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← CockpitCompetitor Analysis › 2753.TW Bafang Yunji International Co., Ltd.Open in the cockpit ↗

Bafang Yunji International Co., Ltd.2753.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Consumer Discretionary›Restaurants
Momentum strong 70
Mkt cap
$371M
US dollars, full cap
Free float
45%
of shares outstanding
$/day
$898,813
20-day average traded
Fwd P/E
12.6×
forward earnings
ROIC−WACC
+13.5 pp
WACC 5.0%
Hurdle
-19 pp
Req g minus delivered
Next earnings
4 days
10 Nov 2026
Close · TWDNT$175.50
1D-1.1%
1W-2.5%
1M-4.4%
3M-3.3%
6M-1.1%
YTD-7.9%
1Y-6.9%
ATR %1.5%
52w lowhigh20.8% off high

What Bafang Yunji International does

Employees: 1,729

Bafang Yunji International at a glance

Size Bafang Yunji International (2753.TW) is a Taiwan Consumer Discretionary company (Restaurants) with a market value of $371M, the 555th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$175.50 on 6 Nov 2026.

Performance Over six months the shares fell 1.1%, against -1.2% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 7.4% over the last twelve months (peer median +5.5%); the operating margin is 12.7% (peer median 5.2%).

Valuation It trades at 12.6× forward earnings against a peer median of 14.4× (5th cheapest of 16).

Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -19 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 13.5 points above its cost of capital (5.0% WACC).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

9510010511 May 202611 Aug 20266 Nov 2026Peer median 1002753.TW 98
Six months, rebased to 100: Bafang Yunji International against the median of its 20 peers (local-currency closes).

Bafang Yunji International financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$9.10BNT$8.79BNT$8.03BNT$7.34BNT$6.80B
Revenue growth—+10%+9%+8%—
Gross profitNT$2.95BNT$2.82BNT$2.43BNT$2.23BNT$2.21B
EBITDANT$1.91BNT$1.85BNT$1.48BNT$1.36BNT$1.45B
Net incomeNT$935MNT$856MNT$602MNT$554MNT$661M
Free cash flowNT$1.01BNT$693MNT$609MNT$226MNT$941M
Capital expenditureNT$736MNT$909MNT$796MNT$1.00BNT$460M
Total debtNT$2.79BNT$2.79BNT$1.80BNT$1.77BNT$1.52B

Quarterly statements and history in the cockpit →

Bafang Yunji International 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

-50%0%+50%-20%0%+20%27521D02408741282009828NRESTKRUS68310021868160SLIGRLOCODIN0341605108816327054533402753.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Bafang Yunji International is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×500×1,000×27521D024089828NRESTKRUS68318160SLIGRDIN034181632753.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Bafang Yunji International is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%0%25%50%1D0240882009828NREST68310021868160SLIGRLOCO0341270578834533402753.TWGrowth 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. Bafang Yunji International is the large dot.

Bafang Yunji International competitors and peer comparison

How Bafang Yunji International 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.

Bafang Yunji International against its 20 peers (data as of 6 Nov 2026)
Measure2753.TWPeer medianRank in peer set
1-month return-4.4%-0.9%6th lowest of 21
6-month return-1.1%-1.2%11th highest of 21
Distance from 52-week high-20.8%-17.3%10th lowest of 21
Revenue growth (TTM)+7.4%+5.5%10th highest of 21
Operating margin12.7%5.2%4th highest of 21
Forward P/E12.6×14.4×5th cheapest of 16
Growth the price implies (Req g, 7 yrs)-7.6%2.3%6th least demanding of 16
Growth delivered (Del g)+11.1%+11.8%8th lowest of 16
Hurdle (Req g minus delivered)-18.7 pp-11.7 pp6th least demanding of 16
ROIC minus cost of capital+13.5 pp+2.0 pp4th highest of 21
EV / EBITDA6.8×10.2×5th cheapest of 15
Net debt / EBITDA0.2×1.1×6th least indebted of 19

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
Bafang Yunji International 2753.TWTaiwan$371M-1%+7%13%12.6×-7.6%+11.1%
Fujio Food 2752.TJapan$372M+4%+2%2%951.7×n/an/a
Kimly 1D0.SISingapore$361M-11%+1%14%10.6×-7.9%+8.9%
Guangzhou Xiao Noodles Catering Management 2408.HKHong Kong$354M-7%+41%10%12.9×-7.3%+53.5%
ATOM 7412.TJapan$353M-56%-10%0%n/an/an/a
Ringer Hut 8200.TJapan$392M+9%+2%4%n/a15.8%+5.8%
Genki Global Dining Concepts 9828.TJapan$336M+8%+29%5%13.8×2.3%+14.0%
Nordrest NREST.STSweden$334M-24%+34%8%14.2×-8.2%+28.2%
Kura Sushi USA KRUSUnited States$333M-52%+18%-1%275.2×n/an/a
Green Tea 6831.HKHong Kong$332M-59%+24%13%3.7×-21.0%+24.0%
China Quanjude (Group) 002186.SZChina$416M-15%-4%0%n/a16.4%+9.9%
Kisoji 8160.TJapan$438M+6%+2%5%32.9×4.4%+11.9%
Sligro Food SLIGR.ASNetherlands$444M-28%-4%1%25.2×3.4%+6.5%
El Pollo Loco LOCOUnited States$453M+6%+4%10%14.4×3.2%+2.8%
Dine Brands Global DINUnited States$454M+26%+8%14%7.9×n/an/a
Cafe de Coral 0341.HKHong Kong$464M+61%-4%4%14.7×-9.1%+4.0%
Tongqinglou Catering 605108.SSChina$473M-24%+4%6%30.7×n/an/a
Srs 8163.TJapan$474M+53%+10%4%43.0×9.6%+11.8%
OOTOYA 2705.TJapan$477M+53%+18%6%n/a10.0%+18.1%
Feastogether 7883.TWOTaiwan$479M-9%+10%9%n/a-0.2%+27.9%
Hyundai Green Food 453340.KSSouth Korea$482M+22%+7%5%6.2×-18.0%+6.6%

Questions

Which companies are Bafang Yunji International's closest peers?
The cockpit's peer set: Fujio Food (2752.T), Kimly (1D0.SI), Guangzhou Xiao Noodles Catering Management (2408.HK), ATOM (7412.T), Ringer Hut (8200.T), Genki Global Dining Concepts (9828.T), Nordrest (NREST.ST), Kura Sushi USA (KRUS).
Is Bafang Yunji International expensive compared with its peers?
On forward p/e it trades at 12.6× against a peer median of 14.4×, 5th cheapest of 16 in its peer set. For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -19 pp: the price already allows for a slowdown.
How has Bafang Yunji International stock performed?
Over six months to 6 Nov 2026 the shares returned -1.1% against -1.2% for the median peer; over one year -6.9%.

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.