Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688351.SS
HOLDREMOVEShanghai MicroPort EP MedTech Co., Ltd. · Healthcare · China · $1.7B · Avg Vol: $27M/d
While electrophysiology is a growing market, the company faces intense domestic competition and centralized procurement (VBP) pricing pressures in China, violating our pricing power requirement.
COMPANY DESCRIPTION
Shanghai MicroPort EP MedTech Co., Ltd. develops and commercializes minimally invasive medical devices for cardiac electrophysiology, specializing in mapping systems and ablation catheters used to treat arrhythmias. The company has established a strong competitive moat as the leading domestic player in China's high-barrier EP market, challenging multinational giants with its proprietary Columbus 3D mapping system. It is a high-growth medical device leader benefiting from domestic substitution policies and rising cardiovascular healthcare demands.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 38M | 49M | 61M | 69M | 21.3% |
| EPS | 0.00 | 0.00 | 0.02 | 0.02 | 145.9% |
| Shares | 471M | 471M | 471M | 471M | 0.0% |
| Debt | 4M | 4M | 2M | 686,103 | -44.9% |
| Equity | 248M | 249M | 257M | 266M | 2.5% |
| Op CF | -1M | -6M | 10M | 13M | 35.0% |
| Inv CF | -134M | -41M | -6M | -12M | — |
| Fin CF | 157M | -2M | -2M | -750,102 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 688351.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688351.SS | Shanghai MicroPort EP MedTech Co., Ltd.(you) | $1.7B | 49 | HOLD |
| 300298.SZ | Sinocare Inc. | $1.3B | 48 | HOLD |
| 688139.SS | Qingdao Haier Biomedical Co.,Ltd | $1.5B | 56 | HOLD |
| 688198.SS | Beijing Balance Medical Technology Co.,Ltd. | $1.7B | 39 | HOLD |
| 688161.SS | Shandong Weigao Orthopaedic Device Co., Ltd | $1.6B | 39 | HOLD |
| 688108.SS | Sino Medical Sciences Technology Inc. | $1.4B | 36 | HOLD |
| 600055.SS | Beijing Wandong Medical Technology Co.,Ltd. | $1.3B | 37 | HOLD |
| 300143.SZ | INKON Life Technology Co., Ltd. | $1.1B | 38 | HOLD |
| 301363.SZ | MeHow Innovative Ltd. | $2.1B | 65 | HOLD |
| 002223.SZ | Jiangsu Yuyue Medical Equipment & Supply Co., Ltd. | $3.9B | 54 | HOLD |
Peer medians: ROE 4.8% · P/E 27.6x · Gross margin 53.0%