Vipshop Holdings

Rising Chinese Middle Class And Mobile Commerce Will Drive Expansion

AnalystHighTarget

Not Invested

Community Contributor

Published

17 Aug 25

Updated

15 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

42.8%

-5.0%

42.8%

-5.0%

You can edit this narrative until Dec 16 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$24.7322.6% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 15 Dec 25

Fair value Increased 9.56%

VIPS: Reorganization Will Support Stronger Margins And Lift Future Earnings Multiple

Narrative Update on Vipshop Holdings Vipshop Holdings' fair value estimate has been raised by analysts from approximately $22.57 to $24.73 as they factor in slightly stronger revenue growth, a modestly higher future P/E multiple, and continued benefits from the company reorganization and steady growth outlook into 2026. Analyst Commentary Recent research updates highlight growing optimism around Vipshop Holdings as bullish analysts raise their price targets and reiterate constructive views on the company’s execution and growth trajectory.

AnalystHighTarget Fair Value

US$24.73

22.6% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

2.26%

General Merchandise and Department Stores revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.46%

Calculation

CN¥8.93b

Earnings '28

11.07x

PE Ratio '28

CN¥98.81b

Market Cap '28

CN¥98.81b

Market Cap '28

432.77m

No. shares '28

CN¥228.33

Share Price '28

CN¥228.33 Share Price '28

Discounted to 2025 @ 9.44% p.a.

CN¥174.17

Fair Value '25

CN¥174.17 Fair Value '25

Converted to USD @ 0.1417 CNY/USD Exchange Rate

US$24.69

Fair Value '25