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← CockpitCompetitor Analysis › 002287.SZ Tibet Cheezheng Tibetan Medicine Co., Ltd. Class AOpen in the cockpit ↗

Tibet Cheezheng Tibetan Medicine Co., Ltd. Class A002287.SZCompetitor analysis, valuation and peers

China · CNY·Health Care›Pharmaceuticals: Other

Tibetan medicine maker best known for herbal plaster patches used to treat joint and muscle pain.

≈ A Chinese Tibetan-medicine Salonpas makerMomentum strong 64
Mkt cap
$1.66B
US dollars, full cap
Free float
18%
of shares outstanding
$/day
$4.87M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+10.0 pp
WACC 5.6%
Hurdle
-11 pp
Req g minus delivered
Close · CNYCN¥19.37
1D-1.1%
1W+3.3%
1M+0.2%
3M-8.1%
6M-14.8%
YTD-18.1%
1Y-26.8%
ATR %2.0%
52w lowhigh27.1% off high

What Tibet Cheezheng Tibetan Medicine does

Tibetan medicine maker best known for herbal plaster patches used to treat joint and muscle pain.

In one line: A Chinese Tibetan-medicine Salonpas maker.

Products and services

  • Herbal pain-relief plasters
  • Other Tibetan medicine products

Customers

  • Retail pharmacies
  • Hospitals

Where it sits in the supply chain

  • Pharmaceuticals
  • Traditional Tibetan medicine
  • Topical pain-relief patches

What could go right

  • OTC pain-relief demand
  • Brand expansion beyond Tibetan-medicine niche

What could go wrong

  • OTC price competition
  • Niche brand ceiling

Moat: narrow (brand, IP / patents). Distinctive Tibetan-medicine brand and formula recipes not easily replicated by mainstream TCM makers.

Headquarters: Lhasa, Tibet, China · Employees: 3,203

Named competitors

Tibet Cheezheng Tibetan Medicine at a glance

Size Tibet Cheezheng Tibetan Medicine (002287.SZ) is a China Health Care company (Pharmaceuticals: Other) with a market value of $1.66B, the 1492nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.37 on 6 Nov 2026.

Performance Over six months the shares fell 14.8%, against -2.5% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue fell 6.5% over the last twelve months (peer median +11.8%); the operating margin is 27.6% (peer median 14.8%).

Valuation It trades at 4.2× enterprise value to sales against a peer median of 3.3× (6th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -11 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 10.0 points above its cost of capital (5.6% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 97002287.SZ 85
Six months, rebased to 100: Tibet Cheezheng Tibetan Medicine against the median of its 20 peers (local-currency closes).

Tibet Cheezheng Tibetan Medicine financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.23BCN¥2.39BCN¥2.31BCN¥2.02BCN¥2.02B
Revenue growth—+3%+14%0%—
Gross profitCN¥1.90BCN¥1.92BCN¥1.84BCN¥1.64BCN¥1.64B
EBITDAn/aCN¥744MCN¥675MCN¥562MCN¥611M
Net incomeCN¥632MCN¥648MCN¥582MCN¥581MCN¥473M
Free cash flowCN¥353MCN¥651MCN¥273MCN¥737MCN¥43.8M
Capital expenditureCN¥147MCN¥153MCN¥255MCN¥235MCN¥272M
Total debtCN¥935MCN¥1.02BCN¥1.76BCN¥1.55BCN¥1.74B

Quarterly statements and history in the cockpit →

Tibet Cheezheng Tibetan Medicine competitor charts

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.

Performance: 6-month against 1-month return

-25%0%+25%+50%+75%0%+20%6002166472002275300363SUDEEPPHRM600056JWEL1112CRONGRANULESPHMBIOG-B60075021420719300146APN0022190460002287.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Tibet Cheezheng Tibetan Medicine is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%0×10×20×6002166472002275300363SUDEEPPHRM600056JWEL1112CRONPHMBIOG-B600750214207193001460022190460002287.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tibet Cheezheng Tibetan Medicine is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%6002166472002275300363600056JWELCRONGRANULESPHMBIOG-B6007502142600062300146002287.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Tibet Cheezheng Tibetan Medicine is the large dot.

Tibet Cheezheng Tibetan Medicine competitors and peer comparison

Head to head with its named competitors (002287.SZ vs 600285.SS vs 603858.SS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Tibet Cheezheng Tibetan Medicine 002287.SZ$1.66B-15%-7%28%4.2×-1.1%
Henan Lingrui Pharmaceutial 600285.SS$2.02B+7%+5%22%3.2×-4.8%
Shandong Buchang Pharmaceuticals 603858.SS$2.31B-7%+4%10%1.5×-2.2%

How Tibet Cheezheng Tibetan Medicine compares with its peers

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.

Tibet Cheezheng Tibetan Medicine against its 20 peers (data as of 6 Nov 2026)
Measure002287.SZPeer medianRank in peer set
1-month return+0.2%+0.5%10th lowest of 21
6-month return-14.8%-2.5%6th lowest of 21
Distance from 52-week high-27.1%-19.5%8th lowest of 21
Revenue growth (TTM)-6.5%+11.8%3rd lowest of 21
Operating margin27.6%14.8%4th highest of 20
EV / Sales4.2×3.3×6th most expensive of 20
Growth the price implies (Req g, 7 yrs)-1.1%1.5%7th least demanding of 17
Growth delivered (Del g)+10.4%+8.8%9th highest of 17
Hurdle (Req g minus delivered)-11.5 pp-8.4 pp7th least demanding of 17
ROIC minus cost of capital+10.0 pp+2.7 pp6th highest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Tibet Cheezheng Tibetan Medicine 002287.SZChina$1.66B-15%-7%28%4.2×-1.1%+10.4%
Zhejiang Medicine 600216.SSChina$1.61B-23%-6%7%1.0×-6.7%+3.9%
Bora Pharmaceuticals 6472.TWTaiwan$1.55B-2%-6%15%3.4×4.5%+60.2%
Guilin Sanjin Pharmaceutical 002275.SZChina$1.53B+27%-3%24%4.4×-2.2%+5.5%
Porton Pharma Solutions 300363.SZChina$1.92B+14%+6%-2%3.6×5.3%+10.4%
Sudeep Pharma SUDEEPPHRM.NSIndia$1.41B+75%+27%33%18.9×n/an/a
China Meheco 600056.SSChina$2.00B-14%+2%3%0.6×-0.8%-2.1%
Jamieson Wellness JWEL.TOCanada$1.35B+35%+15%15%2.7×11.0%+15.3%
Health and Happiness (H&H) International 1112.HKHong Kong$2.05B+70%+24%16%1.3×-3.0%+4.4%
Cronos CRON.TOCanada$1.34B+45%+36%-2%3.3×2.1%+26.7%
Granules India GRANULES.NSIndia$2.10B+8%+22%17%3.3×23.5%+10.6%
Pharma Mar PHM.MCSpain$1.30B-33%+32%19%4.4×11.4%-3.9%
BioGaia BIOG-B.STSweden$1.26B-7%+13%28%7.2×0.9%+15.5%
China Resources Jiangzhong Pharmaceutical 600750.SSChina$2.19B-3%-10%24%3.9×-2.5%+11.6%
HBM 2142.HKHong Kong$1.18B-23%+55%44%5.1×14.1%+62.3%
China Resources Double-Crane Pharmaceutical 600062.SSChina$2.50B-10%-1%13%1.6×-8.3%+5.3%
Shandong Xinhua Pharmaceutical 0719.HKHong Kong$1.09B-11%-1%4%1.0×-2.0%+7.1%
By-health 300146.SZChina$2.61B-1%+10%11%2.0×5.1%+0.6%
Applied Nutrition APN.LUnited Kingdom$1.01B+42%+24%n/an/an/an/a
New Journey Health Technology Group Co., Ltd.Class A 002219.SZChina$999M-16%-14%8%3.0×n/an/a
Sihuan Pharmaceutical 0460.HKHong Kong$952M-35%+30%15%2.3×n/an/a

Questions

Who are Tibet Cheezheng Tibetan Medicine's main competitors?
Named competitors: Henan Lingrui Pharmaceutical (600285.SS), Buchang Pharmaceutical (603858.SS). The cockpit's measured peer set (industry) also includes Zhejiang Medicine (600216.SS), Bora Pharmaceuticals (6472.TW), Guilin Sanjin Pharmaceutical (002275.SZ), Porton Pharma Solutions (300363.SZ), Sudeep Pharma (SUDEEPPHRM.NS), China Meheco (600056.SS).
Is Tibet Cheezheng Tibetan Medicine expensive compared with its peers?
On ev / sales it trades at 4.2× against a peer median of 3.3×, 6th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -11 pp: the price already allows for a slowdown.
How has Tibet Cheezheng Tibetan Medicine stock performed?
Over six months to 6 Nov 2026 the shares returned -14.8% against -2.5% for the median peer; over one year -26.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.