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Employees: 727
Size Yan Tai Shuang Ta Food (002481.SZ) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $803M, the 2749th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.40 on 6 Nov 2026.
Performance Over six months the shares fell 3.5%, against -10.7% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 5.0% over the last twelve months (peer median +6.5%); the operating margin is 2.1% (peer median 7.6%).
Valuation It trades at 2.6× enterprise value to sales against a peer median of 1.3× (5th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +17 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 2.8 points below its cost of capital (7.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.37B | CN¥2.12B | CN¥2.44B | CN¥2.45B | CN¥2.38B |
| Revenue growth | — | -13% | 0% | +3% | — |
| Gross profit | CN¥659M | CN¥393M | CN¥332M | CN¥331M | CN¥96.7M |
| EBITDA | n/a | CN¥200M | CN¥238M | CN¥179M | -CN¥197M |
| Net income | CN¥38.6M | CN¥32.7M | CN¥94.6M | CN¥93.2M | -CN¥311M |
| Free cash flow | CN¥198M | -CN¥323M | CN¥71.8M | CN¥76.6M | -CN¥125M |
| Capital expenditure | CN¥165M | CN¥415M | CN¥256M | CN¥157M | CN¥230M |
| Total debt | CN¥1.18B | CN¥1.64B | CN¥1.44B | CN¥720M | CN¥974M |
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| Measure | 002481.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.1% | -0.2% | 7th highest of 21 |
| 6-month return | -3.5% | -10.7% | 8th highest of 21 |
| Distance from 52-week high | -29.6% | -23.9% | 8th lowest of 21 |
| Revenue growth (TTM) | +5.0% | +6.5% | 8th lowest of 21 |
| Operating margin | 2.1% | 7.6% | 5th lowest of 21 |
| EV / Sales | 2.6× | 1.3× | 5th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 17.7% | 0.4% | 4th most demanding of 16 |
| Growth delivered (Del g) | +1.2% | +8.5% | 3rd lowest of 16 |
| Hurdle (Req g minus delivered) | +16.5 pp | -12.8 pp | 4th most demanding of 16 |
| ROIC minus cost of capital | -2.8 pp | +1.7 pp | 6th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yan Tai Shuang Ta Food 002481.SZ | China | $803M | -4% | +5% | 2% | 2.6× | 17.7% | +1.2% |
| Takasago International 4914.T | Japan | $809M | +9% | +1% | 3% | 0.8× | n/a | n/a |
| Lotte Wellfood 280360.KS | South Korea | $796M | +2% | +7% | 4% | 0.5× | 0.4% | +15.2% |
| Jinzai Food 003000.SZ | China | $810M | -17% | +14% | 8% | 1.9× | n/a | n/a |
| Orkla India ORKLAINDIA.NS | India | $826M | -12% | +6% | 14% | 2.7× | 13.4% | +5.3% |
| Nissin Foods 1475.HK | Hong Kong | $834M | -14% | +1% | 13% | 1.2× | -13.0% | +2.6% |
| T. Hasegawa 4958.T | Japan | $847M | +12% | +7% | 12% | 1.3× | -4.8% | +7.9% |
| Zhongyin Babi Food 605338.SS | China | $753M | -10% | +2% | 17% | 2.2× | -4.5% | +13.8% |
| Wellhope Foods 603609.SS | China | $870M | -8% | +7% | 0% | 0.3× | 54.2% | +8.5% |
| Westrock Coffee WEST | United States | $878M | +9% | +39% | 0% | 1.3× | n/a | n/a |
| Otoki 007310.KS | South Korea | $879M | -13% | +4% | 5% | 0.4× | -6.5% | +7.2% |
| Gujarat Ambuja Exports GAEL.NS | India | $729M | -8% | +16% | 10% | 1.1× | n/a | n/a |
| Hindustan Foods HNDFDS.NS | India | $704M | 0% | +18% | 6% | 1.5× | n/a | n/a |
| Shanghai Laiyifen 603777.SS | China | $693M | -15% | +5% | -6% | 1.0× | 27.2% | -0.9% |
| Guilin Layn Natural Ingredients 002166.SZ | China | $691M | -29% | +7% | 10% | 2.7× | 8.4% | +21.1% |
| Chenguang Biotech 300138.SZ | China | $946M | +13% | -4% | 6% | 1.1× | -1.0% | +10.9% |
| Guilin Seamild Foods 002956.SZ | China | $947M | -14% | +21% | 11% | 2.3× | 9.0% | +17.0% |
| Mrs. Bector's Food Specialities BECTORFOOD.NS | India | $681M | +3% | +12% | 8% | 2.9× | 38.4% | +18.5% |
| Food Empire F03.SI | Singapore | $952M | -22% | +14% | 16% | 1.5× | -9.9% | +14.9% |
| Jiajia Food 002650.SZ | China | $983M | -25% | -3% | -11% | 5.0× | 1.2% | -10.0% |
| John B. Sanfilippo & Son JBSS | United States | $643M | -29% | +3% | 7% | 0.7× | -8.2% | +6.5% |