Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688298.SS
HOLDREMOVEZhejiang Orient Gene Biotech Co., Ltd · Healthcare · China · $638M · Avg Vol: $7M/d
Zhejiang Orient Gene Biotech is an in-vitro diagnostics manufacturer. It is a low-moat business with declining post-COVID revenues and no connection to high-conviction macro themes.
COMPANY DESCRIPTION
Zhejiang Orient Gene Biotech manufactures in-vitro diagnostic products, specializing in rapid test cassettes, molecular diagnostics, and liquid biopsy systems. The company's competitive moat is driven by its massive, export-oriented manufacturing capacity and extensive international regulatory certifications (FDA, CE). It operates as a major global OEM/ODM supplier in the rapid diagnostic testing industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.3B | 121M | 122M | 140M | -52.4% |
| EPS | 1.82 | -0.29 | -0.40 | -0.44 | — |
| Shares | 202M | 202M | 202M | 202M | 0.0% |
| Debt | 12M | 90M | 72M | 48M | 58.3% |
| Equity | 1.2B | 1.1B | 982M | 886M | -9.8% |
| Op CF | 443M | -243M | -51M | -29M | — |
| Inv CF | -351M | -313M | -99M | 85M | — |
| Fin CF | -103M | 7M | -67M | -35M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 688298.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688298.SS | Zhejiang Orient Gene Biotech Co., Ltd(you) | $638M | 42 | HOLD |
| 300143.SZ | INKON Life Technology Co., Ltd. | $1.1B | 38 | HOLD |
| 301370.SZ | GKHT Medical Technology Co., Ltd. | $629M | 24 | SELL |
| 600055.SS | Beijing Wandong Medical Technology Co.,Ltd. | $1.3B | 37 | HOLD |
| 300298.SZ | Sinocare Inc. | $1.3B | 48 | HOLD |
| 9877.HK | Jenscare Scientific Co., Ltd. | $434M | 29 | SELL |
| 9996.HK | Peijia Medical Limited | $403M | 31 | SELL |
| 688161.SS | Shandong Weigao Orthopaedic Device Co., Ltd | $1.6B | 39 | HOLD |
| 688108.SS | Sino Medical Sciences Technology Inc. | $1.4B | 36 | HOLD |
| 688575.SS | Shenzhen YHLO Biotech Co., Ltd. | $870M | 26 | SELL |
Peer medians: ROE 4.8% · P/E 27.8x · Gross margin 53.1%