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603345.SS

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Anjoy Foods Group Co., Ltd. · Consumer Defensive · China · $4.2B · Avg Vol: $66M/d

79
StockRank
Q
58
V
47
M
63
P/E (TTM)
18.7x
ROE
10.2%
D/E
0.0x
Dividend %
3.2%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Anjoy Foods is a frozen food manufacturer with decent domestic growth but lacks any connection to our global macro themes or structural tailwinds.

COMPANY DESCRIPTION

Anjoy Foods Group is a leading Chinese manufacturer of frozen food products, specializing in quick-frozen hot pot ingredients, frozen flour products, and pre-prepared dishes. The company's competitive moat is sustained by its extensive nationwide production network, cold-chain logistics capabilities, and dominant market share in both retail and foodservice channels. It operates as the market leader in China's frozen food industry, benefiting from the rapid growth of the pre-prepared meal sector.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue—1.8B2.1B2.2B2.4B9.9%
EPS—0.570.740.750.654.2%
Shares—293.3M293.3M293.3M333.3M+13.6%
Debt20.9M73.5M49.0M22.9M143.2M61.9%
Equity—1.7B1.9B1.9B2.3B9.9%
Op CF—208.0M289.0M310.9M342.4M18.1%
Inv CF—-708.6M32.1M-473.6M-169.4M—
Fin CF—801.1M-104.2M-177.0M219.8M—
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PRICE (1Y)-17.8%
12.3713.1013.8214.5515.27May 12Jun 2Jun 23
SMA 50SMA 200
Close
$12.46
RSI (14)
31.0
52W High
$16.34
From 52W High
0.8%

SCORE BREAKDOWN

Quality
58
ROIC
11.2%55.5
ROE
10.2%52.0
GP/Assets
18.3%27.5
Op. Margin
15.6%78.0
FCF/Assets
6.5%68.3
Piotroski
411.5
Int. Cover
50.0x85.9
D/E Ratio
0.04x86.4
Current Ratio
3.73x88.3
Value
47
P/E (TTM)
18.7x43.5
EV/EBITDA
8.0x61.8
P/FCF
143.1x39.0
P/B
1.8x43.7
P/S
1.7x30.8
Div Yield
3.2%55.0
Momentum
63
52W High %
76%41.7
RS 6M
0%72.1
SMA 50/200
1.13x91.0
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
+24%41.1
Q Growth
43%75.3

FUNDAMENTALS

Market Cap
$4.2B
P/E (Forward)
15.1x
Gross Margin
21.9%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 603345.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603345.SSAnjoy Foods Group Co., Ltd.(you)$4.2B79BUY
600186.SSLotus Holdings Co.,Ltd.$3.8B69BUY
6186.HKChina Feihe Limited$3.3B70BUY
9985.HKWEILONG Delicious Global Holdings Ltd$2.3B77BUY
600872.SSJonjee Hi-Tech Industrial and Commercial Holding Co.,Ltd$2.0B69BUY
0322.HKTingyi (Cayman Islands) Holding Corp.$7.2B93STRONG BUY
603317.SSSichuan Teway Food Group Co.,Ltd$2.1B92STRONG BUY
002946.SZNew Hope Dairy Co., Ltd.$2.0B66BUY
300146.SZByhealth Co., Ltd$2.6B59HOLD
605016.SSShandong Bailong Chuangyuan Bio-Tech Co., Ltd.$1.5B69BUY

Peer medians: ROE 8.4% · P/E 21.7x · Gross margin 33.4%

Anjoy Foods Group Co., Ltd. (603345.SS) — Stock Score Summary

Anjoy Foods Group Co., Ltd. (603345.SS) has a MoatMap StockRank of 79/100 based on Quality (58/100), Value (47/100), and Momentum (63/100) factor scores. The current signal is BUY. Anjoy Foods is a frozen food manufacturer with decent domestic growth but lacks any connection to our global macro themes or structural tailwinds.

Anjoy Foods Group is a leading Chinese manufacturer of frozen food products, specializing in quick-frozen hot pot ingredients, frozen flour products, and pre-prepared dishes. The company's competitive moat is sustained by its extensive nationwide production network, cold-chain logistics capabilities, and dominant market share in both retail and foodservice channels. It operates as the market leader in China's frozen food industry, benefiting from the rapid growth of the pre-prepared meal sector.

Key Financial Metrics

Price$12.46
Market Cap$4.2B
P/E (TTM)18.71
P/E (Forward)15.11
Price/Book1.84
Return on Equity10.2%
Return on Invested Capital11.2%
Debt/Equity3.78
Gross Margin21.9%
Operating Margin15.6%
Revenue Growth30.8%
Dividend Yield3.2%
Free Cash Flow$29M

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

Frequently Asked Questions

What is Anjoy Foods Group Co., Ltd.’s (603345.SS) StockRank?
MoatMap’s StockRank for Anjoy Foods Group Co., Ltd. (603345.SS) is 79/100, with a Buy signal. It is a composite of Quality (58), Value (47), and Momentum (63) factor ranks across MoatMap’s 20,000+ stock universe.
Does Anjoy Foods Group Co., Ltd. have an economic moat?
Anjoy Foods Group Co., Ltd. (603345.SS) has a Quality factor score of 58/100. 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 Anjoy Foods Group Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Anjoy Foods Group Co., Ltd. (603345.SS) is Buy, based on a StockRank of 79/100. 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 Anjoy Foods Group Co., Ltd. in?
Anjoy Foods Group Co., Ltd. (603345.SS) operates in the Consumer Defensive sector, specifically the Packaged Foods industry (China).
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