Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002393.SZ
STRONG BUYREMOVETianjin Lisheng Pharmaceutical Co.,Ltd. · Healthcare · China · $679M · Avg Vol: $5M/d
Tianjin Lisheng is a generic drug manufacturer with thin margins and high input costs, making it a casualty of the shifting pricing power toward high-moat CDMOs and validated innovators.
COMPANY DESCRIPTION
Tianjin Lisheng Pharmaceutical Co., Ltd. manufactures and distributes a wide range of chemical generic drugs, active pharmaceutical ingredients (APIs), and traditional Chinese medicines, with a focus on cardiovascular and endocrine therapies. The company maintains a stable market position in China's domestic healthcare system through its extensive product portfolio and participation in national volume-based procurement programs. Its established manufacturing facilities and strict quality control standards support its role as a reliable, high-volume drug supplier.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 169M | 170M | 197M | 206M | 6.7% |
| EPS | 0.04 | 0.17 | 0.09 | 0.20 | 64.4% |
| Shares | 309M | 310M | 309M | 309M | +0.0% |
| Debt | 7M | 5M | 8M | 7M | 0.3% |
| Equity | 643M | 725M | 705M | 684M | 2.1% |
| Op CF | 49M | 30M | 13M | 37M | -9.3% |
| Inv CF | -23M | 3M | -38M | -25M | — |
| Fin CF | -5M | -7M | -26M | -20M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 002393.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002393.SZ | Tianjin Lisheng Pharmaceutical Co.,Ltd.(you) | $679M | 89 | STRONG BUY |
| 600976.SS | Jianmin Pharmaceutical Group Co.,Ltd. | $690M | 89 | STRONG BUY |
| 9989.HK | Shenzhen Hepalink Pharmaceutical Group Co., Ltd. | $773M | 92 | STRONG BUY |
| 002349.SZ | Jinghua Pharmaceutical Group Co., Ltd. | $866M | 85 | STRONG BUY |
| 603676.SS | Tibet Weixinkang Medicine Co., Ltd. | $594M | 83 | STRONG BUY |
| 0719.HK | Shandong Xinhua Pharmaceutical Company Limited | $533M | 84 | STRONG BUY |
| 000989.SZ | Jiuzhitang Co., Ltd. | $1.0B | 91 | STRONG BUY |
| 002737.SZ | Sunflower Pharmaceutical Group Co.,Ltd | $1.1B | 88 | STRONG BUY |
| 600351.SS | Yabao Pharmaceutical Group Co., Ltd | $650M | 99 | STRONG BUY |
| 000915.SZ | Shandong Wit Dyne Health Co.,Ltd. | $946M | 96 | STRONG BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.1%