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← CockpitCompetitor Analysis › 001201.SZ Dongrui Food Group Co., Ltd. Class AOpen in the cockpit ↗

Dongrui Food Group Co., Ltd. Class A001201.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Agricultural Commodities/Milling
Momentum leader 98
Mkt cap
$629M
US dollars, full cap
Free float
47%
of shares outstanding
$/day
$22.1M
20-day average traded
Fwd P/E
10.8×
forward earnings
ROIC−WACC
-10.4 pp
WACC 5.5%
Hurdle
n/a
no reverse DCF
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥16.26
1D-1.6%
1W+12.3%
1M+5.9%
3M+42.4%
6M+22.9%
YTD+11.6%
1Y+2.9%
ATR %4.9%
52w lowhigh5.8% off high

What Dongrui Food does

Employees: 2,328

Dongrui Food at a glance

Size Dongrui Food (001201.SZ) is a China Consumer Staples company (Agricultural Commodities/Milling) with a market value of $629M, the 3311th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥16.26 on 6 Nov 2026.

Performance Over six months the shares gained 22.9%, against -3.7% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 20 in its peer set.

Growth Revenue grew 2.1% over the last twelve months (peer median +9.9%); the operating margin is -30.0% (peer median 6.4%).

Valuation It trades at 10.8× forward earnings against a peer median of 12.4× (3rd cheapest of 8).

Capital Return on invested capital runs 10.4 points below its cost of capital (5.5% WACC).

Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026001201.SZ 121Peer median 97
Six months, rebased to 100: Dongrui Food against the median of its 20 peers (local-currency closes).

Dongrui Food financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.10BCN¥2.13BCN¥1.52BCN¥1.04BCN¥1.22B
Revenue growth—+40%+47%-15%—
Gross profitCN¥178MCN¥193MCN¥229M-CN¥111MCN¥294M
EBITDAn/aCN¥305MCN¥314M-CN¥182MCN¥234M
Net income-CN¥719M-CN¥161M-CN¥65.7M-CN¥516MCN¥42.9M
Free cash flow-CN¥399M-CN¥49.6M-CN¥525M-CN¥1.10B-CN¥1.27B
Capital expenditureCN¥163MCN¥225MCN¥586MCN¥923MCN¥1.29B
Total debtCN¥2.67BCN¥2.25BCN¥2.15BCN¥2.10BCN¥1.08B

Quarterly statements and history in the cockpit →

Dongrui Food competitor charts

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.

Performance: 6-month against 1-month return

0%+50%+100%0%+50%RSIPICCADIL6005060013133000870021246003546001916033360026962109INGCRESY26129676001201.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Dongrui Food is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×15×20×RSI300087RICINGTRIVENICRESY9676001201.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dongrui Food is the large dot.

Dongrui Food competitors and peer comparison

How Dongrui Food compares with its peers

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.

Dongrui Food against its 20 peers (data as of 6 Nov 2026)
Measure001201.SZPeer medianRank in peer set
1-month return+5.9%-1.5%5th highest of 21
6-month return+22.9%-3.7%3rd highest of 20
Distance from 52-week high-5.8%-31.7%2nd highest of 21
Revenue growth (TTM)+2.1%+9.9%8th lowest of 21
Operating margin-30.0%6.4%2nd lowest of 21
Forward P/E10.8×12.4×3rd cheapest of 8
ROIC minus cost of capital-10.4 pp+0.6 pp2nd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Dongrui Food 001201.SZChina$629M+23%+2%-30%10.8×n/an/a
Rogers Sugar RSI.TOCanada$618M+2%-6%10%12.4×n/an/a
Piccadily Agro Industries PICCADIL.NSIndia$607M-8%+29%20%n/an/an/a
Tongyi Carbon Neutral Technology (Xinjiang) 600506.SSChina$653M0%+24%2%n/a21.8%+82.4%
Guangdong Yuehai Feeds 001313.SZChina$662M-24%+24%2%n/a10.5%+2.1%
Winall Hi-Tech Seed 300087.SZChina$663M-39%-14%-3%20.4×41.9%+23.0%
Hangzhou Qiandaohu Xunlong Sci-tech 6715.HKHong Kong$663Mn/a+20%46%n/a-11.4%+13.5%
Tech-bank Food 002124.SZChina$666M-23%-20%-42%n/a0.3%-4.2%
Gansu Dunhuang Seed 600354.SSChina$589M+19%+9%25%n/a-4.7%+4.1%
Baotou Huazi Industry 600191.SSChina$582M-37%+56%5%n/an/an/a
Great-Sun Foods 603336.SSChina$694M-35%-8%6%n/a28.4%+1.8%
Baiyang Investment 002696.SZChina$569M+62%+25%0%n/an/an/a
Mitsui DM Sugar 2109.TJapan$696M+6%-2%7%n/a-6.8%+10.6%
Ridley RIC.AXAustralia$696M+1%+120%4%14.6×4.4%+25.3%
Inghams ING.AXAustralia$563M+13%+2%4%12.7×-1.2%+3.9%
Gokul Agro Resources GOKULAGRO.NSIndia$702M-5%+21%3%n/a2.7%+23.5%
Triveni Engineering and Industries TRIVENI.NSIndia$561M-4%+2%8%11.0×n/an/a
Cresud SA Sponsored ADR CRESYUnited States$709M-18%+11%16%7.0×n/an/a
WELLNEO SUGAR 2117.TJapan$555M+2%+8%10%n/a-10.2%+20.9%
Kadoya Sesame Mills 2612.TJapan$550M+94%-2%10%n/a0.9%+5.0%
Shiyue Daotian 9676.HKHong Kong$545M-35%+26%7%8.4×n/an/a

Questions

Which companies are Dongrui Food's closest peers?
The cockpit's peer set: Rogers Sugar (RSI.TO), Piccadily Agro Industries (PICCADIL.NS), Tongyi Carbon Neutral Technology (Xinjiang) (600506.SS), Guangdong Yuehai Feeds (001313.SZ), Winall Hi-Tech Seed (300087.SZ), Hangzhou Qiandaohu Xunlong Sci-tech (6715.HK), Tech-bank Food (002124.SZ), Gansu Dunhuang Seed (600354.SS).
Is Dongrui Food expensive compared with its peers?
On forward p/e it trades at 10.8× against a peer median of 12.4×, 3rd cheapest of 8 in its peer set.
How has Dongrui Food stock performed?
Over six months to 6 Nov 2026 the shares returned +22.9% against -3.7% for the median peer; over one year +2.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.