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Yunji Inc. (YJ) stock

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NASDAQ: YJ Nasdaq Broadline Retail

C Fundamentals grade

Yunji Inc. is a US-listed company in the broadline retail industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$2.1

Price-to-sales vs peers

Base case. Range ~$1.9–$17. Sales per share times peers' typical price-to-sales; used only when earnings are negative.

Price vs value

No Buy/Hold/Sell rating is issued: only 1 valuation models apply; a rating needs 3.

Yunji Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds1 adding, 2 cuttingOf 0 active managers that changed their stake, 0 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Yunji files

Where Yunji stands after its latest Filing

Revenue for the twelve months was $44m, down 24.0% on a year earlier, a smaller fall than the 35.8% decline a quarter earlier. That puts it 21 of 23 for growth among the broadline retail companies we cover. Free-cash-flow margin fell to -39.9% from -5.2% a year earlier. Operating margin narrowed to -45.2% from 0.8%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 2 of our 3 financial-health checks. Our price-to-sales vs peers value is $2.14 a share, against a share price of $1.19.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Yunji Inc.'s trailing-twelve-month revenue fell 24.0% year on year, with a free-cash-flow margin of -39.9%. Where it stands out: change in growth rate of +11.8pp ranks 3 of 23 broadline retail companies we cover. Where it lags: revenue growth of -24.0% ranks 21 of 23 broadline retail companies we cover.

Current signal Revenue growth accelerating: TTM revenue growth rose to -24.0% (+11.8pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.0bn.

Things to watch

  • Revenue shrinking. Revenue fell 24.0% over the last 12 months.
  • Loss-making. Operating margin is -45.2%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 12.6 points on a year ago.
  • Burning cash. Free cash flow was -39.9% of revenue over the last 12 months.
  • Gross margin slipping. Gross margin is down 5.0 points on a year ago.

Latest results

Earnings per share
$0.56 against an average estimate of -$5.20: beat by 110.8%
Next report
August 20, 2026

Yunji's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+4.9%
  • 1 week-1.7%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$44.1M
Operating margin
-45.2%
Net margin
-42.0%
EPS (TTM, diluted)
$-3.76

Growth

Revenue growth
−24.0%
Change in growth rate
+11.8 pts
Share count change
+0.1%

Cash

Free cash flow (TTM)
-$17.6M
FCF margin
-39.9%
Stock pay % of revenue
0.1%

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for YJ from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Yunji Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 1 valuation models apply; a rating needs 3.

Valuation models

We value Yunji Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.6%: the 10-year Treasury yield (4.9%) plus a beta of 1.04 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$2.1 ~$1.9–$17 Included, half weight
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$2.1 ~$1.9–$17 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Yunji Inc. with Broadline Retail in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

No analyst estimates are published for Yunji Inc.: too few analysts cover it.

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2021 −$5.20 $0.56 +110.8%
Mar 2021 −$2.00 $0.32 +116.2%
Dec 2020 $5.60 −$12.00 −314.3%
Sept 2020 −$10.80 −$0.66 +93.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Positioning

Short interest
7.6%
of tradable shares
Days to cover
0.13
at average volume
Short interest, 1 month
−39%
to October 15, 2026
Held by institutions
48%
of shares
Held by insiders
1.9%
of shares
Employees
203
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
—
vs 200-day average
—
Volatility (1 year)
—
Beta vs S&P 500
—

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Yunji Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Yunji Inc.
$0 $500M $1B $1.5B $2B FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 Revenue (TTM), FY17 Q4: $954.1M Revenue (TTM), FY18 Q4: $2B Revenue (TTM), FY19 Q4: $1.7B Revenue (TTM), FY20 Q4: $801.6M Revenue (TTM), FY21 Q4: $334.1M Revenue (TTM), FY22 Q4: $171.9M Revenue (TTM), FY23 Q4: $90.5M Revenue (TTM), FY24 Q4: $58M Revenue (TTM), FY25 Q4: $44.1M $44.1M

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Revenue (TTM)
FY17 Q4 $954.1M
FY18 Q4 $2B
FY19 Q4 $1.7B
FY20 Q4 $801.6M
FY21 Q4 $334.1M
FY22 Q4 $171.9M
FY23 Q4 $90.5M
FY24 Q4 $58M
FY25 Q4 $44.1M
Revenue growth, TTM YoY Yunji Inc.
-100% -50% 0% 50% 100% 150% FY18 Q4 FY20 Q4 FY22 Q4 FY25 Q4 Revenue growth, TTM YoY, FY18 Q4: 106.7% Revenue growth, TTM YoY, FY19 Q4: -14.3% Revenue growth, TTM YoY, FY20 Q4: -52.6% Revenue growth, TTM YoY, FY21 Q4: -58.3% Revenue growth, TTM YoY, FY22 Q4: -48.6% Revenue growth, TTM YoY, FY23 Q4: -47.4% Revenue growth, TTM YoY, FY24 Q4: -35.8% Revenue growth, TTM YoY, FY25 Q4: -24.0% -24.0%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Revenue growth, TTM YoY
FY18 Q4 106.7%
FY19 Q4 -14.3%
FY20 Q4 -52.6%
FY21 Q4 -58.3%
FY22 Q4 -48.6%
FY23 Q4 -47.4%
FY24 Q4 -35.8%
FY25 Q4 -24.0%
Operating margin (TTM) Yunji Inc.
-60% -40% -20% 0% 20% FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 Operating margin (TTM), FY17 Q4: -1.8% Operating margin (TTM), FY18 Q4: -0.7% Operating margin (TTM), FY19 Q4: -2.2% Operating margin (TTM), FY20 Q4: -1.8% Operating margin (TTM), FY21 Q4: 0.8% Operating margin (TTM), FY22 Q4: -6.8% Operating margin (TTM), FY23 Q4: -12.6% Operating margin (TTM), FY24 Q4: -32.6% Operating margin (TTM), FY25 Q4: -45.2% -45.2%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Operating margin (TTM)
FY17 Q4 -1.8%
FY18 Q4 -0.7%
FY19 Q4 -2.2%
FY20 Q4 -1.8%
FY21 Q4 0.8%
FY22 Q4 -6.8%
FY23 Q4 -12.6%
FY24 Q4 -32.6%
FY25 Q4 -45.2%
FCF margin (TTM) Yunji Inc.
-40% -20% 0% 20% FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 FCF margin (TTM), FY17 Q4: 10.6% FCF margin (TTM), FY18 Q4: 6.6% FCF margin (TTM), FY19 Q4: -9.8% FCF margin (TTM), FY20 Q4: -6.3% FCF margin (TTM), FY21 Q4: -5.2% FCF margin (TTM), FY22 Q4: -22.5% FCF margin (TTM), FY23 Q4: -28.6% FCF margin (TTM), FY24 Q4: -34.0% FCF margin (TTM), FY25 Q4: -39.9% -39.9%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period FCF margin (TTM)
FY17 Q4 10.6%
FY18 Q4 6.6%
FY19 Q4 -9.8%
FY20 Q4 -6.3%
FY21 Q4 -5.2%
FY22 Q4 -22.5%
FY23 Q4 -28.6%
FY24 Q4 -34.0%
FY25 Q4 -39.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 954 1,972 1,690 802 334 172 90 58 44
Gross profit 188 350 351 230 126 75 43 29 20
EBITDA −16 −13 −34 −11 5 −11 −10 −18 −18
Operating income −17 −14 −37 −14 3 −12 −11 −19 −20
Net income −16 −9 −18 −21 −26 −21 −23 −17 −19
Diluted EPS — — — −$4.06 −$4.96 −$4.17 −$4.52 −$3.34 −$3.90
Growth (year on year)
Revenue — +106.7% −14.3% −52.6% −58.3% −48.6% −47.4% −35.8% −24.0%
Margins
Gross margin 19.7% 17.7% 20.8% 28.8% 37.7% 43.5% 48.0% 49.4% 44.4%
EBITDA margin −1.7% −0.6% −2.0% −1.4% 1.5% −6.1% −11.6% −30.5% −41.7%
Operating margin −1.8% −0.7% −2.2% −1.8% 0.8% −6.8% −12.6% −32.6% −45.2%
Net margin −1.6% −0.5% −1.1% −2.6% −7.7% −12.0% −25.8% −29.5% −42.0%
Free-cash-flow margin 10.6% 6.6% −9.8% −6.3% −5.2% −22.5% −28.6% −34.0% −39.9%
Cash flow
Cash from operations 104 134 −162 −38 −4 −25 −24 −18 −8
Capital spending 2 4 4 12 13 14 2 2 10
Free cash flow 102 129 −166 −50 −18 −39 −26 −20 −18
Stock-based pay 0 8 19 14 9 4 −0 0 0
Free cash flow after stock pay 101 121 −184 −64 −26 −43 −26 −20 −18
Balance sheet
Cash 51 221 127 163 89 60 73 30 16
Total debt 0 0 0 0 0 0 0 0 6
Net debt (negative = net cash) −51 −221 −127 −163 −89 −60 −73 −30 −10
Diluted shares 3m 3m 5m 5m 5m 5m 5m 5m 5m
Returned to shareholders
Buybacks — — 17 3 0 14 3 — —
Total returned — — 17 3 0 14 3 — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · December 31, 2025
What it owns · $173m
Short-term assets $51mLonger-term assets $122m
What it owes, and who funded it · $173m
Short-term liabilities $36mLonger-term liabilities $3mShareholders' equity $134m
  • Short-term assets cover short-term liabilities $51m of assets due within a year against $36m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $51m short-term assets against $3m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$20m against $73,609 of interest.

From Yunji Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+0.1%
year over year
Days sales outstanding
5 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in broadline retail
Last 12 months unless stated YJ DIBS WBUY MOGU HOUR JWEL Median
Revenue, last 12 months $44m $91m $19m $18m $153m $165m $2.8bn
Revenue growth, last 12 months −24.0% 2.3% −63.0% −9.7% 10.8% 24.1% 4.4%
Revenue growth, 3-year average — 0.7% — — 11.0% — 9.1%
Revenue growth, latest quarter — 5.3% — — 25.2% — 9.1%
Gross margin 44.4% 74.0% 12.0% 28.6% 51.5% 99.5% 44.4%
Operating margin −45.2% −13.7% −35.1% −57.6% 1.5% −3.0% 2.5%
Operating margin, 3-year average −15.4% −23.1% — −114.4% 1.2% — 2.8%
Net margin −42.0% −8.5% −45.3% 1.5% 1.1% −3.8% 1.7%
Cash from operations / revenue −18.2% −1.0% −15.5% −37.8% −0.0% −0.9% 4.0%
Free-cash-flow margin −39.9% −1.9% −20.5% −41.1% −0.1% −0.9% 2.1%
Free-cash-flow margin, 3-year average −11.5% −7.0% — −41.4% 0.1% — 3.0%
Stock pay / revenue 0.1% 13.7% 1.2% 0.0% 0.0% 0.3% 0.7%
Change in share count 0.1% −0.4% 179.2% 0.3% 0.1% 0.7% −0.4%

Median of all 23 companies we cover in broadline retail. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

23 broadline retail companies
Measure Company Peer median Rank
Revenue growth Growth -24.0% 4.4% 21 of 23
Change in growth rate Growth +11.8pp +0.9pp 3 of 23
Gross margin Profitability 44.4% 44.4% 11 of 22
Operating margin Profitability -45.2% 3.6% 20 of 22
Net margin Profitability -42.0% 1.7% 21 of 23
Free-cash-flow margin Cash generation -39.9% 2.1% 21 of 23
Stock pay as % of revenue Cash generation 0.1% 0.8% 4 of 22
Change in share count Balance sheet 0.1% 0.1% 13 of 22
Days sales outstanding Balance sheet 5 days 13 days 4 of 14

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$74,399
Institutions reporting
8
Shares held vs prior quarter
▲ 34.3%
Positions opened / closed
1 / 0

Top buyers and sellers, Q2 2026: 1 institutions bought and 2 sold ; the biggest buyer was Virtu Financial LLC (+13K shares) and the biggest seller Tb Alternative Assets Ltd (−112). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Tb Alternative Assets Ltd. $45,636 32K 61.3% ▼ 0.3%
Virtu Financial LLC $20,000 13K 26.9% New
Morgan Stanley $7,780 5K 10.5% 0.0%
UBS Group AG $902 1K 1.2% ▼ 11.4%
Rhumbline Advisers $57 0K 0.1% 0.0%
Federation Des Caisses Desjardins Du Quebec $14 0K 0.0% 0.0%
Sbi Securities Co., Ltd. $7 0K 0.0% 0.0%
Caitong International Asset Management Co., Ltd $3 0K 0.0% 0.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Yunji Inc.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Recent SEC filings

Data status

When each part of this page on Yunji Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Yunji Inc. in brief

What does Yunji Inc. do?
Yunji Inc. is a US-listed company in the broadline retail industry. Its financial year ends in December.
What is Yunji Inc.'s stock ticker?
Yunji Inc. trades under the ticker YJ on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Yunji Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Yunji Inc. reported revenue of $44.1M, 24.0% lower than a year earlier, according to its SEC filings.
What is Yunji Inc.'s free cash flow?
Yunji Inc.'s free-cash-flow margin is -39.9% of revenue over the trailing twelve months, ranking 21 of the 23 broadline retail companies we cover.
Who are Yunji Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Tb Alternative Assets Ltd., Virtu Financial LLC and Morgan Stanley. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Who are Yunji Inc.'s competitors?
In our Broadline Retail peer group, the companies closest to Yunji Inc. are 1stdibs.com, Inc., Webuy Global LTD, Mogu Inc., Hour Loop, Inc and Jowell Global Ltd. The side-by-side comparison below sets their revenue, margins and growth against Yunji Inc.'s.