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Added to YB: 2025-11-10

Pitch date: 2025-11-03

QFIN [bullish]

Qfin Holdings, Inc.

-16.06%

current return

Author Info

No bio for this author

Company Info

Qfin Holdings, Inc., together with its subsidiaries, operate AI- driven credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

Market Cap

$20.7B

Pitch Price

$92.45

Price Target

44.40 (-42%)

Dividend

N/A

EV/EBITDA

1.71

P/E

3.23

EV/Sales

0.83

Sector

Consumer Finance

Category

value

Show full summary:
This stock will most likely re-rate, upside ~100%+ - Qfin Holdings, Inc.

QFIN: China fintech lender at 3-4x P/E, ~2-3x EV/EBIT despite stable fundamentals. Capital-light platform mix driving high margins, 6% dividend yield + active buybacks. 100%+ re-rating potential to mid-cycle 5-6x EV/EBIT. Risks: PRC policy/VIE, credit cycle, partner concentration.

Read full article (3 min)