Loading…
Employees: 3,097
Size Xinjiang Terun Dairy (600419.SS) is a China Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $465M, the 4037th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.83 on 6 Nov 2026.
Performance Over six months the shares gained 2.2%, against -6.9% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 5.2% over the last twelve months (peer median +9.7%); the operating margin is 4.7% (peer median 3.2%).
Valuation It trades at 26.8× forward earnings against a peer median of 27.4× (6th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.86B | CN¥2.75B | CN¥2.80B | CN¥2.70B | CN¥2.40B |
| Revenue growth | — | -2% | +4% | +13% | — |
| Gross profit | CN¥725M | CN¥419M | CN¥447M | CN¥491M | CN¥408M |
| EBITDA | n/a | CN¥415M | CN¥400M | CN¥402M | CN¥334M |
| Net income | CN¥132M | CN¥41.5M | CN¥43.7M | CN¥142M | CN¥196M |
| Free cash flow | CN¥110M | CN¥87.6M | -CN¥238M | -CN¥573M | -CN¥426M |
| Capital expenditure | CN¥565M | CN¥662M | CN¥890M | CN¥918M | CN¥727M |
| Total debt | CN¥1.66B | CN¥1.65B | CN¥2.06B | CN¥1.46B | CN¥481M |
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 | 600419.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.4% | -3.2% | 3rd highest of 21 |
| 6-month return | +2.2% | -6.9% | 6th highest of 21 |
| Distance from 52-week high | -6.8% | -25.0% | 4th highest of 21 |
| Revenue growth (TTM) | +5.2% | +9.7% | 9th lowest of 21 |
| Operating margin | 4.7% | 3.2% | 7th highest of 21 |
| Forward P/E | 26.8× | 27.4× | 6th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -4.3% | 17.6% | least demanding of 8 |
| Growth delivered (Del g) | +9.4% | +5.3% | 4th highest of 8 |
| Hurdle (Req g minus delivered) | -13.7 pp | +11.0 pp | 2nd least demanding of 8 |
| ROIC minus cost of capital | +2.6 pp | -1.1 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Xinjiang Terun Dairy 600419.SS | China | $465M | +2% | +5% | 5% | 26.8× | -4.3% | +9.4% |
| Binggrae 005180.KS | South Korea | $472M | +9% | +4% | 9% | 6.3× | n/a | n/a |
| HaiXin Foods 002702.SZ | China | $444M | -10% | +11% | -1% | n/a | 22.8% | -1.0% |
| Parag Milk Foods PARAGMILK.NS | India | $435M | +42% | +13% | 5% | 27.6× | n/a | n/a |
| Masoval AS MAS.OL | Norway | $508M | +16% | -1% | 4% | 45.6× | 28.2% | +22.3% |
| Hunan Xiangjia Animal Husbandry 002982.SZ | China | $425M | -4% | +8% | 2% | 69.8× | n/a | n/a |
| High Liner Foods HLF.TO | Canada | $536M | +91% | +14% | 5% | 8.7× | 3.5% | +5.3% |
| Australian Agricultural AAC.AX | Australia | $553M | +2% | +9% | -47% | 94.6× | n/a | n/a |
| Henan Huaying Agricultural Development 002321.SZ | China | $569M | -16% | +24% | 1% | n/a | n/a | n/a |
| Starzen 8043.T | Japan | $574M | +36% | +4% | 2% | 9.4× | n/a | n/a |
| Heritage Foods HERITGFOOD.NS | India | $366M | +2% | +14% | 3% | 27.1× | n/a | n/a |
| Panda Dairy 300898.SZ | China | $356M | -20% | +15% | 10% | 18.8× | 17.4% | +3.4% |
| Xinjiang Talimu Agriculture Development 600359.SS | China | $348M | -20% | -20% | -5% | n/a | n/a | n/a |
| Dodla Dairy DODLA.NS | India | $625M | -14% | +17% | 4% | 28.6× | 33.7% | +16.2% |
| Mama's Creations MAMA | United States | $632M | +2% | +54% | 5% | 46.4× | 17.6% | +33.3% |
| Kyokuyo 1301.T | Japan | $331M | -3% | +11% | 3% | n/a | n/a | n/a |
| Lifeway Foods LWAY | United States | $327M | -15% | +26% | 6% | 27.1× | n/a | n/a |
| Marudai Food 2288.T | Japan | $325M | -10% | +1% | 3% | n/a | n/a | n/a |
| Beingmate 002570.SZ | China | $680M | -16% | -4% | 3% | 28.3× | 11.8% | +0.8% |
| Guangdong Yantang Dairy 002732.SZ | China | $310M | -20% | -5% | 3% | 8.8× | n/a | n/a |
| Joyvio Food 300268.SZ | China | $308M | -31% | -60% | 1% | n/a | n/a | n/a |