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← CockpitCompetitor Analysis › 300326.SZ Shanghai Kinetic Medical Co., Ltd. Class AOpen in the cockpit ↗

Shanghai Kinetic Medical Co., Ltd. Class A300326.SZCompetitor analysis, valuation and peers

China · CNY·Health Care›Medical Specialties
Momentum leader 90
Mkt cap
$698M
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$11.3M
20-day average traded
Fwd P/E
27.4×
forward earnings
ROIC−WACC
+0.9 pp
WACC 8.2%
Hurdle
+10 pp
Req g minus delivered
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥6.57
1D+3.0%
1W+3.1%
1M+7.2%
3M+14.9%
6M-7.5%
YTD+15.7%
1Y+11.0%
ATR %3.1%
52w lowhigh10.4% off high

What Shanghai Kinetic Medical does

Employees: 553

Shanghai Kinetic Medical at a glance

Size Shanghai Kinetic Medical (300326.SZ) is a China Health Care company (Medical Specialties) with a market value of $698M, the 3066th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.57 on 6 Nov 2026.

Performance Over six months the shares fell 7.5%, against -6.4% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue fell 28.1% over the last twelve months (peer median +6.2%); the operating margin is 17.1% (peer median 11.0%).

Valuation It trades at 27.4× forward earnings against a peer median of 17.6× (5th most expensive of 15).

Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +10 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 0.9 points above its cost of capital (8.2% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026300326.SZ 94Peer median 93
Six months, rebased to 100: Shanghai Kinetic Medical against the median of its 20 peers (local-currency closes).

Shanghai Kinetic Medical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥734MCN¥960MCN¥979MCN¥949MCN¥1.16B
Revenue growth—-2%+3%-18%—
Gross profitCN¥504MCN¥468MCN¥446MCN¥444MCN¥695M
EBITDAn/aCN¥142MCN¥163MCN¥158MCN¥287M
Net incomeCN¥269MCN¥135M-CN¥106MCN¥113M-CN¥21.3M
Free cash flowCN¥249MCN¥144MCN¥94.6MCN¥230MCN¥203M
Capital expenditureCN¥21.8MCN¥66.2MCN¥82.8MCN¥53.8MCN¥41.5M
Total debtCN¥50.3MCN¥54.2MCN¥326MCN¥197MCN¥329M

Quarterly statements and history in the cockpit →

Shanghai Kinetic Medical 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%-20%0%688085PACB4910007575688236SNT300952MLAB688410002876QDEL17893004536883893012346031223006224728CTKBINMD300326.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Kinetic Medical is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%20×40×6880857575688236SNT300952MLAB688410002876QDEL1789300453688389300622INMD300326.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Kinetic Medical is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%6880857575688236SNTMLAB68841000287617893004536883893012343006224728INMD300326.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. Shanghai Kinetic Medical is the large dot.

Shanghai Kinetic Medical competitors and peer comparison

How Shanghai Kinetic Medical 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.

Shanghai Kinetic Medical against its 20 peers (data as of 6 Nov 2026)
Measure300326.SZPeer medianRank in peer set
1-month return+7.2%-1.4%6th highest of 21
6-month return-7.5%-6.4%11th highest of 21
Distance from 52-week high-10.4%-25.6%4th highest of 21
Revenue growth (TTM)-28.1%+6.2%lowest of 21
Operating margin17.1%11.0%9th highest of 21
Forward P/E27.4×17.6×5th most expensive of 15
Growth the price implies (Req g, 7 yrs)8.1%-0.3%7th most demanding of 15
Growth delivered (Del g)-1.9%+12.8%lowest of 15
Hurdle (Req g minus delivered)+10.0 pp-10.9 pp3rd most demanding of 15
ROIC minus cost of capital+0.9 pp+4.1 pp10th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Shanghai Kinetic Medical 300326.SZChina$698M-7%-28%17%27.4×8.1%-1.9%
Shanghai Sanyou Medical 688085.SSChina$700M-21%+15%4%50.9×29.1%+6.8%
Pacific Biosciences of California PACBUnited States$701M+60%+2%-102%n/an/an/a
Livsmed 491000.KSSouth Korea$706M-47%+89%-59%n/an/an/a
Japan Lifeline 7575.TJapan$685M+16%+6%19%14.1×-9.7%+2.9%
Beijing Chunlizhengda Medical Instruments 688236.SSChina$684M-21%-13%31%19.1×-5.4%+2.2%
Synektik SNT.WAPoland$713M+16%+50%24%11.8×0.1%+40.3%
Jiangsu Hanvo Safety Product 300952.SZChina$681M-21%+6%8%47.6×n/an/a
Mesa Laboratories MLABUnited States$718M+23%+3%9%12.6×21.1%+13.2%
SWS Hemodialysis Care 688410.SSChina$723M-12%+31%19%24.1×16.7%+25.9%
Shenzhen Sunnypol Optoelectornics 002876.SZChina$728M-8%+29%5%41.8×11.1%+14.2%
QuidelOrtho QDELUnited States$734M-1%-5%-2%12.0×n/an/a
AK Medical 1789.HKHong Kong$664M-26%+16%26%10.8×-11.4%+6.7%
Jiang Xi Sanxin Medtec 300453.SZChina$741M-5%+12%18%16.1×-2.1%+11.8%
Shenzhen Lifotronic Technology 688389.SSChina$749M-11%+14%13%32.4×13.5%+13.3%
Anhui Hongyu Wuzhou Medical Manufacturer 301234.SZChina$750M+177%-14%3%n/a33.5%-0.6%
Cowealth Medical China 603122.SSChina$648M-28%-18%-5%n/an/an/a
Doctorglasses Chain 300622.SZChina$757M-10%+6%14%24.5×-2.4%+15.7%
SunMax Biotechnology 4728.TWOTaiwan$643M+1%+12%50%n/a-0.7%+18.8%
Cytek Biosciences CTKBUnited States$758M+26%+5%-22%n/an/an/a
InMode INMDUnited States$767M-5%-7%18%10.1×-10.5%+12.4%

Questions

Which companies are Shanghai Kinetic Medical's closest peers?
The cockpit's peer set: Shanghai Sanyou Medical (688085.SS), Pacific Biosciences of California (PACB), Livsmed (491000.KS), Japan Lifeline (7575.T), Beijing Chunlizhengda Medical Instruments (688236.SS), Synektik (SNT.WA), Jiangsu Hanvo Safety Product (300952.SZ), Mesa Laboratories (MLAB).
Is Shanghai Kinetic Medical expensive compared with its peers?
On forward p/e it trades at 27.4× against a peer median of 17.6×, 5th most expensive of 15 in its peer set. For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +10 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.
How has Shanghai Kinetic Medical stock performed?
Over six months to 6 Nov 2026 the shares returned -7.5% against -6.4% for the median peer; over one year +11.0%.

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.