Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300003.SZ
HOLDREMOVELepu Medical Technology (Beijing) Co., Ltd. · Healthcare · China · $3.4B · Avg Vol: $42M/d
Lepu Medical is a cardiovascular medical device manufacturer. It does not align with our CDMO pricing power theme and faces ongoing domestic regulatory and pricing headwinds in China.
COMPANY DESCRIPTION
Lepu Medical Technology (Beijing) Co., Ltd. is a vertically integrated healthcare company specializing in cardiovascular devices, including coronary stents, pacemakers, and structural heart products. The company holds a leading market position in China's interventional cardiology sector, complemented by a portfolio of cardiovascular pharmaceuticals. Its comprehensive product suite and strong clinical relationships provide a resilient moat against centralized procurement pressures.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.6B | 1.2B | 902M | 958M | -15.1% |
| EPS | 0.18 | 0.10 | 0.02 | 0.08 | -24.7% |
| Shares | 1.9B | 1.9B | 1.9B | 1.8B | -2.0% |
| Debt | 642M | 726M | 853M | 944M | 13.7% |
| Equity | 2.2B | 2.4B | 2.2B | 2.4B | 2.1% |
| Op CF | 412M | 146M | 109M | 224M | -18.4% |
| Inv CF | -236M | -279M | -110M | -102M | — |
| Fin CF | 61M | -43M | -72M | -12M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 300003.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300003.SZ | Lepu Medical Technology (Beijing) Co., Ltd.(you) | $3.4B | 37 | HOLD |
| 2252.HK | Shanghai MicroPort MedBot (Group) Co., Ltd. | $3.3B | 36 | HOLD |
| 2675.HK | Shenzhen Edge Medical Co Ltd | $2.7B | 28 | SELL |
| 688198.SS | Beijing Balance Medical Technology Co.,Ltd. | $1.7B | 39 | HOLD |
| 688161.SS | Shandong Weigao Orthopaedic Device Co., Ltd | $1.6B | 39 | HOLD |
| 688114.SS | MGI Tech Co., Ltd. | $3.1B | 21 | SELL |
| 688108.SS | Sino Medical Sciences Technology Inc. | $1.4B | 36 | HOLD |
| 002223.SZ | Jiangsu Yuyue Medical Equipment & Supply Co., Ltd. | $3.9B | 54 | HOLD |
| 600055.SS | Beijing Wandong Medical Technology Co.,Ltd. | $1.3B | 37 | HOLD |
| 300143.SZ | INKON Life Technology Co., Ltd. | $1.1B | 38 | HOLD |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.0%