Loading…
Employees: 727
Size Hangzhou Minsheng Healthcare (301507.SZ) is a China Health Care company (Pharmaceuticals: Other) with a market value of $624M, the 3328th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.67 on 6 Nov 2026.
Performance Over six months the shares fell 20.9%, against -19.6% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 21.3% over the last twelve months (peer median -1.8%); the operating margin is 10.8% (peer median 6.8%).
Valuation It trades at 48.6× forward earnings against a peer median of 24.2× (4th most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 20% a year for seven years (Req g). Recent delivered growth is +12%, 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 0.5 points below its cost of capital (7.9% WACC).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥903M | CN¥779M | CN¥636M | CN¥578M | CN¥543M |
| Revenue growth | — | +22% | +10% | +6% | — |
| Gross profit | CN¥496M | CN¥384M | CN¥344M | CN¥349M | CN¥318M |
| EBITDA | n/a | CN¥117M | CN¥98.4M | CN¥107M | CN¥108M |
| Net income | CN¥88.6M | CN¥119M | CN¥91.8M | CN¥85.6M | CN¥79.0M |
| Free cash flow | CN¥42.6M | -CN¥6.28M | CN¥23.7M | CN¥72.1M | CN¥68.4M |
| Capital expenditure | CN¥182M | CN¥196M | CN¥94.9M | CN¥36.1M | CN¥26.9M |
| Total debt | CN¥64.8M | CN¥33.6M | CN¥19.5M | CN¥10.6M | CN¥11.8M |
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 | 301507.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.2% | -6.9% | 7th lowest of 21 |
| 6-month return | -20.9% | -19.6% | 11th highest of 21 |
| Distance from 52-week high | -39.4% | -37.2% | 10th lowest of 21 |
| Revenue growth (TTM) | +21.3% | -1.8% | 3rd highest of 20 |
| Operating margin | 10.8% | 6.8% | 9th highest of 19 |
| Forward P/E | 48.6× | 24.2× | 4th most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 20.4% | 3.6% | 3rd most demanding of 12 |
| Growth delivered (Del g) | +12.1% | +7.0% | 5th highest of 12 |
| Hurdle (Req g minus delivered) | +8.3 pp | -0.9 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | -0.5 pp | -0.2 pp | 9th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hangzhou Minsheng Healthcare 301507.SZ | China | $624M | -21% | +21% | 11% | 48.6× | 20.4% | +12.1% |
| ABA Chemicals 300261.SZ | China | $641M | -27% | -16% | -23% | 438.0× | n/a | n/a |
| CK Life Sciences International (Holdings) 0775.HK | Hong Kong | $644M | -30% | 0% | 0% | n/a | n/a | n/a |
| Lanzhou Foci Pharmaceutical 002644.SZ | China | $582M | -9% | +3% | 5% | n/a | 24.3% | +6.5% |
| Hunan Hansen Pharmaceutical 002412.SZ | China | $582M | +10% | -4% | 21% | n/a | 3.0% | +7.0% |
| Lionco Pharmaceutical 603669.SS | China | $581M | +21% | -6% | -17% | n/a | n/a | n/a |
| ArriVent BioPharma AVBP | United States | $673M | -54% | n/a | n/a | n/a | n/a | n/a |
| Shanxi Zhendong Pharmaceutical 300158.SZ | China | $713M | -16% | -28% | -25% | n/a | n/a | n/a |
| Brother Enterprises 002562.SZ | China | $716M | -28% | +8% | 4% | n/a | 4.9% | +13.5% |
| China Shineway Pharmaceutical 2877.HK | Hong Kong | $719M | -21% | -18% | 25% | 7.2× | n/a | n/a |
| Shanghai Kaibao Pharmaceutical 300039.SZ | China | $756M | -17% | -14% | 22% | n/a | 1.8% | +4.8% |
| Sirio Pharma 300791.SZ | China | $790M | -12% | -9% | 1% | 16.9× | 14.7% | +15.6% |
| Tianjin Tianyao Pharmaceuticals 600488.SS | China | $801M | -14% | -12% | 3% | n/a | 3.6% | -1.3% |
| PharmaNutra PHN.MI | Italy | $808M | -18% | +18% | 21% | 29.6× | 4.0% | +18.5% |
| Myung in Pharm 317450.KS | South Korea | $455M | -24% | +7% | 35% | n/a | -14.7% | +8.9% |
| TSI 603262.SS | China | $909M | -41% | +3% | 14% | 51.5× | 25.8% | +13.4% |
| Tibet Aim Pharm 002826.SZ | China | $427M | -23% | +13% | 14% | n/a | 1.3% | +1.0% |
| Sihuan Pharmaceutical 0460.HK | Hong Kong | $952M | -35% | +30% | 15% | 9.7× | n/a | n/a |
| Boiron BOI.PA | France | $391M | -31% | -2% | 5% | 9.7× | -0.3% | -0.5% |
| New Journey Health Technology Group Co., Ltd.Class A 002219.SZ | China | $999M | -16% | -14% | 8% | 193.0× | n/a | n/a |
| Applied Nutrition APN.L | United Kingdom | $1.01B | +42% | +24% | n/a | 24.2× | n/a | n/a |