Shandong Minhe Animal Husbandry Co Ltd (002234) Fair Value & Analysis

Consumer Defensive · CN · Market cap 2.5B CNY (≈ $369M) · ISIN CNE100000BF2

What is Shandong Minhe Animal Husbandry Co Ltd really worth?

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price sits above even our optimistic bull case (¥3.21). The favourable scenario is already priced in.
• The model range is unusually wide (¥1.09 to ¥3.21). The outcome hinges heavily on assumptions, so read the point estimate with caution.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ¥6.41 – ¥23.35 · fair‑value band ¥1.09 – ¥3.21 · the ¥8.34 price screens above the ¥2.15 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Shandong Minhe Animal Husbandry Co Ltd (002234) currently trades at ¥8.34, while our model-based Fair Value estimate is ¥2.15, implying the stock looks roughly 287.9% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Consumer Defensive sector. Bull case: the Asset-Based group reads highest at a median of ¥3.40 per share, and 0 of the 4 models we run sit above the ¥8.34 price. Bear case: the Dividend Discount group reads lowest at ¥1.85, and 4 of the 4 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Shandong Minhe Animal Husbandry Co Ltd generated revenue of 2.2B CNY at a net margin of −12.3%. Revenue grew 0.4% year over year. It earns a return on equity of −14.2%. Net debt stands at 830M CNY. Fundamentals as of Aug 13, 2026

Our scenario range runs from ¥1.09 (bear case) to ¥3.21 (bull case); at ¥8.34, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −19% fair-value upside, at −74%, 002234 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Widest divergence: Asset-Based (¥3.40) versus Dividend Discount (¥1.85). Highest evidence: Gordon GGM (67).

Key figures & financial health

Quality Score breakdown

About the company

Shandong Minhe Animal Husbandry Co., Ltd., together with its subsidiaries, engages in the breeding, producing, slaughtering, processing, and sale of commercial broiler chickens in the People's Republic of China. The company provides commercial chicken cooked food and prepared food.

Full company description

Shandong Minhe Animal Husbandry Co., Ltd., together with its subsidiaries, engages in the breeding, producing, slaughtering, processing, and sale of commercial broiler chickens in the People's Republic of China. The company provides commercial chicken cooked food and prepared food. It also produces and sells organic fertilizer; and generates manure biogas and photovoltaic power. The company offers its products to large and medium-sized breeding enterprises, breeders, dealers, distributors, and farmers. Shandong Minhe Animal Husbandry Co., Ltd. was founded in 1997 and is headquartered in Yantai, the People's Republic of China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shandong Minhe Animal Husbandry Co Ltd reported revenue of 2.2B CNY in FY2025 versus 1.8B CNY in FY2021, a compound +5.0%/yr. Reported net income was −269M CNY in FY2025.

002234 screens 288% overvalued. Compare with Archer-Daniels-Midland Company →

Peer Group

Farm Products · 292 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Farm Products median · lower = cheaper

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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