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Employees: 329
Size Anji Foodstuff (603696.SS) is a China Consumer Staples company (Food: Major Diversified) with a market value of $455M, the 4081st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.91 on 6 Nov 2026.
Performance Over six months the shares fell 18.9%, against -11.3% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue fell 17.0% over the last twelve months (peer median +2.4%); the operating margin is 3.5% (peer median 8.0%).
Valuation It trades at 5.6× enterprise value to sales against a peer median of 1.0× (2nd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 38% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +31 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 1.2 points below its cost of capital (6.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥515M | CN¥584M | CN¥537M | CN¥631M | CN¥556M |
| Revenue growth | — | +9% | -15% | +13% | — |
| Gross profit | CN¥107M | CN¥92.0M | CN¥87.5M | CN¥99.1M | CN¥83.1M |
| EBITDA | n/a | CN¥37.4M | CN¥45.4M | CN¥51.0M | CN¥32.2M |
| Net income | CN¥19.0M | CN¥27.5M | CN¥36.0M | CN¥31.1M | CN¥13.8M |
| Free cash flow | CN¥31.5M | CN¥60.6M | -CN¥44.2M | CN¥31.6M | CN¥14.2M |
| Capital expenditure | CN¥21.4M | CN¥6.81M | CN¥41.8M | CN¥16.7M | CN¥8.52M |
| Total debt | CN¥25.4M | CN¥38.4M | CN¥162,384 | CN¥26.1M | CN¥23.9M |
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 | 603696.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.2% | -4.9% | 9th highest of 21 |
| 6-month return | -18.9% | -11.3% | 5th lowest of 21 |
| Distance from 52-week high | -56.3% | -22.2% | lowest of 21 |
| Revenue growth (TTM) | -17.0% | +2.4% | 3rd lowest of 21 |
| Operating margin | 3.5% | 8.0% | 6th lowest of 21 |
| EV / Sales | 5.6× | 1.0× | 2nd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 38.1% | -6.9% | most demanding of 18 |
| Growth delivered (Del g) | +6.9% | +2.4% | 7th highest of 18 |
| Hurdle (Req g minus delivered) | +31.3 pp | -6.4 pp | most demanding of 18 |
| ROIC minus cost of capital | -1.2 pp | +4.0 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anji Foodstuff 603696.SS | China | $455M | -19% | -17% | 3% | 5.6× | 38.1% | +6.9% |
| Zinzino ZZ-B.ST | Sweden | $463M | -11% | +33% | 10% | 1.1× | -5.3% | +24.2% |
| Yamae 7130.T | Japan | $444M | -12% | +10% | 2% | 0.1× | -6.9% | +17.5% |
| Xiamen Yan Palace Bird's Nest Industry 1497.HK | Hong Kong | $442M | -14% | +12% | 12% | 1.2× | -16.5% | +8.2% |
| Zhejiang Wufangzhai Industry 603237.SS | China | $404M | -17% | 0% | 7% | 0.9× | -14.3% | -1.5% |
| Suzhou Weizhixiang Food 605089.SS | China | $394M | -29% | +2% | 9% | 2.7× | 23.6% | +2.4% |
| Natural Food International 1837.HK | Hong Kong | $377M | -19% | +34% | 13% | 0.5× | -18.3% | +11.1% |
| Tenfu (Cayman) 6868.HK | Hong Kong | $358M | -7% | -7% | 11% | 1.9× | -2.4% | -5.6% |
| Shandong Huifa Foodstuff 603536.SS | China | $346M | -7% | -24% | -2% | 2.0× | 23.1% | +0.2% |
| Jiangxi Salt Industry 601065.SS | China | $613M | -23% | -14% | 0% | 1.4× | -2.3% | +11.7% |
| Shanghai Bolex Food Technology 603170.SS | China | $319M | -2% | +14% | 12% | 0.6× | -11.9% | +26.4% |
| Qingdao Foods 001219.SZ | China | $656M | +42% | +3% | 23% | 6.3× | 7.3% | +2.4% |
| Samyang 145990.KS | South Korea | $315M | -11% | -1% | 4% | 0.5× | -4.8% | +4.5% |
| Xiangpiaopiao Food 603711.SS | China | $660M | -24% | +2% | 7% | 0.8× | -11.3% | -4.9% |
| Ve Wong 1203.TW | Taiwan | $314M | +2% | -13% | 15% | 1.7× | -7.6% | -1.3% |
| Lian Hwa Foods 1231.TW | Taiwan | $694M | -12% | +3% | 9% | 2.1× | n/a | n/a |
| V V Food & Beverage 600300.SS | China | $717M | -18% | +6% | 11% | 1.0× | -9.2% | -6.8% |
| Standard Foods 1227.TW | Taiwan | $751M | -5% | 0% | 4% | 0.8× | n/a | n/a |
| Vitasoy International 0345.HK | Hong Kong | $794M | -3% | -3% | 7% | 0.9× | -9.8% | -4.2% |
| Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou 000523.SZ | China | $798M | -16% | +4% | 2% | 2.6× | 12.1% | -8.5% |
| AGT Food and Ingredients AGTF.TO | Canada | $922M | +12% | -19% | -2% | 0.5× | n/a | n/a |