Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-09
FINV [neutral]
FinVolution Group
-18.4%
current return
Author Info
Stone Sentinel Capital utilizes differentiated thinking and fundamental analysis in crafting a concentrated portfolio of global equities with very favorable ri structures. Sign up for the newsletter.
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
$12.1B
Pitch Price
$7.01
Price Target
N/A
Dividend
4.22%
EV/EBITDA
0.77
P/E
4.49
EV/Sales
0.41
Sector
Consumer Finance
Category
value
Stone Sentinel Capital Portfolio sold position: FinVolution Group
FINV (sold): Initially attractive w/ tech lead connecting borrowers/lenders, ~20% ROE, 50% insider ownership, single-digit PE. However, competitive moat questionable - low barriers to entry mean improved consumer spending in China could trigger competitor flood, eroding market share despite current tech advantages.
Read full article (1 min)