Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600285.SS
STRONG BUYREMOVEHenan Lingrui Pharmaceutical Co., Ltd. · Healthcare · China · $1.8B · Avg Vol: $20M/d
Henan Lingrui Pharmaceutical is a Chinese traditional medicine manufacturer. It lacks global scalability and does not align with our high-conviction macro themes.
COMPANY DESCRIPTION
Henan Lingrui Pharmaceutical Co., Ltd. manufactures and markets Traditional Chinese Medicine (TCM) plaster formulations, topical patches, and oral medicines. The company holds a dominant competitive moat in China's external analgesic plaster market, driven by its household brand name and extensive OTC pharmacy distribution network. It is a highly profitable niche pharmaceutical player with strong consumer brand loyalty.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 444M | 489M | 517M | 570M | 8.7% |
| EPS | 0.12 | 0.15 | 0.19 | 0.20 | 17.0% |
| Shares | 567M | 567M | 567M | 567M | -0.1% |
| Debt | 15M | 22M | 6M | 59M | 57.9% |
| Equity | 377M | 412M | 454M | 503M | 10.1% |
| Op CF | 123M | 120M | 129M | 82M | -12.8% |
| Inv CF | -12M | -34M | -98M | -175M | — |
| Fin CF | -55M | -40M | -70M | -32M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600285.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600285.SS | Henan Lingrui Pharmaceutical Co., Ltd.(you) | $1.8B | 96 | STRONG BUY |
| 600267.SS | Zhejiang Hisun Pharmaceutical Co., Ltd. | $1.8B | 95 | STRONG BUY |
| 600211.SS | Tibet Rhodiola Pharmaceutical Holding Co. | $1.8B | 96 | STRONG BUY |
| 600572.SS | Zhejiang CONBA Pharmaceutical Co.,Ltd. | $1.6B | 94 | STRONG BUY |
| 1681.HK | Consun Pharmaceutical Group Limited | $1.5B | 98 | STRONG BUY |
| 600750.SS | China Resources Jiangzhong Pharmaceutical Co.,Ltd | $2.4B | 94 | STRONG BUY |
| 600216.SS | Zhejiang Medicine Co., Ltd. | $1.8B | 89 | STRONG BUY |
| 002275.SZ | Guilin Sanjin Pharmaceutical Co., Ltd. | $1.2B | 96 | STRONG BUY |
| 605507.SS | Guobang Pharma Ltd. | $1.8B | 86 | STRONG BUY |
| 000650.SZ | Renhe Pharmacy Co.,Ltd | $1.1B | 97 | STRONG BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.0%