Added to YB: 2026-03-23
Pitch date: 2026-03-20
YB [bullish]
Yuanbao Inc.
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
Company Info
Yuanbao Inc., through its subsidiaries, provides online insurance distribution and services in the People’s Republic of China.
Market Cap
$6.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.64
P/E
N/A
EV/Sales
0.51
Sector
Insurance
Category
value
YB is an interesting setup
YB: Digital broker in China at <1x growing earnings ex-cash. Performance marketing model: buys ads on social media, funnels users to insurance comparison platform, earns commission on policy sales. Growing 30%, 75% of mkt cap is net cash. $200M+ earnings est vs $180M EV. CEO founded NetEase's Kaola (sold for $2B). Exploring dual HK listing (comparables trade 100% higher). Mgmt promises cap allocation framework & shareholder return plan later this year.
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