EN DE

Youzan Technology Limited (8083) Fair Value & Analysis

Technology · HK · Market cap HK$5.2B

YT Youzan Technology Limited 8083 · HK
PriceHK$1.39
Fair ValueHK$0.1800
Upside-87.1%
Quality61/100
Watch Youzan Technology Limited for free, get notified when fair value or trend changes. Watch for free
Weak Growth
Solidly profitable · 11.0% net margin
Low debt · generates free cash flow
Ranks above peers (9/12)
Narrow moat 42/100
Evidence: High Range HK$0.1000 – HK$0.1800 Share as image

Fair value as of: Jul 31, 2026

From 24 valuation models · updated 10 days ago

Fair value updated Jul 31, 2026, revised from HK$0.1576 to HK$0.1800 (+14.2%) since Jul 2, 2026. Share price +1,682.1% over the past month.

A solid business, but screening 87% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (HK$0.1800). The favourable scenario is already priced in.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

HK$3.04 HK$0.0530 Fair Value HK$0.1800 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.

How to read this chart

60‑month range HK$0.0530 – HK$3.04 · fair‑value band HK$0.1000 – HK$0.1800 · the HK$1.39 price screens above the HK$0.1800 fair value. Dashed = 300-day average. As of Jul 31, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Youzan Technology Limited (8083) currently trades at HK$1.39, while our model-based Fair Value estimate is HK$0.1800, implying the stock looks roughly 87.1% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Youzan Technology Limited generated revenue of HK$1.5B at a net margin of 11.0%. Revenue grew 2.3% year over year. It earns a return on equity of 13.9%. The balance sheet holds a net cash position of HK$3.9B. Fundamentals as of Jul 31, 2026

Our scenario range runs from HK$0.1000 (bear case) to HK$0.1800 (bull case); at HK$1.39, the current price sits above 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. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -87%, 8083 screens richer 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (HK$0.0300 to HK$0.3400). Read the values as a conservative anchor, not as a price target.
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
Growth DCF HK$0.2300 HK$0.3400 HK$0.5000 80
Rev-Margin DCF HK$0.1800 HK$0.2200 HK$0.2800 74
ROIC Compounder HK$0.1500 HK$0.1600 HK$0.1600 72
All 24 models by family
DCF Models
FCF DCF HK$0.2400 HK$0.3300 HK$0.5500 38
Owner Earnings HK$0.2000 HK$0.2800 HK$0.4200 31
5Y Revenue Exit HK$0.1800 HK$0.2200 HK$0.2700 39
5Y EBITDA Exit HK$0.1900 HK$0.2300 HK$0.2800 41
5Y P/E Exit HK$0.2100 HK$0.2900 HK$0.3800 38
10Y Revenue Exit HK$0.2000 HK$0.2400 HK$0.3100 36
10Y EBITDA Exit HK$0.2000 HK$0.2500 HK$0.3200 37
10Y P/E Exit HK$0.2200 HK$0.2900 HK$0.4000 35
Earnings-Based
Graham-Dodd HK$0.0400 HK$0.2200 HK$0.3100 54
Lynch FV HK$0.0600 HK$0.0900 HK$0.1200 50
PEG = 1.0 HK$0.0600 HK$0.0900 HK$0.1200 46
EPV HK$0.1500 HK$0.1600 HK$0.1600 59
Multiples
P/E Multiple HK$0.0800 HK$0.1100 HK$0.1400 63
P/S Multiple HK$0.0700 HK$0.0900 HK$0.1200 58
P/B Multiple HK$0.0700 HK$0.0900 HK$0.1200 55
EV/EBIT HK$0.1800 HK$0.1900 HK$0.2100 53
EV/EBITDA HK$0.1600 HK$0.1800 HK$0.1900 54
EV/Revenue HK$0.1600 HK$0.1700 HK$0.1900 43
Asset-Based
NCAV (Graham) HK$0.0200 HK$0.0300 HK$0.0400 50
Growth DCF
Growth DCF HK$0.2300 HK$0.3400 HK$0.5000 80
Rev-Margin DCF HK$0.1800 HK$0.2200 HK$0.2800 74
Economic Profit
Residual Income HK$0.0400 HK$0.0500 HK$0.1000 61
ROIC Compounder HK$0.1500 HK$0.1600 HK$0.1600 72
Growth Earnings
Growth-Adj P/E HK$0.0900 HK$0.1300 HK$0.1700 68

Widest divergence: DCF Models (HK$0.2500) versus Asset-Based (HK$0.0300). Highest evidence: Growth DCF (80).

Notify me when 8083 reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) HK$1.5B
Revenue growth (YoY) +2.3%
Net margin 11.0%
Return on equity 13.9%
Free cash flow HK$269M FY2025
P/E ratio 16.2
More key figures
Operating margin 8.3%
Net cash HK$3.9B FY2025

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 60 · Market factors (momentum, volatility) 61

Profitability 34
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 76
Earnings quality: real cash, not paper profit
Fin. Strength 56
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 19
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 50
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

Youzan Technology Limited, an investment holding company, provides online and offline e-commerce solutions in the People's Republic of China, Japan, and Canada. It operates through three segments: Third Party Payment Services, Merchant Services, and Others.

Full company description

Youzan Technology Limited, an investment holding company, provides online and offline e-commerce solutions in the People's Republic of China, Japan, and Canada. It operates through three segments: Third Party Payment Services, Merchant Services, and Others. The company offers third party payment and related consultancy services; and an e-commerce platform with various Software as a Service (Saas) products and services. In addition, it provides a suite of SaaS products, such as Youzan WeiMall, Youzan Store, Youzan Chain, Youzan Beauty, and other SaaS products; wholesale and retail internet information services; and factoring and guarantee services. Further, the company provides customized services for merchants and offers applications by third-party developers on Youzan App; and value-added services, including payment services, merchandise sourcing and distribution, consumer protection, and online traffic monetisation. The company was formerly known as China Youzan Limited and changed its name to Youzan Technology Limited in August 2024. Youzan Technology Limited was founded in 1995 and is headquartered in Wan Chai, Hong Kong.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Youzan Technology Limited reported revenue of HK$1.6B in FY2025 versus HK$1.9B in FY2021, a compound −4.3%/yr. Reported net income was HK$177M in FY2025.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
HK$1.6B
Latest YoY
+5.1%
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.
−1.6%
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.
−5.7%
Avg. growth/yr (24Y) ⓘ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.
+17.1%
Revenue −4.3%/yr
FY21 HK$1.9B
FY22 HK$1.7B
FY23 HK$1.6B
FY24 HK$1.5B
FY25 HK$1.6B
Net income
FY21 −HK$3.0B
FY22 −HK$352M
FY23 HK$7.4M
FY24 −HK$188M
FY25 HK$177M

8083 screens 87% overvalued. Compare with SAP SE →

Run the numbers yourself: free valuation calculators
DCF CalculatorGraham NumberPeter Lynch FormulaDDM CalculatorFama-French ModelIntrinsic Value
Share or link this analysis
𝕏 Post WhatsApp LinkedIn Reddit
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Youzan Technology Limited · Fair Value
HK$0.1800 −87%Fair Value
Calculator →

Cite: Fair Value Calculator (2026). "Youzan Technology Limited Fair Value". https://www.fairvalue-calculator.com/stock/8083

Peer Group

Software - Application · 709 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 61 · Above median
Fair Value upside −87% · Bottom 25%
Return on equity (TTM) 14% · Above median
Return on assets 1% · Above median
Net margin (TTM) 11% · Above median
Operating margin (TTM) 8% · Above median
Revenue growth 2% · Below median
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Software - Application median · lower = cheaper

P/E (TTM) 16.2× · Cheaper than median
P/B 0.47× · Cheaper than 75% of peers
P/S (TTM) 0.45× · Cheaper than 75% of peers
P/FCF 2.5× · Cheaper 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 0 · sector 0
FUTURE 12 · sector 38
PAST 56 · sector 13
HEALTH 88 · sector 98
DIVIDEND 0 · sector 28

VALUE 0: the price sits above our fair-value range.

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 Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
SAP SE SAPS C$12.69 C$16.26 +28%
Shopify Inc SHOP C$173.23 C$20.54 -88%
Uber Technologies, Inc UBER $72.67 $51.11 -30%
Salesforce, Inc CRM $170.77 $182.10 +7%
ServiceNow, Inc NOW $107.71 $33.12 -69%
Cadence Design Systems, Inc CDNS $384.17 $80.41 -79%
Snowflake Inc SNOW $271.87 $34.04 -87%
Adobe Inc ADBE $230.61 $379.48 +65%
Automatic Data Processing, Inc ADP $241.92 $177.51 -27%
Intuit Inc INTU $291.09 $258.69 -11%

Compare Youzan Technology Limited with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Technology stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Youzan Technology Limited (8083) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of HK$0.1800 versus a price of HK$1.39, about −87% (overvalued).
What is the fair value of 8083?
Our model-based fair value for Youzan Technology Limited is HK$0.1800 (as of Jul 31, 2026), built from audited fundamentals. The current price is HK$1.39.
What is the quality score of 8083?
Youzan Technology Limited has a Quality Score of 61/100. 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 Youzan Technology Limited (8083)?
Youzan Technology Limited reported trailing-twelve-month revenue of about HK$1.5B (latest available figure, as of Jul 31, 2026).
What is the net profit margin of 8083?
The net profit margin of Youzan Technology Limited is about 11.0%, meaning it keeps roughly 11.0% of revenue as net income. Based on the latest reported figures.

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.

14 days Pro free · no card

Track Youzan Technology Limited and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.