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Muyuan Foods Group (2714) Fair Value & Analysis

Consumer Defensive · HK · Market cap HK$184B

MF Muyuan Foods Group 2714 · HK
PriceHK$34.00
Fair ValueHK$51.47
Upside+51.4%
Quality63/100
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Healthy Growth
Thin margins · 7.1% net margin
Low debt · generates free cash flow
4.68% dividend yield
Mixed vs. peers (7/14)
Narrow moat 40/100
Evidence: High Range HK$36.51 – HK$71.18 Share as image

Fair value as of: Aug 13, 2026

From 26 valuation models · updated yesterday

Fair value updated Aug 13, 2026, revised from HK$54.55 to HK$51.47 (−5.6%) since Jul 7, 2026. Share price +3.2% over the past month.

A solid business, screening 51% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (HK$36.51). The market is more pessimistic than our downside scenario.
  • Solid quality (63/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (HK$36.51 to HK$71.18) leaves room in how you read the outcome.
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Price vs Fair Value (6 months)

HK$46.81 HK$27.96 Fair Value HK$51.47 Feb 2026 Aug 2026

White line = price, green steps = our fair value per fiscal year. As of Aug 13, 2026.

How to read this chart

6‑month range HK$27.96 – HK$46.81 · fair‑value band HK$36.51 – HK$71.18 · the HK$34.00 price screens below the HK$51.47 fair value. As of Aug 13, 2026.

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Analysis

Muyuan Foods Group (2714) currently trades at HK$34.00, while our model-based Fair Value estimate is HK$51.47, implying the stock looks roughly 51.4% undervalued today. The Quality Score stands at 63/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Muyuan Foods Group generated revenue of HK$138B at a net margin of 7.1%. Revenue declined 17.1% year over year. It earns a return on equity of 11.9%. Net debt stands at HK$46.7B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$36.51 (bear case) to HK$71.18 (bull case); at HK$34.00, the current price sits below 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 32% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 104% fair-value upside, at 51%, 2714 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF HK$41.77 HK$62.98 HK$93.56 80
Residual Income HK$17.44 HK$21.54 HK$56.93 76
Rev-Margin DCF HK$30.53 HK$47.55 HK$67.38 74
All 26 models by family
DCF Models
FCF DCF HK$41.11 HK$65.21 HK$102.29 38
Owner Earnings HK$42.66 HK$67.64 HK$106.08 31
5Y Revenue Exit HK$30.53 HK$47.28 HK$68.40 39
5Y EBITDA Exit HK$46.41 HK$77.18 HK$113.17 41
5Y P/E Exit HK$39.07 HK$63.36 HK$88.85 38
10Y Revenue Exit HK$33.12 HK$49.38 HK$70.86 36
10Y EBITDA Exit HK$44.10 HK$70.21 HK$105.24 37
10Y P/E Exit HK$39.41 HK$60.58 HK$86.56 35
Earnings-Based
Graham-Dodd HK$18.87 HK$60.56 HK$80.78 54
Lynch FV HK$13.42 HK$19.17 HK$24.93 50
PEG = 1.0 HK$13.42 HK$19.17 HK$24.93 46
EPV HK$24.95 HK$29.27 HK$33.06 59
Dividend Discount
Gordon GGM HK$16.68 HK$34.68 HK$55.02 70
DDM Multi-Stage HK$16.68 HK$27.97 HK$36.40 61
Multiples
P/E Multiple HK$43.70 HK$58.27 HK$72.84 63
P/S Multiple HK$30.99 HK$41.32 HK$51.65 58
P/B Multiple HK$35.38 HK$47.17 HK$58.96 55
EV/EBIT HK$37.60 HK$50.46 HK$63.33 53
EV/EBITDA HK$55.30 HK$74.07 HK$92.83 54
EV/Revenue HK$26.12 HK$37.74 HK$49.36 43
Asset-Based
NCAV (Graham) HK$6.96 HK$9.33 HK$13.92 50
Growth DCF
Growth DCF HK$41.77 HK$62.98 HK$93.56 80
Rev-Margin DCF HK$30.53 HK$47.55 HK$67.38 74
Economic Profit
Residual Income HK$17.44 HK$21.54 HK$56.93 76
ROIC Compounder HK$26.86 HK$34.50 HK$43.59 72
Growth Earnings
Growth-Adj P/E HK$36.53 HK$52.18 HK$67.83 68

Widest divergence: DCF Models (HK$63.36) versus Asset-Based (HK$9.33). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$138B
Revenue growth (YoY) -17.1%
Net margin 7.1%
Return on equity 11.9%
Free cash flow HK$20.5B FY2025
P/E ratio 15.4 as of Jul 2, 2026
More key figures
Operating margin -0.2%
EPS (TTM) HK$-0.2483
Dividend yield 4.7%
Net debt HK$46.7B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 63/100

Of which business quality 63 · Market factors (momentum, volatility) 41

Profitability 54
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 72
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 24
Distance to the 52-week high (market factor)
Net Issuance 68
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

Muyuan Foods Group Co., Ltd., together with its subsidiaries, operates as a pork company in the hog farming industry in China. It operates through four segments: hog business, slaughtering and meat product business, feed ingredients trading, and others.

Full company description

Muyuan Foods Group Co., Ltd., together with its subsidiaries, operates as a pork company in the hog farming industry in China. It operates through four segments: hog business, slaughtering and meat product business, feed ingredients trading, and others. The company engages in breeding and sales of piglets, finished hogs, breeding hogs, meat products and by-products, hog carcasses, pork cuts, and raw material for feed, pig manure, and feed products, as well as slaughtering and meat production, and fresh and frozen meat products. Muyuan Foods Group Co., Ltd. was formerly known as Muyuan Foods Co., Ltd. and changed its name to Muyuan Foods Group Co., Ltd. in May 2026. Muyuan Foods Co., Ltd. was founded in 1992 and is based in Nanyang, China.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Muyuan Foods Group reported revenue of HK$144B in FY2025 versus HK$125B in FY2022, a compound +4.9%/yr. Reported net income was HK$15.5B in FY2025, compounding +5.3%/yr from FY2022.

Growth Quality 69/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
HK$144B
Latest YoY
+4.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.9%
Revenue +4.9%/yr
FY22 HK$125B
FY23 HK$111B
FY24 HK$138B
FY25 HK$144B
Net income +5.3%/yr
FY22 HK$13.3B
FY23 −HK$4.3B
FY24 HK$17.9B
FY25 HK$15.5B

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Cite: Fair Value Calculator (2026). "Muyuan Foods Group Fair Value". https://www.fairvalue-calculator.com/stock/2714

Peer Group

Farm Products · 300 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 63 · Top 25%
Fair Value upside +51% · Top 25%
Return on equity (TTM) 12% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 7% · Above median
Operating margin (TTM) -0% · Below median
Revenue growth -17% · Bottom 25%
Dividend yield (TTM) 4.7% · Top 25%
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Farm Products median · lower = cheaper

P/E (TTM) 15.4× · Pricier than median
P/B 2.37× · Pricier than 75% of peers
P/S (TTM) 1.34× · Pricier than 75% of peers
P/FCF 1.1× · Cheaper than median
EV/EBITDA 6.8× · 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 100 · sector 27
FUTURE 0 · sector 21
PAST 47 · sector 17
HEALTH 88 · sector 94
DIVIDEND 94 · sector 37

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 Aug 13, 2026).

Stock Price Fair Value vs Fair Value
PT Charoen Pokphand Indonesia Tbk, CPIN 3,150 IDR 6,818 IDR +116%
Charoen Pokphand Foods Public Company CPF 21.90 THB 43.24 THB +97%
PT Triputra Agro Persada Tbk TAPG 1,805 IDR 3,087 IDR +71%
PT FAP Agri Tbk FAPA 7,350 IDR 6,420 IDR -13%
PT Japfa Comfeed Indonesia Tbk JPFA 2,260 IDR 6,974 IDR +209%
PT Jhonlin Agro Raya Tbk JARR 1,890 IDR 610.80 IDR -68%
PT Nusantara Sawit Sejahtera Tbk NSSS 860.00 IDR 402.24 IDR -53%
PT Sinar Mas Agro Resources and Technology Tbk SMAR 5,625 IDR 16,227 IDR +188%
PT Dharma Satya Nusantara Tbk DSNG 1,320 IDR 2,696 IDR +104%
PT Astra Agro Lestari Tbk AALI 7,175 IDR 16,058 IDR +124%

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Frequently asked questions

Is Muyuan Foods Group (2714) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$51.47 versus a price of HK$34.00, about +51% (undervalued).
What is the fair value of 2714?
Our model-based fair value for Muyuan Foods Group is HK$51.47 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$34.00.
What is the quality score of 2714?
Muyuan Foods Group has a Quality Score of 63/100. 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 Muyuan Foods Group (2714)?
Muyuan Foods Group reported trailing-twelve-month revenue of about HK$138B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 2714?
The net profit margin of Muyuan Foods Group is about 7.1%, meaning it keeps roughly 7.1% of revenue as net income. Based on the latest reported figures.
Does Muyuan Foods Group pay a dividend?
Muyuan Foods Group currently shows a dividend yield of about 4.68% relative to its recent price (as of Aug 13, 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.

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