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← CockpitCompetitor Analysis › 605179.SS Zhejiang Yiming Food Co. Ltd. Class AOpen in the cockpit ↗

Zhejiang Yiming Food Co. Ltd. Class A605179.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Food: Meat/Fish/Dairy

Zhejiang dairy company selling fresh milk and baked goods through its own branded fresh-milk bar retail chain.

≈ A regional dairy-cafe chain, like a mini Dean Foods with retail storesMomentum leader 87
Mkt cap
$1.27B
US dollars, full cap
Free float
15%
of shares outstanding
$/day
$72.1M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+4.8 pp
WACC 8.3%
Hurdle
n/a
no reverse DCF
Next earnings
172 days
27 Apr 2027
Close · CNYCN¥21.12
1D-7.3%
1W-5.5%
1M-12.8%
3M-0.9%
6M+22.4%
YTD+1.0%
1Y+1.0%
ATR %9.9%
52w lowhigh45.3% off high

What Zhejiang Yiming Food does

Zhejiang dairy company selling fresh milk and baked goods through its own branded fresh-milk bar retail chain.

Raises or buys milk and sells it fresh, mostly through its own-brand and franchised milk-bar shops, so store count and sales per store drive growth. Fresh milk's short shelf life keeps sales close to its production base in East China.

In one line: A regional dairy-cafe chain, like a mini Dean Foods with retail stores.

Products and services

  • Fresh milk
  • Yogurt
  • Bakery/pastries
  • Beverages

Customers

  • Retail consumers via own stores
  • East China region

Where it sits in the supply chain

  • Consumer staples
  • Dairy & bakery
  • Company-owned retail (fresh-milk bars)

What could go right

  • Store count growth in East China
  • Fresh dairy consumption upgrade

What could go wrong

  • Regional concentration risk
  • Store operating costs

Moat: narrow (distribution, brand). Vertically integrated dairy-to-retail model with its own branded store network in home region.

Headquarters: Huzhou, China · Employees: 4,170

Named competitors

Zhejiang Yiming Food at a glance

Size Zhejiang Yiming Food (605179.SS) is a China Consumer Staples company (Food: Meat/Fish/Dairy) with a market value of $1.27B, the 1880th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥21.12 on 6 Nov 2026.

Performance Over six months the shares gained 22.4%, against -7.0% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 0.4% over the last twelve months (peer median +1.7%); the operating margin is 2.1% (peer median 2.5%).

Valuation It trades at 3.1× enterprise value to sales against a peer median of 1.0× (5th most expensive of 21).

Capital Return on invested capital runs 4.8 points above its cost of capital (8.3% WACC).

Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026605179.SS 124Peer median 92
Six months, rebased to 100: Zhejiang Yiming Food against the median of its 20 peers (local-currency closes).

Zhejiang Yiming Food financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.83BCN¥2.89BCN¥2.73BCN¥2.62BCN¥2.41B
Revenue growth—+6%+4%+9%—
Gross profitCN¥825MCN¥685MCN¥649MCN¥659MCN¥529M
EBITDAn/aCN¥313MCN¥297MCN¥300MCN¥162M
Net incomeCN¥38.6MCN¥51.2MCN¥28.9MCN¥22.2M-CN¥129M
Free cash flow-CN¥37.2MCN¥290MCN¥140MCN¥108MCN¥63.9M
Capital expenditureCN¥324MCN¥175MCN¥220MCN¥193MCN¥261M
Total debtCN¥710MCN¥653MCN¥696MCN¥671MCN¥706M

Quarterly statements and history in the cockpit →

Zhejiang Yiming Food 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

-20%0%+20%+40%0%+20%+40%SCST2270BGA002086NWL1333600597002515300997F992296600882600429002840KWILHFGBELL605179.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Zhejiang Yiming Food is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%0×10×20×SCST2270002086NWL1333002515300997F99600882002840600975605179.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Zhejiang Yiming Food is the large dot.

Zhejiang Yiming Food competitors and peer comparison

Head to head with its named competitors (605179.SS vs 600597.SS vs 002946.SZ vs 600887.SS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Zhejiang Yiming Food 605179.SS$1.27B+22%0%2%3.1×n/a
Bright Dairy & Food 600597.SS$1.43B-6%-3%0%0.4×18.8%
New Hope Dairy 002946.SZ$2.22B-13%+7%9%1.4×1.9%
Inner Mongolia Yili Industrial 600887.SS$29.3B+15%+2%9%2.1×-0.1%

How Zhejiang Yiming Food 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.

Zhejiang Yiming Food against its 20 peers (data as of 6 Nov 2026)
Measure605179.SSPeer medianRank in peer set
1-month return-12.8%+1.1%2nd lowest of 21
6-month return+22.4%-7.0%8th highest of 21
Distance from 52-week high-45.3%-23.1%3rd lowest of 21
Revenue growth (TTM)+0.4%+1.7%9th lowest of 20
Operating margin2.1%2.5%10th lowest of 21
EV / Sales3.1×1.0×5th most expensive of 21
ROIC minus cost of capital+4.8 pp-2.5 pp2nd highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Zhejiang Yiming Food 605179.SSChina$1.27B+22%0%2%3.1×n/an/a
Scandi Standard SCST.STSweden$1.35B+38%+8%5%1.0×1.8%+7.2%
MEGMILK SNOW BRAND 2270.TJapan$1.36B+12%0%3%0.4×n/an/a
Bega Cheese BGA.AXAustralia$1.36B+23%+7%3%0.6×18.4%+12.7%
Shandong Oriental Ocean Sci-Tech 002086.SZChina$1.17B+94%+6%-35%21.3×n/an/a
NewPrinces NWL.MIItaly$1.16B+40%+81%1%0.3×0.6%+44.5%
Umios 1333.TJapan$1.14B-10%+3%3%0.2×n/an/a
Bright Dairy & Food 600597.SSChina$1.43B-6%-3%0%0.4×18.8%-1.1%
Jinzi Ham 002515.SZChina$1.06B-15%-2%-11%19.7×n/an/a
HUANLEJIA Food 300997.SZChina$1.06B-17%+4%7%4.4×n/an/a
Fraser & Neave F99.SISingapore$1.53B-8%-3%10%1.6×0.1%+4.8%
Itoham Yonekyu 2296.TJapan$1.53B-13%+3%3%0.4×n/an/a
Shanghai Milkground Food Tech 600882.SSChina$1.55B-1%+26%4%1.6×11.1%+14.7%
Beijing Sanyuan Foods 600429.SSChina$973M-29%0%-1%1.2×24.8%-2.8%
Zhejiang Huatong Meat Products 002840.SZChina$957M-37%-16%-10%1.4×n/an/a
Kwality Walls (India) KWIL.NSIndia$950M+32%n/a-13%4.7×n/an/a
Hunan New Wellful 600975.SSChina$902M-14%-14%-33%2.1×n/an/a
Austevoll Seafood AUSS.OLNorway$1.79B-8%-1%7%1.0×2.5%+11.9%
Hilton Food HFG.LUnited Kingdom$889M+39%+7%1%0.2×18.5%+8.7%
Savencia SAVE.PAFrance$871M-11%-2%3%0.3×-3.8%+6.2%
Bell Food BELL.SWSwitzerland$1.98B+42%+2%3%0.5×2.9%+4.0%

Questions

Who are Zhejiang Yiming Food's main competitors?
Named competitors: Bright Dairy (600597.SS), New Hope Dairy (002946.SZ), Yili (600887.SS). The cockpit's measured peer set (industry) also includes Scandi Standard (SCST.ST), MEGMILK SNOW BRAND (2270.T), Bega Cheese (BGA.AX), Shandong Oriental Ocean Sci-Tech (002086.SZ), NewPrinces (NWL.MI), Umios (1333.T).
Is Zhejiang Yiming Food expensive compared with its peers?
On ev / sales it trades at 3.1× against a peer median of 1.0×, 5th most expensive of 21 in its peer set.
How has Zhejiang Yiming Food stock performed?
Over six months to 6 Nov 2026 the shares returned +22.4% against -7.0% for the median peer; over one year +1.0%.

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.