Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600085.SS
BUYFLAGBeijing Tongrentang Co., Ltd · Healthcare · China · $5.2B · Avg Vol: $26M/d
Beijing Tongrentang is a prestigious Traditional Chinese Medicine brand with an un-copyable cultural moat and strong pricing power. However, state ownership, lack of transparency, and geopolitical risks surrounding Chinese domestic equities prevent us from taking a high-conviction position.
COMPANY DESCRIPTION
Beijing Tongrentang Co., Ltd is a prestigious, centuries-old Traditional Chinese Medicine (TCM) brand with a powerful competitive moat rooted in its heritage, secret formulas, and high brand loyalty. The company operates a vertically integrated model encompassing TCM cultivation, manufacturing, and a vast retail pharmacy network. It is a market leader in premium TCM products, benefiting from strong cultural tailwinds and favorable government policies supporting traditional medicine.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.3B | 2.6B | 2.7B | 2.6B | 3.9% |
| EPS | 0.15 | 0.18 | 0.16 | 0.13 | -5.9% |
| Shares | 1.4B | 1.4B | 1.4B | 1.4B | 0.0% |
| Debt | 425M | 460M | 636M | 533M | 7.8% |
| Equity | 1.7B | 1.9B | 2.0B | 2.0B | 5.0% |
| Op CF | 457M | 276M | 112M | 398M | -4.5% |
| Inv CF | -31M | -11M | -98M | -32M | — |
| Fin CF | -194M | -211M | -238M | -334M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600085.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600085.SS | Beijing Tongrentang Co., Ltd(you) | $5.2B | 67 | BUY |
| 300142.SZ | Walvax Biotechnology Co., Ltd. | $3.0B | 67 | BUY |
| 2196.HK | Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | $5.8B | 57 | HOLD |
| 000623.SZ | Jilin Aodong Pharmaceutical Group Co., Ltd. | $3.0B | 69 | BUY |
| 603858.SS | Shandong Buchang Pharmaceuticals Co., Ltd. | $2.3B | 66 | BUY |
| 002399.SZ | Shenzhen Hepalink Pharmaceutical Group Co., Ltd. | $2.2B | 67 | BUY |
| 002317.SZ | Guangdong Zhongsheng Pharmaceutical Co., Ltd. | $3.0B | 60 | HOLD |
| 002773.SZ | Chengdu Kanghong Pharmaceutical Group Co., Ltd | $2.9B | 75 | BUY |
| 301246.SZ | Hubei Hongyuan Pharmaceutical Technology Co., Ltd. | $1.9B | 66 | BUY |
| 603707.SS | Nanjing King-Friend Biochemical Pharmaceutical Co.,Ltd. | $1.9B | 65 | BUY |
Peer medians: ROE 4.7% · P/E 27.6x · Gross margin 53.1%