China Youzan Ltd (8083) fair value: what the stock is really worth
We calculate from audited financials what China Youzan Ltd is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.
Compare price with fair valuebelow fair value = cheap, above = expensive
Check the quality50 and up solid, 75 and up strong
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Technology · HK · Market cap HK$5.2B (≈ $667M) · ISIN BMG2164J1099
At a glance
CYChina Youzan Ltd8083 · HK
PriceHK$1.25
Fair ValueHK$0.1800
Upside−85.5%
Quality61/100
A solid business, but trading 592% above our fair value of HK$0.1800.
As of Aug 20, 2026, the fair value of China Youzan Ltd is HK$0.1800 per share against a price of HK$1.25, so the fair value sits 86% below the price. A model estimate from reported figures, not an analyst target.
!Weak Growth (revenue 5y −5.7 %/yr)
✓Solidly profitable · 11.0% net margin
✓Low debt · generates free cash flow
✓Ranks above peers (6/9)
!Narrow moat 42/100
!Evidence only low, so the estimate is less certain
!Weak on future: 12 out of 100
Evidence: LowRange HK$0.1300 to HK$0.2200
Fair value as of: Aug 20, 2026
From 24 valuation models · updated 20 days ago
Share price −9.8% over the past month.
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69 individual criteria per stock, every one traceable See the method →
What matters now
The price sits above even our optimistic bull case (HK$0.2200). The favourable scenario is already priced in.
The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.
How to read this chart
60‑month range HK$0.0530 – HK$2.76 · fair‑value band HK$0.1300 – HK$0.2200 · the HK$1.25 price screens above the HK$0.1800 fair value. Dashed = 300-day average. As of Aug 20, 2026.
China Youzan Ltd (8083) currently trades at HK$1.25, while our model-based Fair Value estimate is HK$0.1800, implying the stock looks roughly 591.6% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of HK$0.2600 per share, and 0 of the 24 models we run sit above the HK$1.25 price. Bear case: the Asset-Based group reads lowest at HK$0.0300, and 24 of the 24 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, China Youzan Ltd 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 Aug 20, 2026
Scenario range: HK$0.1300 (bear) to HK$0.2200 (bull), the price of HK$1.25 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target. For context, the median of 10 Technology peers we cover trades at −36% fair-value upside, at −86%, 8083 screens richer than that median.
Fair Value models
Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →
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.
ModelBear ⓘ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
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Key figures & financial health
P/E ratio16.2as of Jul 2, 2026
P/S ratio1.78P/E × margin
Net margin11.0%FY2025
Return on equity13.9%TTM
Return on assets (EBIT)−6.5%avg 5y
Operating margin8.3%TTM
More key figures
Growth
Revenue (TTM)HK$1.5BTTM
Revenue growth (YoY)+2.3%3y avg −1.6%
Balance sheet & cash flow
Free cash flowHK$269MFY2025
Net cashHK$3.9BFY2025
Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Overall quality61/100
Of which business quality 60
· Market factors (momentum, volatility) 76
Profitability34
Margins and returns on capital today
Quality Growth58
Are margins and returns improving?
Cashflow76
Earnings quality: real cash, not paper profit
Fin. Strength56
Balance sheet, leverage, solvency risk
Investment100
Disciplined investing over empire-building
Low Volatility19
Calm price path (market factor)
Momentum100
Price trend over the last 3–12 months (market factor)
52W Momentum100
Distance to the 52-week high (market factor)
Net Issuance50
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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
China Youzan Ltd reported revenue of 1.6B CNY in FY2025 versus 1.9B CNY in FY2021, a compound −4.3%/yr. Reported net income was 177M CNY 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. revenue 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. revenue 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. revenue 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%
EBIT margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−32.0% (2020) → 7.7% (2025)
Value creation/yr ⓘWe only publish this rate when it is defensible. Reason: rate outside our plausibility band
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.
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.
Valuation
Quality Score61 · Above median
Fair Value upside−85% · Bottom 25%
Profitability
Return on equity (TTM)14% · Above median
Return on assets1% · Above median
Net margin (TTM)11% · Above median
Operating margin (TTM)8% · Above median
Growth and dividend
Revenue growth2% · Below median
Balance sheet
Debt / equity0.25× · Above median
Valuation Multiples vs Software - Application median · lower = cheaper
P/E (TTM)16.2× · Cheaper than median
P/B0.47× · Cheapest 25%
P/S (TTM)0.45× · Cheapest 25%
P/FCF2.5× · Cheaper than median
What the price implies (reverse DCF)
The inverse question: what free-cash-flow growth must China Youzan Ltd deliver for ten years so that today's price is fair in our DCF model? Same formula, same discount rate as the fair value.
Implied FCF growth, 10 years+40.7 % per year
Achieved revenue growth, 5 years-5.7 % p.a.
Sector median revenue growth+8.2 %
FCF yield on price0.70 %
Discount rate (WACC) in the models12.7 %
The price demands an acceleration versus past growth: a high bar the company still has to clear. Ranking of the largest stocks →
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.
This stockSector peers
VALUE0· sector 0
FUTURE12· sector 37
PAST56· sector 13
HEALTH88· sector 98
DIVIDEND0· sector 29
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
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).
Is China Youzan Ltd (8083) overvalued or undervalued?
As of Aug 20, 2026, our model estimates a fair value of HK$0.1800 versus a price of HK$1.25, about −86% upside (overvalued).
What is the fair value of 8083?
Our model-based fair value for China Youzan Ltd is HK$0.1800 (as of Aug 20, 2026), built from audited fundamentals. The current price: HK$1.25.
What is the quality score of 8083?
China Youzan Ltd 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 price target for China Youzan Ltd (8083)?
Our model-based price target is the fair value of HK$0.1800 (as of Aug 20, 2026) from 24 valuation models. Cautious scenario HK$0.1300, optimistic scenario HK$0.2200. It is a calculation from audited fundamentals, not an analyst target.
What is the China Youzan Ltd stock forecast for 2026?
Our models put fair value at HK$0.1800, about −86% upside versus a price of HK$1.25 (overvalued). Cautious scenario HK$0.1300, optimistic scenario HK$0.2200. The calculation is refreshed regularly with new filings.
What is the revenue of China Youzan Ltd (8083)?
China Youzan Ltd reported trailing-twelve-month revenue of about HK$1.5B (latest available figure, as of Aug 20, 2026).
What is the net profit margin of 8083?
The net profit margin of China Youzan Ltd is about 11.0%, meaning it keeps roughly 11.0% of revenue as net income. Based on the latest reported figures.
What growth is priced into China Youzan Ltd (8083)?
For today's price to be fair in a discounted-cash-flow model, China Youzan Ltd would have to grow free cash flow by +40.7 % per year for ten years (discount rate 12.7 %, then 2 % perpetual growth). Over the last 5 years revenue grew -5.7 % per year. As of Aug 20, 2026.
What discount rate (WACC) does the fair value of 8083 use?
Our models discount China Youzan Ltd at 12.7 %: a base by market capitalisation (small), damped by beta 1.32, country premium for Hong Kong. The same rate applies in all 26 models.
What is the intrinsic value of China Youzan Ltd (8083)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For China Youzan Ltd it is HK$0.1800 per share (as of Aug 20, 2026), against a price of HK$1.25. It is the blended result of 24 valuation models (cash flow, earnings, asset, dividend).
Is China Youzan Ltd stock overvalued or undervalued in 2026?
As of Aug 20, 2026, 8083 trades above its calculated fair value: price HK$1.25, fair value HK$0.1800, a gap of about −86% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 8083?
No. The price is what the market pays today (HK$1.25); the fair value is what the company's own numbers justify (HK$0.1800). For China Youzan Ltd the two are HK$1.07 per share apart. That gap is exactly why we show both numbers side by side.
How much is China Youzan Ltd worth?
The market values China Youzan Ltd at about HK$5.2B (market capitalisation, as of Aug 20, 2026). Per share that is HK$1.25; our models calculate a fair value of HK$0.1800 per share.
What do the bullish and bearish scenarios say about 8083?
Our models span a range for China Youzan Ltd: cautious scenario HK$0.1300, base HK$0.1800, optimistic HK$0.2200 per share (as of Aug 20, 2026, price HK$1.25). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of 8083?
China Youzan Ltd trades at a price-to-earnings ratio of 16.2 (as of Aug 20, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of HK$0.1800 is built from several models across several years. Other multiples: P/B 0.5, P/S 0.4.
How solid is the balance sheet of China Youzan Ltd (8083)?
Balance-sheet figures for China Youzan Ltd (as of Aug 20, 2026): return on equity 13.9%, debt of 0.25 per unit of equity. They feed the Quality Score of 61/100, which measures business quality independently of the share price.
Which stocks are comparable to China Youzan Ltd?
From the same area (Technology) we also value SAP SE, Shopify Inc, Uber Technologies, Inc, Salesforce, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is China Youzan Ltd stock attractive at the current price?
The data as of Aug 20, 2026: price HK$1.25, calculated fair value HK$0.1800 (−86%), Quality Score 61/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 8083 calculated?
We run China Youzan Ltd through 24 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of HK$0.1800, with the spread shown as a cautious and an optimistic scenario.
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