Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000028.SZ
STRONG BUYGet insider-trade alertsChina National Accord Medicines Corporation Ltd. · Healthcare · China · $1.7B · Avg Vol: $8M/d
COMPANY DESCRIPTION
China National Accord Medicines Corporation Ltd. is a leading pharmaceutical distributor and retailer in China, operating as a core subsidiary of state-owned Sinopharm Group. The company commands a dominant distribution market share in Guangdong and Guangxi provinces, alongside owning Guoda Drugstore, one of the nation's largest retail pharmacy chains. This dual-engine model of wholesale distribution and retail pharmacy provides strong defensive cash flows and immense purchasing power.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 10.8B | 11.1B | 11.0B | 10.8B | -0.0% | 10.7B | 11.1B | 11.7B | 4.0% |
| EPS | — | 0.39 | 0.42 | 0.17 | 0.30 | -8.6% | 0.26 | 0.28 | 0.27 | -4.4% |
| Shares | — | 556.6M | 556.6M | 556.6M | 556.6M | 0.0% | 533.7M | — | — | — |
| Debt | 10.6M | 518.2M | 748.8M | 785.4M | 626.7M | 177.6% | 603.2M | — | — | — |
| Equity | — | 2.4B | 2.6B | 2.6B | 2.7B | 4.9% | — | — | — | — |
| Op CF | — | 377.1M | 432.6M | 481.8M | 241.3M | -13.8% | 76.7M | — | — | — |
| Inv CF | — | -50.5M | -19.9M | -22.2M | -15.2M | — | — | — | — | — |
| Fin CF | — | -222.1M | -354.6M | -269.7M | -200.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 000028.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000028.SZ | China National Accord Medicines Corporation Ltd.(you) | $1.7B | 96 | STRONG BUY |
| 600511.SS | China National Medicines Corporation Ltd. | $2.9B | 98 | STRONG BUY |
| 301015.SZ | Qingdao Baheal Medical INC. | $1.5B | 86 | STRONG BUY |
| 603368.SS | Guangxi LiuYao Group Co., Ltd | $854M | 92 | STRONG BUY |
| 600056.SS | China Meheco Group Co., Ltd. | $1.9B | 80 | BUY |
| 0874.HK | Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited | $2.9B | 85 | STRONG BUY |
| 2607.HK | Shanghai Pharmaceuticals Holding Co., Ltd | $5.5B | 97 | STRONG BUY |
| 1099.HK | Sinopharm Group Co. Ltd. | $6.3B | 96 | STRONG BUY |
| 600998.SS | Jointown Pharmaceutical Group Co., Ltd | $3.4B | 80 | BUY |
| 600739.SS | Liaoning Cheng Da Co., Ltd. | $2.2B | 56 | HOLD |
Peer medians: ROE 4.8% · P/E 26.5x · Gross margin 52.5%