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Yuanbao Inc. (YB)

NEUTRAL
TechnologySoftware - ApplicationChina

Fundamental

59

Price

$13.77

Market Cap

$639M

Part 1 · What the company is worth

Overview

Yuanbao Inc., together with its subsidiaries, provides insurance brokerage and agency licenses services in the People's Republic of China. The company offers medical, critical illness, accident, property, and pet insurance products. Yuanbao Inc. was incorporated in 2019 and is headquartered in Beijing, the People's Republic of China.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$4.72B

Trailing 12 months (through 3/31/2026)

Net Income

$1.40B

Trailing 12 months (through 3/31/2026)

Free Cash Flow

-

Total Equity

$399M

Total Liabilities

$4M

Current Ratio

3.48

Interest Coverage

-

Debt/EBITDA

0.00

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseUndervalued

Fair Value

$45.47

Current Price

$13.77

Margin of Safety

+69.7%

Fair Value Range

$29.56 - $61.39

Estimation Methods

Analyst price target:$18.07
Discounted cash flow (DCF):$108.31
Earnings multiple (P/E):$11.98
Graham growth formula:$68.86
Earnings power value (EPV):$50.57
Justified P/B:$91.54
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not enough data to compute it
Analyst Consensus:Sell (0B / 3H / 6S)

Valuation Metrics

P/E Ratio

3.28

ROE

47.9%

P/B Ratio

1.13

P/FCF

-

Gross Margin

96.4%

ROIC

307.2%

Profitability Radar

Value Creation (Economic Moat)

ROIC

307.2%

WACC

8.0%

ROIC − WACC

+299.3 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamental Analysis Criteria

Passed (7)

  • ROIC 307.2%
  • Gross Margin 96.4%
  • P/B Ratio 1.13
  • Debt/Equity ratio
  • Current Ratio
  • Debt/EBITDA
  • ROE 44.1%

Failed (4)

  • Price CAGR -33.29%
  • DCF valuation (Unknown)
  • Analyst Consensus 0% Buy
  • Piotroski F-Score 0/9

Unavailable (16)

  • EPS data insufficient
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • Revenue Growth 5Y (Finnhub)
  • Earnings Surprise (no valid data)
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)
  • Share Dilution (need 2+ years)
  • Net Margin Trend (invalid data)

Piotroski F-Score

0/9

Serious financial concerns

score
criteria

Earnings Quality

-

Low quality: investigate accounting

Share Dilution

-

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Rui FangChairman & CEO48
Mr. Huirui WanChief Financial Officer35
Ms. Ying LiCOO & Director37
Mr. Bo WangChief Technology Officer42
Ms. Shuli SunChief Product Officer & Director35
Ms. Ying LeVice President35

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for YB, sourced from Markets Gazette.

No recent news for YB.