Added to YB: 2026-04-23
Pitch date: 2026-04-21
FINV [bullish]
FinVolution Group
+0.64%
current return
Author Info
No bio for this author
Company Info
FinVolution Group, an investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, and internationally.
Market Cap
$8.1B
Pitch Price
$4.71
Price Target
8.30 (+75%)
Dividend
6.30%
EV/EBITDA
0.37
P/E
3.34
EV/Sales
0.18
Sector
Consumer Finance
Category
value
FinVolution ($FINV): The Best Value Money Can Buy
FINV: $374M net income, $2.46B book value, $1.2B market cap = 3.3x P/E, 0.5x P/B. Net-net w/ $1B liquid assets vs $1.1B debt. Intl rev +32% YoY (31% of total in Q4), on track to surpass China rev by 2028 vs mgmt's 2030 target. Launched Mastercard Luvit Card in Philippines, acquired profitable Australian lender Fundo. 2026 guide: -5% to -15% rev (China headwinds), but intl acceleration offsetting. 50% payout (12-15% total yield), 8 consecutive dividend raises, $150M buyback. Mgmt owns 30%+. Risks: China reg pressure, ADR delisting, SEA reg changes, credit cycle.
Read full article (9 min)