EN DE

Jiangsu Lihua Foods Group (300761) Fair Value & Analysis

Consumer Defensive · CN · Market cap 15.0B CNY

JL Jiangsu Lihua Foods Group 300761 · SHE
Price¥18.59
Fair Value¥14.34
Upside-22.9%
Quality50/100
Watch Jiangsu Lihua Foods Group for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Thin margins · 2.7% net margin
Low debt · generates free cash flow
1.92% dividend yield
Mixed vs. peers (6/14)
Narrow moat 27/100
Evidence: High Range ¥9.01 – ¥17.92 Share as image

Fair value as of: Jul 9, 2026

From 23 valuation models · updated 32 days ago

Share price −1.2% over the past month.

A solid business, but screening 23% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (¥17.92). The favourable scenario is already priced in.
  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (¥9.01 to ¥17.92) leaves room in how you read the outcome.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

¥24.55 ¥12.58 Fair Value ¥14.34 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 9, 2026.

How to read this chart

60‑month range ¥12.58 – ¥24.55 · fair‑value band ¥9.01 – ¥17.92 · the ¥18.59 price screens above the ¥14.34 fair value. Dashed = 300-day average. As of Jul 9, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Jiangsu Lihua Foods Group (300761) currently trades at ¥18.59, while our model-based Fair Value estimate is ¥14.34, implying the stock looks roughly 22.9% overvalued today. The Quality Score stands at 50/100 (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: high).

Over the trailing twelve months, Jiangsu Lihua Foods Group generated revenue of 19.6B CNY at a net margin of 2.7%. Revenue grew 22.0% year over year. It earns a return on equity of 5.5%. Net debt stands at 2.4B CNY. Fundamentals as of Jul 9, 2026

Our scenario range runs from ¥9.01 (bear case) to ¥17.92 (bull case); at ¥18.59, 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 26% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -23%, 300761 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ¥3.42 ¥6.54 ¥11.38 80
Residual Income ¥8.73 ¥9.04 ¥9.27 76
Rev-Margin DCF ¥7.97 ¥15.72 ¥26.38 74
All 23 models by family
DCF Models
FCF DCF ¥3.49 ¥6.38 ¥12.68 38
5Y Revenue Exit ¥7.97 ¥16.17 ¥28.04 39
5Y EBITDA Exit ¥15.05 ¥31.63 ¥53.86 41
5Y P/E Exit ¥8.32 ¥16.93 ¥27.42 38
10Y Revenue Exit ¥6.16 ¥13.59 ¥26.44 36
10Y EBITDA Exit ¥11.32 ¥25.31 ¥49.33 37
10Y P/E Exit ¥6.75 ¥14.17 ¥25.89 35
Earnings-Based
Graham-Dodd ¥4.64 ¥25.98 ¥36.08 54
Lynch FV ¥7.27 ¥10.38 ¥13.50 50
PEG = 1.0 ¥7.27 ¥10.38 ¥13.50 46
EPV ¥9.26 ¥10.75 ¥12.07 59
Multiples
P/E Multiple ¥10.75 ¥14.34 ¥17.92 63
P/S Multiple ¥8.70 ¥11.61 ¥14.51 58
P/B Multiple ¥8.70 ¥11.61 ¥14.51 55
EV/EBIT ¥13.64 ¥18.10 ¥22.55 53
EV/EBITDA ¥21.25 ¥28.25 ¥35.24 54
EV/Revenue ¥9.81 ¥13.90 ¥17.99 43
Asset-Based
NCAV (Graham) ¥5.50 ¥7.38 ¥11.01 50
Growth DCF
Growth DCF ¥3.42 ¥6.54 ¥11.38 80
Rev-Margin DCF ¥7.97 ¥15.72 ¥26.38 74
Economic Profit
Residual Income ¥8.73 ¥9.04 ¥9.27 76
ROIC Compounder ¥9.26 ¥10.75 ¥13.76 72
Growth Earnings
Growth-Adj P/E ¥10.90 ¥15.58 ¥20.25 68

Widest divergence: DCF Models (¥16.17) versus Growth DCF (¥6.54). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 19.6B CNY
Revenue growth (YoY) +22.0%
Net margin 2.7%
Return on equity 5.5%
Free cash flow 195M CNY FY2025
P/E ratio 29.1
More key figures
Operating margin 4.7%
EPS (TTM) ¥0.6100
Dividend yield 1.9%
EPS growth (YoY) -27.0%
Net debt 2.4B CNY FY2025

Figures from reported company fundamentals · as of Jul 9, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 51 · Market factors (momentum, volatility) 39

Profitability 41
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 41
Earnings quality: real cash, not paper profit
Fin. Strength 68
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 68
Calm price path (market factor)
Momentum 27
Price trend over the last 3–12 months (market factor)
52W Momentum 25
Distance to the 52-week high (market factor)
Net Issuance 59
Buybacks instead of dilution

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

Jiangsu Lihua Foods Group Co., Ltd, together with its subsidiaries, engages in livestock and poultry breeding in China. It operates through Chicken, Pigs, Goose, and Others segments. The company breeds, slaughters, and sells commercial yellow-feathered broiler chickens; and breeds and sells commercial pigs and geese.

Full company description

Jiangsu Lihua Foods Group Co., Ltd, together with its subsidiaries, engages in livestock and poultry breeding in China. It operates through Chicken, Pigs, Goose, and Others segments. The company breeds, slaughters, and sells commercial yellow-feathered broiler chickens; and breeds and sells commercial pigs and geese. It also provides fresh and frozen yellow-feathered broiler chicken products; eggs; and seedlings. In addition, the company engages in investment activities; slaughtering and meat processing; grain trading; livestock and poultry research; and agricultural product testing activities. It sells its products under the Lihua Fresh brand. The company was formerly known as Jiangsu Lihua Animal Husbandry Co., Ltd. and changed its name to Jiangsu Lihua Foods Group Co., Ltd in January 2025. Jiangsu Lihua Foods Group Co., Ltd was founded in 1997 and is based in Changzhou, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jiangsu Lihua Foods Group reported revenue of ¥18.7B in FY2025 versus ¥11.1B in FY2021, a compound +13.9%/yr. Reported net income was ¥578M in FY2025.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
18.7B CNY
Latest YoY
+5.7%
Avg. growth/yr (3Y)
+9.0%
Avg. growth/yr (5Y)
+16.8%
Avg. growth/yr (13Y)
+15.4%
Revenue +13.9%/yr
FY21 ¥11.1B
FY22 ¥14.4B
FY23 ¥15.4B
FY24 ¥17.7B
FY25 ¥18.7B
Net income
FY21 −¥396M
FY22 ¥891M
FY23 −¥437M
FY24 ¥1.5B
FY25 ¥578M

300761 screens 23% overvalued. Compare with Muyuan Foods Group →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Jiangsu Lihua Foods Group Fair Value". https://www.fairvalue-calculator.com/stock/300761

Peer Group

Farm Products · 291 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.

Quality Score 50 · Below median
Fair Value upside −23% · Below median
Return on equity (TTM) 5% · Above median
Return on assets 3% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 5% · Above median
Revenue growth 22% · Above median
Dividend yield (TTM) 1.9% · Above median
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Farm Products median · lower = cheaper

P/E (TTM) 29.1× · Pricier than 75% of peers
P/B 1.61× · Pricier than 75% of peers
P/S (TTM) 0.77× · Pricier than median
P/FCF 11.4× · Pricier than 75% of peers
EV/EBITDA 9.1× · Pricier than median

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 3 · sector 26
FUTURE 100 · sector 21
PAST 22 · sector 17
HEALTH 100 · sector 94
DIVIDEND 38 · sector 38

Values & ESG

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

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 9, 2026).

Stock Price Fair Value vs Fair Value
Muyuan Foods Group 002714 ¥40.90 ¥48.19 +18%
Wens Foodstuff Group 300498 ¥14.51 ¥12.08 -17%
Mowi ASA MOWI kr 188.40 kr 262.59 +39%
PT Charoen Pokphand Indonesia Tbk, CPIN 3,120 IDR 7,076 IDR +127%
Charoen Pokphand Foods Public Company CPF 22.00 THB 55.71 THB +153%
PT Triputra Agro Persada Tbk TAPG 1,540 IDR 3,105 IDR +102%
PT FAP Agri Tbk FAPA 7,300 IDR 7,463 IDR +2%
PT Japfa Comfeed Indonesia Tbk JPFA 2,070 IDR 7,231 IDR +249%
Thaifoods Group TFGR 10.60 THB 23.53 THB +122%
PT Jhonlin Agro Raya Tbk JARR 1,845 IDR 610.80 IDR -67%

Compare Jiangsu Lihua Foods Group with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Consumer Defensive stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Jiangsu Lihua Foods Group (300761) overvalued or undervalued?
As of Jul 9, 2026, our model estimates a fair value of ¥14.34 versus a price of ¥18.59, about −23% (overvalued).
What is the fair value of 300761?
Our model-based fair value for Jiangsu Lihua Foods Group is ¥14.34 (as of Jul 9, 2026), built from audited fundamentals. The current price is ¥18.59.
What is the quality score of 300761?
Jiangsu Lihua Foods Group has a Quality Score of 50/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Jiangsu Lihua Foods Group (300761)?
Jiangsu Lihua Foods Group reported trailing-twelve-month revenue of about 19.6B CNY (latest available figure, as of Jul 9, 2026).
What is the net profit margin of 300761?
The net profit margin of Jiangsu Lihua Foods Group is about 2.7%, meaning it keeps roughly 2.7% of revenue as net income. Based on the latest reported figures.
Does Jiangsu Lihua Foods Group pay a dividend?
Jiangsu Lihua Foods Group currently shows a dividend yield of about 1.92% relative to its recent price (as of Jul 9, 2026).

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.

14 days Pro free · no card

Track Jiangsu Lihua Foods Group and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.