Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600866.SS
HOLDREMOVEStar Lake Bioscience Co., Inc.Zhaoqing Guangdong · Healthcare · China · $1.2B · Avg Vol: $18M/d
Star Lake Bioscience is primarily a commodity chemical and amino acid producer, lacking the high-barrier regulatory moats and pricing power of a true CDMO compounder.
COMPANY DESCRIPTION
Star Lake Bioscience specializes in the research, development, and manufacture of biochemical drugs, food additives, and feed additives, with a focus on amino acids and nucleoside regulators. The company maintains a strong market position through its vertically integrated production of L-lysine and L-threonine, leveraging advanced fermentation technologies. It serves as a key supplier to both domestic and international agricultural and pharmaceutical sectors.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.6B | 2.6B | 2.6B | 2.3B | -3.1% |
| EPS | 0.08 | 0.06 | 0.08 | 0.09 | 4.8% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | 0.0% |
| Debt | 663M | 622M | 509M | 922M | 11.7% |
| Equity | 1.0B | 1.1B | 1.2B | 1.2B | 6.1% |
| Op CF | 246M | 299M | 354M | 191M | -8.1% |
| Inv CF | -117M | -127M | -128M | -356M | — |
| Fin CF | -90M | -104M | -251M | 192M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600866.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600866.SS | Star Lake Bioscience Co., Inc.Zhaoqing Guangdong(you) | $1.2B | 46 | HOLD |
| 688366.SS | Shanghai Haohai Biological Technology Co., Ltd. | $1.1B | 48 | HOLD |
| 603229.SS | Zhejiang Ausun Pharmaceutical Co., Ltd. | $1.2B | 43 | HOLD |
| 300497.SZ | Jiangxi Fushine Pharmaceutical Co., Ltd. | $1.2B | 41 | HOLD |
| 688739.SS | Liaoning Chengda Biotechnology Co.,Ltd. | $1.3B | 42 | HOLD |
| 301207.SZ | Hualan Biological Vaccine Inc. | $1.6B | 47 | HOLD |
| 688202.SS | Shanghai Medicilon Inc. | $1.2B | 53 | HOLD |
| 688658.SS | Youcare Pharmaceutical Group Co., Ltd. | $1.2B | 39 | HOLD |
| 688222.SS | HitGen Inc. | $1.8B | 47 | HOLD |
| 2171.HK | CARsgen Therapeutics Holdings Limited | $1.3B | 39 | HOLD |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.1%