Missfresh Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Missfresh Ltd (MF) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Missfresh Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 400M vs 1,324M combined for tracked competitors (23.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+310.3%) for its tracked peer group.
- Growth: Missfresh Ltd generated -63.3% revenue growth year over year in Q4 2022, vs 26.1% for its tracked competitors combined.
- Profitability: Its -55.2% net margin compares with -21.4% for the peer group.
- Peer revenue share: Missfresh Ltd accounted for 22.8% of combined revenue among its tracked peer group, down from 50.3% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
MF Sales vs. its Competitors, Q4 2022
Missfresh Ltd reported revenue contraction of 63.30 % year on year in Q4 2022, below its competitors' combined revenue growth of 26.05 %.
With a net margin of -55.18 %, Missfresh Ltd reported lower profitability than its competitors (-21.44 %).
Missfresh Ltd generated 22.77 % of the combined sales of its peer group, down from 50.31 % a year earlier.
Missfresh Ltd vs. its Competitors, Q4 2022
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Missfresh Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Missfresh Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Missfresh Ltd's competitor groups requires a Commercial License.
For context: the Specialty Retail industry grew revenue 19.7% year over year, combined, vs -63.3% for Missfresh Ltd. Missfresh Ltd's share of combined industry revenue moved from 0.53% to 0.16%, a loss of 0.37 percentage points.
MF Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Dada Nexus Limited | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Missfresh Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Missfresh Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Missfresh Ltd | 706.93 | 400.35 |
| Dada Nexus Limited | 2,074.86 | 1,323.93 |
| SUBTOTAL | 2,781.79 | 1,724.28 |
Sources: Missfresh Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Missfresh Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Missfresh Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Missfresh Ltd | 707 | - | - |
| Dada Nexus Limited | 2,075 | - | - |
| PEERS TOTAL | 2,075 | - | - |
Missfresh Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Missfresh Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Missfresh Ltd | 0.01 | 0.10 | - |
| Dada Nexus Limited | 1.90 | 3.27 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Missfresh Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Missfresh Ltd | Q4 2022 | -63.3 % | - |
| Dada Nexus Limited | Q4 2024 | -10.5 % | - |
| PEERS TOTAL | -32.9 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Missfresh Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Missfresh Ltd | Q4 2022 | -67.1 % | +1,519.7 % |
| Dada Nexus Limited | Q4 2024 | - | -19.2 % |
Missfresh Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Missfresh Ltd | - | - | - |
| Dada Nexus Limited | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Missfresh Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Missfresh Ltd | - | 1.77 |
| Dada Nexus Limited | - | 1.57 |
| PEERS AVERAGE | - | 1.61 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.