Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300759.SZ
HOLDFLAGPharmaron Beijing Co., Ltd. · Healthcare · China · $6.8B · Avg Vol: $97M/d
Pharmaron Beijing is a leading global CDMO with high-quality capabilities. While it fits the CDMO pricing power theme, it faces severe geopolitical headwinds from US legislative actions (e.g., the Biosecure Act) which threaten its core Western customer base.
COMPANY DESCRIPTION
Pharmaron Beijing Co., Ltd. is a leading global contract research, development, and manufacturing organization (CRO/CDMO) providing end-to-end services for drug discovery and development. The company ranks among the top global players in its sector, offering a fully integrated platform that spans laboratory chemistry, clinical development, and commercial manufacturing. It is characterized by its dual-shore operational model across China, North America, and Europe, serving a highly diversified global biopharma client base.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.5B | 1.7B | 1.8B | 2.1B | 11.1% |
| EPS | 0.11 | 0.13 | 0.15 | 0.14 | 6.8% |
| Shares | 1.8B | 1.8B | 1.8B | 1.8B | -0.5% |
| Debt | 904M | 1.4B | 883M | 1.0B | 4.8% |
| Equity | 1.6B | 1.9B | 2.0B | 2.2B | 12.6% |
| Op CF | 317M | 407M | 381M | 476M | 14.6% |
| Inv CF | -326M | -333M | -299M | -647M | — |
| Fin CF | -209M | 579M | -709M | 56M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 300759.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300759.SZ | Pharmaron Beijing Co., Ltd.(you) | $6.8B | 44 | HOLD |
| 688428.SS | InnoCare Pharma Limited | $6.4B | 40 | HOLD |
| 9995.HK | RemeGen Co., Ltd. | $6.3B | 40 | HOLD |
| 2696.HK | Shanghai Henlius Biotech, Inc. | $4.8B | 45 | HOLD |
| 600161.SS | Beijing Tiantan Biological Products Co., Ltd. | $4.0B | 46 | HOLD |
| 002252.SZ | Shanghai RAAS Blood Products Co., Ltd. | $5.2B | 34 | SELL |
| 002653.SZ | Haisco Pharmaceutical Group Co., Ltd. | $8.5B | 56 | HOLD |
| 301301.SZ | Yili Chuanning Biotechnology Co.,Ltd. | $2.9B | 45 | HOLD |
| 603392.SS | Beijing Wantai Biological Pharmacy Enterprise Co., Ltd. | $6.5B | 22 | SELL |
| 688319.SS | Chengdu Olymvax Biopharmaceuticals Inc. | $2.1B | 43 | HOLD |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.2%