Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603233.SS
Strong BuyFull HouseAPPROVEDaShenLin Pharmaceutical Group Co., Ltd. · Healthcare · China · $3.1B · Avg Vol: $23M/d
Meets eligibility criteria across all legs and possesses a positive forward-EPS consensus revision, confirming operational momentum. As a dominant pharmacy player, it fits the high-moat compounder thematic.
COMPANY DESCRIPTION
DaShenLin Pharmaceutical Group Co., Ltd. is one of China's largest retail pharmacy chains, operating thousands of drugstores primarily in southern and western China. The company offers prescription and OTC drugs, traditional Chinese medicine, and healthcare products, leveraging a highly standardized store-operating model. Its competitive moat is built on massive purchasing scale, strong regional brand dominance, and an expanding digital healthcare and online-to-offline (O2O) service platform.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 21.2B | 24.5B | 26.5B | 27.5B | 9.0% | 28.0B | 29.5B | 32.5B | 8.7% |
| EPS (CNY) | 0.91 | 1.03 | 0.81 | 1.08 | 5.9% | 1.21 | 1.32 | 1.54 | 19.4% |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | -0.0% | 1.1B | — | — | — |
| Debt | 5.9B | 6.5B | 7.5B | 5.5B | -2.5% | 5.3B | — | — | — |
| Equity | 6.2B | 6.8B | 6.9B | 7.4B | 5.9% | — | — | — | — |
| Op CF | 3.8B | 3.2B | 3.1B | 5.4B | 12.5% | 3.7B | — | — | — |
| Inv CF | -1.3B | -2.3B | -1.9B | -970.3M | — | — | — | — | — |
| Fin CF | -933.6M | -1.6B | -931.9M | -3.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 603233.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603233.SS | DaShenLin Pharmaceutical Group Co., Ltd.(you) | $3.1B | 98 | Strong Buy |
| 603939.SS | Yifeng Pharmacy Chain Co., Ltd. | $4.1B | 94 | Strong Buy |
| 603883.SS | LBX Pharmacy Chain Joint Stock Company | $1.5B | 89 | Strong Buy |
| 002727.SZ | Yixintang Pharmaceutical Group Co., Ltd. | $980M | 86 | Strong Buy |
| 1345.HK | Shanghai Pioneer Holding Ltd | $331M | 98 | Strong Buy |
| 6618.HK | JD Health International Inc. | $14.9B | 83 | Strong Buy |
| 301408.SZ | Anhui Huaren Health Pharmaceutical Co., Ltd. | $886M | 64 | Hold |
| 9885.HK | YSB Inc. | $316M | 78 | Buy |
| 002788.SZ | Luyan Pharma Co.,Ltd. | $642M | 53 | Hold |
| 301017.SZ | ShuYu Civilian Pharmacy Corp., Ltd. | $814M | 44 | Hold |
Peer medians: ROE 4.4% · P/E 28.1x · Gross margin 53.2%