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← CockpitCompetitor Analysis › 002462.SZ Cachet Pharmaceutical Co., Ltd. Class AOpen in the cockpit ↗

Cachet Pharmaceutical Co., Ltd. Class A002462.SZCompetitor analysis, valuation and peers

China · CNY·Health Care›Pharmaceuticals: Major
Momentum weak 38
Mkt cap
$471M
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$6.32M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-2.5 pp
WACC 5.0%
Hurdle
-6 pp
Req g minus delivered
Close · CNYCN¥10.77
1D-2.1%
1W+0.5%
1M-11.3%
3M-10.1%
6M-22.0%
YTD-25.0%
1Y-21.5%
ATR %3.4%
52w lowhigh45.3% off high

What Cachet Pharmaceutical does

Employees: 1,741

Cachet Pharmaceutical at a glance

Size Cachet Pharmaceutical (002462.SZ) is a China Health Care company (Pharmaceuticals: Major) with a market value of $471M, the 4004th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.77 on 6 Nov 2026.

Performance Over six months the shares fell 22.0%, against -20.6% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 20 in its peer set.

Growth Revenue fell 13.7% over the last twelve months (peer median -4.3%); the operating margin is 0.5% (peer median 4.4%).

Valuation It trades at 0.2× enterprise value to sales against a peer median of 3.5× (cheapest of 21).

Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -6 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.5 points below its cost of capital (5.0% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 79002462.SZ 78
Six months, rebased to 100: Cachet Pharmaceutical against the median of its 20 peers (local-currency closes).

Cachet Pharmaceutical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥17.2BCN¥19.5BCN¥24.0BCN¥29.9BCN¥26.2B
Revenue growth—-19%-20%+14%—
Gross profitCN¥1.07BCN¥1.17BCN¥1.45BCN¥1.82BCN¥1.98B
EBITDAn/aCN¥463MCN¥701MCN¥994MCN¥1.11B
Net incomeCN¥15.0MCN¥111MCN¥158MCN¥250MCN¥297M
Free cash flowCN¥1.14BCN¥1.37BCN¥165MCN¥1.40B-CN¥352M
Capital expenditureCN¥21.7MCN¥22.8MCN¥15.4MCN¥199MCN¥189M
Total debtCN¥1.22BCN¥2.45BCN¥3.32BCN¥5.07BCN¥5.85B

Quarterly statements and history in the cockpit →

Cachet Pharmaceutical 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

-50%0%+50%+100%-20%0%68813660507737056035660005180026930029006031397871CTMX600530002923603811TKNO600613003090002462.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Cachet Pharmaceutical is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×5×10×15×6881366050773705000518002693002900EVONILE6031397871002728CTMX600530002923603811TKNO6006131666003090601089002462.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Cachet Pharmaceutical is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%3705603566002693EVONILE0027286005300029236006131666002462.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. Cachet Pharmaceutical is the large dot.

Cachet Pharmaceutical competitors and peer comparison

How Cachet Pharmaceutical 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.

Cachet Pharmaceutical against its 20 peers (data as of 6 Nov 2026)
Measure002462.SZPeer medianRank in peer set
1-month return-11.3%-11.3%10th highest of 20
6-month return-22.0%-20.6%10th lowest of 20
Distance from 52-week high-45.3%-40.7%9th lowest of 20
Revenue growth (TTM)-13.7%-4.3%6th lowest of 21
Operating margin0.5%4.4%9th lowest of 21
EV / Sales0.2×3.5×cheapest of 21
Growth the price implies (Req g, 7 yrs)-8.9%10.3%2nd least demanding of 11
Growth delivered (Del g)-3.4%+1.1%lowest of 11
Hurdle (Req g minus delivered)-5.5 pp+8.9 pp3rd least demanding of 11
ROIC minus cost of capital-2.5 pp-3.2 pp10th highest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Cachet Pharmaceutical 002462.SZChina$471M-22%-14%0%0.2×-8.9%-3.4%
Kexing Biopharm 688136.SSChina$470M-38%-14%-12%3.1×n/an/a
Zhejiang Huakang Pharmaceutical 605077.SSChina$470M-39%+35%4%1.2×n/an/a
YungShin Global 3705.TWTaiwan$474M+7%-8%15%1.9×-4.9%+0.7%
Pulike Biological Engineering 603566.SSChina$475M-22%-9%5%2.5×5.7%+3.3%
Jiangsu Sihuan Bioengineering 000518.SZChina$476M+7%-17%-28%11.5×n/an/a
Hainan Shuangcheng Pharmaceuticals 002693.SZChina$476M-10%+40%13%11.1×44.5%+1.0%
Harbin Medisan Pharmaceutical 002900.SZChina$467M-13%-5%-29%4.5×n/an/a
Evonile Pharma EVONILE.NSIndia$466Mn/a-5%12%14.5×46.5%-1.5%
Shaanxi Kanghui Pharmaceutical Co 603139.SSChina$466M-20%-21%-68%9.0×n/an/a
Elixiron Immunotherapeutics (Cayman) 7871.TWOTaiwan$477M+62%+10,947%-194%132.2×n/an/a
Teyi Pharmaceutical 002728.SZChina$465M-9%-7%7%3.5×26.6%+8.0%
CytomX Therapeutics CTMXUnited States$477M-45%-87%-477%8.3×n/an/a
Shanghai Jiaoda Onlly 600530.SSChina$464M-22%-2%-2%10.4×33.5%-0.9%
Zhuhai Rundu Pharmaceutical 002923.SZChina$464M-30%+14%5%2.4×2.5%-1.3%
Zhejiang Chengyi Pharmaceutical 603811.SSChina$463M-21%+7%19%3.6×7.1%+1.3%
Alpha Teknova TKNOUnited States$482M+104%+12%-35%11.3×n/an/a
Shanghai Shenqi Pharmaceutical Investment Management 600613.SSChina$483M+9%-4%3%1.4×13.4%+1.4%
Tong Ren Tang Technologies 1666.HKHong Kong$484M-23%-14%12%0.5×-18.6%+6.3%
Daewoong 003090.KSSouth Korea$485M-29%+5%11%0.9×n/an/a
Beijing Foyou Pharma 601089.SSChina$455M-24%+5%10%0.2×n/an/a

Questions

Which companies are Cachet Pharmaceutical's closest peers?
The cockpit's peer set: Kexing Biopharm (688136.SS), Zhejiang Huakang Pharmaceutical (605077.SS), YungShin Global (3705.TW), Pulike Biological Engineering (603566.SS), Jiangsu Sihuan Bioengineering (000518.SZ), Hainan Shuangcheng Pharmaceuticals (002693.SZ), Harbin Medisan Pharmaceutical (002900.SZ), Evonile Pharma (EVONILE.NS).
Is Cachet Pharmaceutical expensive compared with its peers?
On ev / sales it trades at 0.2× against a peer median of 3.5×, cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -6 pp: the price already allows for a slowdown.
How has Cachet Pharmaceutical stock performed?
Over six months to 6 Nov 2026 the shares returned -22.0% against -20.6% for the median peer; over one year -21.5%.

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.