Chinese (SSE) Drug Retail Industry Analysis

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
Thu, 18 Jun 2026	CN¥75.5b	CN¥122.8b	CN¥4.2b	22.4x	18x	0.6x
Sat, 16 May 2026	CN¥87.6b	CN¥123.1b	CN¥4.2b	26x	20.9x	0.7x
Mon, 13 Apr 2026	CN¥86.7b	CN¥121.3b	CN¥3.6b	24.5x	24.2x	0.7x
Wed, 11 Mar 2026	CN¥91.9b	CN¥121.2b	CN¥3.6b	26.1x	25.5x	0.8x
Fri, 06 Feb 2026	CN¥97.2b	CN¥121.2b	CN¥3.6b	27.8x	27x	0.8x
Sun, 04 Jan 2026	CN¥87.4b	CN¥121.2b	CN¥3.6b	26.9x	24.3x	0.7x
Tue, 02 Dec 2025	CN¥89.1b	CN¥121.2b	CN¥3.6b	29.2x	24.8x	0.7x
Thu, 30 Oct 2025	CN¥90.9b	CN¥120.9b	CN¥3.4b	28.7x	27.1x	0.8x
Sat, 27 Sep 2025	CN¥88.2b	CN¥120.6b	CN¥3.3b	30x	26.4x	0.7x
Mon, 25 Aug 2025	CN¥92.5b	CN¥120.5b	CN¥3.2b	31.4x	29.3x	0.8x
Wed, 23 Jul 2025	CN¥91.0b	CN¥120.4b	CN¥3.3b	31.2x	27.9x	0.8x
Fri, 20 Jun 2025	CN¥89.1b	CN¥120.4b	CN¥3.3b	29.8x	27.3x	0.7x
Sun, 18 May 2025	CN¥94.3b	CN¥120.4b	CN¥3.3b	30.4x	28.9x	0.8x
Tue, 15 Apr 2025	CN¥93.0b	CN¥121.0b	CN¥3.9b	22.9x	24x	0.8x
Thu, 13 Mar 2025	CN¥86.4b	CN¥121.0b	CN¥3.9b	19.6x	22.1x	0.7x
Sat, 08 Feb 2025	CN¥82.6b	CN¥121.0b	CN¥3.9b	18.8x	21.2x	0.7x
Mon, 06 Jan 2025	CN¥80.5b	CN¥121.0b	CN¥3.9b	18.9x	20.6x	0.7x
Wed, 04 Dec 2024	CN¥89.5b	CN¥121.0b	CN¥3.9b	19.8x	22.9x	0.7x
Fri, 01 Nov 2024	CN¥82.3b	CN¥121.0b	CN¥3.9b	19.1x	21.1x	0.7x
Sun, 29 Sep 2024	CN¥81.8b	CN¥119.6b	CN¥4.3b	18.7x	18.9x	0.7x
Tue, 27 Aug 2024	CN¥67.8b	CN¥118.4b	CN¥4.8b	15.1x	14.1x	0.6x
Thu, 25 Jul 2024	CN¥75.6b	CN¥118.4b	CN¥4.8b	17.5x	15.8x	0.6x
Sat, 22 Jun 2024	CN¥93.9b	CN¥118.4b	CN¥4.8b	22.1x	19.6x	0.8x
Mon, 20 May 2024	CN¥126.9b	CN¥118.3b	CN¥4.8b	26.4x	26.6x	1.1x
Wed, 17 Apr 2024	CN¥119.7b	CN¥114.8b	CN¥5.2b	22x	23x	1x
Fri, 15 Mar 2024	CN¥117.8b	CN¥115.9b	CN¥5.8b	19.8x	20.3x	1x
Sun, 11 Feb 2024	CN¥122.1b	CN¥116.0b	CN¥5.7b	20.5x	21.3x	1.1x
Tue, 09 Jan 2024	CN¥128.7b	CN¥116.0b	CN¥5.7b	22.3x	22.5x	1.1x
Thu, 07 Dec 2023	CN¥125.9b	CN¥116.0b	CN¥5.7b	22.5x	22x	1.1x
Sat, 04 Nov 2023	CN¥121.3b	CN¥115.8b	CN¥5.7b	22.1x	21.2x	1x
Mon, 02 Oct 2023	CN¥120.4b	CN¥113.6b	CN¥5.7b	23.1x	21.2x	1.1x
Wed, 30 Aug 2023	CN¥125.0b	CN¥111.0b	CN¥5.5b	26.2x	22.7x	1.1x
Fri, 28 Jul 2023	CN¥129.6b	CN¥109.7b	CN¥5.4b	27.8x	23.8x	1.2x
Sun, 25 Jun 2023	CN¥132.1b	CN¥109.7b	CN¥5.4b	27.8x	24.3x	1.2x

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 18.0x which is lower than its 3-year average PE of 23.1x.

The industry is trading close to its 3-year average PS ratio of 0.84x.

Past Earnings Growth

The earnings for companies in the Drug Retail industry have declined 8.2% per year over the last three years.
Meanwhile revenues for these companies have grown 3.8% per year.
This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Chinese Drug Retail compare with similar industries?


CN Market	4.99%
Consumer Staples	-2.42%
Food and Staples Retail	-2.14%
Drug Retail	-3.73%
Food Retail	-1.07%
Food Distributors	-2.01%
Big Box Super Stores	-2.49%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

	Company	Last Price	7D	1Y	Valuation
	603883 LBX Pharmacy Chain	CN¥11.82	1.2% +CN¥106.2m	-42.8%	PE22.7x
	301408 Anhui Huaren Health Pharmaceutical	CN¥15.39	0.3% +CN¥20.0m	32.1%	PE29.4x

Company

Last Price

Valuation

603883 LBX Pharmacy Chain

CN¥11.82

1.2%
+CN¥106.2m

-42.8%

PE22.7x

301408 Anhui Huaren Health Pharmaceutical

CN¥15.39

0.3%
+CN¥20.0m

32.1%

PE29.4x

New minor risk - Dividend sustainability

The dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 0.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 27% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.

Chinese (SSE) Drug Retail Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Dividend of CN¥1.27 announced

New major risk - Financial position

LBX Pharmacy Chain Joint Stock Company, Annual General Meeting, Jun 18, 2026

Dividend of CN¥0.20 announced

New minor risk - Dividend sustainability

Anhui Huaren Health Pharmaceutical Co., Ltd., Annual General Meeting, May 18, 2026

DaShenLin Pharmaceutical Group Co., Ltd., Annual General Meeting, May 15, 2026

First quarter 2026 earnings: Revenues and EPS in line with analyst expectations

Full year 2025 earnings released: EPS: CN¥0.26 (vs CN¥0.73 in FY 2024)