Added to YB: 2026-03-31
Pitch date: 2026-03-27
YB [bullish]
Yuanbao Inc.
+4.72%
current return
Author Info
No bio for this author
Company Info
Yuanbao Inc., through its subsidiaries, provides online insurance distribution and services in the People’s Republic of China.
Market Cap
$5.4B
Pitch Price
$16.51
Price Target
96.00 (+465%)
Dividend
N/A
EV/EBITDA
1.08
P/E
4.28
EV/Sales
0.33
Sector
Insurance
Category
value
Yuanbao (NASDAQ: YB) China's Hidden InsurTech Champion Trading at a Ridiculous Valuation
YB: China InsurTech broker via AI-powered platform, integrates w/ WeChat; 95%+ gross margin, 33% rev growth to RMB4.4B ($615M) FY25, RMB4B ($578M) cash=45% mkt cap, EV/FCF~2.5-3x; 14 straight profitable qtrs, 34% op cash margin, asset-light model. Risks: ADR/VIE, competition vs Ant/Tencent, low liquidity. Fair PE 16x, FY28 EPS est $6, PT $96 (~380% upside, 77% IRR).
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