Yuanbao Inc. sells application software in a 95.5% gross margin model, the kind of unit economics that usually comes with a product that is sticky once installed. Revenue is growing 30.1% and the operating margin is 32.4%, so growth is not being bought with losses. The P/E of 2.5 is unusually low for a company compounding at this pace, and a fwd P/E of 0.0 means the data does not give a usable forward earnings estimate, which is itself a reason to read the filings before anything else. With a market cap near $511M and no index membership, coverage is thin and the price may not reflect the cash generation on the page, but the gap between the headline multiple and the profitability is the reason this merits a deeper look at the customer base, the durability of the 47.2% ROE, and why the multiple is this low.
Plain-English pros, cons, and what to watch. Pro feature.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 15 Oct 2026, 00:00 CEST | ACCE price target | $15.40 | first publication | $11.41 |
Answered from Yuanbao Inc. American Depositary Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| YB Yuanbao Inc. American Depositary Shares | $11.46 | - | - | 2.6x | 47.2% | 100 | 73 |
| 3697.T SHIFT Inc. | ¥1147.00 | - | - | 40.0x | 17.8% | 56 | 73 |
| WTC.AX WiseTech Global Limited | A$41.00 | - | - | 52.1x | 9.8% | 73 | 59 |
| FIG Figma Inc. Class A Common Stock | $24.10 | $22 | 9% above | - | -108.6% | 47 | 48 |
| HUBS HubSpot Inc. Common Stock | $267.19 | $207 | 29% above | 96.7x | 7.9% | 64 | 67 |
| MANH Manhattan Associates Inc. Common Stock | $242.17 | $100 | 142% above | 67.8x | 96.4% | 89 | 60 |
| GWRE Guidewire Software Inc. Common Stock | $189.64 | $82 | 132% above | 116.0x | 10.5% | 71 | 53 |
Where YB ranks against its sector peers on each metric.