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Chinese life-science reagent supplier making recombinant proteins and antibodies used in biopharma R&D, diagnostics and vaccine development.
Chinese life-science reagent supplier making recombinant proteins and antibodies used in biopharma R&D, diagnostics and vaccine development.
Sells off-the-shelf research proteins and antibodies, ordered by lab scientists in small lots, and higher-grade versions made to manufacturing standards for drugmakers, so revenue builds on a wide catalog and repeat purchasing. Customers range from large drug developers to academic labs, and a sizeable share of sales is exported.
In one line: A Chinese Bio-Techne/R&D Systems.
Moat: narrow (scale, process know-how, installed base). Broad, validated catalog of research-grade proteins used across many biopharma R&D pipelines.
Headquarters: Beijing, China · Employees: 926
Size Acrobiosystems (301080.SZ) is a China Health Care company (Pharmaceuticals: Major) with a market value of $2.72B, the 942nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥87.12 on 6 Nov 2026.
Performance Over six months the shares gained 94.9%, against -3.4% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 29.1% over the last twelve months (peer median +0.1%); the operating margin is 17.2% (peer median 11.3%).
Valuation It trades at 64.9× forward earnings against a peer median of 39.3× (4th most expensive of 17).
Price implies For today's price to make sense, revenue must grow about 45% a year for seven years (Req g). Recent delivered growth is +28%, so the hurdle is +17 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 1.1 points below its cost of capital (11.6% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.03B | CN¥837M | CN¥644M | CN¥543M | CN¥474M |
| Revenue growth | — | +30% | +19% | +15% | — |
| Gross profit | CN¥945M | CN¥710M | CN¥538M | CN¥456M | CN¥414M |
| EBITDA | n/a | CN¥204M | CN¥131M | CN¥137M | CN¥160M |
| Net income | CN¥195M | CN¥166M | CN¥124M | CN¥154M | CN¥204M |
| Free cash flow | CN¥206M | CN¥255M | -CN¥82.4M | -CN¥12.2M | -CN¥61.0M |
| Capital expenditure | CN¥236M | CN¥205M | CN¥167M | CN¥129M | CN¥284M |
| Total debt | CN¥129M | CN¥122M | CN¥143M | CN¥102M | CN¥71.5M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Acrobiosystems 301080.SZ | $2.72B | +95% | +29% | 17% | 64.9× | 45.0% |
| Sino Biological 301047.SZ | $1.98B | +50% | +20% | 17% | 63.8× | 36.8% |
| Bio-Techne TECH | $11.4B | +51% | 0% | 22% | 35.9× | 31.3% |
| Thermo Fisher Scientific TMO | $257B | +50% | +8% | 19% | 25.8× | 20.9% |
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 | 301080.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -29.4% | +1.2% | 2nd lowest of 21 |
| 6-month return | +94.9% | -3.4% | highest of 21 |
| Distance from 52-week high | -38.2% | -23.9% | 5th lowest of 21 |
| Revenue growth (TTM) | +29.1% | +0.1% | 6th highest of 20 |
| Operating margin | 17.2% | 11.3% | 8th highest of 20 |
| Forward P/E | 64.9× | 39.3× | 4th most expensive of 17 |
| Growth the price implies (Req g, 7 yrs) | 45.0% | 16.3% | 4th most demanding of 15 |
| Growth delivered (Del g) | +27.7% | +10.5% | 4th highest of 15 |
| Hurdle (Req g minus delivered) | +17.3 pp | +0.3 pp | 5th most demanding of 15 |
| ROIC minus cost of capital | -1.1 pp | +2.3 pp | 8th lowest of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Acrobiosystems 301080.SZ | China | $2.72B | +95% | +29% | 17% | 64.9× | 45.0% | +27.7% |
| Almirall ALM.MC | Spain | $2.74B | -2% | +24% | 8% | 30.6× | 7.3% | +6.5% |
| Yili Chuanning Biotechnology 301301.SZ | China | $2.70B | -20% | -14% | 16% | 26.3× | 4.6% | +4.8% |
| Neuland Laboratories NEULANDLAB.NS | India | $2.68B | +14% | +50% | 26% | 54.3× | n/a | n/a |
| Kangmei Pharmaceutical 600518.SS | China | $2.77B | -22% | -6% | -7% | n/a | n/a | n/a |
| BioArctic BIOA-B.ST | Sweden | $2.78B | -3% | -46% | 22% | 53.4× | 25.7% | +100.1% |
| InSilico Medicine Cayman TopCo 3696.HK | Hong Kong | $2.80B | -43% | +153% | -7% | 100.0× | 42.1% | +22.9% |
| Vericel VCEL | United States | $2.80B | +63% | +23% | 6% | 76.2× | 50.7% | +17.3% |
| Regencell Bioscience RGC | United States | $2.61B | -82% | n/a | n/a | n/a | n/a | n/a |
| Joincare Pharmaceutical Group Industry 600380.SS | China | $2.86B | -4% | -12% | 18% | 15.6× | -13.1% | +2.4% |
| HUTCHMED (China) 0013.HK | Hong Kong | $2.58B | +9% | -9% | -6% | 40.8× | 49.9% | +19.3% |
| Sam Chun Dang Pharm 000250.KS | South Korea | $2.91B | -59% | +21% | 7% | n/a | n/a | n/a |
| Keymed Biosciences 2162.HK | Hong Kong | $2.48B | -6% | 0% | -73% | 18.6× | n/a | n/a |
| Betta Pharmaceuticals 300558.SZ | China | $3.01B | -9% | +16% | 11% | 44.2× | 25.2% | +14.0% |
| IDEAYA Biosciences IDYA | United States | $3.02B | +10% | -83% | -1,267% | n/a | n/a | n/a |
| Hybio Pharmaceutical 300199.SZ | China | $3.08B | +16% | +70% | 31% | 51.4× | 40.1% | +6.1% |
| Chengdu Kanghong Pharmaceutical 002773.SZ | China | $3.18B | -7% | -11% | 24% | 21.3× | -2.2% | +7.0% |
| Tasly Pharmaceutical 600535.SS | China | $3.20B | -5% | -4% | 19% | 16.5× | -7.6% | -9.6% |
| Zhejiang Hisun Pharmaceutical 600267.SS | China | $2.32B | +18% | -7% | 15% | 17.0× | -9.1% | -1.5% |
| InnoCare Pharma 688428.SS | China | $2.31B | -2% | +135% | 35% | 94.3× | -8.8% | +344.2% |
| Arcutis Biotherapeutics ARQT | United States | $3.21B | +21% | +76% | 7% | 37.9× | 48.9% | +367.3% |