Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600511.SS
STRONG BUYGet insider-trade alertsChina National Medicines Corporation Ltd. · Healthcare · China · $2.9B · Avg Vol: $17M/d
COMPANY DESCRIPTION
China National Medicines Corporation (National Medicines), a core subsidiary of Sinopharm, is a leading pharmaceutical distributor in China, specializing in narcotics and psychotropic drugs. The company holds a near-monopoly position in the distribution of nationally controlled substances, which are subject to strict regulatory barriers and high entry thresholds. Its extensive national logistics network and deep integration with major hospitals secure its status as a critical healthcare infrastructure provider.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.7B | 7.3B | 7.5B | 7.7B | 4.9% | 7.9B | 8.1B | 8.5B | 5.1% |
| EPS | 0.38 | 0.42 | 0.39 | 0.39 | 0.5% | 0.39 | — | — | — |
| Shares | 754.5M | 754.5M | 754.5M | 754.5M | 0.0% | 754.5M | — | — | — |
| Debt | 75.9M | 80.6M | 124.6M | 76.0M | 0.1% | 74.6M | — | — | — |
| Equity | 2.1B | 2.3B | 2.5B | 2.7B | 9.3% | — | — | — | — |
| Op CF | 352.8M | 401.6M | 244.4M | 295.4M | -5.7% | 45.0M | — | — | — |
| Inv CF | -22.4M | -19.0M | -380.5M | -2.6M | — | — | — | — | — |
| Fin CF | -94.2M | -93.1M | -233.0M | -204.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600511.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600511.SS | China National Medicines Corporation Ltd.(you) | $2.9B | 98 | STRONG BUY |
| 000028.SZ | China National Accord Medicines Corporation Ltd. | $1.7B | 96 | STRONG BUY |
| 0874.HK | Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited | $2.9B | 85 | STRONG BUY |
| 2607.HK | Shanghai Pharmaceuticals Holding Co., Ltd | $5.5B | 97 | STRONG BUY |
| 1099.HK | Sinopharm Group Co. Ltd. | $6.3B | 96 | STRONG BUY |
| 600998.SS | Jointown Pharmaceutical Group Co., Ltd | $3.4B | 80 | BUY |
| 301015.SZ | Qingdao Baheal Medical INC. | $1.5B | 86 | STRONG BUY |
| 600056.SS | China Meheco Group Co., Ltd. | $1.9B | 80 | BUY |
| 603368.SS | Guangxi LiuYao Group Co., Ltd | $854M | 92 | STRONG BUY |
| 600739.SS | Liaoning Cheng Da Co., Ltd. | $2.2B | 56 | HOLD |
Peer medians: ROE 4.8% · P/E 26.5x · Gross margin 52.5%