Loading…
Chinese molecular-diagnostics company making PCR-based test kits for infectious diseases, affiliated with Sun Yat-sen University.
Chinese molecular-diagnostics company making PCR-based test kits for infectious diseases, affiliated with Sun Yat-sen University.
Sells PCR test kits and the instruments that read them, mainly to hospitals and clinical labs, where kits are used up with each test, so ongoing sales follow testing volume. COVID-19 testing briefly dominated demand and has since faded, returning focus to hepatitis B and HPV and other routine infection tests.
In one line: A Chinese Roche Diagnostics/Hologic for molecular testing.
Moat: narrow (regulatory licence, IP / patents, brand). Early mover and established brand in China's PCR molecular-diagnostics market.
Headquarters: Guangzhou, China · Employees: 1,506
Size Daan Gene (002030.SZ) is a China Health Care company (Biotechnology) with a market value of $1.11B, the 2102nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.27 on 6 Nov 2026.
Performance Over six months the shares fell 8.8%, against -10.6% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 20 in its peer set.
Growth Revenue grew 1.4% over the last twelve months (peer median +0.2%); the operating margin is -81.3% (peer median -20.6%).
Valuation It trades at 8.4× enterprise value to sales against a peer median of 6.2× (7th most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is -32%, so the hurdle is +38 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 11.3 points below its cost of capital (6.2% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥776M | CN¥757M | CN¥851M | CN¥1.18B | CN¥12.0B |
| Revenue growth | — | -11% | -28% | -90% | — |
| Gross profit | CN¥400M | CN¥110M | CN¥171M | CN¥441M | CN¥8.56B |
| EBITDA | n/a | -CN¥180M | -CN¥361M | CN¥3.60M | CN¥6.45B |
| Net income | -CN¥743M | -CN¥744M | -CN¥925M | CN¥105M | CN¥5.41B |
| Free cash flow | CN¥276M | CN¥110M | CN¥155M | CN¥273M | CN¥2.70B |
| Capital expenditure | CN¥110M | CN¥239M | CN¥174M | CN¥573M | CN¥1.50B |
| Total debt | CN¥129M | CN¥140M | CN¥173M | CN¥373M | CN¥236M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Daan Gene 002030.SZ | $1.11B | -9% | +1% | -81% | 8.4× | 5.7% |
| BGI Genomics 300676.SZ | $2.39B | -4% | 0% | -14% | 3.7× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002030.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.6% | -5.1% | 6th lowest of 21 |
| 6-month return | -8.8% | -10.6% | 8th highest of 20 |
| Distance from 52-week high | -35.7% | -35.7% | 11th highest of 21 |
| Revenue growth (TTM) | +1.4% | +0.2% | 6th highest of 14 |
| Operating margin | -81.3% | -20.6% | 7th lowest of 15 |
| EV / Sales | 8.4× | 6.2× | 7th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 5.7% | 13.4% | least demanding of 7 |
| Growth delivered (Del g) | -32.3% | -1.7% | lowest of 7 |
| Hurdle (Req g minus delivered) | +38.0 pp | +12.3 pp | 2nd most demanding of 7 |
| ROIC minus cost of capital | -11.3 pp | -3.6 pp | 3rd lowest of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Daan Gene 002030.SZ | China | $1.11B | -9% | +1% | -81% | 8.4× | 5.7% | -32.3% |
| Janux Therapeutics JANX | United States | $1.08B | +24% | +5,367% | -598% | 5.3× | n/a | n/a |
| Guangzhou Wondfo Biotech 300482.SZ | China | $1.14B | -10% | -24% | -2% | 3.2× | 16.4% | -5.8% |
| Rapport Therapeutics RAPP | United States | $1.17B | -36% | n/a | -838% | 39.3× | n/a | n/a |
| Verastem VSTM | United States | $1.02B | +72% | +3,996% | -183% | 11.1× | n/a | n/a |
| Innovita Biological Technology 688253.SS | China | $1.02B | -4% | -28% | 11% | 16.3× | 42.9% | -16.6% |
| UroGen Pharma URGN | United States | $1.21B | -16% | +159% | -12% | 5.2× | n/a | n/a |
| COMPASS Pathways Plc Sponsored ADR CMPS | United States | $1.22B | -13% | n/a | n/a | n/a | n/a | n/a |
| Vor Biopharma VOR | United States | $1.22B | +17% | n/a | n/a | n/a | n/a | n/a |
| Akums Drugs and Pharmaceuticals AKUMS.NS | India | $1.22B | +34% | +18% | 10% | 2.1× | 15.8% | +9.9% |
| Changchun BCHT Biotechnology 688276.SS | China | $1.00B | -11% | +2% | -29% | 10.0× | n/a | n/a |
| Duality Biotherapeutics 9606.HK | Hong Kong | $1.23B | -60% | -5% | -181% | 7.0× | n/a | n/a |
| SpyGlass Pharma SGP | United States | $1.24B | +58% | n/a | n/a | n/a | n/a | n/a |
| Chengdu Kanghua Biological Products Co. Td Class 1 300841.SZ | China | $995M | -11% | 0% | 22% | 4.7× | 11.1% | +2.3% |
| Inhibrx Biosciences INBX | United States | $1.24B | -37% | -100% | n/a | n/a | n/a | n/a |
| Alto Neuroscience ANRO | United States | $987M | +4% | n/a | n/a | n/a | n/a | n/a |
| China Animal Husbandry Industry 600195.SS | China | $960M | -17% | +1% | 2% | 1.4× | 6.6% | +4.4% |
| Liaoning Chengda Biotechnology 688739.SS | China | $1.28B | -10% | -9% | 0% | 2.5× | 8.8% | -7.0% |
| Jade Biosciences JBIO | United States | $958M | -42% | n/a | n/a | n/a | n/a | n/a |
| Nanjing Leads Biolabs 9887.HK | Hong Kong | $927M | -54% | n/a | -108% | 26.5× | n/a | n/a |
| Odyssey Therapeutics ODTX | United States | $924M | n/a | -33% | -5,415% | 208.9× | n/a | n/a |