HUTCHMED (China) Ltd
In the published model solve dated 2026-Q2, anchored at $11.00, HUTCHMED (China) Ltd (HCM) is priced for today's economics sustained for ~5.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• HUTCHMED's lead drug fruquintinib, sold outside China by Takeda as Fruzaqla, grew in-market sales 26% to $366.2 million in 2025, the proof point that a China-discovered oncology drug can scale in Western markets. [Source: HUTCHMED 2025 full-year results, March 2026] • The price already assumes a long, profitable future: at roughly 14 times revenue it embeds a swing from today's operating loss to a mid-teens operating margin sustained for well over a decade, a persistence only about one in seve
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52 institutional managers reported holding HCM in 13F filings for the quarter ended 2026-03-31. Together they hold about 1% of the company; the top 10 hold 0%. 8 opened new positions that quarter. Held by State Street, Renaissance Technologies, Jane Street, among others. On the short side, 200k shares were sold short as of the 2026-06-15 count, about 0.0% of shares outstanding (2.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HCM's share count grew 8.3% over the past five years even with $213.75M spent on repurchases. It pays no dividend. Cash returned over the past three years: $81.20M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.