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Cantonese restaurant chain and food maker best known for Lianxianglou-brand mooncakes and rice dumplings (zongzi).
Cantonese restaurant chain and food maker best known for Lianxianglou-brand mooncakes and rice dumplings (zongzi).
The packaged-food side is seasonal: mooncakes sell in the weeks before Mid-Autumn Festival and zongzi before Dragon Boat Festival, so earnings cluster around those holidays, while restaurants and banquets provide steadier income through the year. It is controlled by the Guangzhou municipal government.
In one line: A Chinese Cracker Barrel that also runs a seasonal mooncake/rice-dumpling bakery business.
Moat: narrow (brand). Century-old Cantonese food brand with strong seasonal-gift recognition in Guangdong.
Headquarters: Guangzhou, China · Founded: 1935 · Employees: 5,414
Size Guangzhou Restaurant (603043.SS) is a China Consumer Discretionary company (Restaurants) with a market value of $1.31B, the 1835th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥15.48 on 6 Nov 2026.
Performance Over six months the shares fell 0.3%, against +27.0% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 9.3% over the last twelve months (peer median +6.6%); the operating margin is 10.7% (peer median 5.7%).
Valuation It trades at 17.3× forward earnings against a peer median of 25.4× (6th cheapest of 18).
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 +10%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.6 points above its cost of capital (6.1% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.78B | CN¥5.35B | CN¥5.08B | CN¥4.88B | CN¥4.09B |
| Revenue growth | — | +5% | +4% | +19% | — |
| Gross profit | CN¥2.03B | CN¥1.57B | CN¥1.48B | CN¥1.62B | CN¥1.35B |
| EBITDA | n/a | CN¥911M | CN¥856M | CN¥928M | CN¥766M |
| Net income | CN¥491M | CN¥488M | CN¥494M | CN¥550M | CN¥523M |
| Free cash flow | CN¥545M | CN¥457M | CN¥532M | CN¥687M | CN¥71.4M |
| Capital expenditure | CN¥298M | CN¥291M | CN¥365M | CN¥358M | CN¥815M |
| Total debt | CN¥1.41B | CN¥1.37B | CN¥977M | CN¥1.28B | CN¥1.03B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Guangzhou Restaurant 603043.SS | $1.31B | 0% | +9% | 11% | 17.3× | -3.5% |
| Zhejiang Wufangzhai Industry 603237.SS | $404M | -17% | 0% | 7% | 22.2× | -14.3% |
| Haoxiangni Health Food 002582.SZ | $558M | -21% | -17% | -11% | n/a | n/a |
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 | 603043.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +16.5% | +1.9% | 5th highest of 21 |
| 6-month return | -0.3% | +27.0% | 4th lowest of 21 |
| Distance from 52-week high | -18.0% | -12.2% | 8th lowest of 21 |
| Revenue growth (TTM) | +9.3% | +6.6% | 8th highest of 21 |
| Operating margin | 10.7% | 5.7% | 6th highest of 21 |
| Forward P/E | 17.3× | 25.4× | 6th cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -3.5% | 12.2% | 4th least demanding of 20 |
| Growth delivered (Del g) | +10.4% | +12.3% | 9th lowest of 20 |
| Hurdle (Req g minus delivered) | -13.9 pp | +1.4 pp | 6th least demanding of 20 |
| ROIC minus cost of capital | +7.6 pp | +0.1 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangzhou Restaurant 603043.SS | China | $1.31B | 0% | +9% | 11% | 17.3× | -3.5% | +10.4% |
| J D Wetherspoon JDW.L | United Kingdom | $1.33B | +69% | +5% | 5% | 19.6× | 7.7% | +23.7% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | n/a | n/a | n/a |
| Cracker Barrel Old Country Store CBRL | United States | $1.45B | +106% | -5% | 0% | 30.3× | 14.0% | +3.3% |
| Arcos Dorados ARCO | United States | $1.45B | -23% | +11% | 6% | 9.1× | -3.5% | +18.7% |
| Domino's Pizza DOM.L | United Kingdom | $1.19B | +24% | +6% | 15% | 13.1× | 9.5% | +6.3% |
| BJ's Restaurants BJRI | United States | $1.18B | +30% | +4% | 3% | 22.5× | 26.8% | +12.4% |
| Xiaocaiyuan International 0999.HK | Hong Kong | $1.17B | +16% | +3% | 15% | 13.1× | -9.6% | +15.8% |
| Domino's Pizza Enterprises DMP.AX | Australia | $1.48B | +48% | -11% | 5% | 16.9× | 17.9% | -1.4% |
| Monogatari 3097.T | Japan | $1.50B | +43% | +22% | 8% | 25.4× | 2.0% | +18.8% |
| Colowide 7616.T | Japan | $1.51B | +21% | +16% | 4% | n/a | 13.6% | +12.3% |
| Wendy's WEN | United States | $1.55B | +12% | -1% | 13% | 17.9× | 2.4% | +4.7% |
| Ohsho Food Service 9936.T | Japan | $1.11B | -1% | 0% | 7% | 27.5× | 4.2% | +7.7% |
| Westlife Foodworld WESTLIFE.NS | India | $1.08B | +31% | +10% | 5% | 343.5× | 49.0% | +21.7% |
| Ichibanya 7630.T | Japan | $1.06B | +21% | +8% | 6% | 57.3× | 12.2% | +8.2% |
| Travel Food Services TRAVELFOOD.NS | India | $1.63B | -6% | -2% | 30% | 31.7× | 13.0% | +15.6% |
| Doutor Nichires 3087.T | Japan | $1.03B | +33% | +8% | 7% | 16.3× | -4.7% | +10.6% |
| Devyani International DEVYANI.NS | India | $1.68B | +8% | +14% | 4% | 323.9× | 52.1% | +37.6% |
| Biglari BH | United States | $1.01B | +5% | +8% | 5% | n/a | 22.1% | -1.8% |
| Guzman y Gomez GYG.AX | Australia | $1.82B | +55% | +19% | 17% | 51.0× | 32.7% | +34.2% |
| Yoshinoya 9861.T | Japan | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% | +5.8% |