ShuYu Civilian Pharmacy (SZSE:301017) Could Be Struggling To Allocate Capital
Jul 25
Chinese (SSE) Drug Retail Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies9
- 7D-3.8%
- 3M-36.1%
- 1Y-41.4%
- YTDn/a
Over the last 7 days, the Drug Retail industry has dropped 3.8%, driven by Yifeng Pharmacy Chain declining 10%. Meanwhile, ShuYu Civilian Pharmacy actually outperformed within the industry, gaining 6.4% in the last week. Overall the industry is down 41% in 12 months. Earnings are forecast to grow by 19% annually.
Industry Valuation and Performance
Has the Chinese Drug Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | CN¥76.0b | CN¥118.4b | CN¥4.8b | 17.5x | 15.8x | 0.6x |
| Sun, 23 Jun 2024 | CN¥93.9b | CN¥118.4b | CN¥4.8b | 22.1x | 19.6x | 0.8x |
| Tue, 21 May 2024 | CN¥125.7b | CN¥118.3b | CN¥4.8b | 26.6x | 26.4x | 1.1x |
| Thu, 18 Apr 2024 | CN¥117.8b | CN¥114.8b | CN¥5.2b | 22.2x | 22.6x | 1x |
| Sat, 16 Mar 2024 | CN¥118.0b | CN¥115.9b | CN¥5.8b | 19.8x | 20.3x | 1x |
| Mon, 12 Feb 2024 | CN¥122.1b | CN¥116.0b | CN¥5.7b | 20.5x | 21.3x | 1.1x |
| Wed, 10 Jan 2024 | CN¥128.9b | CN¥116.0b | CN¥5.7b | 22.2x | 22.5x | 1.1x |
| Fri, 08 Dec 2023 | CN¥125.7b | CN¥116.0b | CN¥5.7b | 22.5x | 21.9x | 1.1x |
| Sun, 05 Nov 2023 | CN¥121.3b | CN¥115.8b | CN¥5.7b | 22.1x | 21.2x | 1x |
| Tue, 03 Oct 2023 | CN¥120.4b | CN¥113.6b | CN¥5.7b | 23.1x | 21.2x | 1.1x |
| Thu, 31 Aug 2023 | CN¥125.4b | CN¥112.2b | CN¥5.6b | 26.6x | 22.4x | 1.1x |
| Sat, 29 Jul 2023 | CN¥130.7b | CN¥109.7b | CN¥5.4b | 27.8x | 24x | 1.2x |
| Mon, 26 Jun 2023 | CN¥132.1b | CN¥109.7b | CN¥5.4b | 27.8x | 24.3x | 1.2x |
| Wed, 24 May 2023 | CN¥133.8b | CN¥109.7b | CN¥5.4b | 27.6x | 24.6x | 1.2x |
| Fri, 21 Apr 2023 | CN¥136.4b | CN¥95.3b | CN¥4.4b | 35.8x | 30.9x | 1.4x |
| Sun, 19 Mar 2023 | CN¥140.4b | CN¥91.6b | CN¥4.2b | 34.4x | 33.4x | 1.5x |
| Tue, 14 Feb 2023 | CN¥137.8b | CN¥90.3b | CN¥4.0b | 34.2x | 34.2x | 1.5x |
| Thu, 12 Jan 2023 | CN¥151.4b | CN¥90.3b | CN¥4.0b | 38.6x | 37.6x | 1.7x |
| Sat, 10 Dec 2022 | CN¥160.4b | CN¥90.3b | CN¥4.0b | 40.6x | 39.9x | 1.8x |
| Mon, 07 Nov 2022 | CN¥141.8b | CN¥90.3b | CN¥4.0b | 35.3x | 35.2x | 1.6x |
| Wed, 05 Oct 2022 | CN¥113.2b | CN¥85.6b | CN¥3.8b | 35.1x | 29.6x | 1.3x |
| Fri, 02 Sep 2022 | CN¥122.5b | CN¥84.2b | CN¥3.8b | 38.2x | 32.4x | 1.5x |
| Sun, 31 Jul 2022 | CN¥118.7b | CN¥80.8b | CN¥3.7b | 38.5x | 31.8x | 1.5x |
| Tue, 28 Jun 2022 | CN¥116.0b | CN¥80.8b | CN¥3.7b | 37.2x | 31.1x | 1.4x |
| Thu, 26 May 2022 | CN¥106.1b | CN¥80.8b | CN¥3.7b | 33.3x | 28.5x | 1.3x |
| Sat, 23 Apr 2022 | CN¥89.2b | CN¥75.6b | CN¥4.0b | 24.9x | 22.1x | 1.2x |
| Mon, 21 Mar 2022 | CN¥105.2b | CN¥75.3b | CN¥4.1b | 29.3x | 26x | 1.4x |
| Wed, 16 Feb 2022 | CN¥121.7b | CN¥74.7b | CN¥4.1b | 34.7x | 29.8x | 1.6x |
| Fri, 14 Jan 2022 | CN¥134.0b | CN¥74.7b | CN¥4.1b | 37.6x | 32.8x | 1.8x |
| Sun, 12 Dec 2021 | CN¥132.2b | CN¥74.7b | CN¥4.1b | 35.4x | 32.4x | 1.8x |
| Tue, 09 Nov 2021 | CN¥127.0b | CN¥74.7b | CN¥4.1b | 34x | 31.1x | 1.7x |
| Thu, 07 Oct 2021 | CN¥126.5b | CN¥72.0b | CN¥4.2b | 30.5x | 30.3x | 1.8x |
| Sat, 04 Sep 2021 | CN¥133.5b | CN¥72.0b | CN¥4.2b | 31.5x | 32x | 1.9x |
| Mon, 02 Aug 2021 | CN¥123.7b | CN¥72.0b | CN¥4.2b | 30.4x | 29.7x | 1.7x |
Price to Earnings Ratio
29.7x
Current Industry PE
- Investors are pessimistic on the Chinese Drug Retail industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 15.8x which is lower than its 3-year average PE of 27.6x.
- The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.64x.
Past Earnings Growth
- The earnings for companies in the Drug Retail industry have grown 4.8% per year over the last three years.
- Revenues for these companies have grown 18% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Chinese Drug Retail compare with similar industries?
| CN Market | -3.39% | |
| Consumer Staples | -4.79% | |
| Food and Staples Retail | -5.26% | |
| Drug Retail | -3.79% | |
| Food Distributors | -0.90% | |
| Food Retail | -5.95% | |
| Big Box Super Stores | -8.07% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 301017 ShuYu Civilian Pharmacy | CN¥10.04 | 6.4% +CN¥241.6m | -49.0% | PE51.2x | |
| 301408 Anhui Huaren Health Pharmaceutical | CN¥10.52 | 2.0% +CN¥84.0m | -41.5% | PE31.7x | |
| 300937 Sichuan Hezong Medicine Easy-to-buy Pharmaceutical | CN¥20.91 | 3.3% +CN¥63.1m | -32.8% | PE53.9x | |
| 600833 Shanghai No.1 PharmacyLtd | CN¥11.10 | 1.6% +CN¥37.9m | -9.2% | PE25.9x |