Added to YB: 2026-10-06
Pitch date: 2026-10-01
YB [bullish]
Yuanbao Inc.
-14.24%
current return
Author Info
No bio for this author
Company Info
Yuanbao Inc., together with its subsidiaries, provides insurance brokerage and agency licenses services in the People’s Republic of China.
Market Cap
$3.9B
Pitch Price
$12.92
Price Target
N/A
Dividend
9.92%
EV/EBITDA
-0.73
P/E
2.74
EV/Sales
-0.24
Sector
Insurance
Category
value
NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton
YB: Yuanbao is a founder-led Chinese online insurance distributor and carrier-technology platform growing rapidly while trading at about 0.88x estimated post-dividend unencumbered cash and 2.4x annualized 1H 2026 GAAP earnings, with a 10.2% dividend yield. First-half revenue rose 32.7% and net income 33.5%, while system services now supply roughly two-thirds of revenue. A 5% position was initiated, viewing VC selling as a technical overhang; the existential counterweight is VIE/PRC cash-access and regulatory risk.
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