital expenditure | CN¥911M | CN¥900M | CN¥1.39B | CN¥2.41B | CN¥3.55B |
| Total debt | CN¥13.4B | CN¥10.5B | CN¥8.22B | CN¥7.22B | CN¥3.89B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Henan Shuanghui Investment & Development 000895.SZ | $12.7B | -12% | -4% | 11% | 17.3× | -4.6% |
| Wh Group 0288.HK | $10.8B | -31% | +6% | 9% | 8.4× | -16.4% |
| New Hope Liuhe 000876.SZ | $4.71B | -19% | +7% | -3% | n/a | n/a |
| Muyuan Foods 002714.SZ | $33.9B | -1% | -19% | -4% | n/a | n/a |
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 | 000895.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +3.6% | +10.2% | 6th lowest of 16 |
| 6-month return | -11.6% | +6.6% | 6th lowest of 16 |
| Distance from 52-week high | -17.2% | -14.1% | 7th lowest of 16 |
| Revenue growth (TTM) | -4.1% | +3.5% | 2nd lowest of 16 |
| Operating margin | 11.0% | 7.4% | 4th highest of 16 |
| Forward P/E | 17.3× | 17.0× | 6th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | -4.6% | 0.6% | 4th least demanding of 13 |
| Growth delivered (Del g) | -4.3% | +4.2% | lowest of 12 |
| Hurdle (Req g minus delivered) | -0.3 pp | -3.8 pp | 4th most demanding of 12 |
| ROIC minus cost of capital | +14.7 pp | +3.7 pp | 2nd highest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Henan Shuanghui Investment & Development 000895.SZ | China | $12.7B | -12% | -4% | 11% | 17.3× | -4.6% | -4.3% |
| Mowi MOWI.OL | Norway | $12.4B | +12% | +10% | 13% | 17.8× | 7.5% | +10.7% |
| Saputo SAP.TO | Canada | $12.4B | +7% | -5% | 6% | 21.2× | -1.9% | +4.2% |
| JBS JBS | United States | $13.4B | -23% | +334% | 4% | 11.8× | -6.5% | n/a |
| Magnum Ice Cream MICC.AS | Netherlands | $12.1B | +35% | +1% | 8% | 17.9× | 10.9% | +1.8% |
| Hormel Foods HRL | United States | $12.1B | +7% | +1% | 7% | 14.4× | 0.9% | +4.7% |
| Wh Group 0288.HK | Hong Kong | $10.8B | -31% | +6% | 9% | 8.4× | -16.4% | +1.9% |
| Mengniu Dairy 2319.HK | Hong Kong | $10.5B | +28% | +3% | 5% | 14.7× | 6.7% | +0.9% |
| Tyson Foods TSN | United States | $20.6B | -13% | +3% | 3% | 17.4× | 6.7% | +4.7% |
| Smithfield Foods SFD | United States | $7.60B | -26% | -2% | 7% | 13.0× | -11.5% | +1.9% |
| Emmi EMMN.SW | Switzerland | $6.32B | +16% | +4% | 7% | 21.8× | 0.3% | +5.1% |
| Yakult Honsha 2267.T | Japan | $5.15B | +3% | -1% | 9% | 17.0× | n/a | n/a |
| Want Want China 0151.HK | Hong Kong | $4.43B | -32% | +6% | 18% | 9.7× | n/a | n/a |
| Cranswick CWK.L | United Kingdom | $3.94B | +7% | +10% | 8% | 17.2× | 5.7% | +9.5% |
| Nh Foods 2282.T | Japan | $3.40B | -10% | +7% | 3% | 14.0× | n/a | n/a |
| Danone BN.PA | France | $48.3B | +8% | 0% | 15% | 17.0× | -0.8% | +2.9% |