Vipshop Holdings (VIPS) Hisse Özeti
Vipshop Holdings Limited, Çin Halk Cumhuriyeti'nde çevrimiçi platformlar işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 4/6 |
VIPS Community Fair Values
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Analyst Price Targets
Vipshop Holdings Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$14.30 |
| 52 Haftanın En Yüksek Seviyesi | US$21.08 |
| 52 Haftanın En Düşük Seviyesi | US$12.65 |
| Beta | 0.66 |
| 1 Aylık Değişim | -2.65% |
| 3 Aylık Değişim | -0.76% |
| 1 Yıllık Değişim | -15.68% |
| 3 Yıllık Değişim | -10.90% |
| 5 Yıllık Değişim | -3.25% |
| Halka arzdan bu yana değişim | 2,500.00% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 27
VIPS: Earnings Resilience And Buybacks Will Offset Competitive And Demand Pressures
Analysts have trimmed their fair value estimate for Vipshop Holdings from about $15.77 to roughly $13.00, reflecting updated assumptions for discount rate, revenue growth, profit margins, and future P/E. The revised estimate also highlights the stock's earnings resilience and shareholder returns in recent research.Seeking Alpha • Jul 22
Vipshop Q2 2026 Preview: Bottomed Valuation Offsets Growth Stagnation (Rating Upgrade)
Summary Vipshop upgraded to HOLD from SELL, driven by bottomed-out valuation and limited downside at 5.4x forward earnings, near a 10-year low. Revenue growth has stagnated, and overseas expansion remains unsuccessful, while domestic competition from BABA, JD, and PDD intensifies. Super VIP members, representing 12% of customers but 52% of GMV, are a near-term growth focus, though their stickiness is uncertain. Integration with WeChat AI Agent could offer an external growth catalyst, but fundamental reacceleration remains elusive; Alibaba is recommended as a superior alternative. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 13
VIPS: Earnings Resilience And Buybacks Will Drive Future Shareholder Returns
Analysts have trimmed the fair value estimate for Vipshop Holdings to about $18.26 from $18.99, aligning it with a revised Street price target of $18.50. They point to resilient earnings supported by strong margin control, contributions from Shanshan offline outlets, and potential capital return and asset monetization in the coming years.Anlatı Güncellemesi • Jun 29
VIPS: Earnings Resilience And Buybacks Will Support Future Upside
Vipshop Holdings' analyst price target has been adjusted slightly lower to $18.99 from $20.06, as analysts factor in a higher discount rate, more conservative revenue growth assumptions, and updated expectations for margins and future P/E, while still pointing to resilient earnings quality and ongoing shareholder returns. Analyst Commentary Recent research on Vipshop Holdings highlights a mix of optimism around earnings quality and shareholder returns, set against concern over softer consumer demand and tough e-commerce competition.Analiz Makalesi • Jun 19
Vipshop Holdings (VIPS) Stock Could Be 34% Below Fair Value After Recent Weakness
Vipshop Holdings (VIPS) has drawn fresh attention after recent trading showed the stock down 5% over the past month and 13% over the past 3 months, inviting closer inspection of its valuation and fundamentals. See our latest analysis for Vipshop Holdings. Zooming out, Vipshop Holdings has seen its share price weaken over multiple timeframes, with the 7 day share price return down 4.03%, the 30 day return down 5.53% and the year to date share price return down 24.73%, while the 1 year total...Recent updates
Anlatı Güncellemesi • Jul 27
VIPS: Earnings Resilience And Buybacks Will Offset Competitive And Demand Pressures
Analysts have trimmed their fair value estimate for Vipshop Holdings from about $15.77 to roughly $13.00, reflecting updated assumptions for discount rate, revenue growth, profit margins, and future P/E. The revised estimate also highlights the stock's earnings resilience and shareholder returns in recent research.Seeking Alpha • Jul 22
Vipshop Q2 2026 Preview: Bottomed Valuation Offsets Growth Stagnation (Rating Upgrade)
Summary Vipshop upgraded to HOLD from SELL, driven by bottomed-out valuation and limited downside at 5.4x forward earnings, near a 10-year low. Revenue growth has stagnated, and overseas expansion remains unsuccessful, while domestic competition from BABA, JD, and PDD intensifies. Super VIP members, representing 12% of customers but 52% of GMV, are a near-term growth focus, though their stickiness is uncertain. Integration with WeChat AI Agent could offer an external growth catalyst, but fundamental reacceleration remains elusive; Alibaba is recommended as a superior alternative. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 13
VIPS: Earnings Resilience And Buybacks Will Drive Future Shareholder Returns
Analysts have trimmed the fair value estimate for Vipshop Holdings to about $18.26 from $18.99, aligning it with a revised Street price target of $18.50. They point to resilient earnings supported by strong margin control, contributions from Shanshan offline outlets, and potential capital return and asset monetization in the coming years.Anlatı Güncellemesi • Jun 29
VIPS: Earnings Resilience And Buybacks Will Support Future Upside
Vipshop Holdings' analyst price target has been adjusted slightly lower to $18.99 from $20.06, as analysts factor in a higher discount rate, more conservative revenue growth assumptions, and updated expectations for margins and future P/E, while still pointing to resilient earnings quality and ongoing shareholder returns. Analyst Commentary Recent research on Vipshop Holdings highlights a mix of optimism around earnings quality and shareholder returns, set against concern over softer consumer demand and tough e-commerce competition.Analiz Makalesi • Jun 19
Vipshop Holdings (VIPS) Stock Could Be 34% Below Fair Value After Recent Weakness
Vipshop Holdings (VIPS) has drawn fresh attention after recent trading showed the stock down 5% over the past month and 13% over the past 3 months, inviting closer inspection of its valuation and fundamentals. See our latest analysis for Vipshop Holdings. Zooming out, Vipshop Holdings has seen its share price weaken over multiple timeframes, with the 7 day share price return down 4.03%, the 30 day return down 5.53% and the year to date share price return down 24.73%, while the 1 year total...
Anlatı Güncellemesi • Jun 15
VIPS: Margin Discipline And Buybacks Will Support Future Earnings Resilience
Analysts have lowered the Vipshop Holdings fair value estimate from $24.67 to $24.07, citing slightly reduced profit margin assumptions while still noting resilient earnings supported by margin control and contributions from Shanshan offline outlets. Analyst Commentary Recent research has highlighted that, even with a slightly lower fair value estimate, sentiment around Vipshop remains supported by its earnings profile and margin discipline, especially as Shanshan offline outlets contribute more on a margin-accretive basis.Anlatı Güncellemesi • Jun 01
VIPS: Earnings Resilience And Buybacks Will Support Income-Focused Upside
Analysts have nudged their price expectations for Vipshop lower, with the implied fair value estimate moving from $25.24 to $24.67. This reflects a balance between a slightly higher assumed discount rate and softer revenue growth assumptions on one hand, and views of resilient earnings quality, first party margin control, and contributions from Shanshan offline outlets on the other.Analiz Makalesi • May 24
Results: Vipshop Holdings Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a good week for Vipshop Holdings Limited ( NYSE:VIPS ) shareholders, because the company has just released...Anlatı Güncellemesi • May 01
VIPS: Stable Earnings And 10% Yield Will Support Future Upside
Analysts have trimmed their average price target for Vipshop by around $0.18 to approximately $20.06. The revision reflects updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent target changes from firms that cited stable earnings, cash flow and yield appeal alongside modest target reductions.Anlatı Güncellemesi • Apr 17
VIPS: Stable Earnings And 2026 Yield Will Support Income-Focused Upside
Vipshop's updated fair value estimate has moved to $25.24 from $24.28, reflecting analysts' mixed price target revisions around $20 to $22 that cite steady earnings, cash flow, and an appealing yield profile. Analyst Commentary Bullish analysts have leaned into Vipshop's income appeal and steadier execution, updating their work to reflect what they describe as more stable earnings, cash flow and a relatively high yield profile.Anlatı Güncellemesi • Apr 02
VIPS: Stable Earnings And 2026 Yield Will Support Future Upside
The updated analyst price target for Vipshop Holdings is now approximately $24.28, a slight change from about $24.26, as analysts balance recent target reductions at JPMorgan and Barclays with more supportive views on stable earnings, cash flow, and yield highlighted in the recent Nomura upgrade. Analyst Commentary Recent commentary around Vipshop centers on how resilient earnings, cash generation, and yield assumptions fit with the current share price, even as some large firms trim price targets at the margin.Anlatı Güncellemesi • Mar 19
VIPS: Stable Earnings And High 2026 Yield Will Support Future Upside
Analysts have modestly reduced their fair value estimate for Vipshop to $24.26 from $25.09, reflecting slightly lower revenue growth assumptions, higher profit margin expectations, and updated P/E targets informed by recent price target revisions from $18.50 to $20 and $22. Analyst Commentary Recent Street research around Vipshop highlights a cluster of constructive views, with bullish analysts pointing to income potential, earnings resilience, and updated price targets that remain above the latest fair value estimate.Anlatı Güncellemesi • Mar 05
VIPS: Stable Earnings And High Yield Will Support Future Upside Potential
Analysts have inched their average price target on Vipshop higher to about $20.24, helped by supportive views on stable earnings, cash flow and yield, even though individual targets range from $20 to $22. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as stable earnings and cash flow as key supports for the current valuation, arguing that this visibility helps justify price targets around US$20 to US$22.Anlatı Güncellemesi • Feb 19
VIPS: Future Execution And P/E Support Will Drive Fair Value Ahead
Analysts have lifted their price target on Vipshop Holdings to $22 from $21, reflecting adjustments to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$22 target as support for the view that current pricing still leaves room for upside if the company delivers on execution.Anlatı Güncellemesi • Feb 04
VIPS: Reorganization And Buybacks Will Support Higher Future Share Price
Analysts have nudged their fair value view on Vipshop higher, with recent price target increases to $21 and $22 supporting a modest uplift, driven by slightly adjusted discount rate, revenue growth, profit margin, and forward P/E assumptions. Analyst Commentary Recent Street research reflects a more constructive tone around Vipshop, with price targets nudged higher as analysts revisit their assumptions for revenue, margins, and forward P/E.Anlatı Güncellemesi • Jan 21
VIPS: Reorganization And Buybacks Will Support Higher Future Earnings Multiple
Narrative Update Analysts have lifted their consolidated price target for Vipshop to about US$25.09 from US$24.73, citing recent target increases from US$19 to US$21 and from US$21 to US$22, along with updated views on revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Vipshop have leaned constructive, with higher price targets and supportive commentary around the company’s execution and business reorganization.Anlatı Güncellemesi • Jan 07
VIPS: Rising Confidence In Reorganization Will Expose Execution Weaknesses
Narrative Update The analyst price target for Vipshop has moved higher, supported by recent Street research that lifted targets to US$21 and US$22. Analysts highlight improving efficiency from the company’s reorganization and expectations for steadier growth and profitability over time.Anlatı Güncellemesi • Dec 15
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.Anlatı Güncellemesi • Nov 30
VIPS: Recent Reorganization And Share Buybacks Will Drive Fair Value Ahead
The average analyst price target for Vipshop Holdings has been raised from $19.08 to $19.73, as analysts cite positive effects from the company's recent reorganization and a continued steady growth outlook. Analyst Commentary Recent updates reveal a mixed yet overall positive sentiment among analysts following Vipshop Holdings' latest results and corporate restructuring.Analiz Makalesi • Nov 23
Vipshop Holdings Limited Just Beat EPS By 18%: Here's What Analysts Think Will Happen Next
Vipshop Holdings Limited ( NYSE:VIPS ) shareholders are probably feeling a little disappointed, since its shares fell...Anlatı Güncellemesi • Nov 16
VIPS: Future Earnings Prospects And Discount Rate Will Shape Fair Value
Narrative Update on Vipshop Holdings Analysts have raised their fair value estimate for Vipshop Holdings slightly, increasing it from $19.03 to $19.08 per share. This reflects minor adjustments to discount rate assumptions and forward earnings projections.Anlatı Güncellemesi • Nov 01
VIPS: Share Buybacks And Steady Financials Will Support Recovery Prospects
Analysts have slightly increased their price target for Vipshop Holdings from $19.02 to $19.03, citing updated valuation metrics and recent modest improvements in key financial indicators. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upward revision in price targets, which signals increased confidence in the company’s ongoing execution and stability.Anlatı Güncellemesi • Oct 17
China Outlet Expansion And AI Investments Will Drive Success
Narrative Update on Vipshop Holdings Analysts have raised their price target for Vipshop Holdings by $1, reflecting revised fair value estimates and updated considerations of discount rates and valuation multiples. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, indicating increased confidence in the company’s valuation and earnings outlook.Anlatı Güncellemesi • Oct 03
China Outlet Expansion And AI Investments Will Drive Success
Analysts have increased their price target for Vipshop Holdings from $18.17 to $18.90. They cite modest improvements in revenue growth and profit margin forecasts as the reason for this adjustment.Anlatı Güncellemesi • Aug 16
Expanding 'Made For VIP' Line And AI Tech Will Elevate Customer Experiences
Vipshop Holdings’ analyst price target has been raised to $17.64, reflecting improved bullish sentiment on core business momentum and profitability relative to peers, despite modest downward revisions to near-term revenue and profit forecasts amid ongoing product-specific headwinds. Analyst Commentary Bullish analysts acknowledge continued mild improvement in GMV and revenue year-over-year, supporting share price upside at an attractive valuation.Seeking Alpha • Feb 24
Vipshop: Fundamental Challenges Remain
Summary Vipshop's 4Q24 revenue beat consensus, but underlying fundamentals remain weak, with flat GMV growth and declining active buyers and orders. Overreliance on Super VIP membership and the apparel segment poses risks, while non-apparel categories underperform despite government subsidies. Lack of global exposure limits growth potential compared to peers like PDD and Alibaba; better cash allocation towards overseas markets is recommended. VIPS' current valuation is compelling at less than 6x forward earnings, but caution is advised until stable GMV recovery is evident; prefer PDD and Meituan. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Vipshop: Stock Repurchase Program, Massive Headcount Growth, And Extremely Cheap
Summary Vipshop Holdings Limited shows strong FCF growth, benefits from China's stimulus, and has a significant stock repurchase program, making it a clear buy. Despite a challenging 2024, VIPS's agreements with well-known brands and substantial hiring indicate potential for future net income and FCF growth. Risks include related party transactions and incorporation in the Cayman Islands, but VIPS's valuation appears attractive compared to competitors. My valuation model suggests a fair price of $18 per share, with VIPS trading at a discount relative to peers. Read the full article on Seeking Alpha
Yeni Anlatı • Nov 20
SVIP Growth And AI Innovations Brighten Prospects But Revenue Decline And Competition Cast Shadows
Vipshop's growth in SVIP memberships and strategic initiatives to enhance customer engagement could boost revenue and customer loyalty.Seeking Alpha • Nov 20
Vipshop: A Paradox Of Attractive Valuations And Deteriorating Fundamentals
Summary Vipshop's Q3 2024 results were in line with consensus, but deteriorating fundamentals suggest further risks heading into 2025 amid a soft macro backdrop. Despite attractive valuation multiples, VIPS faces sustainability issues due to supply and demand side risks, and declining GMV and user metrics. VIPS's reliance on excess inventory from brands and competition from other channels like PDD and Tmall pose significant threats to its business model. Our DCF analysis implies VIPS is fairly valued with no upside, recommending investors seek higher growth opportunities in companies like PDD. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Vipshop: Large Data Sets, FCF Growth, And Undervalued
Summary Vipshop Holdings Limited is significantly undervalued, with a fair price estimate of $36 per share, driven by strong user growth and brand partnerships. The company's AI-powered searches, diverse product channels, and extensive logistics network are key catalysts for future net sales and free cash flow growth. VIPS' strategic promotions and robust inventory management system enhance its competitive edge, offering significant discounts and efficient operations. Potential risks include changes in data privacy regulations, economic conditions in China, and online regulatory challenges, which could impact future growth and profitability. Read the full article on Seeking AlphaSeeking Alpha • Aug 22
Vipshop: The Struggle Continues
Summary VIPS reported poor Q2 2024 results with revenue, active customers, and orders all down, leading to a weak Q3 guidance. Despite challenges, VIPS saw positive developments in increased gross margin and decreased operating expenses during the quarter. VIPS announced an upsized share repurchase program, demonstrating a commitment to shareholder-friendly capital allocation. Read the full article on Seeking AlphaSeeking Alpha • Jul 19
Vipshop: Cheap But A Tough Year Ahead
Summary VIPS stock down 18% since December 2023 due to short-term challenges and unexpected competition. Abnormal weather in China and intense price wars impacting VIPS' business fundamentals in 2024. SVIP members remain loyal, dividends and share buyback program support valuation, maintaining "buy" rating for VIPS. Read the full article on Seeking AlphaSeeking Alpha • May 21
Vipshop: Significantly Undervalued With A Unique Model
Summary Vipshop Holdings stock has outperformed the S&P 500 by 25% over the last 5 years, with a potential double-digit upside. VIPS is a prominent online discount retailer in China, known for its unique flash sale model and focus on branded products. The company has solid financial fundamentals, including strong revenue growth, profitability, and a strong balance sheet, making it an attractive investment opportunity. Read the full article on Seeking AlphaHissedar Getirileri
| VIPS | US Multiline Retail | US Pazar | |
|---|---|---|---|
| 7D | 1.0% | -0.8% | -2.1% |
| 1Y | -15.7% | 9.4% | 18.8% |
Getiri vs. Endüstri: VIPS geçen yıl % 10.9 oranında getiri sağlayan US Multiline Retail sektörünün gerisinde kaldı.
Getiri vs Piyasa: VIPS geçen yıl % 20.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| VIPS volatility | |
|---|---|
| VIPS Average Weekly Movement | 3.7% |
| Multiline Retail Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: VIPS son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: VIPS 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 15,145 | Eric Shen | www.vip.com |
Vipshop Holdings Limited, Çin Halk Cumhuriyeti'nde çevrimiçi platformlar işletmektedir. Şirket Vip.com, Shan Shan Outlets ve Diğer segmentleri aracılığıyla faaliyet göstermektedir. Kadın giyim, erkek giyim, spor giyim ve spor ürünleri, bebek ve çocuk ürünleri, ayakkabı ve çanta, cilt bakımı ve kozmetik, ev eşyaları ve diğer yaşam tarzı ürünleri ile süpermarket ve diğer ürünleri sunmaktadır.
Vipshop Holdings Limited Temel Bilgiler Özeti
| VIPS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$6.94b |
| Kazançlar(TTM) | US$1.12b |
| Gelir(TTM) | US$15.79b |
6.2x
F/K Oranı0.4x
P/S OranıVIPS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| VIPS gelir tablosu (TTM) | |
|---|---|
| Gelir | CN¥106.23b |
| Gelir Maliyeti | CN¥81.32b |
| Brüt Kâr | CN¥24.90b |
| Diğer Giderler | CN¥17.40b |
| Kazançlar | CN¥7.51b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 25, 2026
| Hisse başına kazanç (EPS) | 15.63 |
| Brüt Marj | 23.44% |
| Net Kâr Marjı | 7.07% |
| Borç/Özkaynak Oranı | 14.7% |
VIPS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
4.3%
Mevcut Temettü Verimi28%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/20 04:56 |
| Gün Sonu Hisse Fiyatı | 2026/08/20 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Vipshop Holdings Limited 49 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Alicia Yap | Barclays |
| Jiong Shao | Barclays |