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300146.SZ

HOLDREMOVE

Byhealth Co., Ltd · Consumer Defensive · China · $2.6B · Avg Vol: $22M/d

59
StockRank
Q
63
V
44
M
41
P/E (TTM)
22.8x
ROE
6.5%
D/E
0.1x
Dividend %
4.6%
AI CONVICTION THESIS

Byhealth is a Chinese dietary supplement brand. Despite decent historical returns, it faces structural headwinds from weak domestic consumer spending in China and lacks any connection to our core macro themes.

COMPANY DESCRIPTION

Byhealth Co., Ltd. is China's leading manufacturer and distributor of dietary supplements, offering vitamins, minerals, and herbal extracts under brands like 'BY-HEALTH' and 'Life-Space'. The company commands the largest market share in China's VMS (Vitamins, Minerals, and Supplements) sector, supported by an extensive pharmacy retail network and growing e-commerce channels. Its competitive moat is built on strong brand equity, strict global raw material sourcing, and a highly developed multi-channel distribution system.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue1.2B1.4B1.0B925.9M-7.3%
EPS0.120.150.060.07-16.9%
Shares1.7B1.7B1.7B1.7B-0.5%
Debt3.6M25.7M228.1M152.6M249.2%
Equity1.6B1.8B1.6B1.6B1.3%
Op CF203.8M303.1M101.4M179.4M-4.2%
Inv CF-19.4M-196.1M-169.8M-108.1M
Fin CF-181.4M-55.0M-38.9M-182.7M
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PRICE (1Y)-3.8%
1.381.431.471.521.56May 12Jun 2Jun 23
SMA 50SMA 200
Close
$1.50
RSI (14)
57.3
52W High
$1.87
From 52W High
0.8%

SCORE BREAKDOWN

Quality
63
ROIC
9.0%44.7
ROE
6.5%34.7
GP/Assets
30.9%55.1
Op. Margin
24.1%90.9
FCF/Assets
6.0%64.9
Piotroski
770.1
Int. Cover
50.0x85.9
D/E Ratio
0.08x78.9
Current Ratio
3.38x85.5
Value
44
P/E (TTM)
22.8x30.4
EV/EBITDA
10.9x40.8
P/FCF
141.3x42.8
P/B
1.5x54.5
P/S
2.7x16.8
Div Yield
4.6%77.8
Momentum
41
52W High %
80%47.7
RS 6M
-17%50.9
SMA 50/200
0.91x23.9
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
49.4
Q Growth
-12%28.1

FUNDAMENTALS

Market Cap
$2.6B
P/E (Forward)
17.1x
Gross Margin
67.8%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 300146.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
300146.SZByhealth Co., Ltd(you)$2.6B59HOLD
002507.SZChongqing Fuling Zhacai Group Co., Ltd.$1.9B56HOLD
002946.SZNew Hope Dairy Co., Ltd.$2.0B66BUY
600872.SSJonjee Hi-Tech Industrial and Commercial Holding Co.,Ltd$2.0B69BUY
6186.HKChina Feihe Limited$3.3B70BUY
600186.SSLotus Holdings Co.,Ltd.$3.8B69BUY
002216.SZSanquan Food Co., Ltd.$1.5B68BUY
9985.HKWEILONG Delicious Global Holdings Ltd$2.3B77BUY
605016.SSShandong Bailong Chuangyuan Bio-Tech Co., Ltd.$1.5B69BUY
002557.SZChacha Food Company, Limited$1.4B50HOLD

Peer medians: ROE 8.5% · P/E 20.9x · Gross margin 33.2%

Byhealth Co., Ltd (300146.SZ) — Stock Score Summary

Byhealth Co., Ltd (300146.SZ) has a MoatMap StockRank of 59/100 based on Quality (63/100), Value (44/100), and Momentum (41/100) factor scores. The current signal is HOLD. Byhealth is a Chinese dietary supplement brand. Despite decent historical returns, it faces structural headwinds from weak domestic consumer spending in China and lacks any connection to our core macro themes.

Byhealth Co., Ltd. is China's leading manufacturer and distributor of dietary supplements, offering vitamins, minerals, and herbal extracts under brands like 'BY-HEALTH' and 'Life-Space'. The company commands the largest market share in China's VMS (Vitamins, Minerals, and Supplements) sector, supported by an extensive pharmacy retail network and growing e-commerce channels. Its competitive moat is built on strong brand equity, strict global raw material sourcing, and a highly developed multi-channel distribution system.

Key Financial Metrics

Price$1.50
Market Cap$2.6B
P/E (TTM)22.80
P/E (Forward)17.15
Price/Book1.46
Return on Equity6.5%
Return on Invested Capital9.0%
Debt/Equity8.48
Gross Margin67.8%
Operating Margin24.1%
Revenue Growth4.3%
Dividend Yield4.6%
Free Cash Flow$18M

Byhealth Co., Ltd operates in the Packaged Foods industry, part of the Consumer Defensive sector (China).

Frequently Asked Questions

What is Byhealth Co., Ltd’s (300146.SZ) StockRank?
MoatMap’s StockRank for Byhealth Co., Ltd (300146.SZ) is 59/100, with a Hold signal. It is a composite of Quality (63), Value (44), and Momentum (41) factor ranks across MoatMap’s 20,000+ stock universe.
Does Byhealth Co., Ltd have an economic moat?
Byhealth Co., Ltd (300146.SZ) has a Quality factor score of 63/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Byhealth Co., Ltd a buy, hold, or sell?
MoatMap’s current signal for Byhealth Co., Ltd (300146.SZ) is Hold, based on a StockRank of 59/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Byhealth Co., Ltd in?
Byhealth Co., Ltd (300146.SZ) operates in the Consumer Defensive sector, specifically the Packaged Foods industry (China).