Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603883.SS
STRONG BUYGet insider-trade alertsLBX Pharmacy Chain Joint Stock Company · Healthcare · China · $1.2B · Avg Vol: $14M/d
COMPANY DESCRIPTION
LBX Pharmacy Chain Joint Stock Company operates a nationwide chain of retail pharmacies selling prescription drugs, OTC medicines, and healthcare products. The company is one of China's largest pharmacy chains with over 10,000 stores, leveraging strong purchasing power and brand recognition. It is a leading consolidator in China's highly fragmented pharmaceutical retail market, expanding rapidly through a mix of organic growth, acquisitions, and franchising.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.0B | 3.3B | 3.3B | 3.3B | 3.3% | 3.3B | 3.5B | 3.8B | 7.8% |
| EPS | 0.15 | 0.18 | 0.10 | 0.07 | -21.8% | 0.08 | — | — | — |
| Shares | 760.4M | 760.4M | 760.2M | 758.9M | -0.2% | 758.9M | — | — | — |
| Debt | 803.5M | 741.3M | 851.4M | 672.2M | -5.8% | 646.6M | — | — | — |
| Equity | 961.7M | 987.0M | 969.2M | 962.5M | 0.0% | — | — | — | — |
| Op CF | 340.9M | 402.1M | 298.5M | 462.9M | 10.7% | 470.9M | — | — | — |
| Inv CF | -214.5M | -112.1M | -92.5M | -34.9M | — | — | — | — | — |
| Fin CF | -21.0M | -357.6M | -198.6M | -404.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 603883.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603883.SS | LBX Pharmacy Chain Joint Stock Company(you) | $1.2B | 93 | STRONG BUY |
| 002727.SZ | Yixintang Pharmaceutical Group Co., Ltd. | $852M | 95 | STRONG BUY |
| 603233.SS | DaShenLin Pharmaceutical Group Co., Ltd. | $2.5B | 99 | STRONG BUY |
| 603939.SS | Yifeng Pharmacy Chain Co., Ltd. | $3.2B | 98 | STRONG BUY |
| 301408.SZ | Anhui Huaren Health Pharmaceutical Co., Ltd. | $835M | 72 | BUY |
| 9885.HK | YSB Inc. | $356M | 77 | BUY |
| 002788.SZ | Luyan Pharma Co.,Ltd. | $575M | 53 | HOLD |
| 6618.HK | JD Health International Inc. | $13.0B | 84 | STRONG BUY |
| 301017.SZ | ShuYu Civilian Pharmacy Corp., Ltd. | $783M | 41 | HOLD |
| 600993.SS | Mayinglong Pharmaceutical Group Co., Ltd. | $1.4B | 91 | STRONG BUY |
Peer medians: ROE 4.8% · P/E 26.5x · Gross margin 52.5%