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YSG: Net Profit Margins Will Improve As 2025 Demand Recovers

Asian Skincare And Digital Expansion Will Unlock Future Markets

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YSG
AnalystConsensusTarget
Not Invested
Published 30 Mar 2025

Update shared on 07 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-9.9%
7D
-25.6%

Analysts have nudged their price target on Yatsen Holding slightly higher to reflect modestly improved long term profitability assumptions and a marginally lower projected discount rate, suggesting incremental upside from prior valuations.

What's in the News

  • Issued fourth quarter 2025 revenue guidance of RMB 1.32 billion to RMB 1.49 billion, implying year over year growth of approximately 15% to 30% (company guidance)
  • Management emphasized that the guidance reflects current and preliminary views on market and operational conditions and may be adjusted as circumstances evolve (company guidance)
  • Stronger revenue outlook indicates a potential demand recovery in the company’s core beauty and skincare categories in late 2025 (company guidance)

Valuation Changes

  • Discount Rate: effectively unchanged, edged up slightly from 8.09 percent to 8.13 percent, indicating a marginally higher perceived risk profile.
  • Revenue Growth: effectively flat, was maintained at approximately 14.52 percent, signaling no material change in long term top line expectations.
  • Net Profit Margin: stable, remained around 12.68 percent, reflecting consistent long term profitability assumptions.
  • Future P/E: marginally lower, declined slightly from 8.27x to 8.24x, suggesting a modestly cheaper earnings valuation on forward projections.
  • Fair Value: unchanged, was kept at RMB 7.14 per share, indicating no net impact from the small adjustments to underlying valuation inputs.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.