Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
605339.SS
STRONG SELLREMOVENamchow Food Group (Shanghai) Co., Ltd. · Consumer Defensive · China · $788M · Avg Vol: $4M/d
Namchow Food Group lacks a durable economic moat and pricing power, operating as a commodity-sensitive food ingredients supplier.
COMPANY DESCRIPTION
Namchow Food Group (Shanghai) Co., Ltd. produces high-end baking fats, whipping cream, fillings, and frozen dough for the bakery and food service sectors. The company is a market leader in the premium baking ingredients segment, distinguished by its strong R&D capabilities and comprehensive technical support services for commercial bakers. Its deep customer relationships and reputation for quality form a high barrier to entry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 422.8M | 455.5M | 466.9M | 452.9M | 2.3% |
| EPS | 0.06 | 0.08 | 0.07 | 0.01 | -35.9% |
| Shares | 428.1M | 426.1M | 424.3M | 424.3M | -0.9% |
| Debt | 62.7M | 44.7M | 45.8M | 54.3M | -4.7% |
| Equity | 480.3M | 494.4M | 510.1M | 505.3M | 1.7% |
| Op CF | 29.6M | 62.1M | 34.2M | 7.8M | -35.9% |
| Inv CF | -11.3M | -74.0M | -101.1M | -53.0M | — |
| Fin CF | -13.7M | -43.8M | -20.2M | -11.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 605339.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605339.SS | Namchow Food Group (Shanghai) Co., Ltd.(you) | $788M | 2 | STRONG SELL |
| 002481.SZ | Yantai Shuangta Food Co., Ltd. | $722M | 2 | STRONG SELL |
| 605179.SS | Zhejiang Yiming Food Co., Ltd. | $801M | 5 | STRONG SELL |
| 600073.SS | Shanghai Bright Meat Group Co., Ltd. | $671M | 7 | STRONG SELL |
| 6683.HK | Star Plus Legend Holdings Limited | $558M | 4 | STRONG SELL |
| 300791.SZ | Sirio Pharma Co., Ltd. | $768M | 10 | STRONG SELL |
| 002840.SZ | Zhejiang Huatong Meat Products Co., Ltd. | $928M | 8 | STRONG SELL |
| 002570.SZ | Beingmate Co., Ltd. | $734M | 11 | STRONG SELL |
| 1610.HK | COFCO Joycome Foods Limited | $579M | 7 | STRONG SELL |
| 600127.SS | Jinjian Cereals Industry Co.,Ltd. | $523M | 6 | STRONG SELL |
Peer medians: ROE 8.5% · P/E 20.9x · Gross margin 33.3%