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← CockpitCompetitor Analysis › 603719.SS Bestore Co., Ltd. Class AOpen in the cockpit ↗

Bestore Co., Ltd. Class A603719.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food Retail
Momentum leader 80
Mkt cap
$587M
US dollars, full cap
Free float
35%
of shares outstanding
$/day
$14.1M
20-day average traded
Fwd P/E
140.6×
forward earnings
ROIC−WACC
+5.3 pp
WACC 9.2%
Hurdle
+13 pp
Req g minus delivered
Next earnings
139 days
25 Mar 2027
Close · CNYCN¥9.84
1D-2.0%
1W+3.8%
1M+5.9%
3M+0.1%
6M-11.3%
YTD-16.0%
1Y-21.3%
ATR %4.0%
52w lowhigh24.5% off high

What Bestore does

Employees: 4,665

Bestore at a glance

Size Bestore (603719.SS) is a China Consumer Staples company (Food Retail) with a market value of $587M, the 3471st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.84 on 6 Nov 2026.

Performance Over six months the shares fell 11.3%, against -7.9% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue fell 0.4% over the last twelve months (peer median +2.2%); the operating margin is -0.3% (peer median 2.7%).

Valuation It trades at 140.6× forward earnings against a peer median of 12.9× (most expensive of 12).

Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +13 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 5.3 points above its cost of capital (9.2% WACC).

Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 92603719.SS 88
Six months, rebased to 100: Bestore against the median of its 20 peers (local-currency closes).

Bestore financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.78BCN¥5.48BCN¥7.11BCN¥8.00BCN¥9.39B
Revenue growth—-23%-11%-15%—
Gross profitCN¥1.56BCN¥999MCN¥1.35BCN¥1.69BCN¥2.18B
EBITDAn/aCN¥179MCN¥410MCN¥621MCN¥631M
Net income-CN¥8.59M-CN¥148M-CN¥46.1MCN¥180MCN¥335M
Free cash flowCN¥291MCN¥376M-CN¥112MCN¥941M-CN¥58.6M
Capital expenditureCN¥47.0MCN¥52.1MCN¥124MCN¥339MCN¥161M
Total debtCN¥269MCN¥540MCN¥935MCN¥1.21BCN¥791M

Quarterly statements and history in the cockpit →

Bestore competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%-10%0%+10%8198VLGEA600785601366NGVC0007592742353975128276ARKO2517601116DDLSMWH82556037088167605188603719.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Bestore is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%0×50×100×150×600785NGVC3539ARKO2517DDLSMWH603719.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Bestore is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%8198VLGEA600785601366NGVC274235398276ARKO2517DDLSMWH8255603708605188603719.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Bestore is the large dot.

Bestore competitors and peer comparison

How Bestore compares with its peers

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.

Bestore against its 20 peers (data as of 6 Nov 2026)
Measure603719.SSPeer medianRank in peer set
1-month return+5.9%-2.4%4th highest of 21
6-month return-11.3%-7.9%7th lowest of 21
Distance from 52-week high-24.5%-29.5%10th highest of 21
Revenue growth (TTM)-0.4%+2.2%8th lowest of 21
Operating margin-0.3%2.7%4th lowest of 21
Forward P/E140.6×12.9×most expensive of 12
Growth the price implies (Req g, 7 yrs)6.3%-5.8%4th most demanding of 17
Growth delivered (Del g)-7.0%+4.0%lowest of 17
Hurdle (Req g minus delivered)+13.2 pp-12.0 pp2nd most demanding of 17
ROIC minus cost of capital+5.3 pp+0.9 pp6th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Bestore 603719.SSChina$587M-11%0%0%140.6×6.3%-7.0%
Maxvalu Tokai 8198.TJapan$621M-10%+1%3%n/a-20.0%+1.6%
Village Super Market VLGEAUnited States$551M-8%+4%3%n/a-2.5%+3.5%
Yinchuan Xinhua Commercial 600785.SSChina$540M-8%-2%4%21.8×2.7%+0.9%
Liqun Commercial 601366.SSChina$528M-9%-25%-4%n/a2.9%-4.2%
Natural Grocers by Vitamin Cottage NGVCUnited States$659M+8%+2%5%12.9×10.6%+5.1%
Zhongbai 000759.SZChina$521M0%-22%-11%n/an/an/a
Halows 2742.TJapan$500M-7%+6%5%n/a-12.8%+8.2%
JM Holdings Co., Ltd. 3539.TJapan$493M+12%+7%5%10.2×-12.4%+8.9%
Aeon Hokkaido 7512.TJapan$719M-4%+3%2%n/an/an/a
Heiwado 8276.TJapan$749M-2%+2%3%13.3×-3.8%+0.7%
ARKO ARKOUnited States$445M-42%-2%2%39.7×-4.2%+13.8%
Guoquan Food (Shanghai) Company 2517.HKHong Kong$422M-62%+25%6%5.2×-17.7%+20.5%
Sanjiang Shopping Club 601116.SSChina$833M-26%-7%3%n/an/an/a
Dingdong (Cayman) Ltd. Sponsored ADR DDLUnited States$413M-30%-44%-1%6.1×-20.2%+15.6%
WH Smith SMWH.LUnited Kingdom$851M-10%-31%8%11.0×9.1%+8.8%
BELC 9974.TJapan$852M-8%+5%4%10.7×n/an/a
Axial Retailing 8255.TJapan$865M+30%+3%4%15.1×-10.9%+2.9%
Jiajiayue 603708.SSChina$874M-12%0%2%25.6×-12.7%+1.5%
Retail Partners 8167.TJapan$380M+6%+4%2%n/a-7.3%+2.8%
Jiangxi Guoguang Commercial Chains 605188.SSChina$908M-26%+3%1%n/a27.5%+4.6%

Questions

Which companies are Bestore's closest peers?
The cockpit's peer set: Maxvalu Tokai (8198.T), Village Super Market (VLGEA), Yinchuan Xinhua Commercial (600785.SS), Liqun Commercial (601366.SS), Natural Grocers by Vitamin Cottage (NGVC), Zhongbai (000759.SZ), Halows (2742.T), JM Holdings Co., Ltd. (3539.T).
Is Bestore expensive compared with its peers?
On forward p/e it trades at 140.6× against a peer median of 12.9×, most expensive of 12 in its peer set. For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +13 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.
How has Bestore stock performed?
Over six months to 6 Nov 2026 the shares returned -11.3% against -7.9% for the median peer; over one year -21.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.