Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000876.SZ
STRONG SELLREMOVEGet insider-trade alertsNew Hope Liuhe Co.,Ltd. · Consumer Defensive · China · $4.0B · Avg Vol: $30M/d
New Hope Liuhe is a highly cyclical agricultural and animal feed producer. It fails our Buffett and Smith lenses due to its capital-intensive nature, lack of pricing power, and vulnerability to volatile commodity input costs.
COMPANY DESCRIPTION
New Hope Liuhe Co., Ltd. is a vertically integrated agribusiness giant manufacturing animal feed, operating pig and poultry farming, and processing meat products. As one of China's largest feed producers and livestock farmers, the company benefits from massive economies of scale and a fully integrated supply chain. It holds a dominant position in the domestic protein supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 20.8B | 20.9B | 15.2B | 15.7B | -8.9% |
| EPS | -0.05 | 0.01 | 0.01 | -0.06 | 125.0% |
| Shares | 4.5B | 4.5B | 4.5B | 4.5B | -0.8% |
| Debt | 10.2B | 9.4B | 9.0B | 8.6B | -5.7% |
| Equity | 4.3B | 3.6B | 3.8B | 3.3B | -8.8% |
| Op CF | 1.4B | 2.0B | 1.3B | 1.4B | 0.5% |
| Inv CF | -1.2B | 0.8M | -160.2M | -228.4M | — |
| Fin CF | -808.2M | -2.2B | -1.4B | -1.2B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 000876.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000876.SZ | New Hope Liuhe Co.,Ltd.(you) | $4.0B | 9 | STRONG SELL |
| 002157.SZ | Jiangxi ZhengBang Technology Co., Ltd. | $3.8B | 11 | STRONG SELL |
| 605296.SS | Yunnan Shennong Agricultural Industry Group Co.,LTD. | $2.1B | 14 | STRONG SELL |
| 002385.SZ | Beijing Dabeinong Technology Group Co.,Ltd. | $1.7B | 3 | STRONG SELL |
| 000998.SZ | Yuan Long Ping High-Tech Agriculture Co., Ltd. | $1.6B | 4 | STRONG SELL |
| 300761.SZ | Jiangsu Lihua Foods Group Co., Ltd | $2.0B | 22 | SELL |
| 300498.SZ | Wens Foodstuff Group Co., Ltd. | $11.9B | 17 | STRONG SELL |
| 600108.SS | Gansu Yasheng Industrial (Group) Co., Ltd. | $903M | 8 | STRONG SELL |
| 600313.SS | Zhongnongfa Seed Industry Group Co., Ltd. | $905M | 7 | STRONG SELL |
| 000048.SZ | Shenzhen Kingkey Smart Agriculture Times Co.,Ltd | $1.7B | 24 | SELL |
Peer medians: ROE 8.5% · P/E 19.6x · Gross margin 33.4%