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Added to YB: 2026-01-07

Pitch date: 2026-01-03

XYF [bullish]

X Financial

+2.9%

current return

Author Info

No bio for this author

Company Info

X Financial, together with its subsidiaries, operates as an online personal finance company in the People's Republic of China.

Market Cap

$1.7B

Pitch Price

$5.86

Price Target

N/A

Dividend

9.70%

EV/EBITDA

0.26

P/E

0.99

EV/Sales

0.18

Sector

Consumer Finance

Category

value

Show full summary:
Nate's Investment Research | 2025 Returns & 2026 Investment Ideas - X Financial

XYF: Trading at 0.91x earnings & 0.2x book despite regulatory headwinds. Returned 37% of market cap via dividends (9.4% yield) + $68M buybacks in 2024. Even with 50-66% earnings decline, would trade at 2-3x earnings. Net cash provides downside protection. Extreme cheapness justifies regulatory risk.

Read full article (2 min)