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Employees: 574
Size Gansu Dunhuang Seed (600354.SS) is a China Consumer Staples company (Agricultural Commodities/Milling) with a market value of $589M, the 3467th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.44 on 6 Nov 2026.
Performance Over six months the shares gained 18.9%, against -3.7% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median +4.2%); the operating margin is 24.6% (peer median 4.6%).
Valuation It trades at 2.4× enterprise value to sales against a peer median of 1.3× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 59.9 points above its cost of capital (7.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.36B | CN¥1.16B | CN¥1.16B | CN¥1.16B | CN¥997M |
| Revenue growth | — | 0% | 0% | +16% | — |
| Gross profit | CN¥581M | CN¥394M | CN¥342M | CN¥291M | CN¥208M |
| EBITDA | n/a | CN¥225M | CN¥210M | CN¥188M | CN¥115M |
| Net income | CN¥129M | CN¥47.3M | CN¥49.9M | CN¥40.8M | CN¥20.0M |
| Free cash flow | CN¥433M | CN¥400M | CN¥248M | CN¥179M | CN¥319M |
| Capital expenditure | CN¥23.3M | CN¥21.9M | CN¥29.5M | CN¥66.1M | CN¥18.9M |
| Total debt | CN¥84.1M | CN¥193M | CN¥313M | CN¥464M | CN¥507M |
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 | 600354.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -18.1% | -2.0% | 3rd lowest of 21 |
| 6-month return | +18.9% | -3.7% | 5th highest of 20 |
| Distance from 52-week high | -39.6% | -30.6% | 7th lowest of 21 |
| Revenue growth (TTM) | +8.6% | +4.2% | 8th highest of 21 |
| Operating margin | 24.6% | 4.6% | 2nd highest of 21 |
| EV / Sales | 2.4× | 1.3× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | -4.7% | 0.3% | 5th least demanding of 12 |
| Growth delivered (Del g) | +4.1% | +6.0% | 5th lowest of 12 |
| Hurdle (Req g minus delivered) | -8.9 pp | -5.0 pp | 6th least demanding of 12 |
| ROIC minus cost of capital | +59.9 pp | -0.3 pp | highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Gansu Dunhuang Seed 600354.SS | China | $589M | +19% | +9% | 25% | 2.4× | -4.7% | +4.1% |
| Baotou Huazi Industry 600191.SS | China | $582M | -37% | +56% | 5% | 5.7× | n/a | n/a |
| Piccadily Agro Industries PICCADIL.NS | India | $607M | -8% | +29% | 20% | 5.3× | n/a | n/a |
| Baiyang Investment 002696.SZ | China | $569M | +62% | +25% | 0% | 1.3× | n/a | n/a |
| Inghams ING.AX | Australia | $563M | +13% | +2% | 4% | 0.7× | -1.2% | +3.9% |
| Rogers Sugar RSI.TO | Canada | $618M | +2% | -6% | 10% | 1.1× | n/a | n/a |
| Triveni Engineering and Industries TRIVENI.NS | India | $561M | -4% | +2% | 8% | 0.9× | n/a | n/a |
| WELLNEO SUGAR 2117.T | Japan | $555M | +2% | +8% | 10% | 0.8× | -10.2% | +20.9% |
| Dongrui Food 001201.SZ | China | $629M | +23% | +2% | -30% | 3.1× | n/a | n/a |
| Kadoya Sesame Mills 2612.T | Japan | $550M | +94% | -2% | 10% | 1.9× | 0.9% | +5.0% |
| Shiyue Daotian 9676.HK | Hong Kong | $545M | -35% | +26% | 7% | 0.5× | n/a | n/a |
| Wanxiang Doneed 600371.SS | China | $544M | +41% | -13% | -11% | 17.8× | n/a | n/a |
| Jiangsu Yike Food 301116.SZ | China | $538M | -28% | +6% | 0% | 0.3× | n/a | n/a |
| ForFarmers FFARM.AS | Netherlands | $537M | -18% | +7% | 3% | 0.2× | -9.9% | +6.0% |
| Tongyi Carbon Neutral Technology (Xinjiang) 600506.SS | China | $653M | 0% | +24% | 2% | 1.7× | 21.8% | +82.4% |
| Guangdong Yuehai Feeds 001313.SZ | China | $662M | -24% | +24% | 2% | 0.8× | 10.5% | +2.1% |
| Winall Hi-Tech Seed 300087.SZ | China | $663M | -39% | -14% | -3% | 1.5× | 41.9% | +23.0% |
| Hangzhou Qiandaohu Xunlong Sci-tech 6715.HK | Hong Kong | $663M | n/a | +20% | 46% | 4.4× | -11.4% | +13.5% |
| Tech-bank Food 002124.SZ | China | $666M | -23% | -20% | -42% | 1.3× | 0.3% | -4.2% |
| Great-Sun Foods 603336.SS | China | $694M | -35% | -8% | 6% | 5.6× | 28.4% | +1.8% |
| Mitsui DM Sugar 2109.T | Japan | $696M | +6% | -2% | 7% | 0.7× | -6.8% | +10.6% |