Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600251.SS
HOLDREMOVEXinjiang Guannong Co.,Ltd. · Consumer Defensive · China · $1.1B · Avg Vol: $14M/d
Xinjiang Guannong is an agricultural processor. It is a low-margin, highly cyclical commodity business that fails our Terry Smith quality filter.
COMPANY DESCRIPTION
Xinjiang Guannong Co., Ltd. processes and distributes agricultural products, specializing in tomato paste, beet sugar, and cotton products. The company benefits from a strong competitive moat derived from Xinjiang's unique climate and abundant agricultural resources, ensuring high-quality raw materials. It operates as a leading, export-oriented agricultural processor with a significant share in the global tomato paste market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 356.6M | 642.5M | 519.1M | 371.6M | 1.4% |
| EPS | 0.09 | 0.14 | 0.04 | 0.07 | -9.6% |
| Shares | 781.0M | 777.0M | 777.0M | 777.0M | -0.5% |
| Debt | 385.6M | 396.3M | 346.0M | 336.5M | -4.4% |
| Equity | 468.5M | 556.7M | 530.8M | 557.3M | 6.0% |
| Op CF | 151.4M | 30.3M | 90.6M | 18.5M | -50.3% |
| Inv CF | -36.0M | 56.2M | 21.6M | -46.7M | — |
| Fin CF | -115.1M | -40,600 | -139.4M | -57.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 600251.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600251.SS | Xinjiang Guannong Co.,Ltd.(you) | $1.1B | 36 | HOLD |
| 603711.SS | XIANGPIAOPIAO Food Co.,Ltd | $743M | 35 | SELL |
| 600305.SS | Jiangsu Hengshun Vinegar-Industry Co.,Ltd | $1.1B | 26 | SELL |
| 603235.SS | JiangXi Tianxin Pharmaceutical Co., Ltd. | $1.5B | 32 | SELL |
| 001313.SZ | Guangdong Yuehai Feeds Group Co.,Ltd. | $782M | 30 | SELL |
| 600597.SS | Bright Dairy & Food Co.,Ltd | $1.3B | 27 | SELL |
| 002847.SZ | YanKer shop Food Co.,Ltd | $1.9B | 38 | HOLD |
| 002100.SZ | TECON BIOLOGY Co.LTD | $1.2B | 24 | SELL |
| 603027.SS | Qianhe Condiment and Food Co., Ltd. | $1.5B | 28 | SELL |
| 600962.SS | SDIC Zhonglu Fruit Juice Co.,Ltd. | $987M | 22 | SELL |
Peer medians: ROE 8.4% · P/E 21.7x · Gross margin 33.3%