Yunji Inc. (YJ) AI Stock Analysis
YJ AI stock analysis summary
AI ResearchYunji Inc. (YJ) is a China-based social e-commerce platform with a market cap of $7.3M. In FY2025, revenue fell 24.1% to $317.0M while the company reported a net loss of -$133.3M. Despite holding $173.4M in cash and short-term investments as of June 30, 2026, free cash flow remained negative at -$126.6M in FY2025.
- Market cap
- $7.3M
- Revenue (TTM)
- $255.0M
- P/E
- 0.9x fwd 61.3x
- 1Y return
- -27.3% S&P 500 16.8%
- Avg. target
- $3.29 120.8% vs last close
Bull case
- The mean analyst price target of $3.29 implies 120.8% upside relative to the last closing price of $1.49.
- The balance sheet carries net cash of $49.3M with total cash and short-term investments of $173.4M as of June 30, 2026.
- Yunji trades at an enterprise value of $1.5M and an EV/EBITDA multiple of 0.6x, below the peer median of 11.1x.
Bear case
- Revenue contracted at a 5-year CAGR of -43.5% from FY2020 to FY2025, falling to $317.0M.
- Free cash flow has remained negative in each of the last five years, reaching -$126.6M in FY2025.
- The share count expanded 819.6% over five years, reflecting significant historical shareholder dilution.
What Yunji does
Yunji Inc. operates a social e-commerce platform headquartered in Hangzhou, China. Founded in 2015, the company offers a broad selection of products for individuals and households across categories such as beauty and personal care, household essentials, clothing, fresh food produce, electronics, apparel, bags, baby and maternity products, and home appliances. Its business model integrates social networking features with online shopping, allowing users to interact, share recommendations, and participate in community-driven commerce.
Growth and profitability
Yunji has experienced a prolonged contraction, with its revenue shrinking at a 5-year CAGR of -43.5% between FY2020 and FY2025. Annual revenue decreased from $2.16B in FY2021 to $317.0M in FY2025, which was down 24.1% year-over-year. Operating margin dropped from -0.1% in FY2021 to -45.2% in FY2025, resulting in net income of -$133.3M. In the trailing twelve months ended March 31, 2025, revenue was $255.0M with an operating margin of -52.2% and a profit margin of -41.2%. For the latest quarter ended March 31, 2025, quarterly revenue declined 39.2% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, Yunji held $173.4M in cash and short-term investments alongside total debt of $124.2M, leaving net cash of $49.3M. Total assets stood at $1.22B and shareholders' equity was $851.5M, supporting a debt-to-equity ratio of 0.15 and a current ratio of 1.07. In FY2025, operating cash flow was -$57.8M, capital expenditures were $68.8M, and free cash flow was -$126.6M. Over the past five years, the company's share count increased 819.6%.
Valuation and performance
Yunji has an enterprise value of $1.5M and a market cap of $7.3M. Its trailing P/E of 0.9x is well below the 18.0x median of its US-listed Consumer Cyclical peers, while its forward P/E of 61.3x sits above the peer median of 14.1x. The company trades at a price-to-sales of 0.0x and an EV/EBITDA of 0.6x, compared to peer medians of 0.7x and 11.1x, respectively. Over the past year, the stock returned -27.3% versus 16.8% for SPY, and its 5-year return of -94.9% trailed SPY's 83.0% return.
What analysts expect
Analysts have established a mean price target of $3.29, representing 120.8% potential upside from the last closing price of $1.49 on October 16, 2026. The stock was trading 12.3% below its 200-day average. Over the trailing four quarters, Yunji beat earnings per share estimates in 2 quarters.
Key risks and what to watch
- Quarterly revenue fell 39.2% year-over-year in the quarter ended March 31, 2025.
- Operating margins remained deeply negative at -45.2% in FY2025 and -52.2% over the trailing twelve months.
- Negative operating cash flow of -$57.8M in FY2025 continues to draw down liquidity.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this YJ AI stock analysis
This page is an AI-written research summary of Yunji Inc. (YJ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: YJ income statement, YJ balance sheet, YJ key metrics, YJ chart. See the YJ stock overview for the latest quote and news.
YJ AI stock analysis FAQ
What was Yunji's revenue in FY2025?
Yunji generated $317.0M in revenue in FY2025, which fell 24.1% compared to $417.7M in FY2024.
What is Yunji's cash and debt position?
As of June 30, 2026, Yunji had $173.4M in cash and short-term investments against $124.2M in total debt, resulting in net cash of $49.3M.
What is the consensus analyst price target for YJ stock?
The mean analyst price target is $3.29, which stands 120.8% above its last close of $1.49 on October 16, 2026.
Does Yunji pay a dividend?
Yunji does not pay a dividend, and no dividend yield is reported.