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Waterdrop, Inc. ADR Class A (WDH)
NYSE:WDH
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Waterdrop (WDH) Price & Analysis

106 Followers

WDH Stock Chart & Stats

$1.80
$0.04(2.27%)
At close: 4:00 PM EST
$1.80
$0.04(2.27%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetExtremely low leverage and rising equity provide durable financial flexibility. This lowers solvency risk, preserves capacity for buybacks/dividends and strategic investments (AI, partnerships), and makes the company resilient to industry shocks over the next several quarters.
Re-accelerating Revenue And Margin RecoverySustained top-line acceleration paired with recovering operating and net margins indicates improving unit economics and scalable distribution. If maintained, this supports durable profitability and funds organic growth initiatives over a 2–6 month horizon and beyond.
AI And Proprietary Technology MoatExtensive LLM filings and a national patient-matching patent suggest a growing tech moat. Embedding AI across acquisition, service and QC can sustainably lower unit costs, raise conversion and strengthen partner lock‑ins (pharma/clinical trials).
Bears Say
Inconsistent Cash GenerationVolatile free cash flow and unclear cash-conversion metrics imply working-capital swings or lumpy investments. That variability undermines predictability for dividends, buybacks and AI spending, increasing financing and allocation risk over the medium term.
Rapid Expense Growth Pressuring MarginsVery steep S&M and referral cost growth can erode the improved margins unless revenue sustainably outpaces these investments. Higher ongoing CAC and variable fees could compress unit economics and require more disciplined scaling to preserve profitability.
Reporting And Disclosure InconsistencyConflicting statements on reported growth reduce transparency and make forecasting and investor decision-making harder. Persistent disclosure inconsistencies can raise governance concerns and heighten perceived risk for capital providers over coming quarters.

Waterdrop News

WDH FAQ

What was Waterdrop, Inc. ADR Class A’s price range in the past 12 months?
Waterdrop, Inc. ADR Class A lowest stock price was $1.29 and its highest was $2.18 in the past 12 months.
    What is Waterdrop, Inc. ADR Class A’s market cap?
    Waterdrop, Inc. ADR Class A’s market cap is $552.15M.
      When is Waterdrop, Inc. ADR Class A’s upcoming earnings report date?
      Waterdrop, Inc. ADR Class A’s upcoming earnings report date is Jun 11, 2026 which is in 11 days.
        How were Waterdrop, Inc. ADR Class A’s earnings last quarter?
        Waterdrop, Inc. ADR Class A released its earnings results on Mar 25, 2026. The company reported $0.006 earnings per share for the quarter, missing the consensus estimate of $0.04 by -$0.034.
          Is Waterdrop, Inc. ADR Class A overvalued?
          According to Wall Street analysts Waterdrop, Inc. ADR Class A’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Waterdrop, Inc. ADR Class A pay dividends?
            Waterdrop, Inc. ADR Class A pays a Notavailable dividend of $0.024 which represents an annual dividend yield of 2.12%. See more information on Waterdrop, Inc. ADR Class A dividends here
              What is Waterdrop, Inc. ADR Class A’s EPS estimate?
              Waterdrop, Inc. ADR Class A’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Waterdrop, Inc. ADR Class A have?
              Waterdrop, Inc. ADR Class A has 279,111,450 shares outstanding.
                What happened to Waterdrop, Inc. ADR Class A’s price movement after its last earnings report?
                Waterdrop, Inc. ADR Class A reported an EPS of $0.006 in its last earnings report, missing expectations of $0.04. Following the earnings report the stock price went down -1.215%.
                  Which hedge fund is a major shareholder of Waterdrop, Inc. ADR Class A?
                  Currently, no hedge funds are holding shares in WDH
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Waterdrop, Inc. ADR Class A

                    Waterdrop Inc., through its subsidiaries, provides online insurance brokerage services to match and connect users with related insurance products underwritten by insurance companies in the People's Republic of China. The company offers short-term health and long-term health and life insurance products and services. It also operates a medical crowdfunding platform. The company was founded in 2016 and is headquartered in Beijing, the People's Republic of China.

                    Waterdrop (WDH) Earnings & Revenues

                    WDH Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlights robust top-line growth (FY revenue +43.5%, Q4 revenue +105.5%), strong insurance segment performance (+51.3% full-year; Q4 insurance income +125%), meaningful AI and product innovation (72 LLM patents, AI-driven premium increases, national patent for patient-matching), sustained GAAP profitability (16 consecutive quarters), and active capital returns (dividend and ~$118M buyback). However, the company is investing heavily: operating costs and expenses rose sharply (quarterly increases ~109%), selling & marketing spend jumped ~178%, and referral/service fees materially increased. There is also an inconsistency in the reported full-year net profit growth rates in the transcript (54.8% vs. 4.8%), which clouds comparability. Overall, positive momentum in revenue, AI integration, and shareholder returns outweigh near-term cost headwinds and reporting clarity issues.View all WDH earnings summaries
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                    Ownership Overview

                    <0.01%7.18%92.74%
                    Insiders
                    7.18% Other Institutional Investors
                    92.74% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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