YSG logo

Yatsen Holding Limited Stock Price

NYSE:YSG Community·US$339.6m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

YSG Share Price Performance

US$3.51
-6.14 (-63.63%)
US$4.00
Fair Value
US$3.51
-6.14 (-63.63%)
12.3% undervalued intrinsic discount
US$4.00
Fair Value
Price US$3.51
AnalystConsensusTarget US$4.00
AnalystHighTarget US$9.44
AnalystLowTarget US$4.00

YSG Community Narratives

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Fair Value US$4 12.3% undervalued intrinsic discount

Asian Skincare And Digital Expansion Will Unlock Future Markets

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Fair Value US$9.44 62.8% undervalued intrinsic discount

China And Southeast Asia Will Transform The Premium Beauty Market

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·
Fair Value US$4 12.3% undervalued intrinsic discount

Premium Demand Will Stall Amid Intensifying Chinese Oversight And Competition

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Trending Discussion

Updated Narratives

YSG logo

YSG: Share Buybacks And Earnings Recovery Will Support Future Upside Potential

Fair Value: US$4 12.3% undervalued intrinsic discount
3 users have set this as their fair value
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YSG: Higher Margin Outlook And Buybacks Will Support Future Upside

Fair Value: US$9.44 62.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
YSG logo

YSG: Convertible Notes And Q2 2026 Guidance Will Drive Repricing

Fair Value: US$4 12.3% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
3 Rewards

Yatsen Holding Limited Key Details

CN¥4.5b

Revenue

CN¥964.2m

Cost of Revenue

CN¥3.5b

Gross Profit

CN¥3.7b

Other Expenses

-CN¥136.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.45
78.51%
-3.03%
0%
View Full Analysis

About YSG

Founded
2016
Employees
1623
CEO
Jinfeng Huang
WebsiteView website
ir.yatsenglobal.com

Yatsen Holding Limited, together with its subsidiaries, engages in the development and sale of beauty products in the People’s Republic of China. The company operates through three segments: Color Cosmetics Brands, Skincare Brands, and Others. The company offers colored cosmetics for lips, eyes, and face; skin care products, including face serums and creams, eye creams, masks, toners, makeup removers, cleansers, and anti-acne patches; and beauty tools and kits, sunscreen products, and beauty devices. It sells its products through offline stores and online channels. It serves under the Perfect Diary, Little Ondine, Pink Bear, Galénic, DR.WU, Eve Lom, and EANTiM brands. The company was formerly known as Mangrove Bay Ecommerce Holding (Cayman) and changed its name to Yatsen Holding Limited in January 2019. Yatsen Holding Limited was founded in 2016 and is headquartered in Guangzhou, China.

Recent YSG News & Updates

Narrative Update Jul 02

YSG: Share Buybacks And Earnings Recovery Will Support Future Upside Potential

Analysts have reduced their fair value estimate for Yatsen Holding to $4.00 from $7.54, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What’s in the News for Yatsen Holding Yatsen Holding issued revenue guidance for the second quarter of 2026, expecting total net revenues between RMB1.20b and RMB1.30b.
Narrative Update Jun 18

YSG: Higher Margin Outlook And Buybacks Will Support Future Upside

Analysts have nudged their price target on Yatsen Holding slightly higher to $9.44 from $9.28, citing updated assumptions that combine a modestly lower revenue growth outlook with a higher expected profit margin and a reduced future P/E multiple. What’s in the News for Yatsen Holding Yatsen Holding issued revenue guidance for the second quarter of 2026, indicating expected total net revenues between RMB1.20b and RMB1.30b, based on its current view of market and operational conditions.
Narrative Update Jun 04

YSG: Convertible Notes And Q2 2026 Guidance Will Drive Repricing

Analysts now place Yatsen Holding's fair value at $4.00, down from $5.80, reflecting updated assumptions for slightly lower revenue growth, a higher profit margin, a reduced future P/E multiple, and a small adjustment to the discount rate. What's in the News Yatsen issued revenue guidance for Q2 2026, expecting total net revenues between RMB1.20b and RMB1.30b.

Recent updates

No updates