WDH Research | Milton Maxwell

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

No Q&A; remarks unchallenged

3/24/26Mar 24, 2026

Waterdrop's earnings call ended without a Q&A session, offering zero incremental insights beyond the prepared remarks. Management touted FY2025 revenue of CNY 3.98 billion, up 43.5% YoY, and net profit of CNY 570 million, up 54.8%, alongside a CNY 0.03 per ADS dividend and $118 million in share repurchases. No analyst probes tested AI momentum or growth durability. The scripted story stands unexamined. Investors will watch if 2026 double-digit revenue and profit targets hold amid AI investments.

Key Stats

Market Cap

656.71M

P/E (TTM)

8.90

Basic EPS (TTM)

0.20

Dividend Yield

0.2%

About

Waterdrop Inc., through its subsidiaries, provides online insurance brokerage services to match and connect users with related insurance products underwritten by insurance companies in the People's Republic of China. The company offers short-term and long-term health and life insurance products and services. It also operates a medical crowdfunding platform; and E-Find, a clinical trial patient recruitment platform for pharmaceutical companies to find matches for clinical trials. In addition, the company provides technical services to insurance brokerage or agency companies through customer relationship management system. Waterdrop Inc. was founded in 2016 and is headquartered in Beijing, the People's Republic of China.

CEO

Dr. Peng Shen

IPO

5/7/2021

Website

https://www.waterdrop-inc.com

Employees

3,057

Sector

Financial Services

Industry

Insurance - Diversified