Added to YB: 2026-03-31
Pitch date: 2026-03-27
YB [bullish]
Yuanbao Inc.
-6.66%
current return
Author Info
No bio for this author
Company Info
Yuanbao Inc., through its subsidiaries, provides insurance brokerage and agency licenses services in the People’s Republic of China.
Market Cap
$5.9B
Pitch Price
$16.51
Price Target
96.00 (+523%)
Dividend
N/A
EV/EBITDA
1.40
P/E
4.63
EV/Sales
0.43
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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