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← CockpitCompetitor Analysis › 301498.SZ Gambol Pet Group Co. Ltd. Class AOpen in the cockpit ↗

Gambol Pet Group Co. Ltd. Class A301498.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Specialty/Candy

Chinese pet food maker selling dry/wet food and treats under Wanpy and Gambol brands, plus OEM export manufacturing.

≈ A fast-growing Chinese peer to Freshpet/Champion PetfoodsMomentum weak 29
Mkt cap
$2.25B
US dollars, full cap
Free float
54%
of shares outstanding
$/day
$21.2M
20-day average traded
Fwd P/E
43.6×
forward earnings
ROIC−WACC
+5.9 pp
WACC 6.1%
Hurdle
n/a
no reverse DCF
Next earnings
165 days
20 Apr 2027
Close · CNYCN¥37.51
1D+0.2%
1W+9.4%
1M-4.5%
3M-14.0%
6M-31.6%
YTD-42.4%
1Y-48.8%
ATR %3.8%
52w lowhigh52.3% off high

What Gambol Pet does

Chinese pet food maker selling dry/wet food and treats under Wanpy and Gambol brands, plus OEM export manufacturing.

Combines two revenue streams: its own brands, sold online and through pet shops in China, which carry higher margins but need heavy marketing, and manufacturing for overseas brands, which fills factories at lower margins. The balance between the two shapes profitability.

In one line: A fast-growing Chinese peer to Freshpet/Champion Petfoods.

Products and services

  • Dry pet food
  • Wet food/treats
  • OEM export manufacturing

Customers

  • Pet owners (domestic brands)
  • Overseas pet food brands (OEM)

Where it sits in the supply chain

  • Consumer staples
  • Pet food
  • Branded pet food + OEM manufacturing

What could go right

  • Rising Chinese pet ownership
  • Export OEM growth

What could go wrong

  • Raw protein cost swings
  • Competition from multinational brands

Moat: narrow (brand, scale). Leading domestic pet-food brand plus export manufacturing scale for global customers.

Headquarters: Jinan, China · Employees: 4,768

Named competitors

Gambol Pet at a glance

Size Gambol Pet (301498.SZ) is a China Consumer Staples company (Food: Specialty/Candy) with a market value of $2.25B, the 1132nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥37.51 on 6 Nov 2026.

Performance Over six months the shares fell 31.6%, against +2.4% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 13.5% over the last twelve months (peer median +2.8%); the operating margin is 7.4% (peer median 11.4%).

Valuation It trades at 43.6× forward earnings against a peer median of 19.4× (most expensive of 20).

Capital Return on invested capital runs 5.9 points above its cost of capital (6.1% WACC).

Next results Next results expected around 20 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 102301498.SZ 68
Six months, rebased to 100: Gambol Pet against the median of its 20 peers (local-currency closes).

Gambol Pet financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥7.16BCN¥6.76BCN¥5.24BCN¥4.32BCN¥3.39B
Revenue growth—+29%+21%+27%—
Gross profitCN¥3.00BCN¥2.82BCN¥2.17BCN¥1.55BCN¥1.07B
EBITDAn/aCN¥1.00BCN¥857MCN¥612MCN¥414M
Net incomeCN¥374MCN¥673MCN¥625MCN¥429MCN¥267M
Free cash flow-CN¥654MCN¥144MCN¥39.4MCN¥420MCN¥127M
Capital expenditureCN¥1.05BCN¥699MCN¥680MCN¥197MCN¥180M
Total debtCN¥1.55BCN¥370MCN¥186MCN¥25.3MCN¥200M

Quarterly statements and history in the cockpit →

Gambol Pet 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

-20%0%+20%+40%0%+10%+20%60331799852218PFD80202229600186UTZ002507SZU13322810RBT002597CLA-B2222MZTITR004370CRBN301498.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Gambol Pet is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%10×20×30×40×60331799852218PFD80202229600186UTZ002507SZU13322810002597CLA-B2222MZTI301498.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Gambol Pet is the large dot.

Gambol Pet competitors and peer comparison

Head to head with its named competitors (301498.SZ vs 002891.SZ vs 300673.SZ vs NESN.SW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Gambol Pet 301498.SZ$2.25B-32%+14%7%43.6×n/a
Yantai China Pet Foods 002891.SZ$1.39B-15%+21%4%32.6×n/a
Petpal Pet Nutrition Technology 300673.SZ$444M-26%+2%6%45.6×7.5%
Nestle NESN.SW$266B+11%-2%16%19.0×1.3%
Colgate-Palmolive CL$76.8B+10%+6%22%24.2×-5.5%
General Mills GIS$19.0B+2%-4%15%11.4×-6.7%

How Gambol Pet 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.

Gambol Pet against its 20 peers (data as of 6 Nov 2026)
Measure301498.SZPeer medianRank in peer set
1-month return-4.5%+4.1%5th lowest of 21
6-month return-31.6%+2.4%lowest of 21
Distance from 52-week high-52.3%-13.7%lowest of 21
Revenue growth (TTM)+13.5%+2.8%4th highest of 21
Operating margin7.4%11.4%8th lowest of 21
Forward P/E43.6×19.4×most expensive of 20
ROIC minus cost of capital+5.9 pp+3.3 pp9th highest of 21

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
Gambol Pet 301498.SZChina$2.25B-32%+14%7%43.6×n/an/a
Sichuan Teway Food 603317.SSChina$2.24B-18%+22%21%20.4×2.9%+7.8%
Weilong Delicious Global 9985.HKHong Kong$2.22B-20%+13%25%9.6×-6.3%+11.1%
Yantai North Andre Juice 2218.HKHong Kong$2.31B+27%-14%18%21.9×21.9%+14.0%
Premier Foods PFD.LUnited Kingdom$2.34B+3%+2%18%12.6×-1.3%+4.4%
Kanematsu 8020.TJapan$2.35B+2%+4%5%9.6×-2.4%+10.5%
CALBEE 2229.TJapan$2.37B+7%+5%8%22.0×-1.8%+5.0%
Lotus 600186.SSChina$2.37B-18%+21%13%35.2×n/an/a
UTZ Brands UTZUnited States$2.05B+90%+2%4%17.9×31.8%+8.3%
Chongqing Fuling Zhacai 002507.SZChina$2.04B-6%+3%28%18.0×-0.9%+1.4%
Suedzucker SZU.DEGermany$2.57B-5%-5%-3%34.2×0.7%+4.6%
Nissui 1332.TJapan$1.97B-16%+8%4%10.8×0.9%+8.7%
House Foods 2810.TJapan$2.58B+49%0%6%27.2×5.0%+4.9%
Robertet RBT.PAFrance$1.84B+4%0%15%18.3×-0.4%+9.4%
Anhui Jinhe Industrial 002597.SZChina$1.83B-8%+22%4%19.4×10.3%+6.0%
Cloetta CLA-B.STSweden$1.82B+16%0%14%20.9×-0.3%+8.4%
Kotobuki Spirits 2222.TJapan$2.81B+41%+10%25%29.3×5.2%+27.7%
Marzetti MZTIUnited States$2.86B-8%-1%11%15.6×-2.4%+5.6%
Tootsie Roll Industries TRUnited States$2.92B-8%+2%12%n/a14.1%+9.2%
Nongshim 004370.KSSouth Korea$1.74B+8%+5%6%11.8×-16.1%+5.9%
Corbion CRBN.ASNetherlands$1.73B+37%-3%8%19.6×11.5%+5.1%

Questions

Who are Gambol Pet's main competitors?
Named competitors: Yantai China Pet Foods (002891.SZ), Petpal Pet Nutrition (300673.SZ), Mars Petcare (private or unlisted), Nestle (NESN.SW), Colgate-Palmolive (CL), General Mills (GIS). The cockpit's measured peer set (industry) also includes Sichuan Teway Food (603317.SS), Weilong Delicious Global (9985.HK), Yantai North Andre Juice (2218.HK), Premier Foods (PFD.L), Kanematsu (8020.T), CALBEE (2229.T).
Is Gambol Pet expensive compared with its peers?
On forward p/e it trades at 43.6× against a peer median of 19.4×, most expensive of 20 in its peer set.
How has Gambol Pet stock performed?
Over six months to 6 Nov 2026 the shares returned -31.6% against +2.4% for the median peer; over one year -48.8%.

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.