image
Consumer Cyclical - Specialty Retail - NYSE - CN
$ 4.01
0.25 %
$ 430 M
Market Cap
-3.55
P/E
1. INTRINSIC VALUE

Yatsen Holding Limited, together with its subsidiaries, engages in the development and sale of beauty products under the Perfect Diary, Little Ondine, Pink Bear, Abby's Choice, GalÃnic, DR.WU, Eve Lom, and EANTiM brands in the People's Republic of China. It offers color cosmetics, eye makeup, lip makeup, face makeup, skincare, and nail products; and makeup tools and accessories, including brush sets, cotton cosmetic pads, mirrors, and makeup sponges. The company also provides kits; and other products, such as perfumes and cross-over products comprising beauty devices and colored contact lenses. It sells its products through stores and online channel. The company was formerly known as Mangrove Bay Ecommerce Holding (Cayman) and changed its name to Yatsen Holding Limited in January 2019.[ Read More ]

The intrinsic value of one YSG stock under the base case scenario is HIDDEN Compared to the current market price of 4.01 USD, Yatsen Holding Limited is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart YSG

image
FINANCIALS
3.41 B REVENUE
-7.86%
-913 M OPERATING INCOME
1.67%
-750 M NET INCOME
8.66%
-107 M OPERATING CASH FLOW
-78.88%
-260 M INVESTING CASH FLOW
77.46%
-342 M FINANCING CASH FLOW
47.67%
795 M REVENUE
2.74%
-135 M OPERATING INCOME
14.29%
-27.1 M NET INCOME
-71.88%
3.85 M OPERATING CASH FLOW
4.53%
0 INVESTING CASH FLOW
0.00%
0 FINANCING CASH FLOW
0.00%
Balance Sheet Decomposition Yatsen Holding Limited
image
Current Assets 2.95 B
Cash & Short-Term Investments 2.1 B
Receivables 202 M
Other Current Assets 651 M
Non-Current Assets 2.05 B
Long-Term Investments 619 M
PP&E 179 M
Other Non-Current Assets 1.26 B
Current Liabilities 611 M
Accounts Payable 115 M
Short-Term Debt 45.5 M
Other Current Liabilities 451 M
Non-Current Liabilities 210 M
Long-Term Debt 67.8 M
Other Non-Current Liabilities 142 M
EFFICIENCY
Earnings Waterfall Yatsen Holding Limited
image
Revenue 3.41 B
Cost Of Revenue 901 M
Gross Profit 2.51 B
Operating Expenses 3.43 B
Operating Income -913 M
Other Expenses -163 M
Net Income -750 M
RATIOS
73.60% GROSS MARGIN
73.60%
-26.75% OPERATING MARGIN
-26.75%
-21.90% NET MARGIN
-21.90%
-18.08% ROE
-18.08%
-14.94% ROA
-14.94%
-21.99% ROIC
-21.99%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Yatsen Holding Limited
image
Net Income -750 M
Depreciation & Amortization 203 M
Capital Expenditures -44 M
Stock-Based Compensation 77.5 M
Change in Working Capital 61.5 M
Others 280 M
Free Cash Flow -151 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Yatsen Holding Limited
image
YSG has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Yatsen Holding Limited
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
Yatsen to Announce Third Quarter 2024 Financial Results on November 20, 2024 GUANGZHOU, China , Nov. 13, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced that it will release its unaudited financial results for the third quarter of 2024, on Wednesday, November 20, 2024, before the open of the U.S. markets. The Company's management will hold a conference call on Wednesday, November 20, 2024 at 7:30 A.M. prnewswire.com - 4 days ago
Yatsen: Watch Market Growth And Business Strategies My Buy rating for Yatsen is maintained due to the favorable growth prospects of China's beauty market and the company's differentiated business strategies. YSG's future revenue growth is likely to exceed expectations, taking into consideration third-party market forecasts and industry consolidation trends. I have a positive view of Yatsen's investment in a new R&D center and the company's channel mix optimization plans. seekingalpha.com - 1 month ago
Yatsen Publishes 2023 Environmental, Social and Governance (ESG) Report, Retains MSCI ESG Rating of A GUANGZHOU, China , Sept. 6, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company"), a leading China-based beauty group, today announced the publication of its 2023 Environmental, Social and Governance Report ("ESG") report for the third consecutive year. prnewswire.com - 2 months ago
Yatsen Holding Limited (YSG) Q2 2024 Earnings Call Transcript Yatsen Holding Limited (NYSE:YSG ) Q2 2024 Results Conference Call August 20, 2024 7:30 AM ET Company Participants Irene Lyu - Head, Strategic Investments & Capital Markets Jinfeng Huang - Founder, Chairman & Chief Executive Officer Donghao Yang - Chief Financial Officer & Director Conference Call Participants Maggie Huang - CICC Operator Ladies and gentlemen, good day, and welcome to the Yatsen Second Quarter 2024 Earnings Conference Call. Today's conference is being recorded. seekingalpha.com - 2 months ago
Yatsen Announces Second Quarter 2024 Financial Results Conference Call to Be Held at 7:30 A.M. U.S. Eastern Time on August 20, 2024 GUANGZHOU, China , Aug. 20, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced its unaudited financial results for the second quarter ended June 30, 2024. prnewswire.com - 2 months ago
Yatsen to Announce Second Quarter 2024 Financial Results on August 20, 2024 GUANGZHOU, China, Aug. 13, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced that it will release its unaudited financial results for the second quarter of 2024, on Tuesday, August 20, 2024, before the open of the U.S. markets. The Company's management will hold a conference call on Tuesday, August 20, 2024 at 7:30 A.M. prnewswire.com - 3 months ago
Yatsen Prudently Adjusts Revenue Outlook for the Second Quarter of 2024 GUANGZHOU, China , July 10, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today provided an updated revenue outlook for the second quarter of 2024. The Company currently expects its revenue for the second quarter of 2024 to be in the range of RMB772.7 million to RMB815.6 million, representing a year-over-year decrease of approximately 5% to 10%, compared to the previously stated range of RMB858.6 million to RMB901.5 million, representing a year-over-year increase of approximately 0% to 5%. prnewswire.com - 4 months ago
Yatsen: Positive Outlook And Undemanding Valuations Yatsen's prospects for the near term and the long term are favorable, considering industry data, market research, and the company's disclosures. YSG's valuations are appealing, taking into account its current low-single digit consensus forward EV/EBITDA multiple. I have rated Yatsen stock as a Buy after assessing its outlook and valuation metrics. seekingalpha.com - 4 months ago
Yatsen Holding Limited (YSG) Q1 2024 Earnings Call Transcript Yatsen Holding Limited (NYSE:YSG ) Q1 2024 Earnings Conference Call May 22, 2024 7:30 AM ET Company Participants Irene Lyu - Head, Strategic Investments & Capital Markets Jinfeng Huang - Founder, Chairman & Chief Executive Officer Donghao Yang - Chief Financial Officer & Director Conference Call Participants Maggie Huang - CICC Operator Ladies and gentlemen, good day, and welcome to the Yatsen First Quarter 2024 Earnings Conference Call. Today's conference is being recorded. seekingalpha.com - 5 months ago
Yatsen Announces First Quarter 2024 Financial Results Conference Call to Be Held at 7:30 A.M. U.S. Eastern Time on May 22, 2024 GUANGZHOU, China , May 22, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced its unaudited financial results for the first quarter ended March 31, 2024. prnewswire.com - 5 months ago
Yatsen to Announce First Quarter 2024 Financial Results on May 22, 2024 GUANGZHOU, China , May 15, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced that it will release its unaudited financial results for the first quarter of 2024, on Wednesday, May 22, 2024, before the open of the U.S. markets. The Company's management will hold a conference call on Wednesday, May 22, 2024 at 7:30 A.M. prnewswire.com - 6 months ago
Yatsen Filed 2023 Annual Report on Form 20-F GUANGZHOU, China , April 26, 2024 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced that the Company has filed its annual report on Form 20-F for the fiscal year ended December 31, 2023 with the U.S. Securities and Exchange Commission ("SEC") on April 26, 2024. The annual report is available on the Company's investor relations website at ir.yatsenglobal.com and on the SEC's website at https://www.sec.gov/. prnewswire.com - 6 months ago
8. Profile Summary

Yatsen Holding Limited YSG

image
COUNTRY CN
INDUSTRY Specialty Retail
MARKET CAP $ 430 M
Dividend Yield 0.00%
Description Yatsen Holding Limited, together with its subsidiaries, engages in the development and sale of beauty products under the Perfect Diary, Little Ondine, Pink Bear, Abby's Choice, GalÃnic, DR.WU, Eve Lom, and EANTiM brands in the People's Republic of China. It offers color cosmetics, eye makeup, lip makeup, face makeup, skincare, and nail products; and makeup tools and accessories, including brush sets, cotton cosmetic pads, mirrors, and makeup sponges. The company also provides kits; and other products, such as perfumes and cross-over products comprising beauty devices and colored contact lenses. It sells its products through stores and online channel. The company was formerly known as Mangrove Bay Ecommerce Holding (Cayman) and changed its name to Yatsen Holding Limited in January 2019. Yatsen Holding Limited was founded in 2016 and is headquartered in Guangzhou, China.
Contact Art Port International Creation Center, Guangzhou, 510330 https://ir.yatsenglobal.com
IPO Date Nov. 19, 2020
Employees 1505
Officers Mr. Yuwen Chen Co-Founder & Advisor Mr. Jinfeng Huang Founder, Chief Executive Officer & Chairman of the Board of Directors Mr. Zhenjie Xu Chief Human Resources Officer Mr. Donghao Yang Chief Financial Officer & Director Ms. Jing Cheng Chief Scientific Officer Ms. Irene Lyu Head of Strategic Investments & Capital Markets