2420.HK
Strong BuyFull HouseAI neutralZibuyu Group Limited · Consumer Cyclical · China · $340M
HKD 5.47 -7.0% · close 6 Oct · scored 7 Oct
Full House: Strong business, sensible price, market agrees. The rare full house.
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Zibuyu Group is a Chinese cross-border e-commerce company that designs and sells fast-fashion apparel primarily through global marketplaces such as Amazon. Although the business model is asset-light, it remains highly reliant on third-party marketplace infrastructure and faces acute exposure to soaring ocean and air freight rates caused by global logistics disruptions. Furthermore, heightened tariff scrutiny on cross-border direct parcel shipments undermines consumer price competitiveness.
ABOUT ZIBUYU GROUP LIMITED
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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 | 7.6B | 10.0B | 35.0% |
| EPS (HKD) | 0.47 | 0.28 | -0.62 | 0.36 | 0.63 | 7.6% | 0.71 | 0.82 | 1.09 | 31.2% |
| Shares | — | 500.0M | 500.0M | 500.0M | 500.0M | 0.0% | 500.0M | — | — | — |
| Debt | — | 281.0M | 226.8M | 180.6M | 252.1M | -3.5% | 260.3M | — | — | — |
| Equity | — | 923.3M | 567.3M | 704.0M | 962.1M | 1.4% | — | — | — | — |
| Op CF | — | 108.0M | 90.0M | 307.1M | 172.9M | 17.0% | 172.7M | — | — | — |
| Inv CF | — | -14.8M | -11.8M | -4.3M | -24.2M | — | — | — | — | — |
| Fin CF | — | 152.3M | -102.4M | -108.6M | -28.9M | — | — | — | — | — |
Swung more than 70% of stocks we rank over the past year (55% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
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) | $340M | 100 | Strong Buy |
| 9991.HK | Baozun Inc. | $171M | 83 | Strong Buy |
| 2101.HK | Fulu Holdings Limited | $52M | 96 | Strong Buy |
| 301381.SZ | Sailvan Times Co., Ltd. | $1.5B | 79 | Buy |
| RERE | ATRenew Inc. | $882M | 58 | Hold |
| 2685.HK | Quantgroup Holding Limited | $251M | 38 | Hold |
| 7618.HK | JINGDONG Industrials, Inc. | $4.5B | 81 | Strong Buy |
| VIPS | Vipshop Holdings Limited | $5.9B | 78 | Buy |
| ZKH | ZKH Group Limited | $443M | 17 | Strong Sell |
| 300740.SZ | SYoung Group Co., Ltd. | $1.4B | 36 | Hold |
Peer medians: ROE 6.6% · P/E 23.3x · Gross margin 21.2%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.