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InnoCare Pharma Ltd. A (688428) Fair Value & Analysis

Healthcare · CN · Market cap 55.5B CNY (≈ $8.3B) · ISIN CNE100005P56

What is InnoCare Pharma Ltd. A really worth?

IP InnoCare Pharma Ltd. A 688428 · SHG
Price¥31.71
Fair Value¥8.56
Upside−73.0%
Quality73/100

A solid business, but trading 271% above our fair value of ¥8.56.

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Strengths

Highly profitable · 29.0% net margin
Low debt · generates free cash flow

Risks

!Expensive Growth (revenue 5y +344.8 %/yr)
!Mixed vs. peers (6/13)
!Moderate moat 57/100
!Evidence only medium, so the estimate is less certain
Evidence: Medium Range ¥6.02 – ¥9.99

Fair value as of: Aug 30, 2026

From 23 valuation models · updated 6 days ago

Share price +18.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • A high-quality business (quality 73/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (¥9.99). The favourable scenario is already priced in.

Price vs Fair Value (4 years)

¥33.51 ¥7.30 Fair Value ¥8.56 Sep 2022 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

47‑month range ¥7.30 – ¥33.51 · fair‑value band ¥6.02 – ¥9.99 · the ¥31.71 price screens above the ¥8.56 fair value. Dashed = 300-day average. As of Aug 30, 2026.

Full chart & analysis →

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Analysis

InnoCare Pharma Ltd. A (688428) currently trades at ¥31.71, while our model-based Fair Value estimate is ¥8.56, implying the stock looks roughly 270.5% overvalued today. The Quality Score stands at 73/100 (solid quality), in the Healthcare sector. Bull case: the Growth Earnings group reads highest at a median of ¥16.94 per share, and 0 of the 23 models we run sit above the ¥31.71 price. Bear case: the Asset-Based group reads lowest at ¥2.94, and 23 of the 23 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, InnoCare Pharma Ltd. A generated revenue of 2.5B CNY at a net margin of 29.0%. Revenue grew 38.7% year over year. It earns a return on equity of 10.4%. The stock trades on a trailing P/E of 82.6 (as of Aug 12, 2026). Fundamentals as of Aug 30, 2026

Our scenario range runs from ¥6.02 (bear case) to ¥9.99 (bull case); at ¥31.71, 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 7% below its 52-week high and 64% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at −59% fair-value upside, at −73%, 688428 screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.2572 per share, which is 3.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence ¥3.56 ¥3.64 ¥3.88 80
Growth DCF ¥3.56 ¥3.68 ¥3.88 78
5Y EBITDA Exit ¥6.23 ¥9.07 ¥14.65 72
All 23 models by family
DCF Models
FCF DCF best evidence ¥3.56 ¥3.64 ¥3.88 80
Owner Earnings ¥9.59 ¥17.43 ¥33.91 70
5Y Revenue Exit ¥5.54 ¥7.67 ¥12.16 70
5Y EBITDA Exit ¥6.23 ¥9.07 ¥14.65 72
5Y P/E Exit ¥8.01 ¥15.16 ¥25.15 66
10Y Revenue Exit ¥4.89 ¥7.99 ¥10.38 65
10Y EBITDA Exit ¥5.51 ¥9.48 ¥16.85 64
10Y P/E Exit ¥6.81 ¥13.31 ¥24.59 59
Earnings-Based
Graham-Dodd ¥2.48 ¥17.29 ¥24.26 61
Lynch FV ¥8.93 ¥12.76 ¥16.59 59
PEG = 1.0 ¥8.93 ¥12.76 ¥16.59 55
EPV ¥5.55 ¥5.90 ¥6.21 71
Multiples
P/E Multiple ¥6.02 ¥8.02 ¥10.03 63
P/S Multiple ¥3.54 ¥4.72 ¥5.90 58
P/B Multiple ¥4.65 ¥6.20 ¥7.75 55
EV/EBIT ¥7.02 ¥8.22 ¥9.41 66
EV/EBITDA ¥7.09 ¥8.31 ¥9.53 67
EV/Revenue ¥5.99 ¥7.09 ¥8.19 54
Asset-Based
NCAV (Graham) ¥2.19 ¥2.94 ¥4.38 54
Growth DCF
Growth DCF ¥3.56 ¥3.68 ¥3.88 78
Economic Profit
Residual Income ¥3.68 ¥3.97 ¥4.86 68
ROIC Compounder ¥6.36 ¥8.24 ¥9.50 70
Growth Earnings
Growth-Adj P/E ¥11.86 ¥16.94 ¥22.02 65

Widest divergence: Growth Earnings (¥16.94) versus Asset-Based (¥2.94). Highest evidence: FCF DCF (80).

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Key figures & financial health

P/E ratio 82.6 as of Aug 12, 2026
P/S ratio 22.4 P/E × margin
EPS (TTM) ¥0.3800 price ÷ EPS = P/E 82.6
Net margin 27.1% FY2025
Return on equity 10.4% TTM
Return on assets (EBIT) −3.4% avg 5y
More key figures
Profitability
Operating margin 14.0% TTM
Growth
Revenue (TTM) 2.5B CNY TTM
Revenue growth (YoY) +38.7% 3y avg +56.0%
EPS growth (YoY) +500%
Balance sheet & cash flow
Free cash flow 13.8M CNY FY2025

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 73/100

Of which business quality 67 · Market factors (momentum, volatility) 65

Profitability 46
Margins and returns on capital today
Quality Growth 100
Are margins and returns improving?
Cashflow 11
Earnings quality: real cash, not paper profit
Fin. Strength 97
Balance sheet, leverage, solvency risk
Investment 95
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 72
Price trend over the last 3–12 months (market factor)
52W Momentum 62
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

InnoCare Pharma Limited, a biopharmaceutical company, engages in discovering, developing, and commercializing drugs for the treatment of cancer and autoimmune diseases in China.

Full company description

InnoCare Pharma Limited, a biopharmaceutical company, engages in discovering, developing, and commercializing drugs for the treatment of cancer and autoimmune diseases in China. The company develops Orelabrutinib, an BTK inhibitor to treat patients with relapsed and/or refractory (r/r) chronic lymphocytic leukemia, r/r mantle cell lymphoma, r/r Waldenstrom's macroglobulinemia, r/r marginal zone lymphoma, r/r diffuse large B-cell lymphoma (DLBCL)- MCD, r/r central nervous system lymphoma, combo w/MIL-62, systemic lupus erythematosus, immune thrombocytopenia purpura, multiple sclerosis, and neuromyelitis optica spectrum disorder. It also developing ICP-B02 to treat CD20+B-cell malignancies; ICP-B05 to treat hemato-oncology; ICP-248 to treat chronic lymphocytic leukemia; ICP-332 to treat atopic dermatitis; ICP-488 to treat psoriasis; ICP-538 to treat autoimmune diseases; zurletrectinib (ICP-723) to treat neurotrophic tyrosine receptor kinase fusion positive cancers; ICP-189 to treat non-small cell lung cancer; and ICP-B05 to treat solid tumor. InnoCare Pharma Limited was incorporated in 2015 and is headquartered in Beijing, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

InnoCare Pharma Ltd. A reported revenue of 2.4B CNY in FY2025 versus 1.0B CNY in FY2021, a compound +22.8%/yr. Reported net income was 642M CNY in FY2025.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.4B CNY
Latest YoY
+135.3%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+56.0%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+344.8%
Value creation/yr We only publish this rate when it is defensible. Reason: no profitable base year
not computed
Revenue +22.8%/yr
FY21 1.0B CNY
FY22 625M CNY
FY23 739M CNY
FY24 1.0B CNY
FY25 2.4B CNY
Net income
FY21 −64.5M CNY
FY22 −887M CNY
FY23 −631M CNY
FY24 −441M CNY
FY25 642M CNY

688428 screens 271% overvalued. Compare with Vertex Pharmaceuticals Incorporated →

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Cite: Fair Value Calculator (2026). "InnoCare Pharma Ltd. A Fair Value". https://www.fairvalue-calculator.com/stock/688428

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Biotechnology · 622 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.

Quality Score 73 · Top 25%
Fair Value upside −73% · Below median
Return on equity (TTM) 10% · Top 25%
Return on assets 3% · Top 25%
Net margin (TTM) 29% · Top 25%
Operating margin (TTM) 14% · Above median
Revenue growth 39% · Top 25%
Debt / equity 0.13× · Higher than median

Valuation Multiples vs Biotechnology median · lower = cheaper

P/E (TTM) 82.6× · Pricier than 75% of peers
P/B 7.18× · Pricier than 75% of peers
P/S (TTM) 21.99× · Pricier than 75% of peers
P/FCF 601.6× · Pricier than 75% of peers
EV/EBITDA 78.9× · Pricier than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 0
PAST41 · sector 0
HEALTH94 · sector 98
DIVIDEND0 · sector 26

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.

None of the checked exposures detected

Similar stocks

10 more Biotechnology stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).

Stock Price Fair Value vs Fair Value
Vertex Pharmaceuticals Incorporated VRTX $547.55 $278.78 −49%
Regeneron Pharmaceuticals, Inc REGN $807.71 $594.40 −26%
argenx SE ARGX €877.60 €292.84 −67%
Samsung Biologics Co 207940 1,518,000 KRW 1,055,793 KRW −30%
CSL Limited CSL A$174.50 A$141.68 −19%
Alnylam Pharmaceuticals, Inc ALNY $228.61 $51.70 −77%
Royalty Pharma plc RPRX $60.58 $24.22 −60%
Celltrion, Inc 068270 190,700 KRW 74,519 KRW −61%
BeOne Medicines AG ONC $362.51 $111.35 −69%
BioNTech SE BNTX $111.40 $45.66 −59%

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Frequently asked questions

Is InnoCare Pharma Ltd. A (688428) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of ¥8.56 versus a price of ¥31.71, about −73% upside (overvalued).
What is the fair value of 688428?
Our model-based fair value for InnoCare Pharma Ltd. A is ¥8.56 (as of Aug 30, 2026), built from audited fundamentals. The current price: ¥31.71.
What is the quality score of 688428?
InnoCare Pharma Ltd. A has a Quality Score of 73/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of InnoCare Pharma Ltd. A (688428)?
InnoCare Pharma Ltd. A reported trailing-twelve-month revenue of about 2.5B CNY (latest available figure, as of Aug 30, 2026).
What is the net profit margin of 688428?
The net profit margin of InnoCare Pharma Ltd. A is about 29.0%, meaning it keeps roughly 29.0% of revenue as net income. Based on the latest reported figures.
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