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← CockpitCompetitor Analysis › 603368.SS Guangxi LiuYao Group Co., Ltd. Class AOpen in the cockpit ↗

Guangxi LiuYao Group Co., Ltd. Class A603368.SSCompetitor analysis, valuation and peers

China · CNY·Health Care›Medical Distributors
Momentum leader 92
Mkt cap
$994M
US dollars, full cap
Free float
98%
of shares outstanding
$/day
$30.4M
20-day average traded
Fwd P/E
9.9×
forward earnings
ROIC−WACC
+2.5 pp
WACC 5.2%
Hurdle
-15 pp
Req g minus delivered
Next earnings
144 days
30 Mar 2027
Close · CNYCN¥17.11
1D-1.7%
1W+2.6%
1M+12.4%
3M+8.1%
6M+2.2%
YTD-4.0%
1Y-8.5%
ATR %3.5%
52w lowhigh12.9% off high

What Guangxi LiuYao does

Employees: 5,627

Guangxi LiuYao at a glance

Size Guangxi LiuYao (603368.SS) is a China Health Care company (Medical Distributors) with a market value of $994M, the 2307th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥17.11 on 6 Nov 2026.

Performance Over six months the shares gained 2.2%, against -6.8% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 1.7% over the last twelve months (peer median +4.1%); the operating margin is 4.6% (peer median 1.3%).

Valuation It trades at 9.9× forward earnings against a peer median of 16.4× (cheapest of 11).

Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -15 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.5 points above its cost of capital (5.2% WACC).

Next results Next results expected around 30 Mar 2027 (exchange calendar; dates can move).

Relative performance

9010011 May 202611 Aug 20266 Nov 2026603368.SS 102Peer median 94
Six months, rebased to 100: Guangxi LiuYao against the median of its 20 peers (local-currency closes).

Guangxi LiuYao financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥21.3BCN¥20.9BCN¥21.1BCN¥20.8BCN¥19.0B
Revenue growth—-1%+2%+9%—
Gross profitCN¥2.30BCN¥2.10BCN¥2.18BCN¥2.24BCN¥1.96B
EBITDAn/aCN¥1.32BCN¥1.46BCN¥1.52BCN¥1.34B
Net incomeCN¥620MCN¥709MCN¥855MCN¥850MCN¥702M
Free cash flowCN¥979MCN¥931MCN¥709MCN¥421MCN¥331M
Capital expenditureCN¥171MCN¥184MCN¥148MCN¥173MCN¥183M
Total debtCN¥5.58BCN¥8.15BCN¥7.47BCN¥8.06BCN¥7.16B

Quarterly statements and history in the cockpit →

Guangxi LiuYao 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

-20%0%+20%+40%0%+10%+20%ARJO-BDOCM6007136883667476ENTERO600587301584NEU33606006288129RDC3013706051366037160000783151603368.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Guangxi LiuYao is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%20×40×ARJO-B6883667476ENTERO600587NEU336081292733603368.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guangxi LiuYao is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%0%25%50%ARJO-B6883667476ENTERO600587301584NEU3360301370605136000078603368.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. Guangxi LiuYao is the large dot.

Guangxi LiuYao competitors and peer comparison

How Guangxi LiuYao 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.

Guangxi LiuYao against its 20 peers (data as of 6 Nov 2026)
Measure603368.SSPeer medianRank in peer set
1-month return+12.4%+0.8%3rd highest of 21
6-month return+2.2%-6.8%8th highest of 21
Distance from 52-week high-12.9%-20.3%6th highest of 21
Revenue growth (TTM)+1.7%+4.1%7th lowest of 21
Operating margin4.6%1.3%5th highest of 21
Forward P/E9.9×16.4×cheapest of 11
Growth the price implies (Req g, 7 yrs)-9.5%-0.4%3rd least demanding of 17
Growth delivered (Del g)+6.0%+4.5%8th highest of 17
Hurdle (Req g minus delivered)-15.5 pp-6.2 pp3rd least demanding of 17
ROIC minus cost of capital+2.5 pp+0.4 pp5th highest of 21

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
Guangxi LiuYao 603368.SSChina$994M+2%+2%5%9.9×-9.5%+6.0%
Arjo ARJO-B.STSweden$1.02B+48%0%8%21.3×-1.3%+3.9%
DocMorris DOCM.SWSwitzerland$1.02B+136%+11%-8%n/an/an/a
Nanjing Pharmaceutical 600713.SSChina$1.03B+1%+3%2%n/an/an/a
Shanghai Haohai Biological Technology 688366.SSChina$946M-24%-9%-2%17.4×18.9%+13.2%
AS ONE 7476.TJapan$1.08B+15%+10%12%18.2×-1.0%+6.3%
Entero Healthcare Solutions ENTERO.NSIndia$875M+50%+32%4%46.5×21.8%+29.9%
Shinva Medical Instrument 600587.SSChina$1.16B-7%+6%5%14.2×-5.9%+1.2%
Shanghai C and D INNOSTIC Medical Technology 301584.SZChina$1.20B-28%+8%3%n/a-1.3%+17.9%
Neuca NEU.WAPoland$817M-1%+8%2%15.3×5.0%+8.1%
Ship Healthcare 3360.TJapan$1.34B+4%+7%3%13.8×-14.7%+7.6%
Shanghai New World 600628.SSChina$623M-11%-2%6%n/a0.3%+1.0%
Toho 8129.TJapan$1.60B-14%+4%1%21.6×-7.4%+5.1%
Redcare Pharmacy RDC.DEGermany$1.63B+52%+19%0%n/an/an/a
GKHT Medical Technology 301370.SZChina$569M-22%-11%1%n/a14.4%+7.5%
Arata 2733.TJapan$552M-7%+3%1%11.9×-7.1%+3.8%
Shanghai Lily & Beauty Cosmetics 605136.SSChina$517M-21%+10%0%n/a12.2%-18.1%
Thalys Medical Technology 603716.SSChina$501M-29%-41%-17%n/an/an/a
Shenzhen Neptunus Bioengineering 000078.SZChina$475M-60%-22%-1%n/a59.0%-7.8%
Suzuken 9987.TJapan$2.29B-9%+5%1%15.0×-11.9%+3.2%
Vital KSK 3151.TJapan$428M+7%+2%1%n/a0.4%+2.6%

Questions

Which companies are Guangxi LiuYao's closest peers?
The cockpit's peer set: Arjo (ARJO-B.ST), DocMorris (DOCM.SW), Nanjing Pharmaceutical (600713.SS), Shanghai Haohai Biological Technology (688366.SS), AS ONE (7476.T), Entero Healthcare Solutions (ENTERO.NS), Shinva Medical Instrument (600587.SS), Shanghai C and D INNOSTIC Medical Technology (301584.SZ).
Is Guangxi LiuYao expensive compared with its peers?
On forward p/e it trades at 9.9× against a peer median of 16.4×, cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Guangxi LiuYao stock performed?
Over six months to 6 Nov 2026 the shares returned +2.2% against -6.8% for the median peer; over one year -8.5%.

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.