LanZhou Foci Pharmaceutical Co (002644) Fair Value & Analysis

Healthcare · CN · Market cap 3.8B CNY

A solid business, but screening 74% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (¥2.65). The favourable scenario is already priced in.
• Solid but not exceptional quality (68/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

60‑month range ¥6.17 – ¥14.20 · fair‑value band ¥1.59 – ¥2.65 · the ¥8.04 price screens above the ¥2.12 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

Full chart & analysis →

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Analysis

LanZhou Foci Pharmaceutical Co (002644) currently trades at ¥8.04, while our model-based Fair Value estimate is ¥2.12, implying the stock looks roughly 73.6% overvalued today. The Quality Score stands at 68/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, LanZhou Foci Pharmaceutical Co generated revenue of 911M CNY at a net margin of 5.8%. Revenue declined 2.1% year over year. It earns a return on equity of 2.7%. The balance sheet holds a net cash position of 385M CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥1.59 (bear case) to ¥2.65 (bull case); at ¥8.04, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 32% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at -74%, 002644 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models (¥5.33) versus Dividend Discount (¥0.2100). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

LanZhou Foci Pharmaceutical Co.,Ltd., research and development, production, and sales of traditional Chinese medicines and health products in China. The company offers its products in various dosage forms, including pills, tablets, granules, capsules, and gelatin under the MingShan, BaoShu, BaoLu, and Foci brands.

Full company description

LanZhou Foci Pharmaceutical Co.,Ltd., research and development, production, and sales of traditional Chinese medicines and health products in China. The company offers its products in various dosage forms, including pills, tablets, granules, capsules, and gelatin under the MingShan, BaoShu, BaoLu, and Foci brands. It also engages in planting and selling of Chinese medicinal materials; pre-packaged food; processing and selling of Chinese herbal medicine pieces; technology development, and professional and technical services; inspection and testing services; and production and sales of medical devices. The company exports its products. LanZhou Foci Pharmaceutical Co.,Ltd. was founded in 1929 and is based in Lanzhou, China. LanZhou Foci Pharmaceutical Co.,Ltd. operates as a subsidiary of Lanzhou Foci pharmaceutical industry development Group co., ltd.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

LanZhou Foci Pharmaceutical Co reported revenue of ¥916M in FY2025 versus ¥818M in FY2021, a compound +2.9%/yr. Reported net income was ¥49.2M in FY2025, compounding −14.8%/yr from FY2021.

002644 screens 74% overvalued. Compare with Jiangsu Hengrui Pharmaceuticals Co →

Peer Group

Drug Manufacturers - Specialty & Generic · 626 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Drug Manufacturers - Specialty & Generic median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.