Added to YB: 2025-12-30
Pitch date: 2025-12-29
YB [bullish]
Yuanbao Inc.
-2.63%
current return
Author Info
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Company Info
Yuanbao Inc., through its subsidiaries, provides online insurance distribution and services in the People’s Republic of China.
Market Cap
$6.3B
Pitch Price
$20.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.11
P/E
5.62
EV/Sales
0.64
Sector
Insurance
Category
value
Show full summary:
The portfolio I am taking into 2026 - Yuanbao Inc.
YB: Chinese online insurance broker w/ ex-NetEase mgmt, AI-powered automation. 96% GM, 30% OM, 40% ROCE, debt-free w/ 88% assets in cash. Mkt cap 56% covered by cash. ~20% topline growth expected. Re-rating to 10x PE (peer WDH level) on dividend/buyback initiation. 2025: 5x PE, 1.8x EV/FCF.
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