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Employees: 11,156
Size Tangrenshen (002567.SZ) is a China Consumer Staples company (Agricultural Commodities/Milling) with a market value of $783M, the 2822nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.67 on 6 Nov 2026.
Performance Over six months the shares fell 11.8%, against -18.2% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.
Growth Revenue fell 14.0% over the last twelve months (peer median +11.3%); the operating margin is -8.8% (peer median 3.9%).
Valuation It trades at 0.5× enterprise value to sales against a peer median of 1.4× (4th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +29 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 12.9 points below its cost of capital (5.0% WACC).
Next results Next results expected around 4 May 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥22.2B | CN¥24.2B | CN¥24.3B | CN¥26.9B | CN¥26.5B |
| Revenue growth | — | -1% | -10% | +2% | — |
| Gross profit | CN¥766M | CN¥827M | CN¥1.92B | CN¥548M | CN¥1.90B |
| EBITDA | n/a | CN¥199M | CN¥1.53B | -CN¥271M | CN¥1.21B |
| Net income | -CN¥2.13B | -CN¥1.19B | CN¥355M | -CN¥1.53B | CN¥135M |
| Free cash flow | CN¥80.7M | CN¥591M | CN¥579M | -CN¥557M | -CN¥1.98B |
| Capital expenditure | CN¥231M | CN¥327M | CN¥384M | CN¥1.11B | CN¥2.10B |
| Total debt | CN¥8.08B | CN¥7.22B | CN¥7.72B | CN¥7.79B | CN¥6.61B |
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.
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.
| Measure | 002567.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.4% | -5.7% | 9th highest of 21 |
| 6-month return | -11.8% | -18.2% | 10th highest of 20 |
| Distance from 52-week high | -25.1% | -36.1% | 8th highest of 21 |
| Revenue growth (TTM) | -14.0% | +11.3% | 3rd lowest of 21 |
| Operating margin | -8.8% | 3.9% | 2nd lowest of 21 |
| EV / Sales | 0.5× | 1.4× | 4th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 34.7% | 2.0% | 2nd most demanding of 15 |
| Growth delivered (Del g) | +5.5% | +9.7% | 6th lowest of 15 |
| Hurdle (Req g minus delivered) | +29.2 pp | -8.6 pp | most demanding of 15 |
| ROIC minus cost of capital | -12.9 pp | -1.7 pp | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tangrenshen 002567.SZ | China | $783M | -12% | -14% | -9% | 0.5× | 34.7% | +5.5% |
| TTET Union 1232.TW | Taiwan | $777M | +8% | +13% | 9% | 1.1× | -6.7% | +4.3% |
| AEP Plantations AEP.L | United Kingdom | $757M | -26% | +7% | 21% | 1.4× | -13.7% | +11.4% |
| Showa Sangyo 2004.T | Japan | $820M | +30% | +3% | 3% | 0.5× | 1.3% | +5.6% |
| Shandong Xiantan 002746.SZ | China | $838M | +1% | +12% | 5% | 0.6× | n/a | n/a |
| Cresud SA Sponsored ADR CRESY | United States | $709M | -18% | +11% | 16% | 3.0× | n/a | n/a |
| Gokul Agro Resources GOKULAGRO.NS | India | $702M | -5% | +21% | 3% | 0.3× | 2.7% | +23.5% |
| Luoniushan 000735.SZ | China | $876M | -23% | +48% | -2% | 2.0× | n/a | n/a |
| Ridley RIC.AX | Australia | $696M | +1% | +120% | 4% | 0.5× | 4.4% | +25.3% |
| Mitsui DM Sugar 2109.T | Japan | $696M | +6% | -2% | 7% | 0.7× | -6.8% | +10.6% |
| Great-Sun Foods 603336.SS | China | $694M | -35% | -8% | 6% | 5.6× | 28.4% | +1.8% |
| Cobram Estate Olives CBO.AX | Australia | $896M | -29% | +11% | -5% | 6.7× | n/a | n/a |
| Tech-bank Food 002124.SZ | China | $666M | -23% | -20% | -42% | 1.3× | 0.3% | -4.2% |
| Hangzhou Qiandaohu Xunlong Sci-tech 6715.HK | Hong Kong | $663M | n/a | +20% | 46% | 4.4× | -11.4% | +13.5% |
| Winall Hi-Tech Seed 300087.SZ | China | $663M | -39% | -14% | -3% | 1.5× | 41.9% | +23.0% |
| Guangdong Yuehai Feeds 001313.SZ | China | $662M | -24% | +24% | 2% | 0.8× | 10.5% | +2.1% |
| Charoen Pokphand Enterprise (Taiwan) 1215.TW | Taiwan | $927M | -26% | +4% | 10% | 1.6× | -1.2% | +5.1% |
| Tongyi Carbon Neutral Technology (Xinjiang) 600506.SS | China | $653M | 0% | +24% | 2% | 1.7× | 21.8% | +82.4% |
| Hainan Shennong Seed Industry Technology 300189.SZ | China | $946M | -11% | +17% | 4% | 29.2× | n/a | n/a |
| Elders ELD.AX | Australia | $955M | -12% | +11% | 4% | 0.6× | 5.6% | +8.9% |
| Gansu Yasheng Industrial (Group) 600108.SS | China | $961M | -24% | -1% | 2% | 2.5× | n/a | n/a |