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← CockpitCompetitor Analysis › 001219.SZ Qingdao Foods Co. Ltd. Class AOpen in the cockpit ↗

Qingdao Foods Co. Ltd. Class A001219.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Major Diversified
Momentum leader 100
Mkt cap
$656M
US dollars, full cap
$/day
$48.7M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+24.9 pp
WACC 5.0%
Hurdle
+5 pp
Req g minus delivered
Close · CNYCN¥22.49
1D-3.2%
1W+12.8%
1M+72.6%
3M+79.2%
6M+42.4%
YTD+57.8%
1Y+55.9%
ATR %5.3%
52w lowhigh5.8% off high

What Qingdao Foods does

Employees: 468

Qingdao Foods at a glance

Size Qingdao Foods (001219.SZ) is a China Consumer Staples company (Food: Major Diversified) with a market value of $656M, the 3226th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥22.49 on 6 Nov 2026.

Performance Over six months the shares gained 42.4%, against -15.1% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 3.0% over the last twelve months (peer median +3.2%); the operating margin is 22.7% (peer median 7.2%).

Valuation It trades at 6.3× enterprise value to sales against a peer median of 1.0× (most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +5 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 24.9 points above its cost of capital (5.0% WACC).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026001219.SZ 144Peer median 86
Six months, rebased to 100: Qingdao Foods against the median of its 20 peers (local-currency closes).

Qingdao Foods financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥571MCN¥542MCN¥522MCN¥486MCN¥491M
Revenue growth—+4%+7%-1%—
Gross profitCN¥242MCN¥210MCN¥183MCN¥145MCN¥153M
EBITDAn/aCN¥128MCN¥119MCN¥94.6MCN¥98.4M
Net incomeCN¥120MCN¥111MCN¥97.5MCN¥86.1MCN¥91.4M
Free cash flowCN¥66.5MCN¥107MCN¥106MCN¥91.7MCN¥119M
Capital expenditureCN¥7.83MCN¥6.68MCN¥6.69MCN¥5.76MCN¥2.60M
Total debtCN¥125MCN¥155MCN¥0CN¥0CN¥0

Quarterly statements and history in the cockpit →

Qingdao Foods 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

-20%0%+20%+40%0%+25%+50%603711123160106560030012270345000523AGTF71301497SMPL6030576050896003052805001219.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Qingdao Foods is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%2×4×6×603711123160106560030012270345000523AGTFZZ-B603696BBTC71301497SMPL60305718376003052805001219.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Qingdao Foods is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%603711601065600300000523ZZ-B603696BBTC71301497SMPL60323760508918376003052805001219.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Qingdao Foods is the large dot.

Qingdao Foods competitors and peer comparison

How Qingdao Foods 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.

Qingdao Foods against its 20 peers (data as of 6 Nov 2026)
Measure001219.SZPeer medianRank in peer set
1-month return+72.6%-4.2%highest of 21
6-month return+42.4%-15.1%2nd highest of 21
Distance from 52-week high-5.8%-32.2%highest of 21
Revenue growth (TTM)+3.0%+3.2%11th highest of 21
Operating margin22.7%7.2%highest of 21
EV / Sales6.3×1.0×most expensive of 21
Growth the price implies (Req g, 7 yrs)7.3%-7.8%5th most demanding of 17
Growth delivered (Del g)+2.4%+4.4%6th lowest of 17
Hurdle (Req g minus delivered)+4.9 pp-9.6 pp5th most demanding of 17
ROIC minus cost of capital+24.9 pp+2.5 pp4th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Qingdao Foods 001219.SZChina$656M+42%+3%23%6.3×7.3%+2.4%
Xiangpiaopiao Food 603711.SSChina$660M-24%+2%7%0.8×-11.3%-4.9%
Lian Hwa Foods 1231.TWTaiwan$694M-12%+3%9%2.1×n/an/a
Jiangxi Salt Industry 601065.SSChina$613M-23%-14%0%1.4×-2.3%+11.7%
V V Food & Beverage 600300.SSChina$717M-18%+6%11%1.0×-9.2%-6.8%
Standard Foods 1227.TWTaiwan$751M-5%0%4%0.8×n/an/a
Vitasoy International 0345.HKHong Kong$794M-3%-3%7%0.9×-9.8%-4.2%
Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou 000523.SZChina$798M-16%+4%2%2.6×12.1%-8.5%
AGT Food and Ingredients AGTF.TOCanada$922M+12%-19%-2%0.5×n/an/a
Zinzino ZZ-B.STSweden$463M-11%+33%10%1.1×-5.3%+24.2%
Anji Foodstuff 603696.SSChina$455M-19%-17%3%5.6×38.1%+6.9%
Bombay Burmah Trading BBTC.NSIndia$947M-18%+7%16%0.5×-8.8%+8.2%
Yamae 7130.TJapan$444M-12%+10%2%0.1×-6.9%+17.5%
Xiamen Yan Palace Bird's Nest Industry 1497.HKHong Kong$442M-14%+12%12%1.2×-16.5%+8.2%
Simply Good Foods SMPLUnited States$1.05B-2%-7%13%1.0×-12.3%+6.2%
Zhejiang Wufangzhai Industry 603237.SSChina$404M-17%0%7%0.9×-14.3%-1.5%
Shanghai Ziyan Foods 603057.SSChina$1.09B-37%+7%6%2.1×n/an/a
Suzhou Weizhixiang Food 605089.SSChina$394M-29%+2%9%2.7×23.6%+2.4%
Natural Food International 1837.HKHong Kong$377M-19%+34%13%0.5×-18.3%+11.1%
Jiangsu Hengshun Vinegar-Industry 600305.SSChina$1.15B-7%+6%6%3.0×17.3%+2.6%
S&B Foods 2805.TJapan$1.16B+53%+7%9%1.3×-1.8%+2.5%

Questions

Which companies are Qingdao Foods's closest peers?
The cockpit's peer set: Xiangpiaopiao Food (603711.SS), Lian Hwa Foods (1231.TW), Jiangxi Salt Industry (601065.SS), V V Food & Beverage (600300.SS), Standard Foods (1227.TW), Vitasoy International (0345.HK), Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou (000523.SZ), AGT Food and Ingredients (AGTF.TO).
Is Qingdao Foods expensive compared with its peers?
On ev / sales it trades at 6.3× against a peer median of 1.0×, most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +5 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.
How has Qingdao Foods stock performed?
Over six months to 6 Nov 2026 the shares returned +42.4% against -15.1% for the median peer; over one year +55.9%.

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.