Vipshop Holdings Ltd - ADR

Vipshop Holdings Ltd - ADR

VIPS

Market Cap$36.32B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Vipshop Holdings Ltd - ADRVipshop Holdings Ltd - ADR33.43.48%19%0.30.1

Earnings Call Q1 2025

May 20, 2025 - AI Summary

Sales Performance and Revenue Outlook: Vipshop reported total net revenues of RMB 26.3 billion for Q1 2025, down from RMB 27.6 billion in the prior year, reflecting a year-over-year decline. The company forecasts revenues for Q2 2025 to be between RMB 25.5 billion and RMB 26.9 billion, indicating a year-over-year decrease of approximately 5% to 0%. The management maintains a hopeful outlook that growth will resume in the latter half of 2025.
SVIP Membership and Customer Engagement: The Super VIP membership (SVIP) program has demonstrated robust performance, with active SVIP customers increasing by 18% year-over-year, accounting for 51% of online spending. Management is focused on enhancing this program to further drive growth and engagement. They anticipate achieving double-digit SVIP growth throughout 2025, emphasizing plans to increase cross-category purchases and retention among existing members.
Margins and Profitability: Despite decreased sales, Vipshop managed to sustain solid profitability; however, gross margin fell slightly to 23.2% compared to 23.7% in Q1 2024. Operating income also declined to RMB 2.3 billion from RMB 2.8 billion year-over-year, with an operating margin of 8.7%. Management expects net margins to remain comparable to 2024 due to disciplined investments in customer and brand momentum.

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Current Fair Value

89.4% downside

Overvalued by 89.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$36.32 Billion
Enterprise Value$13.02 Billion
Dividend Yield$0.48 (3.48078317621465%)
Earnings per Share$2.92
Beta0.59
Outstanding Shares2,607,287,935

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio33.45
PEG-195.34
Price to Sales0.35
Price to Book Ratio0.95
Enterprise Value to Revenue0.12
Enterprise Value to EBIT1.42
Enterprise Value to Net Income1
Total Debt to Enterprise0.23
Debt to Equity0.08

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Vipshop Holdings Ltd

CEO: Eric Ya Shen