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600085.SS

BUYFLAG

Beijing Tongrentang Co., Ltd · Healthcare · China · $5.2B · Avg Vol: $26M/d

67
StockRank
Q
66
V
52
M
37
P/E (TTM)
31.4x
ROE
6.5%
D/E
0.2x
Dividend %
4.0%
AI CONVICTION THESIS

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

Year2022202320242025CAGR
Revenue2.3B2.6B2.7B2.6B3.9%
EPS0.150.180.160.13-5.9%
Shares1.4B1.4B1.4B1.4B0.0%
Debt425M460M636M533M7.8%
Equity1.7B1.9B2.0B2.0B5.0%
Op CF457M276M112M398M-4.5%
Inv CF-31M-11M-98M-32M
Fin CF-194M-211M-238M-334M
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PRICE (1M)-11.7%
3.593.733.874.014.15May 6May 27Jun 16
SMA 50SMA 200
Close
$3.61
RSI (14)
41.0
52W High
$5.59
From 52W High
0.6%

SCORE BREAKDOWN

Quality
66
ROIC
8.9%70.1
ROE
6.5%60.7
GP/Assets
22.4%51.4
Op. Margin
15.2%75.3
FCF/Assets
7.2%79.2
Piotroski
83.5
Int. Cover
17.3x73.0
D/E Ratio
0.16x56.7
Current Ratio
3.77x61.7
Value
52
P/E (TTM)
31.4x35.2
EV/EBITDA
16.8x23.6
P/FCF
109.0x68.4
P/B
2.4x47.9
P/S
2.0x67.7
Div Yield
4.0%83.8
Momentum
37
52W High %
64%47.8
RS 6M
-34%35.7
SMA 50/200
0.85x21.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+38%48.1
Q Growth
-19%25.2

FUNDAMENTALS

Market Cap
$5.2B
P/E (Forward)
22.7x
Gross Margin
41.0%

SECTOR PEERS

Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600085.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600085.SSBeijing Tongrentang Co., Ltd(you)$5.2B67BUY
300142.SZWalvax Biotechnology Co., Ltd.$3.0B67BUY
2196.HKShanghai Fosun Pharmaceutical (Group) Co., Ltd.$5.8B57HOLD
000623.SZJilin Aodong Pharmaceutical Group Co., Ltd.$3.0B69BUY
603858.SSShandong Buchang Pharmaceuticals Co., Ltd.$2.3B66BUY
002399.SZShenzhen Hepalink Pharmaceutical Group Co., Ltd.$2.2B67BUY
002317.SZGuangdong Zhongsheng Pharmaceutical Co., Ltd.$3.0B60HOLD
002773.SZChengdu Kanghong Pharmaceutical Group Co., Ltd$2.9B75BUY
301246.SZHubei Hongyuan Pharmaceutical Technology Co., Ltd.$1.9B66BUY
603707.SSNanjing King-Friend Biochemical Pharmaceutical Co.,Ltd.$1.9B65BUY

Peer medians: ROE 4.7% · P/E 27.6x · Gross margin 53.1%

Beijing Tongrentang Co., Ltd (600085.SS) — Stock Score Summary

Beijing Tongrentang Co., Ltd (600085.SS) has a MoatMap StockRank of 67/100 based on Quality (66/100), Value (52/100), and Momentum (37/100) factor scores. The current signal is BUY. 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.

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.

Key Financial Metrics

Price$3.61
Market Cap$5.2B
P/E (TTM)31.35
P/E (Forward)22.72
Price/Book2.41
Return on Equity6.5%
Return on Invested Capital8.9%
Debt/Equity16.12
Gross Margin41.0%
Operating Margin15.2%
Revenue Growth-11.6%
Dividend Yield4.0%
Free Cash Flow$48M

Beijing Tongrentang Co., Ltd operates in the Drug Manufacturers - Specialty & Generic industry, part of the Healthcare sector (China).

Frequently Asked Questions

What is Beijing Tongrentang Co., Ltd’s (600085.SS) StockRank?
MoatMap’s StockRank for Beijing Tongrentang Co., Ltd (600085.SS) is 67/100, with a Buy signal. It is a composite of Quality (66), Value (52), and Momentum (37) factor ranks across MoatMap’s 19,000+ stock universe.
Does Beijing Tongrentang Co., Ltd have an economic moat?
Beijing Tongrentang Co., Ltd (600085.SS) has a Quality factor score of 66/100. 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 Beijing Tongrentang Co., Ltd a buy, hold, or sell?
MoatMap’s current signal for Beijing Tongrentang Co., Ltd (600085.SS) is Buy, based on a StockRank of 67/100. 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 Beijing Tongrentang Co., Ltd in?
Beijing Tongrentang Co., Ltd (600085.SS) operates in the Healthcare sector, specifically the Drug Manufacturers - Specialty & Generic industry (China).