Who are Yihai Kerry Arawana's main competitors?

Named competitors: Wilmar International (F34.SI), COFCO Family Foods (1610.HK), ADM (ADM), Bunge Global (BG). The cockpit's measured peer set (industry) also includes General Mills (GIS), Associated British Foods (ABF.L), Nestle India (NESTLEIND.NS), Kraft Heinz (KHC), Conagra Brands (CAG), SamyangFood (003230.KS).

Is Yihai Kerry Arawana expensive compared with its peers?

On forward p/e it trades at 37.3× against a peer median of 14.9×, 3rd most expensive of 9 in its peer set.

How has Yihai Kerry Arawana stock performed?

Over six months to 6 Nov 2026 the shares returned -8.2% against +3.5% for the median peer; over one year -14.0%.

← CockpitCompetitor Analysis › 300999.SZ Yihai Kerry Arawana Holdings Co. Ltd. Class AOpen in the cockpit ↗

Yihai Kerry Arawana Holdings Co. Ltd. Class A300999.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Major Diversified

China's largest edible-oil and grain processor, selling cooking oil, rice and flour under the Arawana (Jinlongyu) brand.

≈ China's Bunge/ADM for cooking oil and grains, majority owned by WilmarMomentum leader 83

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$21.3B

US dollars, full cap

Free float

96%

of shares outstanding

$/day

$41.1M

20-day average traded

Fwd P/E

37.3×

forward earnings

ROIC−WACC

-2.3 pp

WACC 6.0%

Hurdle

n/a

no reverse DCF

Next earnings

136 days

22 Mar 2027

Close · CNYCN¥26.21

1D-0.8%

1W+4.3%

1M+9.7%

3M-1.7%

6M-8.2%

YTD-8.8%

1Y-14.0%

ATR %2.6%

52w lowhigh22.8% off high

What Yihai Kerry Arawana does

China's largest edible-oil and grain processor, selling cooking oil, rice and flour under the Arawana (Jinlongyu) brand.

Buys imported soybeans and other oilseeds and crushes them into oil and meal, selling the oil in branded retail packs and in bulk to food makers, and the meal to animal-feed producers, so margins come from processing as well as the brand. Wilmar International of Singapore, a large agribusiness, controls it.

In one line: China's Bunge/ADM for cooking oil and grains, majority owned by Wilmar.

Products and services

Cooking/edible oils
Rice
Flour & other grain products
Kitchen condiments

Customers

Chinese retail consumers
food-service and food-manufacturing customers

Where it sits in the supply chain

Agribusiness
Oilseed crushing & grain milling
Branded cooking oil, rice, flour

What could go right

Rising branded packaged-food consumption
Parent Wilmar's crushing scale

What could go wrong

Commodity input-cost swings
Thin processing margins

Moat: narrow (scale, brand, distribution). Leading household cooking-oil brand with nationwide crushing and distribution scale.

Headquarters: Shanghai, China · Founded: 2007 · Employees: 36,565

Named competitors

Yihai Kerry Arawana at a glance

Size Yihai Kerry Arawana (300999.SZ) is a China Consumer Staples company (Food: Major Diversified) with a market value of $21.3B, the 99th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥26.21 on 6 Nov 2026.

Performance Over six months the shares fell 8.2%, against +3.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 9 in its peer set.

Growth Revenue grew 2.0% over the last twelve months (peer median +6.4%); the operating margin is 1.4% (peer median 18.8%).

Valuation It trades at 37.3× forward earnings against a peer median of 14.9× (3rd most expensive of 9).

Capital Return on invested capital runs 2.3 points below its cost of capital (6.0% WACC).

Next results Next results expected around 22 Mar 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Yihai Kerry Arawana against the median of its 8 peers (local-currency closes).

Yihai Kerry Arawana financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥253B	CN¥245B	CN¥238B	CN¥252B	CN¥257B
Revenue growth	—	+3%	-5%	-2%	—
Gross profit	CN¥18.0B	CN¥14.9B	CN¥11.9B	CN¥11.5B	CN¥14.0B
EBITDA	n/a	CN¥8.70B	CN¥5.52B	CN¥5.15B	CN¥7.75B
Net income	CN¥3.23B	CN¥3.15B	CN¥2.50B	CN¥2.85B	CN¥3.01B
Free cash flow	-CN¥2.08B	CN¥13.4B	CN¥2.63B	CN¥8.75B	-CN¥7.85B
Capital expenditure	CN¥4.19B	CN¥4.79B	CN¥7.08B	CN¥10.7B	CN¥11.4B
Total debt	CN¥109B	CN¥106B	CN¥107B	CN¥120B	CN¥113B

Quarterly statements and history in the cockpit →

Yihai Kerry Arawana 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

Up and to the right = strong over both horizons. Yihai Kerry Arawana is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yihai Kerry Arawana is the large dot.

Yihai Kerry Arawana competitors and peer comparison

Head to head with its named competitors (300999.SZ vs F34.SI vs 1610.HK vs ADM)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Yihai Kerry Arawana 300999.SZ	$21.3B	-8%	+2%	1%	37.3×	n/a
Wilmar International F34.SI	$14.5B	-19%	+6%	3%	10.2×	n/a
COFCO Joycome Foods 1610.HK	$669M	-18%	-8%	-10%	n/a	n/a
Archer Daniels Midland ADM	$33.3B	-9%	+1%	3%	12.0×	8.0%
Bunge Global BG	$19.0B	-20%	+55%	4%	9.2×	n/a

How Yihai Kerry Arawana 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.

Yihai Kerry Arawana against its 8 peers (data as of 6 Nov 2026)
Measure	300999.SZ	Peer median	Rank in peer set
1-month return	+9.7%	+4.4%	2nd highest of 9
6-month return	-8.2%	+3.5%	4th lowest of 9
Distance from 52-week high	-22.8%	-23.3%	5th highest of 9
Revenue growth (TTM)	+2.0%	+6.4%	5th highest of 9
Operating margin	1.4%	18.8%	lowest of 9
Forward P/E	37.3×	14.9×	3rd most expensive of 9
ROIC minus cost of capital	-2.3 pp	+11.8 pp	2nd lowest of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Yihai Kerry Arawana 300999.SZ	China	$21.3B	-8%	+2%	1%	37.3×	n/a	n/a
General Mills GIS	United States	$19.0B	+2%	-4%	15%	11.4×	-6.7%	+0.3%
Associated British Foods ABF.L	United Kingdom	$18.7B	+11%	+1%	7%	13.5×	7.8%	+7.1%
Nestle India NESTLEIND.NS	India	$26.0B	-13%	+22%	21%	59.4×	36.6%	+11.7%
Kraft Heinz KHC	United States	$29.2B	+5%	-2%	17%	12.5×	-3.9%	-1.0%
Conagra Brands CAG	United States	$7.28B	+8%	-2%	11%	10.6×	-4.9%	+0.2%
SamyangFood 003230.KS	South Korea	$6.70B	-9%	+38%	23%	16.3×	-6.6%	+29.4%
CSPC Innovation Pharmaceutical 300765.SZ	China	$6.48B	+14%	+117%	26%	40.6×	13.9%	+10.5%
Hebei Yangyuan Zhihui Beverage 603156.SS	China	$6.06B	-15%	+12%	28%	26.5×	9.9%	+3.9%

Questions

Who are Yihai Kerry Arawana's main competitors?: Named competitors: Wilmar International (F34.SI), COFCO Family Foods (1610.HK), ADM (ADM), Bunge Global (BG). The cockpit's measured peer set (industry) also includes General Mills (GIS), Associated British Foods (ABF.L), Nestle India (NESTLEIND.NS), Kraft Heinz (KHC), Conagra Brands (CAG), SamyangFood (003230.KS).
Is Yihai Kerry Arawana expensive compared with its peers?: On forward p/e it trades at 37.3× against a peer median of 14.9×, 3rd most expensive of 9 in its peer set.
How has Yihai Kerry Arawana stock performed?: Over six months to 6 Nov 2026 the shares returned -8.2% against +3.5% for the median peer; over one year -14.0%.