Company Deep Dive
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600535.SS
STRONG BUYREMOVETasly Pharmaceutical Group Co., Ltd · Healthcare · China · $3.1B · Avg Vol: $19M/d
Tasly Pharmaceutical focuses on Traditional Chinese Medicine, which lacks the global scalability, clear regulatory moats, and high-conviction growth drivers we require.
COMPANY DESCRIPTION
Tasly Pharmaceutical Group Co., Ltd. develops and manufactures modern Traditional Chinese Medicine (TCM), chemical drugs, and biologics, with a focus on cardiovascular therapies. The company is a pioneer in modernizing TCM through standardized, scientific clinical trials, holding a dominant position with its flagship Compound Danshen Dripping Pills. It is a research-driven, vertically integrated pharmaceutical leader bridging traditional Chinese therapies with global medical standards.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.3B | 1.3B | 1.3B | 1.2B | -1.6% |
| EPS | -0.03 | 0.11 | 0.09 | 0.11 | 1.4% |
| Shares | 1.5B | 1.5B | 1.5B | 1.5B | -0.4% |
| Debt | 320M | 405M | 245M | 213M | -12.8% |
| Equity | 1.8B | 1.8B | 1.8B | 1.8B | -0.0% |
| Op CF | 337M | 381M | 298M | 211M | -14.5% |
| Inv CF | -187M | -312M | -139M | -66M | — |
| Fin CF | -35M | -177M | -363M | -55M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600535.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600535.SS | Tasly Pharmaceutical Group Co., Ltd(you) | $3.1B | 86 | STRONG BUY |
| 2096.HK | Simcere Pharmaceutical Group Limited | $3.3B | 91 | STRONG BUY |
| 600062.SS | China Resources Double-Crane Pharmaceutical Co.,Ltd. | $2.6B | 88 | STRONG BUY |
| 000739.SZ | Apeloa Pharmaceutical Co.,Ltd | $2.8B | 91 | STRONG BUY |
| 002262.SZ | Jiangsu Nhwa Pharmaceutical Co., LTD | $3.0B | 79 | BUY |
| 600329.SS | Tianjin Pharmaceutical Da Ren Tang Group Corporation Limited | $4.6B | 86 | STRONG BUY |
| 600867.SS | Tonghua Dongbao Pharmaceutical Co., Ltd. | $2.4B | 90 | STRONG BUY |
| 600380.SS | Joincare Pharmaceutical Group Industry Co.,Ltd. | $2.8B | 93 | STRONG BUY |
| 600420.SS | Shanghai Shyndec Pharmaceutical Co., Ltd. | $1.8B | 85 | STRONG BUY |
| 002773.SZ | Chengdu Kanghong Pharmaceutical Group Co., Ltd | $2.9B | 75 | BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.0%