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← CockpitCompetitor Analysis › 002286.SZ Baolingbao Biology Co., Ltd. Class AOpen in the cockpit ↗

Baolingbao Biology Co., Ltd. Class A002286.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Specialty/Candy
Momentum leader 84
Mkt cap
$500M
US dollars, full cap
Free float
86%
of shares outstanding
$/day
$22.2M
20-day average traded
Fwd P/E
18.1×
forward earnings
ROIC−WACC
-2.3 pp
WACC 7.5%
Hurdle
+4 pp
Req g minus delivered
Next earnings
168 days
23 Apr 2027
Close · CNYCN¥8.77
1D-2.1%
1W+16.3%
1M+3.8%
3M+9.5%
6M-14.7%
YTD-1.9%
1Y-7.4%
ATR %4.8%
52w lowhigh25.0% off high

What Baolingbao Biology does

Employees: 1,505

Baolingbao Biology at a glance

Size Baolingbao Biology (002286.SZ) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $500M, the 3869th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.77 on 6 Nov 2026.

Performance Over six months the shares fell 14.7%, against -9.3% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 8.9% over the last twelve months (peer median +5.4%); the operating margin is 5.6% (peer median 6.0%).

Valuation It trades at 18.1× forward earnings against a peer median of 17.6× (6th most expensive of 14).

Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +4 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 2.3 points below its cost of capital (7.5% WACC).

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

Relative performance

70809010011 May 202611 Aug 20266 Nov 2026Peer median 91002286.SZ 86
Six months, rebased to 100: Baolingbao Biology against the median of its 20 peers (local-currency closes).

Baolingbao Biology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.85BCN¥2.74BCN¥2.40BCN¥2.52BCN¥2.71B
Revenue growth—+15%-5%-7%—
Gross profitCN¥381MCN¥344MCN¥267MCN¥182MCN¥276M
EBITDACN¥293MCN¥303MCN¥277MCN¥189MCN¥266M
Net incomeCN¥140MCN¥151MCN¥111MCN¥54.0MCN¥133M
Free cash flowCN¥200MCN¥158MCN¥89.4MCN¥133M-CN¥218M
Capital expenditureCN¥243MCN¥189MCN¥190MCN¥152MCN¥255M
Total debtCN¥313MCN¥178MCN¥304MCN¥354MCN¥531M

Quarterly statements and history in the cockpit →

Baolingbao Biology 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

-25%0%+25%+50%-20%-10%0%+10%452622202003603886VADILALIND0016800029912208001215002582300673YASHO60302080793009082723300973301220002772Q01002286.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Baolingbao Biology is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%20×40×45262220603886001680002991220800121530067380792723300973301220002286.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Baolingbao Biology is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%452622202003603886VADILALIND0016800029912208001215300673YASHO6030203009082723301220002286.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. Baolingbao Biology is the large dot.

Baolingbao Biology competitors and peer comparison

How Baolingbao Biology 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.

Baolingbao Biology against its 20 peers (data as of 6 Nov 2026)
Measure002286.SZPeer medianRank in peer set
1-month return+3.8%-2.9%7th highest of 21
6-month return-14.7%-9.3%10th lowest of 21
Distance from 52-week high-25.0%-27.9%11th highest of 21
Revenue growth (TTM)+8.9%+5.4%7th highest of 21
Operating margin5.6%6.0%9th lowest of 21
Forward P/E18.1×17.6×6th most expensive of 14
Growth the price implies (Req g, 7 yrs)10.0%3.9%6th most demanding of 17
Growth delivered (Del g)+6.0%+5.6%8th highest of 17
Hurdle (Req g minus delivered)+4.0 pp-4.0 pp4th most demanding of 17
ROIC minus cost of capital-2.3 pp+1.3 pp3rd lowest of 21
EV / EBITDA11.4×6.1×5th most expensive of 12
Net debt / EBITDA0.0×-0.1×6th most indebted of 12

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
Baolingbao Biology 002286.SZChina$500M-15%+9%6%18.1×10.0%+6.0%
Riken Vitamin 4526.TJapan$516M+29%+3%7%11.8×-3.9%+4.4%
Kameda Seika 2220.TJapan$525M-8%+17%6%18.0×0.3%+6.0%
Nitto Fuji Flour Milling 2003.TJapan$472M+14%0%6%n/a3.0%+5.2%
Ganso 603886.SSChina$464M+1%+5%6%11.4×-11.0%-1.9%
Vadilal Industries VADILALIND.NSIndia$541M+53%+31%16%n/a17.3%+26.5%
Daesang 001680.KSSouth Korea$459M-16%+2%4%8.1×-5.6%+7.2%
Ganyuan Foods 002991.SZChina$552M-22%0%10%17.1×4.8%+12.4%
Bourbon 2208.TJapan$451M+3%+7%6%20.4×-12.1%+0.3%
Zhengzhou Qianweiyangchu Food 001215.SZChina$451M-34%+13%5%42.5×13.9%+15.0%
Haoxiangni Health Food 002582.SZChina$558M-21%-17%-11%n/an/an/a
Petpal Pet Nutrition Technology 300673.SZChina$444M-26%+2%6%45.6×7.5%+1.6%
Yasho Industries YASHO.NSIndia$441M+122%+35%14%n/a33.4%+17.7%
Apple Flavor & Fragrance 603020.SSChina$570M-7%+3%4%n/a16.4%-1.5%
Shoei Foods 8079.TJapan$435M+1%+8%4%17.6×n/an/a
Zhongjing Food 300908.SZChina$579M-31%+6%19%19.7×6.9%+8.3%
Gourmet Master 2723.TWTaiwan$431M+19%-11%5%14.8×0.9%-1.7%
Ligao Foods 300973.SZChina$604M-19%+5%7%17.1×n/an/a
Kunshan Asia Aroma 301220.SZChina$413M-35%+13%6%24.8×10.8%+12.4%
Tianshui Zhongxing Bio-Technology 002772.SZChina$410M-54%+12%14%n/an/an/a
QAF Q01.SISingapore$408M-10%0%6%n/a-10.6%+2.4%

Questions

Which companies are Baolingbao Biology's closest peers?
The cockpit's peer set: Riken Vitamin (4526.T), Kameda Seika (2220.T), Nitto Fuji Flour Milling (2003.T), Ganso (603886.SS), Vadilal Industries (VADILALIND.NS), Daesang (001680.KS), Ganyuan Foods (002991.SZ), Bourbon (2208.T).
Is Baolingbao Biology expensive compared with its peers?
On forward p/e it trades at 18.1× against a peer median of 17.6×, 6th most expensive of 14 in its peer set. For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +4 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 Baolingbao Biology stock performed?
Over six months to 6 Nov 2026 the shares returned -14.7% against -9.3% for the median peer; over one year -7.4%.

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.