Loading...
Back to narrative

YSG: Net Profit Margin Is Set To Improve In 2025

Update shared on 23 Nov 2025

Fair value Decreased 22%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-5.4%
7D
8.0%

Analysts have revised their price target for Yatsen Holding down from $9.18 to $7.14. They cite moderated revenue growth expectations and a slightly reduced discount rate as key factors in the reassessment.

What's in the News

  • Yatsen Holding Limited has issued new revenue guidance for the fourth quarter of 2025, projecting net revenues between RMB 1.32 billion and RMB 1.49 billion (Key Developments).
  • The company's forecast represents a year-over-year increase in revenue of approximately 15% to 30% for the period (Key Developments).
  • These projections are based on the company's current view of market and operational conditions. The outlook remains subject to change (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has decreased significantly, from $9.18 to $7.14.
  • Discount Rate has fallen slightly, moving from 8.31% to 8.09%.
  • Revenue Growth expectations have moderated, dropping from 15.55% to 14.52%.
  • Net Profit Margin is projected to improve, rising from 10.75% to 12.68%.
  • Future P/E is now lower, declining from 10.85x to 8.27x.

Have other thoughts on Yatsen Holding?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.