Tianjin Guifaxiang 18th Street Mahua Food Co (002820) Fair Value & Analysis
Consumer Defensive · CN · Market cap 1.8B CNY
Fair value as of: Jul 22, 2026
From 12 valuation models · updated 19 days ago
Fair value updated Jul 22, 2026, revised from ¥2.77 to ¥2.18 (−21.3%) since Jun 25, 2026. Share price +8.8% over the past month.
A solid business, but screening 77% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥2.44). The favourable scenario is already priced in.
- Solid but not exceptional quality (51/100) 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 Jul 22, 2026.
How to read this chart
60‑month range ¥6.65 – ¥20.86 · fair‑value band ¥1.92 – ¥2.44 · the ¥9.41 price screens above the ¥2.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.
Analysis
Tianjin Guifaxiang 18th Street Mahua Food Co (002820) currently trades at ¥9.41, while our model-based Fair Value estimate is ¥2.18, implying the stock looks roughly 76.8% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Tianjin Guifaxiang 18th Street Mahua Food Co generated revenue of 472M CNY at a net margin of -5.1%. Revenue grew 0.7% year over year. It earns a return on equity of -2.7%. The balance sheet holds a net cash position of 226M CNY. Fundamentals as of Jul 22, 2026
Our scenario range runs from ¥1.92 (bear case) to ¥2.44 (bull case); at ¥9.41, 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 46% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -77%, 002820 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 12 models by family
Widest divergence: DCF Models (¥3.34) versus Dividend Discount (¥1.50). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 52 · Market factors (momentum, volatility) 29
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Tianjin Guifaxiang 18th Street Mahua Food Co.,Ltd. engages in the research and development, production, and sale of traditional specialty and other snack food in China.
Full company description
Tianjin Guifaxiang 18th Street Mahua Food Co.,Ltd. engages in the research and development, production, and sale of traditional specialty and other snack food in China. It offers traditional snack food and other snack food, such as cakes, Tianjin-style instant food, and sweet chestnuts, as well as 18th street fried dough twists, pastries, seasonal food, and other leisure food. The company sells its products through general distributors, supermarkets, specialty and food stores in commercial tourist areas, convenience stores, and online distribution channels. Tianjin Guifaxiang 18th Street Mahua Food Co.,Ltd. was founded in 1994 and is headquartered in Tianjin, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tianjin Guifaxiang 18th Street Mahua Food Co reported revenue of ¥471M in FY2025 versus ¥405M in FY2021, a compound +3.8%/yr. Reported net income was −¥24.5M in FY2025.
of which total revenue +0.9 pp · buybacks/dilution −2.7 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
002820 screens 77% overvalued. Compare with Nestlé India Limited →
Peer Group
Packaged Foods · 649 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 Packaged Foods median · lower = cheaper
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,427 | ₹362.37 | -75% |
| Britannia Industries Limited BRITANNIA | ₹5,413 | ₹1,870 | -65% |
| Tata Consumer Products Limited TATACONSUM | ₹1,089 | ₹327.27 | -70% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 6,650 IDR | 15,757 IDR | +137% |
| Samyang Foods Co 003230 | 1,139,000 KRW | 1,010,543 KRW | -11% |
| Patanjali Foods Limited PATANJALI | ₹413.80 | ₹157.04 | -62% |
| Vietnam Dairy Products Joint Stock Company VNM | 58,500 VND | 68,259 VND | +17% |
| PT Mayora Indah Tbk, MYOR | 1,750 IDR | 2,699 IDR | +54% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,490 IDR | 4,355 IDR | -3% |
| Nongshim Co 004370 | 348,500 KRW | 530,619 KRW | +52% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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