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Employees: 1,161
Size BMC Medical (301367.SZ) is a China Health Care company (Medical Specialties) with a market value of $780M, the 2830th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥41.19 on 6 Nov 2026.
Performance Over six months the shares fell 13.1%, against -9.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 37.0% over the last twelve months (peer median +9.1%); the operating margin is 16.9% (peer median 9.1%).
Valuation It trades at 19.8× forward earnings against a peer median of 22.4× (6th 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 +16%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 17.8 points above its cost of capital (7.1% WACC).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.44B | CN¥1.15B | CN¥836M | CN¥1.12B | CN¥1.41B |
| Revenue growth | — | +37% | -25% | -21% | — |
| Gross profit | CN¥789M | CN¥587M | CN¥388M | CN¥501M | CN¥575M |
| EBITDA | n/a | CN¥225M | CN¥119M | CN¥259M | CN¥381M |
| Net income | CN¥232M | CN¥226M | CN¥155M | CN¥297M | CN¥380M |
| Free cash flow | CN¥122M | CN¥149M | CN¥191M | CN¥184M | CN¥362M |
| Capital expenditure | CN¥35.9M | CN¥32.2M | CN¥15.9M | CN¥24.1M | CN¥23.7M |
| Total debt | CN¥556M | CN¥84.8M | CN¥403M | CN¥26.8M | CN¥21.1M |
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 | 301367.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.8% | -2.5% | 6th lowest of 21 |
| 6-month return | -13.1% | -9.0% | 7th lowest of 21 |
| Distance from 52-week high | -42.3% | -23.9% | 6th lowest of 21 |
| Revenue growth (TTM) | +37.0% | +9.1% | 3rd highest of 21 |
| Operating margin | 16.9% | 9.1% | 6th highest of 21 |
| Forward P/E | 19.8× | 22.4× | 6th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 0.1% | 10.1% | 6th least demanding of 13 |
| Growth delivered (Del g) | +15.6% | +13.7% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | -15.5 pp | -6.2 pp | 4th least demanding of 13 |
| ROIC minus cost of capital | +17.8 pp | -0.9 pp | 4th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| BMC Medical 301367.SZ | China | $780M | -13% | +37% | 17% | 19.8× | 0.1% | +15.6% |
| Varex Imaging VREX | United States | $783M | -10% | +5% | 8% | 20.3× | n/a | n/a |
| Shanghai INT Medical Instruments 1501.HK | Hong Kong | $784M | -25% | +35% | 21% | 17.8× | -2.1% | +23.5% |
| InMode INMD | United States | $767M | -5% | -7% | 18% | 10.1× | -10.5% | +12.4% |
| Standard Engineering Technology SETL.NS | India | $796M | +164% | +26% | 13% | n/a | n/a | n/a |
| Cofoe Medical Technology 1187.HK | Hong Kong | $798M | -27% | +40% | 10% | 12.5× | -8.0% | +6.6% |
| Allmed Medical Products 002950.SZ | China | $798M | -39% | +14% | 8% | n/a | n/a | n/a |
| Cytek Biosciences CTKB | United States | $758M | +26% | +5% | -22% | n/a | n/a | n/a |
| Doctorglasses Chain 300622.SZ | China | $757M | -10% | +6% | 14% | 24.5× | -2.4% | +15.7% |
| Shanghai Aladdin Biochemical Technology 688179.SS | China | $806M | -25% | +39% | 26% | 30.0× | 21.1% | +24.2% |
| Anhui Hongyu Wuzhou Medical Manufacturer 301234.SZ | China | $750M | +177% | -14% | 3% | n/a | 33.5% | -0.6% |
| Shenzhen Lifotronic Technology 688389.SS | China | $749M | -11% | +14% | 13% | 32.4× | 13.5% | +13.3% |
| Maccura Biotechnology 300463.SZ | China | $814M | -14% | -1% | -4% | 164.7× | 9.2% | -10.2% |
| Jiang Xi Sanxin Medtec 300453.SZ | China | $741M | -5% | +12% | 18% | 16.1× | -2.1% | +11.8% |
| Advanced Medical Solutions AMS.L | United Kingdom | $824M | +14% | +6% | 12% | 20.7× | 19.6% | +21.4% |
| Hangzhou Biotest Biotech 688767.SS | China | $824M | +5% | -4% | 3% | 34.7× | n/a | n/a |
| OrthoPediatrics KIDS | United States | $829M | +78% | +16% | -8% | n/a | n/a | n/a |
| QuidelOrtho QDEL | United States | $734M | -1% | -5% | -2% | 12.0× | n/a | n/a |
| Beijing Aerospace Changfeng 600855.SS | China | $832M | -35% | -10% | -19% | n/a | n/a | n/a |
| Shenzhen Sunnypol Optoelectornics 002876.SZ | China | $728M | -8% | +29% | 5% | 41.8× | 11.1% | +14.2% |
| SWS Hemodialysis Care 688410.SS | China | $723M | -12% | +31% | 19% | 24.1× | 16.7% | +25.9% |