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Employees: 11,519
Size Shanghai Bright Meat (600073.SS) is a China Consumer Staples company (Food Distributors) with a market value of $702M, the 3054th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.99 on 6 Nov 2026.
Performance Over six months the shares fell 15.1%, against -13.3% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 19 in its peer set.
Growth Revenue grew 2.5% over the last twelve months (peer median +1.2%); the operating margin is -2.7% (peer median 2.1%).
Valuation It trades at 8.5× forward earnings against a peer median of 13.6× (cheapest of 12).
Price implies For today's price to make sense, revenue must grow about 37% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +39 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 6.3 points below its cost of capital (5.0% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥23.0B | CN¥22.1B | CN¥22.0B | CN¥22.3B | CN¥25.0B |
| Revenue growth | — | +1% | -2% | -10% | — |
| Gross profit | CN¥2.79B | CN¥2.36B | CN¥2.09B | CN¥1.96B | CN¥3.21B |
| EBITDA | n/a | CN¥793M | CN¥794M | CN¥508M | CN¥1.70B |
| Net income | -CN¥268M | -CN¥132M | CN¥216M | CN¥226M | CN¥503M |
| Free cash flow | CN¥34.5M | -CN¥491M | CN¥474M | -CN¥271M | CN¥1.24B |
| Capital expenditure | CN¥401M | CN¥439M | CN¥385M | CN¥651M | CN¥738M |
| Total debt | CN¥3.14B | CN¥4.49B | CN¥3.73B | CN¥3.82B | CN¥3.31B |
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 | 600073.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.6% | +1.5% | 2nd lowest of 19 |
| 6-month return | -15.1% | -13.3% | 8th lowest of 19 |
| Distance from 52-week high | -32.6% | -19.1% | 6th lowest of 19 |
| Revenue growth (TTM) | +2.5% | +1.2% | 9th highest of 19 |
| Operating margin | -2.7% | 2.1% | 4th lowest of 19 |
| Forward P/E | 8.5× | 13.6× | cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | 37.0% | 5.3% | most demanding of 11 |
| Growth delivered (Del g) | -1.5% | +3.4% | 4th lowest of 11 |
| Hurdle (Req g minus delivered) | +38.5 pp | +0.3 pp | 2nd most demanding of 11 |
| ROIC minus cost of capital | -6.3 pp | -1.7 pp | 5th lowest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Bright Meat 600073.SS | China | $702M | -15% | +3% | -3% | 8.5× | 37.0% | -1.5% |
| Krispy Kreme DNUT | United States | $723M | +16% | -5% | 0% | 50.0× | 23.2% | +6.3% |
| COFCO Joycome Foods 1610.HK | Hong Kong | $669M | -18% | -8% | -10% | n/a | n/a | n/a |
| Agencia Comercial Spirits AGCC | United States | $804M | -24% | +145% | 13% | n/a | n/a | n/a |
| Young & Co.'s Brewery, P.L.C YNGA.L | United Kingdom | $822M | +52% | +5% | 14% | 15.4× | 9.0% | +42.0% |
| Jiangxi Huangshanghuang Group Food 002695.SZ | China | $880M | -14% | +17% | 7% | 39.9× | 14.7% | -7.1% |
| S Foods 2292.T | Japan | $537M | -6% | +8% | 2% | 11.2× | n/a | n/a |
| Atria ATRAV.HE | Finland | $509M | +12% | +6% | 4% | 9.1× | -5.2% | +3.8% |
| Guangdong Guanghong 000529.SZ | China | $404M | -19% | -12% | -12% | n/a | n/a | n/a |
| MARR MARR.MI | Italy | $389M | -38% | +3% | 2% | 12.6× | n/a | n/a |
| ShandongLongda Meishi 002726.SZ | China | $382M | -34% | -25% | -9% | 9.4× | 23.5% | -16.1% |
| Dole DOLE | United States | $1.31B | -7% | +8% | 2% | 10.6× | 4.1% | +16.1% |
| Kato Sangyo 9869.T | Japan | $1.35B | +10% | +2% | 1% | n/a | -9.5% | +1.9% |
| Shandong Delisi Food 002330.SZ | China | $362M | -20% | -10% | -2% | n/a | n/a | n/a |
| Tarczynski TAR.WA | Poland | $331M | -4% | +6% | 7% | n/a | n/a | n/a |
| Pinlive Foods 300892.SZ | China | $316M | -26% | -3% | -1% | n/a | n/a | n/a |
| Maple Leaf Foods MFI.TO | Canada | $2.39B | -13% | -17% | 8% | 16.1× | 2.4% | -1.9% |
| Metcash MTS.AX | Australia | $2.55B | +12% | 0% | 3% | 14.1× | 0.9% | +3.9% |
| United Natural Foods UNFI | United States | $2.73B | -13% | -2% | 1% | 13.6× | 6.5% | +2.9% |