Waterdrop Future Growth

Future criteria checks 4/6

Waterdrop is forecast to grow earnings and revenue by 37.7% and 8.3% per annum respectively. EPS is expected to grow by 35.1% per annum. Return on equity is forecast to be 6.8% in 3 years.

Key information

37.7%

Earnings growth rate

35.1%

EPS growth rate

Insurance earnings growth	9.2%
Revenue growth rate	8.3%
Future return on equity	6.8%
Analyst coverage	Low
Last updated	09 Apr 2024

Recent future growth updates

Recent updates

What You Need To Know About The Waterdrop Inc. (NYSE:WDH) Analyst Downgrade Today

Jan 14

Waterdrop Goes Back To The Well, Cutting Losses By Lowering Costs

Dec 06

As Crackdown Looms, Chinese Insurtech Waterdrop Enters Next Growth Phase

Oct 12

Waterdrop Stock Splashes To New Depths In Summer Of Regulatory Cleanups

Sep 15

Waterdrop reports Q1 results

Jun 17

Waterdrop, Zhihu and Onion Global sink as market cools on Chinese IPOs

May 10

Earnings and Revenue Growth Forecasts

NYSE:WDH - Analysts future estimates and past financials data (CNY Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2025	3,120	357	387	N/A	2
12/31/2024	3,035	232	412	N/A	1
12/31/2023	2,631	167	393	407	N/A
9/30/2023	2,651	234	N/A	N/A	N/A
6/30/2023	2,737	367	N/A	N/A	N/A
3/31/2023	2,759	552	N/A	N/A	N/A
12/31/2022	2,802	608	754	766	N/A
9/30/2022	2,726	410	N/A	N/A	N/A
6/30/2022	2,733	-236	N/A	N/A	N/A
3/31/2022	2,971	-1,141	N/A	N/A	N/A
12/31/2021	3,206	-1,726	-1,133	-1,097	N/A
9/30/2021	3,432	-2,150	N/A	N/A	N/A
6/30/2021	3,516	-1,892	N/A	N/A	N/A
3/31/2021	3,258	-1,414	N/A	N/A	N/A
12/31/2020	3,028	-1,108	-804	-777	N/A
9/30/2020	2,735	-839	-540	-530	N/A
12/31/2019	1,511	-458	-546	-533	N/A
12/31/2018	238	-231	-218	-211	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: WDH's forecast earnings growth (37.7% per year) is above the savings rate (2.4%).

Earnings vs Market: WDH's earnings (37.7% per year) are forecast to grow faster than the US market (14% per year).

High Growth Earnings: WDH's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: WDH's revenue (8.3% per year) is forecast to grow faster than the US market (8.2% per year).

High Growth Revenue: WDH's revenue (8.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: WDH's Return on Equity is forecast to be low in 3 years time (6.8%).

Waterdrop Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Forecast breakeven date pushed back to 2023

Waterdrop Inc. Provides Earnings Guidance for the Second Quarter of 2022

No longer forecast to breakeven

Consensus forecasts updated

No longer forecast to breakeven

Forecast to breakeven in 2024

Recent updates

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Waterdrop Inc. Announces Resignation of Zetao Zhu to the Board of Directors as the General Manager of Crowdfunding and Pharmatech Business

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Waterdrop Inc. Approves Special Cash Dividend for the Year 2023, Payable on or around April 30, 2024 for Holders of Ordinary Shares and on or around May 3, 2024 for Holders of ADSs

Waterdrop Inc. to Report Q4, 2023 Results on Mar 26, 2024

Investors Aren't Entirely Convinced By Waterdrop Inc.'s (NYSE:WDH) Earnings

Investor sentiment improves as stock rises 15%

First quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.27 in 1Q 2022)

New major risk - Revenue and earnings growth

Waterdrop Inc. to Report Q3, 2023 Results on Dec 07, 2023

Waterdrop Announces to Expand Global Reach At Aquatech Amsterdam Exhibition with Showcasing A Variety of Renowned Star Products

Investor sentiment deteriorates as stock falls 18%

Waterdrop Inc. (NYSE:WDH) announces an Equity Buyback for $50 million worth of its shares.

Waterdrop Inc. to Report Q2, 2023 Results on Sep 07, 2023

New major risk - Revenue and earnings growth

Investor sentiment deteriorates as stock falls 18%

Waterdrop Inc. (NYSE:WDH) Not Lagging Industry On Growth Or Pricing

Waterdrop Inc. (NYSE:WDH) entered into definitive agreement to acquire Shenzhen Cunzhen Qiushi Technology Co., Ltd. for CNY 360 million.

First quarter 2023 earnings released: EPS: CN¥0.13 (vs CN¥0.27 in 1Q 2022)

Waterdrop Inc. to Report Q1, 2023 Results on Jun 05, 2023

Full year 2022 earnings: EPS and revenues miss analyst expectations

Waterdrop and Jemincare Collaborates on the "Digital Service Platform for CKD Patients"

Waterdrop: Turnaround Story Supported By An Outsized Net Cash Balance

Investor sentiment improved over the past week

Third quarter 2022 earnings released: CN¥1.21 loss per share (vs CN¥1.21 loss in 3Q 2021)

Waterdrop Inc. to Report Q3, 2022 Results on Dec 06, 2022

Less than half of directors are independent

Waterdrop Inc. Launches Waterdrop Family Insurance Needs Diagnosis System

Forecast breakeven date pushed back to 2023

Waterdrop Inc. (NYSE:WDH) announces an Equity Buyback for $80 million worth of its shares.

Second quarter 2022 earnings released

Waterdrop GAAP EPS of $0.01, revenue of $104.72M beats by $12.92M

Waterdrop Inc. Announces the Appointment of Wenjie Guan as A Director, Effective September 7, 2022

Waterdrop Inc. to Report Q2, 2022 Results on Sep 09, 2022

Waterdrop joins United Nations Global Compact

Nina Zhou to Step Down as Director of Waterdrop Inc., Effective August 19, 2022

Waterdrop Inc. Launches Industry's First Customized Critical Illness Insurance Product with Waiver on Health Declarations

Waterdrop Turns Profitability Corner But Needs To Reignite Revenue Growth

First quarter 2022 earnings released: EPS: CN¥0.27 (vs CN¥4.03 loss in 1Q 2021)

Waterdrop Inc. Provides Earnings Guidance for the Second Quarter of 2022

Waterdrop Inc. to Report Q1, 2022 Results on Jun 15, 2022

Waterdrop Inc. Announces the Appointment of Mr. Ning Zhuas A New Independent Director to Its Board of Directors and the Resignation of Mr. Peng Shenas A Member of the Audit Committee of the Board, Both Effective May 2, 2022

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

No longer forecast to breakeven

Less than half of directors are independent

Consensus forecasts updated

No longer forecast to breakeven

What You Need To Know About The Waterdrop Inc. (NYSE:WDH) Analyst Downgrade Today

Forecast to breakeven in 2024

Waterdrop Goes Back To The Well, Cutting Losses By Lowering Costs

Third quarter 2021 earnings: EPS in line with expectations, revenues disappoint

Consensus EPS estimates fall to -CN¥6.22

No longer forecast to breakeven

As Crackdown Looms, Chinese Insurtech Waterdrop Enters Next Growth Phase

Waterdrop Stock Splashes To New Depths In Summer Of Regulatory Cleanups

Waterdrop Inc. Provides Sales Guidance for the Third Quarter of 2021

First quarter 2021 earnings released: CN¥4.03 loss per share (vs CN¥1.88 loss in 1Q 2020)

Waterdrop Inc. Provides Waterdrop Insurance Marketplace Premium Guidance for the Second Quarter of 2021

Waterdrop reports Q1 results

Waterdrop, Zhihu and Onion Global sink as market cools on Chinese IPOs

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity

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