Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2420.HK
Strong BuyFull HouseREMOVEZibuyu Group Limited · Consumer Cyclical · China · $264M · Avg Vol: $97K/d
Consumer-facing retail model in a region currently facing significant economic headwinds. Fails the burden of proof for a durable, asset-light moat.
COMPANY DESCRIPTION
Zibuyu Group Limited is a leading cross-border e-commerce company in China, focusing on selling apparel and footwear to global consumers through third-party platforms. The company leverages a fast-fashion supply chain and data-driven design processes to rapidly launch new products. Its competitive edge is sustained by its proprietary design database, agile manufacturing network, and strong brand presence on global marketplaces.
FINANCIAL SUMMARY (HKD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 3.6B | 3.5B | 3.9B | 5.5B | 15.0% | 6.5B | 7.1B | 9.1B | 29.1% |
| EPS (HKD) | 0.47 | 0.28 | -0.62 | 0.36 | 0.63 | 7.6% | 0.71 | 0.82 | 1.04 | 28.2% |
| Shares | — | 500.0M | 500.0M | 500.0M | 500.0M | 0.0% | 500.0M | — | — | — |
| Debt | — | 280.5M | 226.4M | 180.3M | 251.7M | -3.5% | 260.3M | — | — | — |
| Equity | — | 921.6M | 566.2M | 702.6M | 960.3M | 1.4% | — | — | — | — |
| Op CF | — | 107.8M | 89.8M | 306.5M | 172.6M | 17.0% | 172.7M | — | — | — |
| Inv CF | — | -14.7M | -11.8M | -4.3M | -24.2M | — | — | — | — | — |
| Fin CF | — | 152.0M | -102.2M | -108.3M | -28.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 2420.HK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2420.HK | Zibuyu Group Limited(you) | $264M | 100 | Strong Buy |
| 9991.HK | Baozun Inc. | $172M | 73 | Buy |
| 2101.HK | Fulu Holdings Limited | $52M | 95 | Strong Buy |
| 2685.HK | Quantgroup Holding Limited | $251M | 56 | Hold |
| 301381.SZ | Sailvan Times Co., Ltd. | $1.4B | 83 | Strong Buy |
| RERE | ATRenew Inc. | $895M | 46 | Hold |
| 300740.SZ | SYoung Group Co., Ltd. | $1.4B | 45 | Hold |
| ZKH | ZKH Group Limited | $461M | 21 | Sell |
| 301558.SZ | SFC Holdings Co., Ltd. | $763M | 24 | Sell |
| VIPS | Vipshop Holdings Limited | $6.4B | 64 | Hold |
Peer medians: ROE 6.6% · P/E 24.5x · Gross margin 21.3%