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← CockpitCompetitor Analysis › 301293.SZ Sanbo Hospital Management Group Limited Class AOpen in the cockpit ↗

Sanbo Hospital Management Group Limited Class A301293.SZCompetitor analysis, valuation and peers

China · CNY·Health Care›Hospital/Nursing Management

Chinese hospital chain specializing in neurosurgery and brain/nervous-system disease treatment.

≈ A Chinese neurosurgery-focused hospital chainMomentum strong 65
Mkt cap
$1.48B
US dollars, full cap
Free float
76%
of shares outstanding
$/day
$41.5M
20-day average traded
Fwd P/E
148.9×
forward earnings
ROIC−WACC
-4.7 pp
WACC 10.5%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥50.63
1D-1.1%
1W+1.8%
1M+3.2%
3M-5.2%
6M-21.0%
YTD-14.2%
1Y-11.7%
ATR %4.7%
52w lowhigh50.8% off high

What Sanbo Hospital Management does

Chinese hospital chain specializing in neurosurgery and brain/nervous-system disease treatment.

Earns fees from patients, with inpatient surgery and treatment the largest part, paid partly through state medical insurance and partly out of pocket, and grows by opening or acquiring hospitals that take time to fill up and reach profit. Its brain-surgery reputation draws patients from across China.

In one line: A Chinese neurosurgery-focused hospital chain.

Products and services

  • Neurosurgery services
  • Neurology/brain disease treatment

Customers

  • Patients requiring neurosurgical/neurological care

Where it sits in the supply chain

  • Health Care
  • Hospital/clinic services
  • Neurosurgery hospital chain

What could go right

  • Demand for specialized neurosurgical care

What could go wrong

  • Reliance on key specialist doctors
  • Hospital licensing/expansion constraints

Moat: narrow (brand, process know-how). Specialized neurosurgical expertise and reputation versus general hospitals.

Headquarters: Beijing, China · Employees: 2,889

Named competitors

Sanbo Hospital Management at a glance

Size Sanbo Hospital Management (301293.SZ) is a China Health Care company (Hospital/Nursing Management) with a market value of $1.48B, the 1657th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥50.63 on 6 Nov 2026.

Performance Over six months the shares fell 21.0%, against -3.0% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 17.5% over the last twelve months (peer median +6.5%); the operating margin is 5.8% (peer median 9.9%).

Valuation It trades at 148.9× forward earnings against a peer median of 27.3× (most expensive of 18).

Capital Return on invested capital runs 4.7 points below its cost of capital (10.5% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 97301293.SZ 76
Six months, rebased to 100: Sanbo Hospital Management against the median of its 20 peers (local-currency closes).

Sanbo Hospital Management financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.93BCN¥1.72BCN¥1.43BCN¥1.31BCN¥1.07B
Revenue growth—+21%+9%+23%—
Gross profitCN¥527MCN¥376MCN¥325MCN¥284MCN¥217M
EBITDAn/aCN¥271MCN¥229MCN¥214MCN¥181M
Net incomeCN¥68.3MCN¥84.2MCN¥105MCN¥78.2MCN¥63.4M
Free cash flow-CN¥38.2M-CN¥396M-CN¥371MCN¥80.9MCN¥67.2M
Capital expenditureCN¥321MCN¥586MCN¥542MCN¥170MCN¥90.0M
Total debtCN¥700MCN¥632MCN¥277MCN¥174MCN¥219M

Quarterly statements and history in the cockpit →

Sanbo Hospital Management 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%-10%0%+10%+20%AEVS000516SIASPIRAINBOWBSLCVSGEXEPARKHOSPS301267GDSRHKYATHARTHBKDJLHLA50HCGCBAVARDT600763301293.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Sanbo Hospital Management is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%50×100×150×AEVSSIASPIRAINBOWBSLCVSGEXEPARKHOSPS301267YATHARTHBKDJLHLHCGCBAV600763301293.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sanbo Hospital Management is the large dot.

Sanbo Hospital Management competitors and peer comparison

Head to head with its named competitors (301293.SZ vs 300015.SZ vs 301267.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Sanbo Hospital Management 301293.SZ$1.48B-21%+17%6%148.9×n/a
Aier Eye Hospital 300015.SZ$12.5B-16%+5%21%29.5×11.7%
Huaxia Eye Hospital 301267.SZ$1.92B-16%+2%15%24.7×3.8%

How Sanbo Hospital Management 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.

Sanbo Hospital Management against its 20 peers (data as of 6 Nov 2026)
Measure301293.SZPeer medianRank in peer set
1-month return+3.2%-0.3%7th highest of 21
6-month return-21.0%-3.0%2nd lowest of 21
Distance from 52-week high-50.8%-19.7%lowest of 21
Revenue growth (TTM)+17.5%+6.5%5th highest of 21
Operating margin5.8%9.9%7th lowest of 20
Forward P/E148.9×27.3×most expensive of 18
ROIC minus cost of capital-4.7 pp-1.5 pp3rd lowest of 20

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
Sanbo Hospital Management 301293.SZChina$1.48B-21%+17%6%148.9×n/an/a
Aevis Victoria AEVS.SWSwitzerland$1.49B+9%+15%-6%107.9×26.6%+10.2%
Xi'an International Medical Investment 000516.SZChina$1.54B0%-1%-2%n/a13.6%+20.6%
Sienna Senior Living SIA.TOCanada$1.63B-11%+16%10%38.1×19.6%+8.6%
Spire Healthcare SPI.LUnited Kingdom$1.34B+68%+2%8%19.5×9.8%+11.4%
Rainbow Childrens Medicare RAINBOW.NSIndia$1.34B-4%+23%22%39.4×30.2%+21.2%
Raffles Medical BSL.SISingapore$1.25B-15%-3%11%27.3×-2.4%+6.1%
CVS CVSG.LUnited Kingdom$1.23B+20%+6%11%14.3×13.7%+6.9%
Extendicare EXE.TOCanada$1.87B-9%+31%9%19.4×11.2%+8.5%
Park Medi World PARKHOSPS.NSIndia$1.15B+2%+21%n/a28.3×30.5%+10.2%
Huaxia Eye Hospital 301267.SZChina$1.92B-16%+2%15%24.7×3.8%+10.4%
Ramsay Generale de Sante GDS.PAFrance$1.09B-15%+3%4%n/a6.3%+6.0%
Rhon-klinikum RHK.DEGermany$1.08B+14%+5%3%22.5×n/an/a
Yatharth Hospital and Trauma Care Services YATHARTH.NSIndia$1.05B+25%+50%16%41.0×n/an/a
Brookdale Senior Living BKDUnited States$2.15B-31%-4%5%127.7×22.4%-1.4%
Jupiter Life Line Hospitals JLHL.NSIndia$1,000M+14%+17%16%48.5×n/an/a
Thomson Medical A50.SISingapore$953M-21%+6%10%n/a20.9%+11.8%
HealthCare Global Enterprises HCG.NSIndia$950M-2%+14%8%67.3×n/an/a
Clinica Baviera CBAV.MCSpain$940M-7%+11%20%18.2×0.7%+19.7%
Ardent Health ARDTUnited States$2.44B+71%+3%4%14.5×4.0%+8.7%
Topchoice Medical 600763.SSChina$2.51B-11%+7%26%26.7×13.6%+6.9%

Questions

Who are Sanbo Hospital Management's main competitors?
Named competitors: Aier Eye Hospital Group (300015.SZ), Huaxia Eye Hospital Group (301267.SZ). The cockpit's measured peer set (industry) also includes Aevis Victoria (AEVS.SW), Xi'an International Medical Investment (000516.SZ), Sienna Senior Living (SIA.TO), Spire Healthcare (SPI.L), Rainbow Childrens Medicare (RAINBOW.NS), Raffles Medical (BSL.SI).
Is Sanbo Hospital Management expensive compared with its peers?
On forward p/e it trades at 148.9× against a peer median of 27.3×, most expensive of 18 in its peer set.
How has Sanbo Hospital Management stock performed?
Over six months to 6 Nov 2026 the shares returned -21.0% against -3.0% for the median peer; over one year -11.7%.

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.