Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000623.SZ
BUYREMOVEJilin Aodong Pharmaceutical Group Co., Ltd. · Healthcare · China · $3.0B · Avg Vol: $31M/d
Jilin Aodong is a Chinese pharmaceutical company that also holds a large stake in GF Securities. This conglomerate structure lacks focus, transparency, and alignment with our high-conviction themes.
COMPANY DESCRIPTION
Jilin Aodong Pharmaceutical Group manufactures traditional Chinese medicines (TCM) and chemical pharmaceuticals while managing a highly valuable investment portfolio. The company's competitive moat is dual-layered, consisting of proprietary TCM formulations and a significant equity stake in GF Securities, which provides robust investment income. It operates as a unique hybrid of a pharmaceutical manufacturer and a financial holding company.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 424M | 510M | 386M | 345M | -6.6% |
| EPS | 0.23 | 0.19 | 0.19 | 0.30 | 9.2% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | +2.8% |
| Debt | 442M | 448M | 338M | 331M | -9.2% |
| Equity | 3.8B | 4.0B | 4.3B | 4.5B | 5.6% |
| Op CF | 63M | 10M | 9M | 40M | -13.7% |
| Inv CF | -82M | 113M | 65M | 90M | — |
| Fin CF | -25M | -81M | -164M | -123M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 000623.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000623.SZ | Jilin Aodong Pharmaceutical Group Co., Ltd.(you) | $3.0B | 69 | BUY |
| 300142.SZ | Walvax Biotechnology Co., Ltd. | $3.0B | 67 | BUY |
| 002773.SZ | Chengdu Kanghong Pharmaceutical Group Co., Ltd | $2.9B | 75 | BUY |
| 603858.SS | Shandong Buchang Pharmaceuticals Co., Ltd. | $2.3B | 66 | BUY |
| 002399.SZ | Shenzhen Hepalink Pharmaceutical Group Co., Ltd. | $2.2B | 67 | BUY |
| 002317.SZ | Guangdong Zhongsheng Pharmaceutical Co., Ltd. | $3.0B | 60 | HOLD |
| 002262.SZ | Jiangsu Nhwa Pharmaceutical Co., LTD | $3.0B | 79 | BUY |
| 301246.SZ | Hubei Hongyuan Pharmaceutical Technology Co., Ltd. | $1.9B | 66 | BUY |
| 600085.SS | Beijing Tongrentang Co., Ltd | $5.2B | 67 | BUY |
| 603707.SS | Nanjing King-Friend Biochemical Pharmaceutical Co.,Ltd. | $1.9B | 65 | BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.1%