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← CockpitCompetitor Analysis › 300404.SZ Boji Medical Technology Co., Ltd Class AOpen in the cockpit ↗

Boji Medical Technology Co., Ltd Class A300404.SZCompetitor analysis, valuation and peers

China · CNY·Health Care›Biotechnology
Momentum leader 91
Mkt cap
$664M
US dollars, full cap
Free float
93%
of shares outstanding
$/day
$56.0M
20-day average traded
Fwd P/E
82.0×
forward earnings
ROIC−WACC
-2.6 pp
WACC 7.9%
Hurdle
+8 pp
Req g minus delivered
Next earnings
172 days
27 Apr 2027
Close · CNYCN¥11.48
1D-5.1%
1W-0.5%
1M-17.5%
3M+24.5%
6M+6.9%
YTD+23.0%
1Y+15.7%
ATR %8.4%
52w lowhigh36.2% off high

What Boji Medical Technology does

Employees: 1,256

Boji Medical Technology at a glance

Size Boji Medical Technology (300404.SZ) is a China Health Care company (Biotechnology) with a market value of $664M, the 3190th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.48 on 6 Nov 2026.

Performance Over six months the shares gained 6.9%, against -22.0% for the median peer and -16.4% for the China market (cap-weighted) — 4th highest of 19 in its peer set.

Growth Revenue grew 31.9% over the last twelve months (peer median +18.6%); the operating margin is 3.7% (peer median -135.1%).

Valuation It trades at 82.0× forward earnings against a peer median of 23.0× (most expensive of 5).

Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is +27%, so the hurdle is +8 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 2.6 points below its cost of capital (7.9% WACC).

Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026300404.SZ 106Peer median 79
Six months, rebased to 100: Boji Medical Technology against the median of its 20 peers (local-currency closes).

Boji Medical Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.02BCN¥865MCN¥739MCN¥554MCN¥422M
Revenue growth—+17%+33%+31%—
Gross profitCN¥257MCN¥212MCN¥204MCN¥166MCN¥145M
EBITDAn/aCN¥52.3MCN¥38.5MCN¥25.0MCN¥29.9M
Net incomeCN¥57.9MCN¥30.5MCN¥28.8MCN¥24.3MCN¥27.7M
Free cash flowCN¥55.1MCN¥70.5MCN¥448,420-CN¥23.6M-CN¥86.2M
Capital expenditureCN¥21.2MCN¥18.7MCN¥29.4MCN¥62.2MCN¥118M
Total debtCN¥43.2MCN¥46.4MCN¥49.9MCN¥116MCN¥80.8M

Quarterly statements and history in the cockpit →

Boji Medical Technology 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

0%+200%+400%+600%+800%-50%-25%0%+25%WVECADLAURA603387KURAGERNATTOSANA1672GNFT300404.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Boji Medical Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%20×40×60×80×002880688639GERNGNFT300404.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Boji Medical Technology is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%+150%0%50%100%150%603387GNFT688221300404.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. Boji Medical Technology is the large dot.

Boji Medical Technology competitors and peer comparison

How Boji Medical Technology 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.

Boji Medical Technology against its 20 peers (data as of 6 Nov 2026)
Measure300404.SZPeer medianRank in peer set
1-month return-17.5%-9.7%5th lowest of 21
6-month return+6.9%-22.0%4th highest of 19
Distance from 52-week high-36.2%-44.7%6th highest of 21
Revenue growth (TTM)+31.9%+18.6%6th highest of 14
Operating margin3.7%-135.1%3rd highest of 15
Forward P/E82.0×23.0×most expensive of 5
Growth the price implies (Req g, 7 yrs)35.4%40.0%2nd least demanding of 4
Growth delivered (Del g)+27.2%+21.5%2nd highest of 4
Hurdle (Req g minus delivered)+8.2 pp-7.0 pp2nd most demanding of 4
ROIC minus cost of capital-2.6 pp-49.1 pp4th highest of 11

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
Boji Medical Technology 300404.SZChina$664M+7%+32%4%82.0×35.4%+27.2%
Wave Life Sciences WVEUnited States$664M-53%-35%-321%n/an/an/a
Candel Therapeutics CADLUnited States$670M+5%n/an/an/an/an/a
4D Molecular Therapeutics FDMTUnited States$677M+21%+278,712%-214%n/an/an/a
Aura Biosciences AURAUnited States$680M-22%n/an/an/an/an/a
Getein Biotech 603387.SSChina$647M-12%+8%21%n/a-8.3%-1.3%
Shenzhen Weiguang Biological Products 002880.SZChina$682M-22%0%18%20.7×n/an/a
Kura Oncology KURAUnited States$647M-23%-7%-412%n/an/an/a
Anhui Huaheng Biotechnology 688639.SSChina$688M-40%+7%3%25.4×n/an/a
Design Therapeutics DSGNUnited States$639M-28%n/an/an/an/an/a
Geron GERNUnited States$636M-29%+19%-8%16.7×n/an/a
Attovia Therapeutics ATTOUnited States$697M+744%n/a-4,975%n/an/an/a
Apnimed APMDUnited States$629Mn/a+380%-140%n/an/an/a
Solid Biosciences SLDBUnited States$707M-9%n/an/an/an/an/a
Sana Biotechnology SANAUnited States$709M-32%n/an/an/an/an/a
Ascletis Pharma 1672.HKHong Kong$610M-73%-59%-71,976%n/an/an/a
Shouyao Holdings Beijing 688197.SSChina$726M-16%+4,564%-92%n/an/an/a
Genfit GNFT.PAFrance$593M+19%+28%-130%79.3×40.0%+143.5%
Frontier Biotechnologies 688221.SSChina$746M-37%+153%-20%n/a43.2%+21.5%
Climb Bio CLYMUnited States$591M-10%n/an/an/an/an/a
Alebund Pharmaceuticals (Jiangsu) 9637.HKHong Kong$576Mn/a+674%-495%n/an/an/a

Questions

Which companies are Boji Medical Technology's closest peers?
The cockpit's peer set: Wave Life Sciences (WVE), Candel Therapeutics (CADL), 4D Molecular Therapeutics (FDMT), Aura Biosciences (AURA), Getein Biotech (603387.SS), Shenzhen Weiguang Biological Products (002880.SZ), Kura Oncology (KURA), Anhui Huaheng Biotechnology (688639.SS).
Is Boji Medical Technology expensive compared with its peers?
On forward p/e it trades at 82.0× against a peer median of 23.0×, most expensive of 5 in its peer set. For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is +27%, so the hurdle is +8 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 Boji Medical Technology stock performed?
Over six months to 6 Nov 2026 the shares returned +6.9% against -22.0% for the median peer; over one year +15.7%.

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.