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← CockpitCompetitor Analysis › 600351.SS Yabao Pharmaceutical Group Co. Ltd. Class AOpen in the cockpit ↗

Yabao Pharmaceutical Group Co. Ltd. Class A600351.SSCompetitor analysis, valuation and peers

China · CNY·Health Care›Pharmaceuticals: Major
Momentum leader 81
Mkt cap
$711M
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$31.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+12.2 pp
WACC 6.8%
Hurdle
-5 pp
Req g minus delivered
Close · CNYCN¥6.85
1D-3.2%
1W-4.3%
1M+0.4%
3M-0.9%
6M-3.2%
YTD+5.5%
1Y+0.3%
ATR %3.6%
52w lowhigh8.1% off high

What Yabao Pharmaceutical does

Employees: 3,415

Yabao Pharmaceutical at a glance

Size Yabao Pharmaceutical (600351.SS) is a China Health Care company (Pharmaceuticals: Major) with a market value of $711M, the 3031st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.85 on 6 Nov 2026.

Performance Over six months the shares fell 3.2%, against -6.4% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue fell 3.5% over the last twelve months (peer median +16.1%); the operating margin is 15.6% (peer median 11.5%).

Valuation It trades at 1.7× enterprise value to sales against a peer median of 3.3× (5th cheapest of 17).

Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -5 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 12.2 points above its cost of capital (6.8% WACC).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026600351.SS 97Peer median 94
Six months, rebased to 100: Yabao Pharmaceutical against the median of its 20 peers (local-currency closes).

Yabao Pharmaceutical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.19BCN¥2.22BCN¥2.67BCN¥2.89BCN¥2.70B
Revenue growth—-17%-8%+7%—
Gross profitCN¥1.25BCN¥1.11BCN¥1.31BCN¥1.60BCN¥1.43B
EBITDAn/aCN¥453MCN¥424MCN¥449MCN¥335M
Net incomeCN¥362MCN¥320MCN¥243MCN¥200MCN¥105M
Free cash flowCN¥613MCN¥529MCN¥440MCN¥398MCN¥403M
Capital expenditureCN¥33.9MCN¥48.9MCN¥34.7MCN¥99.9MCN¥62.2M
Total debtCN¥3.80MCN¥38.5MCN¥95.7MCN¥268MCN¥450M

Quarterly statements and history in the cockpit →

Yabao Pharmaceutical 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

0%+50%-20%0%000566301096603567ARDXBLISSGVSABUSIRWDCGEMPHILSGMT300016ACHVZVRA0009156883564534NVCTRIGL3012114985600351.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Yabao Pharmaceutical is the large dot.

Fundamentals: revenue growth against valuation

0%+500%+1,000%0×10×20×000566301096603567ARDXBLISSGVSABUSIRWDPHIL0009154534301211600351.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yabao Pharmaceutical is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-25%0%25%50%603567BLISSGVS300016ZVRA688356RIGL4985600351.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Yabao Pharmaceutical is the large dot.

Yabao Pharmaceutical competitors and peer comparison

How Yabao Pharmaceutical 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.

Yabao Pharmaceutical against its 20 peers (data as of 6 Nov 2026)
Measure600351.SSPeer medianRank in peer set
1-month return+0.4%-8.2%7th highest of 21
6-month return-3.2%-6.4%9th highest of 21
Distance from 52-week high-8.1%-29.4%2nd highest of 21
Revenue growth (TTM)-3.5%+16.1%4th lowest of 17
Operating margin15.6%11.5%7th highest of 16
EV / Sales1.7×3.3×5th cheapest of 17
Growth the price implies (Req g, 7 yrs)-7.5%10.3%least demanding of 8
Growth delivered (Del g)-2.8%+10.1%2nd lowest of 8
Hurdle (Req g minus delivered)-4.6 pp+2.5 pp3rd least demanding of 8
ROIC minus cost of capital+12.2 pp+0.5 pp4th highest of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Yabao Pharmaceutical 600351.SSChina$711M-3%-3%16%1.7×-7.5%-2.8%
Hainan Haiyao 000566.SZChina$710M-19%-18%-50%11.2×n/an/a
Hangzhou Bio-Sincerity Pharma-Tech 301096.SZChina$716M-24%+5%-30%8.7×n/an/a
HeiLongJiang ZBD Pharmaceutical 603567.SSChina$705M-29%-82%n/a27.3×10.5%-25.1%
Ardelyx ARDXUnited States$724M-58%+18%-8%1.5×n/an/a
Bliss GVS Pharma BLISSGVS.NSIndia$698M+126%+21%15%6.6×37.0%+10.1%
Arbutus Biopharma ABUSUnited States$724M-16%+1,079%81%3.5×n/an/a
Ironwood Pharmaceuticals IRWDUnited States$725M+4%+26%61%2.7×n/an/a
Cullinan Therapeutics CGEMUnited States$728M-22%n/an/an/an/an/a
Philogen PHIL.MIItaly$694M-7%+295%79%0.9×n/an/a
Sagimet Biosciences SGMTUnited States$693M+28%n/an/an/an/an/a
Beijing Beilu Pharmaceutical 300016.SZChina$692M-16%+23%11%3.2×10.3%+7.9%
Achieve Life Sciences ACHVUnited States$692M+29%n/an/an/an/an/a
Zevra Therapeutics ZVRAUnited States$690M+4%+75%31%3.4×0.0%+51.6%
Shandong Wit Dyne Health 000915.SZChina$687M-33%-36%36%2.5×n/an/a
Jenkem Technology 688356.SSChina$686M-23%+52%11%10.9×41.4%+11.2%
Mochida Pharmaceutical 4534.TJapan$683M-6%+15%9%0.7×n/an/a
Nuvectis Pharma NVCTUnited States$683M+79%n/an/an/an/an/a
Rigel Pharmaceuticals RIGLUnited States$741M+52%+3%31%2.5×-1.1%+22.1%
Hubei Biocause Heilen Pharmaceutical 301211.SZChina$682M-5%+13%4%6.2×n/an/a
Earth 4985.TJapan$682M+6%+6%4%0.6×-2.5%-1.8%

Questions

Which companies are Yabao Pharmaceutical's closest peers?
The cockpit's peer set: Hainan Haiyao (000566.SZ), Hangzhou Bio-Sincerity Pharma-Tech (301096.SZ), HeiLongJiang ZBD Pharmaceutical (603567.SS), Ardelyx (ARDX), Bliss GVS Pharma (BLISSGVS.NS), Arbutus Biopharma (ABUS), Ironwood Pharmaceuticals (IRWD), Cullinan Therapeutics (CGEM).
Is Yabao Pharmaceutical expensive compared with its peers?
On ev / sales it trades at 1.7× against a peer median of 3.3×, 5th cheapest of 17 in its peer set. For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -5 pp: the price already allows for a slowdown.
How has Yabao Pharmaceutical stock performed?
Over six months to 6 Nov 2026 the shares returned -3.2% against -6.4% for the median peer; over one year +0.3%.

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.