Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
301080.SZ
HOLDFLAGAcrobiosystems Co.,Ltd. · Healthcare · China · $1.0B · Avg Vol: $16M/d
Acrobiosystems is a high-quality provider of recombinant proteins and reagents (Q-score: 69) that are critical for biologics development, aligning with the CDMO theme. However, as a Chinese life sciences tools provider, it faces severe geopolitical headwinds from Western legislative efforts (such as the US Biosecure Act) which could restrict its addressable market and force supply chain localization.
COMPANY DESCRIPTION
Acrobiosystems is a global biotechnology company providing recombinant proteins and other critical reagents for target-directed biologics and cell therapies. The company's competitive moat is its focus on clinically relevant targets and high-quality bioanalytical reagents, which are essential for pharmaceutical R&D. It is a highly specialized, internationalized niche player serving the global biopharmaceutical industry.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 70M | 80M | 95M | 124M | 20.9% |
| EPS | 0.18 | 0.14 | 0.11 | 0.15 | -6.6% |
| Shares | 168M | 168M | 168M | 167M | -0.5% |
| Debt | 11M | 10M | 21M | 13M | 6.5% |
| Equity | 379M | 383M | 387M | 393M | 1.2% |
| Op CF | 30M | 16M | 13M | 53M | 20.7% |
| Inv CF | -174M | -13M | 17M | -47M | — |
| Fin CF | -18M | -23M | -9M | -27M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 301080.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 301080.SZ | Acrobiosystems Co.,Ltd.(you) | $1.0B | 38 | HOLD |
| 688767.SS | Hangzhou Biotest Biotech Co.,Ltd. | $842M | 39 | HOLD |
| 688658.SS | Youcare Pharmaceutical Group Co., Ltd. | $1.2B | 39 | HOLD |
| 688293.SS | Shanghai OPM Biosciences Co., Ltd. | $898M | 42 | HOLD |
| 301333.SZ | R&G PharmaStudies Co., Ltd. | $724M | 38 | HOLD |
| 2171.HK | CARsgen Therapeutics Holdings Limited | $1.3B | 39 | HOLD |
| 300497.SZ | Jiangxi Fushine Pharmaceutical Co., Ltd. | $1.2B | 41 | HOLD |
| 603229.SS | Zhejiang Ausun Pharmaceutical Co., Ltd. | $1.2B | 43 | HOLD |
| 603590.SS | Beijing Konruns Pharmaceutical Co.,Ltd. | $810M | 33 | SELL |
| 688739.SS | Liaoning Chengda Biotechnology Co.,Ltd. | $1.3B | 42 | HOLD |
Peer medians: ROE 4.7% · P/E 27.6x · Gross margin 53.0%