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600073.SS

STRONG SELLREMOVE

Shanghai Bright Meat Group Co., Ltd. · Consumer Defensive · China · $671M · Avg Vol: $5M/d

7
StockRank
Q
16
V
34
M
32
P/E (TTM)
ROE
-13.7%
D/E
0.7x
Dividend %
AI CONVICTION THESIS

Shanghai Bright Meat Group is a low-margin meat processing and distribution business. It has no pricing power, is highly vulnerable to agricultural commodity price cycles, and faces rising logistics costs driven by global energy pressures.

COMPANY DESCRIPTION

Shanghai Bright Meat Group Co., Ltd. is a leading food processing company specializing in canned foods, fresh meat distribution, and cold-chain logistics. The company owns iconic domestic brands like 'Maling' and operates a vertically integrated meat supply chain from livestock breeding to retail. It holds a dominant market position in eastern China, supported by strict quality control and a robust distribution network.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue3.7B3.3B3.2B3.3B-4.0%
EPS0.080.040.03-0.02-34.7%
Shares937.7M937.7M937.7M937.7M0.0%
Debt485.8M564.7M536.7M654.5M10.4%
Equity716.1M731.4M723.4M693.5M-1.1%
Op CF292.4M56.1M116.5M-27.9M-36.9%
Inv CF-109.8M-71.9M-130.9M-35.3M
Fin CF-109.1M-46.2M7.4M90.8M
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PRICE (1Y)-14.1%
0.710.750.780.810.85May 12Jun 2Jun 23
SMA 50SMA 200
Close
$0.73
RSI (14)
28.3
52W High
$1.24
From 52W High
0.6%

SCORE BREAKDOWN

Quality
16
ROIC
-5.5%6.8
ROE
-13.7%5.8
GP/Assets
12.2%13.8
Op. Margin
0.3%15.0
FCF/Assets
-0.8%21.8
Piotroski
34.3
Int. Cover
-2.7x6.5
D/E Ratio
0.72x33.5
Current Ratio
1.15x30.6
Value
34
P/E (TTM)
N/A
EV/EBITDA
57.4x3.1
P/FCF
N/A
P/B
1.0x71.4
P/S
0.2x89.7
Div Yield
N/A
Momentum
32
52W High %
59%17.6
RS 6M
-32%34.8
SMA 50/200
0.86x15.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
91.6
Q Growth
-70%3.3

FUNDAMENTALS

Market Cap
$671M
P/E (Forward)
7.3x
Gross Margin
8.0%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 600073.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600073.SSShanghai Bright Meat Group Co., Ltd.(you)$671M7STRONG SELL
1610.HKCOFCO Joycome Foods Limited$579M7STRONG SELL
605179.SSZhejiang Yiming Food Co., Ltd.$801M5STRONG SELL
002570.SZBeingmate Co., Ltd.$734M11STRONG SELL
002481.SZYantai Shuangta Food Co., Ltd.$722M2STRONG SELL
600127.SSJinjian Cereals Industry Co.,Ltd.$523M6STRONG SELL
300791.SZSirio Pharma Co., Ltd.$768M10STRONG SELL
6683.HKStar Plus Legend Holdings Limited$558M4STRONG SELL
002840.SZZhejiang Huatong Meat Products Co., Ltd.$928M8STRONG SELL
002086.SZShandong Oriental Ocean Sci-Tech Co., Ltd.$507M9STRONG SELL

Peer medians: ROE 8.5% · P/E 21.3x · Gross margin 33.3%

Shanghai Bright Meat Group Co., Ltd. (600073.SS) — Stock Score Summary

Shanghai Bright Meat Group Co., Ltd. (600073.SS) has a MoatMap StockRank of 7/100 based on Quality (16/100), Value (34/100), and Momentum (32/100) factor scores. The current signal is STRONG SELL. Shanghai Bright Meat Group is a low-margin meat processing and distribution business. It has no pricing power, is highly vulnerable to agricultural commodity price cycles, and faces rising logistics costs driven by global energy pressures.

Shanghai Bright Meat Group Co., Ltd. is a leading food processing company specializing in canned foods, fresh meat distribution, and cold-chain logistics. The company owns iconic domestic brands like 'Maling' and operates a vertically integrated meat supply chain from livestock breeding to retail. It holds a dominant market position in eastern China, supported by strict quality control and a robust distribution network.

Key Financial Metrics

Price$0.73
Market Cap$671M
P/E (Forward)7.33
Price/Book1.01
Return on Equity-13.7%
Return on Invested Capital-5.5%
Debt/Equity71.88
Gross Margin8.0%
Operating Margin0.3%
Revenue Growth0.2%
Free Cash Flow$-3M

Shanghai Bright Meat Group Co., Ltd. operates in the Packaged Foods industry, part of the Consumer Defensive sector (China).

Frequently Asked Questions

What is Shanghai Bright Meat Group Co., Ltd.’s (600073.SS) StockRank?
MoatMap’s StockRank for Shanghai Bright Meat Group Co., Ltd. (600073.SS) is 7/100, with a Strong Sell signal. It is a composite of Quality (16), Value (34), and Momentum (32) factor ranks across MoatMap’s 20,000+ stock universe.
Does Shanghai Bright Meat Group Co., Ltd. have an economic moat?
Shanghai Bright Meat Group Co., Ltd. (600073.SS) has a Quality factor score of 16/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Shanghai Bright Meat Group Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Shanghai Bright Meat Group Co., Ltd. (600073.SS) is Strong Sell, based on a StockRank of 7/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Shanghai Bright Meat Group Co., Ltd. in?
Shanghai Bright Meat Group Co., Ltd. (600073.SS) operates in the Consumer Defensive sector, specifically the Packaged Foods industry (China).