Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.042
Neutral
RSI(14)
46.672
Neutral
STOCH(KDJ)(9,3,3)
34.619
Neutral
ATR(14)
0.514
High Vlolatility
CCI(14)
60.789
Neutral
Williams %R
57.214
Sell
TRIX(12,20)
-0.168
Sell
StochRSI(14)
83.669
Buy
Yuanbao Inc
YB20.130USD
+0.180+0.90%
Close 01/09, 16:00（ET）Quotes delayed by 15 min
631.91MMarket Cap
3.46P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Yuanbao Inc
Currency: USD Updated: 2026-01-09Key Insights
Yuanbao Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 89 out of 117 in the Insurance industry.Institutional ownership is very high.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Yuanbao Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Yuanbao Inc Highlights
StrengthsRisks
Yuanbao Inc is a holding company principally engaged in technology-driven online insurance distribution. The Company provides insurance products and related system services. The Company’s insurance products include short-term insurance and long-term insurance. The short-term insurance includes medical insurance, critical illness insurance and others. The long-term insurance includes life insurance and others. The Company’s system services include precise marketing services, analytics services and other system services. The Company mainly operates its businesses in the domestic market.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD .
Undervalued
The company’s latest PE is 3.46, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 3.57M shares, increasing 47.66% quarter-over-quarter.
Held by James Simons
Star Investor James Simons holds 18.70K shares of this stock.
Analyst Rating
Based on
0
analysts
--
Current Rating
--
Target Price
--
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-01-09The current financial score of Yuanbao Inc is 8.07, ranking 22 out of 117 in the Insurance industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 163.93M, representing a year-over-year decrease of 81.09%, while its net profit experienced a year-over-year decrease of 20.48%.
Score
Financials
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
6.37
Operational Efficiency
8.67
Growth Potential
8.85
Shareholder Returns
6.48
Yuanbao Inc's Company Valuation
Currency: USD Updated: 2026-01-09The current valuation score of Yuanbao Inc is 7.27, ranking 62 out of 117 in the Insurance industry. Its current P/E ratio is 3.46, which is 1005.65% below the recent high of 38.27 and 1.64% above the recent low of 3.40.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 89/117
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-01-09No earnings forecast score is currently available for Yuanbao Inc. The Insurance industry's average is 7.28.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
No Data
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-01-09The current price momentum score of Yuanbao Inc is 5.86, ranking 108 out of 117 in the Insurance industry. Currently, the stock price is trading between the resistance level at 20.82 and the support level at 19.57, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
20.088
Buy
MA10
20.145
Sell
MA20
20.174
Sell
MA50
20.850
Sell
MA100
21.931
Sell
MA200
21.624
Sell
Institutional Confidence
Currency: USD Updated: 2026-01-09Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Northern Light Venture Fund V LP
Susquehanna International Group, LLP
WFM Asia (HK) Limited
Morgan Stanley Investment Management Inc. (US)
Franchise Capital Limited
Morgan Stanley & Co. LLC
J.P. Morgan Securities LLC
Marshall Wace LLP
Barclays Bank PLC
1
2
Risk Assessment
Currency: USD Updated: 2026-01-09The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Insurance domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Yuanbao Inc is 3.25, ranking 69 out of 117 in the Insurance industry. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
--
VaR
--
240-Day Maximum Drawdown
--
240-Day Volatility
--
Return
Best Daily Return
60 days
+10.07%
120 days
+10.07%
5 years
--
Worst Daily Return
60 days
-7.22%
120 days
-12.03%
5 years
--
Sharpe Ratio
60 days
-0.36
120 days
-0.71
5 years
--
Risk Assessment
Maximum Drawdown
240 days
--
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
--
3 years
--
5 years
--
Skewness
240 days
--
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
--
5 years
--
Standardised True Range
240 days
--
5 years
--
Downside Risk-Adjusted Return
120 days
-103.00%
240 days
-103.00%
Maximum Daily Upside Volatility
60 days
+38.92%
Maximum Daily Downside Volatility
60 days
+39.94%
Liquidity
Average Turnover Rate
60 days
+0.04%
120 days
--
5 years
--
Turnover Deviation
20 days
--
60 days
--
120 days
--
Peer Comparison
Insurance
Yuanbao Inc
YB
5.10 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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ACGL
8.42 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Willis Towers Watson PLC
WTW
8.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Essent Group Ltd
ESNT
8.33 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Everest Group Ltd
EG
8.26 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Renaissancere Holdings Ltd
RNR
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Yuanbao Inc?
The TradingKey Stock Score provides a comprehensive assessment of Yuanbao Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Yuanbao Inc’s performance and outlook.
How do we generate the financial health score of Yuanbao Inc?
To generate the financial health score of Yuanbao Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Yuanbao Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Yuanbao Inc.
How do we generate the company valuation score of Yuanbao Inc?
To generate the company valuation score of Yuanbao Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Yuanbao Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Yuanbao Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Yuanbao Inc.
How do we generate the earnings forecast score of Yuanbao Inc?
To calculate the earnings forecast score of Yuanbao Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Yuanbao Inc’s future.
How do we generate the price momentum score of Yuanbao Inc?
When generating the price momentum score for Yuanbao Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Yuanbao Inc’s prices. A higher score indicates a more stable short-term price trend for Yuanbao Inc.
How do we generate the institutional confidence score of Yuanbao Inc?
To generate the institutional confidence score of Yuanbao Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Yuanbao Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Yuanbao Inc.
How do we generate the risk management score of Yuanbao Inc?
To assess the risk management score of Yuanbao Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Yuanbao Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Yuanbao Inc.
