Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300972.SZ
STRONG BUYREMOVEGet insider-trade alertsFujian Wanchen Food Group Co., Ltd. · Consumer Defensive · China · $4.8B · Avg Vol: $56M/d
A Chinese snack food chain operator. While it has rapid unit growth, it operates in a highly competitive, low-barrier-to-entry domestic retail market with no alignment to our global macro themes.
COMPANY DESCRIPTION
Fujian Wanchen Food Group Co., Ltd. operates a dual-engine business model focused on the industrialized cultivation of edible fungi and the retail distribution of snack foods. The company utilizes advanced, automated factory farming techniques to ensure high-yield, year-round production of specialty mushrooms. Its competitive advantage lies in its large-scale agricultural industrialization and its rapidly growing offline snack franchise network.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 80.9M | 1.4B | 4.8B | 7.6B | 354.2% |
| EPS | 0.05 | -0.08 | 0.25 | 1.08 | 186.4% |
| Shares | 153.5M | 154.7M | 180.0M | 188.9M | +23.1% |
| Debt | 46.1M | 167.8M | 244.5M | 304.9M | 87.7% |
| Equity | 98.4M | 95.1M | 161.7M | 218.5M | 30.5% |
| Op CF | 10.4M | 150.7M | 124.9M | 534.9M | 272.3% |
| Inv CF | -43.3M | -30.4M | -14.2M | -7.4M | — |
| Fin CF | 18.1M | 32.7M | 44.7M | -168.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 300972.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300972.SZ | Fujian Wanchen Food Group Co., Ltd.(you) | $4.8B | 90 | STRONG BUY |
| 002299.SZ | Fujian Sunner Development Co., Ltd. | $2.8B | 76 | BUY |
| 600598.SS | Heilongjiang Agriculture Company Limited | $2.8B | 72 | BUY |
| 002746.SZ | Shandong Xiantan Group Co., Ltd. | $638M | 63 | HOLD |
| 002772.SZ | Tianshui Zhongxing Bio-technology Co.,Ltd. | $640M | 61 | HOLD |
| 2714.HK | Muyuan Foods Group Co., Ltd. | $21.4B | 45 | HOLD |
| 601952.SS | Jiangsu Provincial Agricultural Reclamation and Development Co.,Ltd. | $1.5B | 38 | HOLD |
| 9858.HK | China Youran Dairy Group Limited | $1.5B | 36 | HOLD |
| 1431.HK | YuanShengTai Dairy Farm Limited | $130M | 85 | STRONG BUY |
| 2419.HK | Dekon Food and Agriculture Group | $1.9B | 30 | SELL |
Peer medians: ROE 8.5% · P/E 19.8x · Gross margin 33.4%