Yatsen Holding (YSG) Stock Overview
Engages in the development and sale of beauty products in the People’s Republic of China. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for YSG from our risk checks.
YSG Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Yatsen Holding Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$3.03 |
| 52 Week High | US$11.57 |
| 52 Week Low | US$2.64 |
| Beta | -1.77 |
| 1 Month Change | -0.66% |
| 3 Month Change | -26.28% |
| 1 Year Change | -25.19% |
| 3 Year Change | -38.25% |
| 5 Year Change | -93.59% |
| Change since IPO | -96.71% |
Recent News & Updates
YSG: Convertible Notes And Q1 2026 Outlook Will Drive Repricing
Analysts have nudged their price target on Yatsen Holding higher to reflect updated assumptions for discount rate, revenue growth, profit margin and future P/E. The new target is framed in dollar terms based on these refreshed inputs.YSG: Convertible Notes And Q1 2026 Outlook Will Support Repricing
Analysts have reduced their price target on Yatsen Holding to about $5.80 from roughly $9.15, citing updated assumptions for revenue growth, profit margins, and future P/E that indicate a more conservative outlook for the business. What's in the News Yatsen Holding plans a private placement of Senior Convertible Notes with an aggregate principal amount of US$120,000,000, together with warrants to purchase Class A ordinary shares, under a purchase agreement dated March 11, 2026 (Key Developments).
YSG: Convertible Notes Will Support Earnings Recovery And Share Price Upside
Analysts have kept their price target for Yatsen Holding broadly unchanged around $7.54, citing largely stable assumptions on revenue growth, profit margins and future P/E, while making only a minor adjustment to the discount rate used in their models. What's in the News Yatsen Holding plans a private placement of Senior Convertible Notes with an aggregate principal amount of US$120,000,000, paired with warrants to purchase Class A ordinary shares, under a purchase agreement dated March 11, 2026 (Key Developments).YSG: Convertible Notes And Revenue Outlook Will Support Earnings Recovery
Analysts have lifted their price target on Yatsen Holding from $7.14 to $7.54, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and forward P/E that they see as better aligning the stock with its current risk and earnings profile. What's in the News Yatsen Holding plans a private placement of Senior Convertible Notes totaling US$120,000,000, paired with warrants to purchase Class A ordinary shares, under a purchase agreement dated March 11, 2026 (Key Developments).
YSG: Revised Guidance And Lower Discount Rate Will Support Future Upside
Analysts have updated their price target on Yatsen Holding to account for revised assumptions regarding the discount rate, revenue growth, profit margin, and a lower future P/E, while maintaining the fair value estimate at approximately $9.15 per share. What's in the News Yatsen Holding issued earnings guidance for the first quarter of 2026, focusing on expected total net revenues.Recent updates
YSG: Convertible Notes And Q1 2026 Outlook Will Drive Repricing
Analysts have nudged their price target on Yatsen Holding higher to reflect updated assumptions for discount rate, revenue growth, profit margin and future P/E. The new target is framed in dollar terms based on these refreshed inputs.YSG: Convertible Notes And Q1 2026 Outlook Will Support Repricing
Analysts have reduced their price target on Yatsen Holding to about $5.80 from roughly $9.15, citing updated assumptions for revenue growth, profit margins, and future P/E that indicate a more conservative outlook for the business. What's in the News Yatsen Holding plans a private placement of Senior Convertible Notes with an aggregate principal amount of US$120,000,000, together with warrants to purchase Class A ordinary shares, under a purchase agreement dated March 11, 2026 (Key Developments).YSG: Convertible Notes Will Support Earnings Recovery And Share Price Upside
Analysts have kept their price target for Yatsen Holding broadly unchanged around $7.54, citing largely stable assumptions on revenue growth, profit margins and future P/E, while making only a minor adjustment to the discount rate used in their models. What's in the News Yatsen Holding plans a private placement of Senior Convertible Notes with an aggregate principal amount of US$120,000,000, paired with warrants to purchase Class A ordinary shares, under a purchase agreement dated March 11, 2026 (Key Developments).YSG: Convertible Notes And Revenue Outlook Will Support Earnings Recovery
Analysts have lifted their price target on Yatsen Holding from $7.14 to $7.54, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and forward P/E that they see as better aligning the stock with its current risk and earnings profile. What's in the News Yatsen Holding plans a private placement of Senior Convertible Notes totaling US$120,000,000, paired with warrants to purchase Class A ordinary shares, under a purchase agreement dated March 11, 2026 (Key Developments).YSG: Revised Guidance And Lower Discount Rate Will Support Future Upside
Analysts have updated their price target on Yatsen Holding to account for revised assumptions regarding the discount rate, revenue growth, profit margin, and a lower future P/E, while maintaining the fair value estimate at approximately $9.15 per share. What's in the News Yatsen Holding issued earnings guidance for the first quarter of 2026, focusing on expected total net revenues.YSG: Lower Discount Rate And Stronger Margins Will Support Future Upside
Analysts have slightly raised their price target for Yatsen Holding to $9.15 from $9.00. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.YSG: Improved Margins And Q4 2025 Outlook Will Support Repricing
Narrative Update on Yatsen Holding Analysts have lifted their price target for Yatsen Holding by US$0.37, reflecting updated assumptions that point to slightly higher revenue growth, a modestly stronger profit margin, a lower discount rate, and a reduced future P/E multiple. What's in the News Yatsen Holding issued revenue guidance for the fourth quarter of 2025, indicating expected total net revenue between RMB 1.32b and RMB 1.49b.YSG: Higher Margins And Q4 2025 Guidance Will Support Repricing
Analysts have raised their price target on Yatsen Holding to reflect updated expectations for slightly higher revenue growth of about 17.4%, a profit margin near 14.2%, and a modestly lower future P/E estimate of roughly 8.6x. What's in the News Company issued revenue guidance for Q4 2025 with expected total net revenue between RMB 1.32b and RMB 1.49b, framed as current management views that may change as conditions evolve (Key Developments).Market Cool On Yatsen Holding Limited's (NYSE:YSG) Revenues Pushing Shares 27% Lower
Jan 07
YSG: Higher Margins And Q4 2025 Outlook Will Support Repricing
Analysts have lifted their price target for Yatsen Holding to reflect a higher fair value estimate, stronger profit margin assumptions, a richer future P/E, a slightly lower discount rate, and a modestly adjusted revenue growth outlook. What's in the News Yatsen Holding issued revenue guidance for the fourth quarter of 2025, indicating expected total net revenue between RMB 1.32b and RMB 1.49b (Key Developments).YSG: Improved Profit Margins Will Support Stronger Near-Term Earnings Potential
Analysts have lowered their price target for Yatsen Holding to approximately $9.00 from about $13.06, citing slightly softer revenue growth expectations, a modestly lower discount rate, and a reduced future P/E multiple that more than offset improved profit margin forecasts. 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 revenue outlook is based on current market and operational conditions and may change as new information emerges (company guidance) Stronger projected top line growth signals management confidence in product demand and brand momentum in the near term (company guidance) Valuation Changes The fair value estimate has fallen significantly from 13.06 to 9.00 per share, reflecting a more cautious outlook on the company’s long-term earnings power.YSG: Net Profit Margins Will Improve As 2025 Demand Recovers
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.Yatsen Holding: The Road Ahead Has Become More Convoluted
Dec 03YSG: Net Profit Margin Is Set To Improve In 2025
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.Yatsen Holding Limited (NYSE:YSG) May Have Run Too Fast Too Soon With Recent 35% Price Plummet
Nov 18Skincare Focus And Color Cosmetics Will Drive Future Success
Driven by a notable improvement in net profit margin and a lower future P/E ratio, analysts have raised Yatsen Holding’s consensus price target from $7.75 to $9.14. What's in the News Yatsen Holding issued revenue guidance for Q3 2025, projecting total net revenues between RMB 778.6 million and RMB 880.1 million.We're Hopeful That Yatsen Holding (NYSE:YSG) Will Use Its Cash Wisely
Aug 05Yatsen Holding Limited (NYSE:YSG) Stock Rockets 26% But Many Are Still Ignoring The Company
May 13
Skincare Focus And Color Cosmetics Will Drive Future Success
Focus on balancing skincare and cosmetic segments to support growth and sustain market presence through innovative offerings.Market Might Still Lack Some Conviction On Yatsen Holding Limited (NYSE:YSG) Even After 43% Share Price Boost
Mar 25Yatsen Holding: Fairly Valued Despite Clear Sign Of Turnaround, Downgrade To 'Hold'
Mar 04Investors Give Yatsen Holding Limited (NYSE:YSG) Shares A 29% Hiding
Jan 23Yatsen Holding Limited (NYSE:YSG) Soars 29% But It's A Story Of Risk Vs Reward
Nov 26Yatsen: Watch Market Growth And Business Strategies
Sep 17We're Not Very Worried About Yatsen Holding's (NYSE:YSG) Cash Burn Rate
Jul 26Yatsen: Positive Outlook And Undemanding Valuations
Jun 21Yatsen Holding Limited (NYSE:YSG) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Jun 16The Market Lifts Yatsen Holding Limited (NYSE:YSG) Shares 129% But It Can Do More
Apr 27Yatsen Holding: Turnaround Efforts Showing Promise, Reiterate Buy
Sep 16It's A Story Of Risk Vs Reward With Yatsen Holding Limited (NYSE:YSG)
Jul 12Yatsen Holding: Poised For Next Leg Of Growth, Initiate At Buy
Jul 04Yatsen Needs To Reignite Revenue Growth From Cosmetics Segment Turnaround
Feb 24Yatsen: Rolling Lockdowns A Headwind
Oct 24Shareholder Returns
| YSG | US Personal Products | US Market | |
|---|---|---|---|
| 7D | 6.3% | -0.02% | 0.8% |
| 1Y | -25.2% | -15.5% | 27.8% |
Return vs Industry: YSG underperformed the US Personal Products industry which returned -15.5% over the past year.
Return vs Market: YSG underperformed the US Market which returned 27.8% over the past year.
Price Volatility
| YSG volatility | |
|---|---|
| YSG Average Weekly Movement | 9.2% |
| Personal Products Industry Average Movement | 9.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: YSG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: YSG's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2016 | 1,350 | David Huang | 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. It 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.
Yatsen Holding Limited Fundamentals Summary
| YSG fundamental statistics | |
|---|---|
| Market cap | US$284.40m |
| Earnings (TTM) | -US$11.84m |
| Revenue (TTM) | US$629.48m |
0.5x
P/S Ratio-24.0x
P/E RatioIs YSG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| YSG income statement (TTM) | |
|---|---|
| Revenue | CN¥4.30b |
| Cost of Revenue | CN¥936.78m |
| Gross Profit | CN¥3.36b |
| Other Expenses | CN¥3.44b |
| Earnings | -CN¥80.87m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.86 |
| Gross Margin | 78.20% |
| Net Profit Margin | -1.88% |
| Debt/Equity Ratio | 0% |
How did YSG perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 08:12 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Yatsen Holding Limited is covered by 7 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Luzi Li | BofA Global Research |
| Zhuonan Xu | China International Capital Corporation Limited |
| Xiaofang Xu | Citic Securities Co., Ltd. |