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Yixin Group Ltd (2858) Fair Value & Analysis

Financial Services · HK · Market cap HK$8.6B

YG Yixin Group Ltd 2858 · HK
PriceHK$1.27
Fair ValueHK$2.51
Upside+98.4%
Quality40/100
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Expensive Growth
Solidly profitable · 13.2% net margin
Moderate debt · negative free cash flow
7.20% dividend yield
Trails peers (5/13)
Narrow moat 37/100
Evidence: High Range HK$2.00 – HK$3.33 Share as image

Fair value as of: Aug 13, 2026

From 9 valuation models · updated 3 days ago

Fair value updated Aug 13, 2026, revised from HK$2.50 to HK$2.51 (+0.4%) since Aug 5, 2026. Share price −11.5% over the past month.

Below-average quality, screening 98% undervalued on our models.

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What matters now

  • The large discount to fair value meets weak quality (40/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (HK$2.00). The market is more pessimistic than our downside scenario.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

HK$3.02 HK$0.4179 Fair Value HK$2.51 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range HK$0.4179 – HK$3.02 · fair‑value band HK$2.00 – HK$3.33 · the HK$1.27 price screens below the HK$2.51 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Yixin Group Ltd (2858) currently trades at HK$1.27, while our model-based Fair Value estimate is HK$2.51, implying the stock looks roughly 98.4% undervalued today. The Quality Score stands at 40/100 (below-average quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Yixin Group Ltd generated revenue of HK$9.1B at a net margin of 13.2%. Revenue declined 0.2% year over year. It earns a return on equity of 7.2%. Net debt stands at HK$23.5B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$2.00 (bear case) to HK$3.33 (bull case); at HK$1.27, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 59% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -45% fair-value upside, at 98%, 2858 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income HK$2.01 HK$2.12 HK$2.24 76
Gordon GGM HK$1.05 HK$2.09 HK$3.17 70
P/E Multiple HK$1.72 HK$2.29 HK$2.86 63
All 9 models by family
DCF Models
Owner Earnings HK$1.30 HK$4.05 HK$9.61 31
Earnings-Based
Graham-Dodd HK$1.20 HK$8.36 HK$11.73 54
Lynch FV HK$4.32 HK$6.17 HK$8.02 50
Dividend Discount
Gordon GGM HK$1.05 HK$2.09 HK$3.17 70
DDM Multi-Stage HK$1.05 HK$1.81 HK$2.21 61
Multiples
P/E Multiple HK$1.72 HK$2.29 HK$2.86 63
P/B Multiple HK$2.25 HK$3.00 HK$3.75 55
Asset-Based
NCAV (Graham) HK$1.25 HK$1.67 HK$2.49 50
Economic Profit
Residual Income HK$2.01 HK$2.12 HK$2.24 76

Widest divergence: Earnings-Based (HK$6.17) versus Asset-Based (HK$1.67). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) HK$9.1B
Revenue growth (YoY) -0.2%
Net margin 13.2%
Return on equity 7.2%
Free cash flow −HK$1.8B FY2025
P/E ratio 6.3 as of Jul 2, 2026
More key figures
Operating margin 5.5%
EPS (TTM) HK$0.0800
Dividend yield 7.2%
EPS growth (YoY) +59.2%
Net debt HK$23.5B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 39 · Market factors (momentum, volatility) 18

Profitability 31
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 49
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 49
Calm price path (market factor)
Momentum 5
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 60
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Yixin Group Limited, together with its subsidiaries, operates as an online automobile finance transaction platform in China. The company operates in two segments, Transaction Platform Business and Self-Operated Financing Business.

Full company description

Yixin Group Limited, together with its subsidiaries, operates as an online automobile finance transaction platform in China. The company operates in two segments, Transaction Platform Business and Self-Operated Financing Business. The Transaction Platform Business segment offers loan facilitation services, fintech/SaaS services, and other platform services, including guarantee services and value-added services. This segment also facilitates auto loans to consumers offered by its auto finance partners. The Self-Operated Financing Business provides consumers with auto finance solutions through financing leases. In addition, it is involved in technology development; information technology activities; commercial factoring; recycling and utilization of renewable resource; insurance activities; real estate property lease; vehicle retail; vehicle service; and advertising and subscription services. The company was formerly known as Yixin Capital Limited. Yixin Group Limited was founded in 2013 and is headquartered in Shanghai, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Yixin Group Ltd reported revenue of HK$9.1B in FY2025 versus HK$3.2B in FY2021, a compound +30.4%/yr. Reported net income was HK$1.2B in FY2025, compounding +153.7%/yr from FY2021.

Growth Quality 57/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
HK$9.1B
Latest YoY
−8.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+28.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+43.6%
Avg. growth/yr (11Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+61.1%
Revenue +30.4%/yr
FY21 HK$3.2B
FY22 HK$4.3B
FY23 HK$5.9B
FY24 HK$9.9B
FY25 HK$9.1B
Net income +153.7%/yr
FY21 HK$29.0M
FY22 HK$371M
FY23 HK$555M
FY24 HK$810M
FY25 HK$1.2B

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Cite: Fair Value Calculator (2026). "Yixin Group Ltd Fair Value". https://www.fairvalue-calculator.com/stock/2858

Peer Group

Credit Services · 333 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Bottom 25%
Fair Value upside +98% · Top 25%
Return on equity (TTM) 7% · Below median
Return on assets 2% · Below median
Net margin (TTM) 13% · Below median
Operating margin (TTM) 5% · Bottom 25%
Revenue growth -0% · Below median
Dividend yield (TTM) 7.2% · Top 25%
Debt / equity 0.85× · Higher than median

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 6.3× · Cheaper than 75% of peers
P/B 0.51× · Cheaper than 75% of peers
P/S (TTM) 0.94× · Cheaper than 75% of peers
EV/EBITDA 17.2× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 33
FUTURE 0 · sector 39
PAST 29 · sector 31
HEALTH 57 · sector 59
DIVIDEND 100 · sector 58

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Credit Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $359.42 $198.27 -45%
Mastercard Incorporated MA $561.44 $221.87 -60%
Bajaj Finance Limited BAJFINANCE ₹1,094 ₹397.61 -64%
Shriram Finance Limited SHRIRAMFIN ₹1,117 ₹553.83 -50%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,918 ₹796.52 -58%
Tata Capital Limited TATACAP ₹367.05 ₹149.40 -59%
Power Finance Corporation PFC ₹376.50 ₹615.85 +64%
Muthoot Finance Limited MUTHOOTFIN ₹2,876 ₹3,429 +19%
Indian Railway Finance Corporation IRFC ₹88.35 ₹69.72 -21%
REC Limited RECLTD ₹346.00 ₹692.00 +100%

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Frequently asked questions

Is Yixin Group Ltd (2858) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$2.51 versus a price of HK$1.27, about +98% (undervalued).
What is the fair value of 2858?
Our model-based fair value for Yixin Group Ltd is HK$2.51 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$1.27.
What is the quality score of 2858?
Yixin Group Ltd has a Quality Score of 40/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Yixin Group Ltd (2858)?
Yixin Group Ltd reported trailing-twelve-month revenue of about HK$9.1B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 2858?
The net profit margin of Yixin Group Ltd is about 13.2%, meaning it keeps roughly 13.2% of revenue as net income. Based on the latest reported figures.
Does Yixin Group Ltd pay a dividend?
Yixin Group Ltd currently shows a dividend yield of about 7.20% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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