China Youzan Limited (HK:8083)
:8083
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China Youzan
(8083)
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Rating:57Neutral
Price Target:
HK$0.08
▼(-51.25% Downside)
Action:Reiterated
Date:05/22/26
The score is driven primarily by improving financial performance in 2025 (return to profitability, better leverage, and stronger free cash flow), but is held back by weak technicals (price below key moving averages with negative MACD) and a valuation that is only moderate given prior earnings and cash-flow volatility.
Positive Factors
Return to Profitability
The company’s 2025 return to net profitability and positive operating profit indicates operational leverage in its merchant SaaS model. Durable recurring subscription and VAS revenue supporting an ~11% net margin improves cash-generation ability and funds reinvestment in product and sales over the medium term.
Negative Factors
Multi-year Earnings Volatility
Large swings from losses to profit across recent years signal underlying demand, mix or execution variability. This inconsistent earnings record undermines predictability of margins and cash flow, complicates planning for merchant retention and long-term product roadmaps, and raises execution risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Return to Profitability
The company’s 2025 return to net profitability and positive operating profit indicates operational leverage in its merchant SaaS model. Durable recurring subscription and VAS revenue supporting an ~11% net margin improves cash-generation ability and funds reinvestment in product and sales over the medium term.
Read all positive factors
China Youzan (8083) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$2.48B
Dividend YieldN/A
Average Volume (3M)241.57M
Price to Earnings (P/E)28.3
Beta (1Y)2.09
Revenue Growth3.16%
EPS GrowthN/A
CountryHK
Employees1,675
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding32,333,140,000
10 Day Avg. Volume435,790,135
30 Day Avg. Volume241,572,256
Financial Highlights & Ratios
PEG Ratio-0.12
Price to Book (P/B)3.05
Price to Sales (P/S)2.67
P/FCF Ratio16.03
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)<0.01
Revenue Forecast (FY)HK$1.75B
China Youzan Business Overview & Revenue Model
Company Description
Youzan Technology Limited, an investment holding company, provides online and offline e-commerce solutions in the People’s Republic of China, Japan, and Canada. It operates through three segments: Third Party Payment Services, Merchant Services, a...
How the Company Makes Money
The company primarily makes money by monetizing its merchant services platform. Key revenue streams include: (1) Subscription and SaaS service fees: recurring charges paid by merchants for access to Youzan’s software products and feature tiers (e....
China Youzan Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
70
Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.59B | 1.61B | 1.53B | 1.59B | 1.69B | 1.93B |
| Gross Profit | 1.07B | 914.18M | 1.05B | 1.11B | 1.10B | 952.26M |
| EBITDA | -84.08M | 288.22M | -176.31M | 78.04M | -339.37M | -782.92M |
| Net Income | -94.25M | 176.90M | -187.94M | 7.43M | -352.03M | -3.02B |
Balance Sheet | ||||||
| Total Assets | 6.66B | 6.37B | 6.29B | 5.94B | 6.56B | 6.87B |
| Cash, Cash Equivalents and Short-Term Investments | 1.03B | 4.34B | 4.28B | 3.64B | 885.46M | 883.10M |
| Total Debt | 447.69M | 456.22M | 438.22M | 606.36M | 574.90M | 335.73M |
| Total Liabilities | 5.41B | 4.96B | 5.15B | 4.83B | 5.51B | 6.79B |
| Stockholders Equity | 1.25B | 1.41B | 1.15B | 1.12B | 1.41B | 1.65B |
Cash Flow | ||||||
| Free Cash Flow | 240.28M | 268.80M | 56.57M | 76.49M | -557.09M | -721.29M |
| Operating Cash Flow | 241.77M | 272.80M | 58.05M | 77.00M | -554.13M | -691.69M |
| Investing Cash Flow | 1.81M | -498.40K | 466.22K | 2.29M | 28.82M | -320.75M |
| Financing Cash Flow | -144.81M | -57.72M | -105.43M | -51.14M | 692.03M | -11.96M |
China Youzan Technical Analysis
Negative
0.16
Price Trends
0.11
Negative
0.12
Negative
0.14
Negative
Market Momentum
>-0.01
Negative
27.17
Positive
24.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:8083, the sentiment is Negative. The current price of 0.16 is above the 20-day moving average (MA) of 0.08, above the 50-day MA of 0.11, and above the 200-day MA of 0.14, indicating a bearish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 27.17 is Positive, neither overbought nor oversold. The STOCH value of 24.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:8083.
China Youzan Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
62 Neutral | HK$1.44B | 15.95 | 8.62% | ― | 14.29% | 142.01% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
57 Neutral | HK$2.48B | 28.32 | -8.12% | ― | 3.16% | ― | |
57 Neutral | HK$21.96B | 131.65 | 1.75% | ― | 12.11% | ― | |
56 Neutral | HK$5.72B | -3.48 | -139.39% | ― | 19.85% | ― | |
52 Neutral | HK$2.59B | 71.73 | -0.52% | 3.10% | -10.44% | ― | |
42 Neutral | HK$5.12B | -17.80 | -66.11% | ― | 18.94% | 89.36% |
* Technology Sector Average
HK:8083
China Youzan
0.08
-0.02
-22.68%
HK:0268
Kingdee International Software Group Co
6.12
-8.92
-59.31%
HK:2013
Weimob
1.23
-0.57
-31.67%
HK:0909
Ming Yuan Cloud Group Holdings Limited
1.39
-1.25
-47.31%
HK:1588
Chanjet Information Technology Co., Ltd. Class H
4.60
-3.36
-42.23%
HK:2586
Dmall Inc.
6.49
-2.89
-30.81%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.