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Yuanbao (YB) Competitors

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$13.62 -0.09 (-0.66%)
As of 04:00 PM Eastern

YB vs. TWFG, CRD.A, CRD.B, WDH, and OSG

Should you buy Yuanbao stock or one of its competitors? Yuanbao's main competitors and comparable companies include TWFG (TWFG), Crawford & Company (CRD.A), Crawford & Company (CRD.B), Waterdrop (WDH), and Octave Specialty Group (OSG). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "insurance brokers" industry.

How does Yuanbao compare to TWFG?

TWFG (NASDAQ:TWFG) and Yuanbao (NASDAQ:YB) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.

TWFG presently has a consensus price target of $29.57, suggesting a potential upside of 1.00%. Yuanbao has a consensus price target of $21.80, suggesting a potential upside of 60.06%. Given Yuanbao's higher probable upside, analysts clearly believe Yuanbao is more favorable than TWFG.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TWFG
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
Yuanbao
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Yuanbao has higher revenue and earnings than TWFG. Yuanbao is trading at a lower price-to-earnings ratio than TWFG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TWFG$247.08M6.41$7.96M$0.5949.63
Yuanbao$625.35M0.98$181.88M$4.143.29

In the previous week, TWFG and TWFG both had 2 articles in the media. TWFG's average media sentiment score of 1.06 beat Yuanbao's score of 0.00 indicating that TWFG is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TWFG
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Yuanbao
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Yuanbao has a net margin of 29.67% compared to TWFG's net margin of 2.90%. Yuanbao's return on equity of 44.37% beat TWFG's return on equity.

Company Net Margins Return on Equity Return on Assets
TWFG2.90% 19.49% 15.20%
Yuanbao 29.67%44.37%30.82%

TWFG has a beta of 0.18, suggesting that its share price is 82% less volatile than the broader market. Comparatively, Yuanbao has a beta of 0.44, suggesting that its share price is 56% less volatile than the broader market.

Summary

Yuanbao beats TWFG on 8 of the 13 factors compared between the two stocks.

How does Yuanbao compare to Crawford & Company?

Yuanbao (NASDAQ:YB) and Crawford & Company (NYSE:CRD.A) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, dividends, media sentiment, analyst recommendations, institutional ownership, earnings, risk and profitability.

Yuanbao has a net margin of 29.67% compared to Crawford & Company's net margin of 1.81%. Yuanbao's return on equity of 44.37% beat Crawford & Company's return on equity.

Company Net Margins Return on Equity Return on Assets
Yuanbao29.67% 44.37% 30.82%
Crawford & Company 1.81%28.15%6.51%

Yuanbao presently has a consensus price target of $21.80, suggesting a potential upside of 60.06%. Crawford & Company has a consensus price target of $14.00, suggesting a potential upside of 4.63%. Given Yuanbao's higher possible upside, equities research analysts clearly believe Yuanbao is more favorable than Crawford & Company.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Yuanbao
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Crawford & Company
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Yuanbao has higher earnings, but lower revenue than Crawford & Company. Yuanbao is trading at a lower price-to-earnings ratio than Crawford & Company, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Yuanbao$625.35M0.98$181.88M$4.143.29
Crawford & Company$1.30B0.50$19.63M$0.4728.47

Yuanbao pays an annual dividend of $1.24 per share and has a dividend yield of 9.1%. Crawford & Company pays an annual dividend of $0.32 per share and has a dividend yield of 2.4%. Yuanbao pays out 30.0% of its earnings in the form of a dividend. Crawford & Company pays out 68.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Yuanbao is clearly the better dividend stock, given its higher yield and lower payout ratio.

22.5% of Crawford & Company shares are held by institutional investors. 54.3% of Crawford & Company shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Yuanbao has a beta of 0.44, suggesting that its share price is 56% less volatile than the broader market. Comparatively, Crawford & Company has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market.

In the previous week, Yuanbao had 1 more articles in the media than Crawford & Company. MarketBeat recorded 2 mentions for Yuanbao and 1 mentions for Crawford & Company. Yuanbao's average media sentiment score of 0.00 equaled Crawford & Company'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Yuanbao
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Crawford & Company
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Yuanbao beats Crawford & Company on 10 of the 17 factors compared between the two stocks.

How does Yuanbao compare to Crawford & Company?

Crawford & Company (NYSE:CRD.B) and Yuanbao (NASDAQ:YB) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, profitability, dividends, institutional ownership, media sentiment, risk and earnings.

Yuanbao has a consensus target price of $21.80, suggesting a potential upside of 60.06%. Given Yuanbao's higher possible upside, analysts clearly believe Yuanbao is more favorable than Crawford & Company.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Crawford & Company
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00
Yuanbao
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Yuanbao has lower revenue, but higher earnings than Crawford & Company. Yuanbao is trading at a lower price-to-earnings ratio than Crawford & Company, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Crawford & Company$1.30B0.46$19.63M$0.4825.77
Yuanbao$625.35M0.98$181.88M$4.143.29

Yuanbao has a net margin of 29.67% compared to Crawford & Company's net margin of 1.81%. Yuanbao's return on equity of 44.37% beat Crawford & Company's return on equity.

Company Net Margins Return on Equity Return on Assets
Crawford & Company1.81% 28.15% 6.51%
Yuanbao 29.67%44.37%30.82%

Crawford & Company has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market. Comparatively, Yuanbao has a beta of 0.44, indicating that its share price is 56% less volatile than the broader market.

Crawford & Company pays an annual dividend of $0.32 per share and has a dividend yield of 2.6%. Yuanbao pays an annual dividend of $1.24 per share and has a dividend yield of 9.1%. Crawford & Company pays out 66.7% of its earnings in the form of a dividend. Yuanbao pays out 30.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Yuanbao is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Yuanbao had 1 more articles in the media than Crawford & Company. MarketBeat recorded 2 mentions for Yuanbao and 1 mentions for Crawford & Company. Crawford & Company's average media sentiment score of 0.00 equaled Yuanbao'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Crawford & Company
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Yuanbao
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

11.0% of Crawford & Company shares are held by institutional investors. 51.0% of Crawford & Company shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Yuanbao beats Crawford & Company on 10 of the 17 factors compared between the two stocks.

How does Yuanbao compare to Waterdrop?

Waterdrop (NYSE:WDH) and Yuanbao (NASDAQ:YB) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their valuation, institutional ownership, analyst recommendations, profitability, dividends, risk, media sentiment and earnings.

In the previous week, Yuanbao had 1 more articles in the media than Waterdrop. MarketBeat recorded 2 mentions for Yuanbao and 1 mentions for Waterdrop. Waterdrop's average media sentiment score of 1.95 beat Yuanbao's score of 0.00 indicating that Waterdrop is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Waterdrop
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Yuanbao
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Waterdrop presently has a consensus target price of $2.00, suggesting a potential upside of 100.16%. Yuanbao has a consensus target price of $21.80, suggesting a potential upside of 60.06%. Given Waterdrop's higher possible upside, equities analysts plainly believe Waterdrop is more favorable than Yuanbao.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Waterdrop
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Yuanbao
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Waterdrop has a beta of -0.08, meaning that its stock price is 108% less volatile than the broader market. Comparatively, Yuanbao has a beta of 0.44, meaning that its stock price is 56% less volatile than the broader market.

Yuanbao has a net margin of 29.67% compared to Waterdrop's net margin of 12.47%. Yuanbao's return on equity of 44.37% beat Waterdrop's return on equity.

Company Net Margins Return on Equity Return on Assets
Waterdrop12.47% 10.87% 7.94%
Yuanbao 29.67%44.37%30.82%

Waterdrop pays an annual dividend of $0.05 per share and has a dividend yield of 5.0%. Yuanbao pays an annual dividend of $1.24 per share and has a dividend yield of 9.1%. Waterdrop pays out 23.8% of its earnings in the form of a dividend. Yuanbao pays out 30.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Yuanbao has higher revenue and earnings than Waterdrop. Yuanbao is trading at a lower price-to-earnings ratio than Waterdrop, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Waterdrop$568.81M0.63$81.36M$0.214.76
Yuanbao$625.35M0.98$181.88M$4.143.29

2.0% of Waterdrop shares are owned by institutional investors. 24.6% of Waterdrop shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Yuanbao beats Waterdrop on 10 of the 16 factors compared between the two stocks.

How does Yuanbao compare to Octave Specialty Group?

Yuanbao (NASDAQ:YB) and Octave Specialty Group (NYSE:OSG) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, earnings, profitability, risk, analyst recommendations, valuation, dividends and media sentiment.

Yuanbao has higher revenue and earnings than Octave Specialty Group. Octave Specialty Group is trading at a lower price-to-earnings ratio than Yuanbao, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Yuanbao$625.35M0.98$181.88M$4.143.29
Octave Specialty Group$251.22M0.84-$261.69M-$3.65N/A

Yuanbao has a net margin of 29.67% compared to Octave Specialty Group's net margin of -51.10%. Yuanbao's return on equity of 44.37% beat Octave Specialty Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Yuanbao29.67% 44.37% 30.82%
Octave Specialty Group -51.10%0.44%0.17%

80.9% of Octave Specialty Group shares are held by institutional investors. 7.2% of Octave Specialty Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Octave Specialty Group had 5 more articles in the media than Yuanbao. MarketBeat recorded 7 mentions for Octave Specialty Group and 2 mentions for Yuanbao. Octave Specialty Group's average media sentiment score of 0.79 beat Yuanbao's score of 0.00 indicating that Octave Specialty Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Yuanbao
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Octave Specialty Group
1 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Yuanbao has a beta of 0.44, suggesting that its share price is 56% less volatile than the broader market. Comparatively, Octave Specialty Group has a beta of 0.83, suggesting that its share price is 17% less volatile than the broader market.

Yuanbao currently has a consensus price target of $21.80, indicating a potential upside of 60.06%. Octave Specialty Group has a consensus price target of $11.50, indicating a potential upside of 145.20%. Given Octave Specialty Group's stronger consensus rating and higher probable upside, analysts plainly believe Octave Specialty Group is more favorable than Yuanbao.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Yuanbao
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Octave Specialty Group
1 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.20

Summary

Yuanbao and Octave Specialty Group tied by winning 8 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding YB and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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YB vs. The Competition

MetricYuanbaoInsurance IndustryFinance SectorNASDAQ Exchange
Market Cap$613.99M$19.66B$14.23B$12.89B
Dividend Yield9.10%3.24%5.90%8.57%
P/E Ratio3.2915.9826.1025.45
Price / Sales0.9823.01522.67123.67
Price / Cash2.1312.5237.9552.10
Price / Book1.322.102.136.14
Net Income$181.88M$1.80B$1.32B$349.01M
7 Day Performance-0.66%0.82%0.13%-1.47%
1 Month Performance-4.69%2.28%1.95%2.47%
1 Year Performance-44.20%12.64%12.28%15.84%

Yuanbao Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
YB
Yuanbao
2.9822 of 5 stars
$13.62
-0.7%
$21.80
+60.1%
-42.4%$613.99M$625.35M3.29497
TWFG
TWFG
2.3493 of 5 stars
$30.01
+2.6%
$29.57
-1.5%
+13.0%$1.58B$247.08M50.86N/A
CRD.A
Crawford & Company
1.0829 of 5 stars
$12.97
-0.8%
$14.00
+7.9%
+23.4%$635.27M$1.31B27.609,000
CRD.B
Crawford & Company
1.0899 of 5 stars
$12.12
+2.7%
N/A+15.0%$573.54M$1.31B25.259,943
WDH
Waterdrop
3.9728 of 5 stars
$0.99
-0.1%
$2.00
+101.4%
-44.1%$358.93M$568.81M4.733,018

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This page (NASDAQ:YB) was last updated on 9/3/2026 by MarketBeat.com Staff.
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