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Employees: 5,722
Size Luyan Pharma (002788.SZ) is a China Consumer Staples company (Drugstore Chains) with a market value of $555M, the 3605th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.53 on 6 Nov 2026.
Performance Over six months the shares fell 30.2%, against -2.0% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 15 in its peer set.
Growth Revenue grew 3.1% over the last twelve months (peer median +7.5%); the operating margin is 2.6% (peer median 4.3%).
Valuation It trades at 0.5× enterprise value to sales against a peer median of 0.8× (5th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.3 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥21.6B | CN¥21.2B | CN¥20.4B | CN¥19.8B | CN¥19.4B |
| Revenue growth | — | +4% | +3% | +2% | — |
| Gross profit | CN¥1.50B | CN¥1.34B | CN¥1.37B | CN¥1.36B | CN¥1.37B |
| EBITDA | n/a | CN¥720M | CN¥821M | CN¥823M | CN¥809M |
| Net income | CN¥274M | CN¥281M | CN¥346M | CN¥364M | CN¥345M |
| Free cash flow | CN¥307M | CN¥455M | CN¥216M | CN¥780M | -CN¥95.3M |
| Capital expenditure | CN¥185M | CN¥234M | CN¥361M | CN¥529M | CN¥328M |
| Total debt | CN¥6.61B | CN¥6.96B | CN¥6.58B | CN¥5.95B | CN¥6.05B |
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.
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 | 002788.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.1% | +0.9% | 4th lowest of 15 |
| 6-month return | -30.2% | -2.0% | 4th lowest of 15 |
| Distance from 52-week high | -66.3% | -34.9% | lowest of 15 |
| Revenue growth (TTM) | +3.1% | +7.5% | 6th lowest of 15 |
| Operating margin | 2.6% | 4.3% | 6th lowest of 15 |
| EV / Sales | 0.5× | 0.8× | 5th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 0.1% | -6.3% | 5th most demanding of 13 |
| Growth delivered (Del g) | +6.5% | +11.1% | 4th lowest of 13 |
| Hurdle (Req g minus delivered) | -6.4 pp | -20.1 pp | 5th most demanding of 13 |
| ROIC minus cost of capital | +0.3 pp | +2.7 pp | 6th lowest of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Luyan Pharma 002788.SZ | China | $555M | -30% | +3% | 3% | 0.5× | 0.1% | +6.5% |
| Qol 3034.T | Japan | $567M | +38% | +7% | 6% | 0.4× | -16.2% | +12.4% |
| Cawachi 2664.T | Japan | $577M | +37% | -1% | 2% | 0.2× | -5.8% | 0.0% |
| Beijing Konruns Pharmaceutical 603590.SS | China | $617M | -28% | +4% | 20% | 4.2× | 11.6% | +2.7% |
| Genky DrugStores 9267.T | Japan | $723M | +3% | +8% | 5% | 0.6× | n/a | n/a |
| MedPlus Health Services MEDPLUS.NS | India | $769M | -31% | +21% | 4% | 1.1× | 18.5% | +17.6% |
| Landfar Bio-medicine 000504.SZ | China | $395M | -16% | +497% | -2% | 3.5× | n/a | n/a |
| Anhui Huaren Health Pharmaceutical 301408.SZ | China | $829M | -35% | +15% | 8% | 1.2× | -6.0% | +23.3% |
| Shu Yu Civilian Pharmacy 301017.SZ | China | $872M | +9% | +9% | 2% | 0.9× | 4.0% | +17.4% |
| Shanghai No. 1 Pharmacy 600833.SS | China | $314M | -24% | +1% | -1% | 0.9× | 20.4% | +6.1% |
| JZJ Chain Drugstore Corporation 605266.SS | China | $307M | -34% | -5% | 0% | 0.8× | -9.6% | +14.8% |
| Yixintang Pharmaceutical 002727.SZ | China | $1.18B | +6% | -2% | 3% | 0.5× | -15.9% | +6.5% |
| Ain 9627.T | Japan | $1.23B | -2% | +42% | 4% | 0.4× | -6.5% | +16.9% |
| Create SD 3148.T | Japan | $1.30B | -2% | +9% | 5% | 0.3× | -11.5% | +8.0% |
| LBX Pharmacy Chain Joint Stock 603883.SS | China | $1.69B | +7% | +3% | 5% | 0.8× | -10.9% | +9.7% |