Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2753.TW
BUYREMOVEBafang Yunji International Company Limited · Consumer Cyclical · Taiwan · $400M · Avg Vol: $2M/d
Bafang Yunji is a Taiwanese quick-service restaurant chain. While a decent consumer business, it lacks any structural alignment with our high-conviction macro themes and does not present an asymmetric 18-month opportunity.
COMPANY DESCRIPTION
Bafang Yunji International Company Limited operates a leading quick-service restaurant chain specializing in potstickers, dumplings, and noodles across Taiwan and international markets. The company's competitive moat is its highly standardized, central-kitchen-supported supply chain and a highly successful franchise model. It is the dominant market leader in Taiwan's fast-casual dining sector.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 214.8M | 231.9M | 253.7M | 277.8M | 8.9% |
| EPS | 0.28 | 0.32 | 0.26 | 0.29 | — | 1.2% |
| Shares | — | 66.3M | 66.5M | 66.6M | 66.6M | +0.5% |
| Debt | — | 48.0M | 56.0M | 56.7M | 88.1M | 22.5% |
| Equity | — | 103.7M | 106.9M | 112.9M | 120.1M | 5.0% |
| Op CF | — | 43.9M | 38.5M | 44.3M | 50.2M | 4.6% |
| Inv CF | — | -34.4M | -11.8M | -9.9M | -34.7M | — |
| Fin CF | — | -28.5M | -23.2M | -30.3M | 3.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 2753.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2753.TW | Bafang Yunji International Company Limited(you) | $400M | 71 | BUY |
| 2727.TW | Wowprime Corp. | $645M | 90 | STRONG BUY |
| 2755.TWO | YoungQin International Co., Ltd. | $170M | 57 | HOLD |
| 2752.TWO | Tofu Restaurant Co., Ltd. | $151M | 89 | STRONG BUY |
| 2723.TW | Gourmet Master Co. Ltd. | $376M | 33 | SELL |
| 7705.TW | Mercuries F&B Co., Ltd. | $67M | 58 | HOLD |
| 2729.TWO | TTFB Company Limited | $221M | 29 | SELL |
| 2754.TWO | Kura Sushi Asia Co., Ltd. | $101M | 42 | HOLD |
| 5306.TW | KMC (Kuei Meng) International Inc. | $346M | 67 | BUY |
| 1307.TW | San Fang Chemical Industry Co., Ltd. | $458M | 76 | BUY |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 22.9%