Loading…
← CockpitCompetitor Analysis › 002321.SZ Henan Huaying Agricultural Development Co., Ltd. Class AOpen in the cockpit ↗

Henan Huaying Agricultural Development Co., Ltd. Class A002321.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Meat/Fish/Dairy
Momentum neutral 49
Mkt cap
$569M
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$12.7M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-3.3 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥1.78
1D-0.6%
1W+4.7%
1M-13.6%
3M-6.8%
6M-16.4%
YTD-22.6%
1Y-36.2%
ATR %4.8%
52w lowhigh53.9% off high

What Henan Huaying Agricultural Development does

Employees: 3,959

Henan Huaying Agricultural Development at a glance

Size Henan Huaying Agricultural Development (002321.SZ) is a China Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $569M, the 3549th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥1.78 on 6 Nov 2026.

Performance Over six months the shares fell 16.4%, against +1.7% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue grew 24.4% over the last twelve months (peer median +6.6%); the operating margin is 1.1% (peer median 2.7%).

Valuation It trades at 1.0× enterprise value to sales against a peer median of 1.3× (9th cheapest of 21).

Capital Return on invested capital runs 3.3 points below its cost of capital (5.0% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 101002321.SZ 83
Six months, rebased to 100: Henan Huaying Agricultural Development against the median of its 20 peers (local-currency closes).

Henan Huaying Agricultural Development financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.74BCN¥5.44BCN¥4.70BCN¥3.70BCN¥2.89B
Revenue growth—+16%+27%+28%—
Gross profitCN¥290MCN¥287MCN¥307MCN¥292MCN¥160M
EBITDACN¥193MCN¥244MCN¥313MCN¥300MCN¥113M
Net income-CN¥68.6M-CN¥59.9MCN¥32.4M-CN¥31.8M-CN¥597M
Free cash flow-CN¥147MCN¥345MCN¥161M-CN¥252M-CN¥763M
Capital expenditureCN¥49.6MCN¥55.0MCN¥46.8MCN¥120MCN¥64.7M
Total debtCN¥1.51BCN¥1.61BCN¥1.36BCN¥1.30BCN¥1.23B

Quarterly statements and history in the cockpit →

Henan Huaying Agricultural Development 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%-10%0%+10%8043AACHLFDODLAMAMAMAS0025700051806004192281002702PARAGMILK002982SAVEHERITGFOODHFG600975300898600359KWIL002321.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Henan Huaying Agricultural Development is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×2×4×6×8043AACHLFDODLAMAMAMAS002570005180600419002702HERITGFOOD600975300898600359002321.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Henan Huaying Agricultural Development is the large dot.

Henan Huaying Agricultural Development competitors and peer comparison

How Henan Huaying Agricultural Development 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.

Henan Huaying Agricultural Development against its 20 peers (data as of 6 Nov 2026)
Measure002321.SZPeer medianRank in peer set
1-month return-13.6%+0.3%2nd lowest of 21
6-month return-16.4%+1.7%3rd lowest of 21
Distance from 52-week high-53.9%-23.2%lowest of 21
Revenue growth (TTM)+24.4%+6.6%2nd highest of 20
Operating margin1.1%2.7%7th lowest of 21
EV / Sales1.0×1.3×9th cheapest of 21
ROIC minus cost of capital-3.3 pp-1.7 pp10th lowest of 21
Net debt / EBITDA6.8×1.4×most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Henan Huaying Agricultural Development 002321.SZChina$569M-16%+24%1%1.0×n/an/a
Starzen 8043.TJapan$574M+36%+4%2%0.3×n/an/a
Australian Agricultural AAC.AXAustralia$553M+2%+9%-47%3.1×n/an/a
High Liner Foods HLF.TOCanada$536M+91%+14%5%0.8×3.5%+5.3%
Dodla Dairy DODLA.NSIndia$625M-14%+17%4%1.2×33.7%+16.2%
Mama's Creations MAMAUnited States$632M+2%+54%5%2.4×17.6%+33.3%
Masoval AS MAS.OLNorway$508M+16%-1%4%3.1×28.2%+22.3%
Beingmate 002570.SZChina$680M-16%-4%3%1.7×11.8%+0.8%
Binggrae 005180.KSSouth Korea$472M+9%+4%9%0.3×n/an/a
Xinjiang Terun Dairy 600419.SSChina$465M+2%+5%5%1.4×-4.3%+9.4%
Prima Meat Packers,Ltd 2281.TJapan$724M-9%+5%2%0.3×-1.2%+1.9%
HaiXin Foods 002702.SZChina$444M-10%+11%-1%2.0×22.8%-1.0%
Parag Milk Foods PARAGMILK.NSIndia$435M+42%+13%5%1.2×n/an/a
Hunan Xiangjia Animal Husbandry 002982.SZChina$425M-4%+8%2%0.9×n/an/a
Savencia SAVE.PAFrance$871M-11%-2%3%0.3×-3.8%+6.2%
Heritage Foods HERITGFOOD.NSIndia$366M+2%+14%3%0.7×n/an/a
Hilton Food HFG.LUnited Kingdom$889M+39%+7%1%0.2×18.5%+8.7%
Hunan New Wellful 600975.SSChina$902M-14%-14%-33%2.1×n/an/a
Panda Dairy 300898.SZChina$356M-20%+15%10%2.3×17.4%+3.4%
Xinjiang Talimu Agriculture Development 600359.SSChina$348M-20%-20%-5%6.4×n/an/a
Kwality Walls (India) KWIL.NSIndia$950M+32%n/a-13%4.7×n/an/a

Questions

Which companies are Henan Huaying Agricultural Development's closest peers?
The cockpit's peer set: Starzen (8043.T), Australian Agricultural (AAC.AX), High Liner Foods (HLF.TO), Dodla Dairy (DODLA.NS), Mama's Creations (MAMA), Masoval AS (MAS.OL), Beingmate (002570.SZ), Binggrae (005180.KS).
Is Henan Huaying Agricultural Development expensive compared with its peers?
On ev / sales it trades at 1.0× against a peer median of 1.3×, 9th cheapest of 21 in its peer set.
How has Henan Huaying Agricultural Development stock performed?
Over six months to 6 Nov 2026 the shares returned -16.4% against +1.7% for the median peer; over one year -36.2%.

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.