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← CockpitCompetitor Analysis › 605296.SS Yunnan Shennong Agricultural Industry Group Co.,Ltd Class AOpen in the cockpit ↗

Yunnan Shennong Agricultural Industry Group Co.,Ltd Class A605296.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Staples›Agricultural Commodities/Milling

Yunnan-based hog farming and pork production company.

Momentum leader 94
Mkt cap
$2.60B
US dollars, full cap
Free float
12%
of shares outstanding
$/day
$15.8M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-15.0 pp
WACC 6.1%
Hurdle
n/a
no reverse DCF
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥32.91
1D0.0%
1W+14.1%
1M+8.9%
3M+12.4%
6M+9.8%
YTD+12.2%
1Y+7.8%
ATR %4.6%
52w lowhigh10.7% off high

What Yunnan Shennong Agricultural Industry does

Yunnan-based hog farming and pork production company.

Products and services

  • Hog farming
  • Feed

Customers

  • Food processors/wholesalers

Where it sits in the supply chain

  • Agriculture
  • Hog farming
  • Pork processing

What could go wrong

  • Hog-price cycle

Moat: none

Headquarters: Kunming, Yunnan, China · Employees: 3,615

Named competitors

Yunnan Shennong Agricultural Industry at a glance

Size Yunnan Shennong Agricultural Industry (605296.SS) is a China Consumer Staples company (Agricultural Commodities/Milling) with a market value of $2.60B, the 997th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥32.91 on 6 Nov 2026.

Performance Over six months the shares gained 9.8%, against -11.0% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 21 in its peer set.

Growth Revenue grew 2.2% over the last twelve months (peer median +8.0%); the operating margin is -18.6% (peer median 5.0%).

Valuation It trades at 3.4× enterprise value to sales against a peer median of 1.2× (2nd most expensive of 21).

Capital Return on invested capital runs 15.0 points below its cost of capital (6.1% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026605296.SS 109Peer median 88
Six months, rebased to 100: Yunnan Shennong Agricultural Industry against the median of its 20 peers (local-currency closes).

Yunnan Shennong Agricultural Industry financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.55BCN¥5.35BCN¥5.58BCN¥3.89BCN¥3.30B
Revenue growth—-4%+44%+18%—
Gross profitCN¥560MCN¥799MCN¥1.08BCN¥97.4MCN¥556M
EBITDAn/aCN¥809MCN¥1.17B-CN¥38.5MCN¥515M
Net income-CN¥1.09BCN¥339MCN¥687M-CN¥401MCN¥256M
Free cash flow-CN¥1.28B-CN¥66.5MCN¥573M-CN¥975M-CN¥478M
Capital expenditureCN¥881MCN¥845MCN¥981MCN¥999MCN¥801M
Total debtCN¥1.99BCN¥887MCN¥840MCN¥797MCN¥214M

Quarterly statements and history in the cockpit →

Yunnan Shennong Agricultural Industry 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%-20%0%E5HCURA2607SCHOAWL300761BFGCALMTRLV000833EBRO1229GNSEB5002299SEB2871P8Z002385605296.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Yunnan Shennong Agricultural Industry is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%1×2×3×E5HCURA2607SCHOAWL300761BFGCALMTRLV000833EBRO1229GNSEB5002299SEBGODREJIND2871P8Z002385605296.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yunnan Shennong Agricultural Industry is the large dot.

Yunnan Shennong Agricultural Industry competitors and peer comparison

Head to head with its named competitors (605296.SS vs 002714.SZ vs 300498.SZ vs 000876.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Yunnan Shennong Agricultural Industry 605296.SS$2.60B+10%+2%-19%3.4×n/a
Muyuan Foods 002714.SZ$33.9B-1%-19%-4%2.2×n/a
Wen's Foodstuff 300498.SZ$16.7B+2%-5%-4%1.4×n/a
New Hope Liuhe 000876.SZ$4.71B-19%+7%-3%0.9×n/a
Tangrenshen 002567.SZ$783M-12%-14%-9%0.5×34.7%
Jiangxi Zhengbang Technology 002157.SZ$3.97B-17%+15%-10%1.6×n/a
Fujian Aonong Biological Technology Group Incorporation 603363.SS$1.09B-21%+12%-8%1.1×n/a

How Yunnan Shennong Agricultural Industry 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.

Yunnan Shennong Agricultural Industry against its 20 peers (data as of 6 Nov 2026)
Measure605296.SSPeer medianRank in peer set
1-month return+8.9%-1.8%4th highest of 21
6-month return+9.8%-11.0%6th highest of 21
Distance from 52-week high-10.7%-24.4%6th highest of 21
Revenue growth (TTM)+2.2%+8.0%8th lowest of 21
Operating margin-18.6%5.0%lowest of 21
EV / Sales3.4×1.2×2nd most expensive of 21
ROIC minus cost of capital-15.0 pp-0.0 pplowest 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
Yunnan Shennong Agricultural Industry 605296.SSChina$2.60B+10%+2%-19%3.4×n/an/a
Golden Agri-Resources E5H.SISingapore$2.68B-18%+9%6%0.4×-13.7%+11.6%
Curaleaf CURA.TOCanada$2.50B-18%+5%1%2.6×n/an/a
Fuji Oil 2607.TJapan$2.46B+36%+10%5%0.8×0.9%+16.2%
Schouw & SCHO.CODenmark$2.90B+30%-1%4%0.7×-3.3%+9.9%
AWL Agri Business AWL.NSIndia$2.30B-21%+18%2%0.4×13.4%+15.0%
Jiangsu Lihua Animal Husbandry 300761.SZChina$2.94B+2%+7%3%1.1×4.0%+16.8%
B.F BFG.MIItaly$2.29B+56%+30%-2%1.6×n/an/a
Cal-Maine Foods CALMUnited States$3.02B-15%-43%1%0.9×n/an/a
Trulieve Cannabis TRLVUnited States$2.23B+31%-4%14%2.2×13.5%+17.8%
Guangxi Yuegui Guangye 000833.SZChina$2.19B-46%+67%30%3.0×2.1%-0.9%
Ebro Foods EBRO.MCSpain$3.12B+1%-4%10%1.1×-7.7%+4.4%
Lien Hwa Industrial 1229.TWTaiwan$2.12B-6%-3%9%8.3×21.5%+7.3%
Genus GNS.LUnited Kingdom$2.07B+5%-2%13%2.4×17.9%+2.8%
First Resources Ltd. (Singapore) EB5.SISingapore$3.27B-26%+51%30%2.1×-7.1%+19.0%
Fujian Sunner Development 002299.SZChina$3.28B-7%+13%5%1.3×-1.0%+7.9%
Seaboard SEBUnited States$3.38B-22%+7%3%0.4×n/an/a
Godrej Industries GODREJIND.NSIndia$3.41B-22%+17%8%1.4×n/an/a
Nichirei 2871.TJapan$3.42B+13%+10%5%0.8×2.4%+4.6%
Bumitama Agri P8Z.SISingapore$1.87B-25%+9%25%1.5×-15.2%+12.9%
Beijing Dbn Technology 002385.SZChina$1.86B-23%-1%-6%0.9×n/an/a

Questions

Who are Yunnan Shennong Agricultural Industry's main competitors?
Named competitors: Muyuan Foods (002714.SZ), Wens Foodstuff Group (300498.SZ), New Hope Liuhe (000876.SZ), Tangrenshen Group (002567.SZ), Zhengbang Technology (002157.SZ), Fujian Aonong Biological Technology (603363.SS). The cockpit's measured peer set (industry) also includes Golden Agri-Resources (E5H.SI), Curaleaf (CURA.TO), Fuji Oil (2607.T), Schouw & (SCHO.CO), AWL Agri Business (AWL.NS), Jiangsu Lihua Animal Husbandry (300761.SZ).
Is Yunnan Shennong Agricultural Industry expensive compared with its peers?
On ev / sales it trades at 3.4× against a peer median of 1.2×, 2nd most expensive of 21 in its peer set.
How has Yunnan Shennong Agricultural Industry stock performed?
Over six months to 6 Nov 2026 the shares returned +9.8% against -11.0% for the median peer; over one year +7.8%.

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.