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Employees: 8,938
Size Anhui Huaren Health Pharmaceutical (301408.SZ) is a China Consumer Staples company (Drugstore Chains) with a market value of $829M, the 2675th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥13.81 on 6 Nov 2026.
Performance Over six months the shares fell 35.4%, against -1.5% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 18 in its peer set.
Growth Revenue grew 14.6% over the last twelve months (peer median +6.7%); the operating margin is 8.0% (peer median 4.4%).
Valuation It trades at 1.2× enterprise value to sales against a peer median of 0.6× (4th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +23%, so the hurdle is -29 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.6 points above its cost of capital (6.2% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.91B | CN¥5.47B | CN¥4.52B | CN¥3.80B | CN¥3.25B |
| Revenue growth | — | +21% | +19% | +17% | — |
| Gross profit | CN¥2.29B | CN¥1.79B | CN¥1.41B | CN¥1.12B | CN¥980M |
| EBITDA | n/a | CN¥742M | CN¥538M | CN¥388M | CN¥439M |
| Net income | CN¥250M | CN¥191M | CN¥138M | CN¥115M | CN¥161M |
| Free cash flow | CN¥756M | CN¥689M | CN¥412M | -CN¥83.8M | CN¥69.5M |
| Capital expenditure | CN¥135M | CN¥153M | CN¥161M | CN¥216M | CN¥105M |
| Total debt | CN¥2.99B | CN¥2.59B | CN¥2.06B | CN¥2.06B | CN¥1.24B |
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 | 301408.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.0% | +1.9% | 8th lowest of 18 |
| 6-month return | -35.4% | -1.5% | lowest of 18 |
| Distance from 52-week high | -53.6% | -32.0% | 2nd lowest of 18 |
| Revenue growth (TTM) | +14.6% | +6.7% | 4th highest of 18 |
| Operating margin | 8.0% | 4.4% | 2nd highest of 18 |
| EV / Sales | 1.2× | 0.6× | 4th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | -6.0% | -6.5% | 8th most demanding of 16 |
| Growth delivered (Del g) | +23.3% | +9.7% | highest of 16 |
| Hurdle (Req g minus delivered) | -29.3 pp | -13.8 pp | least demanding of 16 |
| ROIC minus cost of capital | +8.6 pp | +2.7 pp | 3rd highest of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anhui Huaren Health Pharmaceutical 301408.SZ | China | $829M | -35% | +15% | 8% | 1.2× | -6.0% | +23.3% |
| Shu Yu Civilian Pharmacy 301017.SZ | China | $872M | +9% | +9% | 2% | 0.9× | 4.0% | +17.4% |
| MedPlus Health Services MEDPLUS.NS | India | $769M | -31% | +21% | 4% | 1.1× | 18.5% | +17.6% |
| Genky DrugStores 9267.T | Japan | $723M | +3% | +8% | 5% | 0.6× | n/a | n/a |
| Beijing Konruns Pharmaceutical 603590.SS | China | $617M | -28% | +4% | 20% | 4.2× | 11.6% | +2.7% |
| Yixintang Pharmaceutical 002727.SZ | China | $1.18B | +6% | -2% | 3% | 0.5× | -15.9% | +6.5% |
| Cawachi 2664.T | Japan | $577M | +37% | -1% | 2% | 0.2× | -5.8% | 0.0% |
| Qol 3034.T | Japan | $567M | +38% | +7% | 6% | 0.4× | -16.2% | +12.4% |
| Ain 9627.T | Japan | $1.23B | -2% | +42% | 4% | 0.4× | -6.5% | +16.9% |
| Luyan Pharma 002788.SZ | China | $555M | -30% | +3% | 3% | 0.5× | 0.1% | +6.5% |
| Create SD 3148.T | Japan | $1.30B | -2% | +9% | 5% | 0.3× | -11.5% | +8.0% |
| LBX Pharmacy Chain Joint Stock 603883.SS | China | $1.69B | +7% | +3% | 5% | 0.8× | -10.9% | +9.7% |
| Landfar Bio-medicine 000504.SZ | China | $395M | -16% | +497% | -2% | 3.5× | n/a | n/a |
| Shanghai No. 1 Pharmacy 600833.SS | China | $314M | -24% | +1% | -1% | 0.9× | 20.4% | +6.1% |
| JZJ Chain Drugstore Corporation 605266.SS | China | $307M | -34% | -5% | 0% | 0.8× | -9.6% | +14.8% |
| Guardian Pharmacy Services GRDN | United States | $2.68B | +17% | +10% | 6% | 1.8× | 4.1% | +16.8% |
| Sundrug 9989.T | Japan | $2.77B | -1% | +4% | 5% | 0.5× | -8.0% | +5.8% |
| Sugi 7649.T | Japan | $3.27B | -23% | +9% | 5% | 0.5× | -9.7% | +10.9% |