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Employees: 3,301
Size Guilin Seamild Foods (002956.SZ) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $947M, the 2405th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥20.33 on 6 Nov 2026.
Performance Over six months the shares fell 14.1%, against -3.9% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 20 in its peer set.
Growth Revenue grew 20.8% over the last twelve months (peer median +4.3%); the operating margin is 11.1% (peer median 5.5%).
Valuation It trades at 23.3× forward earnings against a peer median of 17.1× (3rd most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.4 points above its cost of capital (8.2% WACC).
Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.61B | CN¥2.23B | CN¥1.88B | CN¥1.57B | CN¥1.32B |
| Revenue growth | — | +18% | +20% | +19% | — |
| Gross profit | CN¥1.13B | CN¥902M | CN¥752M | CN¥677M | CN¥549M |
| EBITDA | n/a | CN¥243M | CN¥156M | CN¥125M | CN¥109M |
| Net income | CN¥266M | CN¥172M | CN¥133M | CN¥115M | CN¥109M |
| Free cash flow | CN¥306M | CN¥148M | -CN¥44.7M | -CN¥7.06M | CN¥86.2M |
| Capital expenditure | CN¥65.0M | CN¥122M | CN¥222M | CN¥128M | CN¥106M |
| Total debt | CN¥224M | CN¥180M | CN¥206M | CN¥171M | CN¥199M |
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 | 002956.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.3% | +0.8% | 3rd highest of 21 |
| 6-month return | -14.1% | -3.9% | 5th lowest of 20 |
| Distance from 52-week high | -18.5% | -25.3% | 6th highest of 21 |
| Revenue growth (TTM) | +20.8% | +4.3% | 2nd highest of 21 |
| Operating margin | 11.1% | 5.5% | 8th highest of 21 |
| Forward P/E | 23.3× | 17.1× | 3rd most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 9.0% | -4.8% | 4th most demanding of 14 |
| Growth delivered (Del g) | +17.0% | +7.2% | highest of 14 |
| Hurdle (Req g minus delivered) | -8.0 pp | -13.6 pp | 5th most demanding of 14 |
| ROIC minus cost of capital | +10.4 pp | +0.5 pp | 4th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guilin Seamild Foods 002956.SZ | China | $947M | -14% | +21% | 11% | 23.3× | 9.0% | +17.0% |
| Chenguang Biotech 300138.SZ | China | $946M | +13% | -4% | 6% | 16.1× | -1.0% | +10.9% |
| Food Empire F03.SI | Singapore | $952M | -22% | +14% | 16% | 12.7× | -9.9% | +14.9% |
| Jiajia Food 002650.SZ | China | $983M | -25% | -3% | -11% | n/a | 1.2% | -10.0% |
| Namchow Food Group (Shanghai) 605339.SS | China | $1.01B | -2% | -5% | -1% | n/a | n/a | n/a |
| Otoki 007310.KS | South Korea | $879M | -13% | +4% | 5% | 9.4× | -6.5% | +7.2% |
| Westrock Coffee WEST | United States | $878M | +9% | +39% | 0% | n/a | n/a | n/a |
| Seneca Foods SENEA | United States | $1.03B | +9% | +12% | 9% | 10.9× | -15.1% | +2.5% |
| Wellhope Foods 603609.SS | China | $870M | -8% | +7% | 0% | 53.8× | 54.2% | +8.5% |
| ARIAKE JAPAN 2815.T | Japan | $1.04B | -5% | +3% | 17% | 17.4× | -7.4% | +6.1% |
| ORION 001800.KS | South Korea | $1.06B | -4% | +15% | 15% | n/a | -16.5% | +8.3% |
| T. Hasegawa 4958.T | Japan | $847M | +12% | +7% | 12% | 17.1× | -4.8% | +7.9% |
| Star Lake Bioscience 600866.SS | China | $1.07B | -26% | -3% | 0% | 37.2× | n/a | n/a |
| Nissin Foods 1475.HK | Hong Kong | $834M | -14% | +1% | 13% | 19.0× | -13.0% | +2.6% |
| JinJian Cereals Industry 600127.SS | China | $1.08B | +64% | +1% | -1% | n/a | n/a | n/a |
| Orkla India ORKLAINDIA.NS | India | $826M | -12% | +6% | 14% | 22.8× | 13.4% | +5.3% |
| Jiangxi Qiyunshan Food 2797.HK | Hong Kong | $1.10B | n/a | -7% | 17% | n/a | n/a | n/a |
| Jinzai Food 003000.SZ | China | $810M | -17% | +14% | 8% | 17.7× | n/a | n/a |
| Takasago International 4914.T | Japan | $809M | +9% | +1% | 3% | 13.3× | n/a | n/a |
| Yan Tai Shuang Ta Food 002481.SZ | China | $803M | -4% | +5% | 2% | n/a | 17.7% | +1.2% |
| Lotte Wellfood 280360.KS | South Korea | $796M | +2% | +7% | 4% | 8.8× | 0.4% | +15.2% |