Yunji Inc (YJ) narrows net loss to RMB72.4 million as gross margin holds at 41% and private label products reach 56% of self-operated sales.
Why YJ Stock dropped -3.25% Today — RQD Quant Desk Flash
Yunji Inc. American Depository Shares (YJ) carries a Roarable Rating of E (Strong Sell) with 30/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is YJ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Yunji Inc. American Depository Shares (NASDAQ: YJ) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 30/100 at a spot price of $1.19 (-3.25% 1D, market cap $6.1M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 3/20. Across 1011 tracked Consumer Discretionary issuers, YJ ranks #893 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does YJ compare to POM and TKLF in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Other Specialty Stores), YJ carries a Roarable E (30/100 RQD), trailing P/E of N/A, gross margin of 44.4%, and ROIC of -13.7%. By comparison, POM (POMDOCTOR LIMITED (Class A)) holds a D- grade (37/100 RQD, P/E N/A, ROIC -35.0%, cap $5.5M) and TKLF (Tokyo Lifestyle Co. Ltd.) posts a D- grade (40/100 RQD, P/E 11.9x, ROIC —, cap $8.5M). Among the 5-stock peer group, TKLF leads on earnings multiple (11.9x) while YJ leads on capital efficiency (-13.7% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for YJ?
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Per YJ's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001759614), Yunji Inc. American Depository Shares generated $45.3M in revenue (-20.8% YoY), -$19.1M in net income, and -$8.3M in free cash flow against $173.0M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 44.4% Gross Margin
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 3/9
Dilution Drag (+1.28% YoY Shares) & executive Form 4 sales trim 16 pts from alignment
⚔️ Adversarial Opposing Case: What Could Spark a YJ Turnaround Squeeze
While YJ currently carries a cautious 30/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Consumer Discretionary with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($1.85) and Max Pain ($1.25) forces dealer call-delta covering toward $14.67.
Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.28% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why YJ Stock dropped -3.25% Today — RQD Quant Desk Flash
Yunji Inc. American Depository Shares (YJ) dropped -3.25% to $1.19, trading at 2% of its 52-week range ($1.11 – $13.97). Stretched risk/reward at current multiples (-14% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 2% of its 52-week range ($1.11 – $13.97) with RSI-14 at 35.4 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.5% around $1.19 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable E (Strong Sell) backed by 44.4% gross margin and $0 annual free cash flow.
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced that it plans to release its unaudited interim financial results before the market opens on Thurs
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with
Hong Kong, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Mint Incorporation Limited (“Mint” or the “Company”, together with its subsidiaries, the “Group”, NASDAQ: MIMI), a Hong Kong-based company strategically focused on artificial
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced its unaudited financial results for the half year ended June 30, 2026[1].
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced its unaudited financial results for the second half and fiscal year ended December 31, 20251.
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced that it plans to release its unaudited financial results for the second half and fiscal year ende
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Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring YJ)
- ✓Walkthrough of YJ's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
YJ Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -20.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on YJ today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for YJ. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (YJ)
1. Head-to-Head Consumer Discretionary Peer Comparison (YJ vs. POM, TKLF, BQ, WBUY)
Industry: Other Specialty Stores (42 Tracked Issuers)Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Yunji Inc. American Depository Shares (YJ) ranks #893 by composite RQD confidence (30/100, grade E) and #954 by equity capitalization ($6.1M). Within this direct 5-issuer industry benchmark cohort, TKLF leads on earnings valuation at 11.9x trailing P/E, while YJ leads on capital efficiency and profitability with -13.7% ROIC and 44.4% gross margin. TKLF currently holds the highest overall quantitative score in the immediate peer group at 40/100 (D-) compared with YJ at 30/100 (E).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| YJ
ACTIVE
Yunji Inc. American Depository Shares | E | 30/100 | — | 44.4% | -13.7% | -3.25% | $6.1M | Benchmark Subject |
| POM POMDOCTOR LIMITED (Class A) | D- | 37/100 | — | 13.1% | -35.0% | -22.61% | $5.5M | /pom-vs-yj → |
| TKLF Tokyo Lifestyle Co. Ltd. | D- | 40/100 | 11.9x | — | — | -1.96% | $8.5M | /tklf-vs-yj → |
| BQ Boqii Holding Limited (Class A) | E | 34/100 | — | 26.3% | — | -3.29% | $3.9M | /bq-vs-yj → |
| WBUY WEBUY GLOBAL LTD. (Class A) | E | 24/100 | — | 12.0% | -35.0% | -10.49% | $3.3M | /wbuy-vs-yj → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001759614In its most recent audited fiscal period (FY2025, filed 2025-12-31), Yunji Inc. American Depository Shares (YJ) reported GAAP revenue of $45.3M (-20.8% vs. FY2024 revenue of $57.2M , and -49.7% cumulative change since FY2023) , GAAP net income of -$19.1M, operating cash flow of -$8.3M, and free cash flow of -$8.3M (+52.2% YoY). On the balance sheet, YJ closed FY2025 with $173.0M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 3/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $45.3M | -$19.1M | -$8.3M | -$8.3M | $173.0M | — |
| FY2024 (FY) | 2024-12-31 | $57.2M | -$16.9M | -$17.3M | -$17.3M | $185.3M | — |
| FY2023 (FY) | 2023-12-31 | $90.2M | -$23.3M | -$26.5M | -$26.5M | — | — |
3. YJ Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs YJ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Yunji Inc. American Depository Shares (NASDAQ: YJ) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 30/100 at a spot price of $1.19 (-3.25% 1D, market cap $6.1M). Pillar breakdown: Fundamental Cash Engine 9/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 3/20. Across 1011 tracked Consumer Discretionary issuers, YJ ranks #893 in composite RQD confidence.
How does YJ compare to POM and TKLF in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Other Specialty Stores), YJ carries a Roarable E (30/100 RQD), trailing P/E of N/A, gross margin of 44.4%, and ROIC of -13.7%. By comparison, POM (POMDOCTOR LIMITED (Class A)) holds a D- grade (37/100 RQD, P/E N/A, ROIC -35.0%, cap $5.5M) and TKLF (Tokyo Lifestyle Co. Ltd.) posts a D- grade (40/100 RQD, P/E 11.9x, ROIC —, cap $8.5M). Among the 5-stock peer group, TKLF leads on earnings multiple (11.9x) while YJ leads on capital efficiency (-13.7% ROIC).
What are the biggest fundamental strengths and SEC risk factors for YJ?
Per YJ's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001759614), Yunji Inc. American Depository Shares generated $45.3M in revenue (-20.8% YoY), -$19.1M in net income, and -$8.3M in free cash flow against $173.0M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Consumer Discretionary with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is YJ trading relative to its 50-day, 200-day, and 52-week technical levels?
YJ last traded at $1.19 (-3.25% on volume of 90,116 shares), positioning the stock -35.68% below its 50-day simple moving average ($1.85) and -30.00% below its 200-day simple moving average ($1.70). Across its 52-week range of $1.11 to $13.97, YJ sits at the 0.6% percentile with a 14-day RSI of 35.4 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($1.04 to $1.34).
YJ Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is YJ stock moving today?
Why YJ Stock dropped -3.25% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (-14% return on capital) under elevated 10-year interest-rate pressure.
YJ — Yunji Inc. American Depository Shares: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, YJ carries an RQD Score of 30 and a letter grade of E, labeled "Roarable Strong Sell — Forensic Risk / Avoid." The five pillars are scored as follows: Fundamental Cash Engine 9/20 (ROIC -13.7%; FCF yield 0%); Whale 13F Flow 3/20; Insider Conviction 3/20; Macro Regime Fit 7/20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet 8/20 (Altman Z 2.5; Piotroski F 3/9; Debt/Equity 0.5). The lowest-scoring pillars are institutional and insider flow, which the rating frames as weak conviction signals, while the cash engine pillar reflects negative returns on invested capital and zero free-cash-flow yield. For a prospective investor, the rating's implication is that the reported economics do not currently generate cash for shareholders, and the supporting signals do not offset that. The Forensic Balance Sheet score of 8/20 indicates the Altman Z and Piotroski readings do not support a strong financial-health case. Any upside thesis would need to rest on a turnaround in operating performance, which the source data does not evidence. Valuation tradeoffs cannot be assessed from earnings multiples because P/E and EV/EBITDA are not available in source data, so the stock's price of 1.23 cannot be benchmarked against earnings or cash flow in this dossier.
Business
Yunji Inc. American Depository Shares trades on NASDAQ under the ticker YJ. Per the profile, the company sits in the Consumer Discretionary sector and the Other Specialty Stores industry. The source data does not describe its products, customers, or revenue model beyond these classifications. Per the SEC financials, the company reported revenue of $45.3M for FY 2025, indicating an operating business of meaningful scale relative to its market capitalization.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $45.3M | $-20.5M | $-19.1M | N/A | $-8.3M | $15.7M | N/A |
| FY 2024 | $57.2M | $-18.7M | $-16.9M | N/A | $-17.3M | $30.1M | N/A |
| FY 2023 | $90.2M | $-11.4M | $-23.3M | N/A | $-26.5M | N/A | N/A |
Per the SEC financials, revenue declined from $90.2M in FY 2023 to $57.2M in FY 2024 and $45.3M in FY 2025, while operating losses persisted in each period. Per the market data, gross margin is 44.4%, operating margin is -45.2%, and net margin is -42%. ROIC is -13.7%. Per the Roarable RQD rating, the Altman Z-Score is 2.5, the Piotroski F-Score is 3/9, and Debt/Equity is 0.5. Cash declined from $30.1M to $15.7M across FY 2024 to FY 2025.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, with no butterfly links and no proprietary signals. Upstream and downstream dependencies cannot be mapped from the source data. Sector context is limited to Consumer Discretionary and Other Specialty Stores.
Open Questions
- What products and services generate the reported revenue, and how is it distributed across channels and customers?
- What drove the revenue decline from $90.2M in FY 2023 to $45.3M in FY 2025, and is it expected to stabilize?
- What is the source of the cash decline from $30.1M to $15.7M, and what is the company's funding runway at the current operating loss rate?
- What are the EPS, P/E, and EV/EBITDA figures, which are not available in source data and needed to benchmark valuation?
- Who are the institutional and insider holders, given that holder data is absent from the source data?
YJ Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Yunji Inc. American Depository Shares (YJ) • Click "Debate This Headline" to argue it in the Roar Pit below
Yunji Inc (YJ) narrows net loss to RMB72.4 million as gross margin holds at 41% and private label products reach 56% of self-operated sales.
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced that it plans to release its unaudited interim financial results before the market opens on Thurs
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with
Hong Kong, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Mint Incorporation Limited (“Mint” or the “Company”, together with its subsidiaries, the “Group”, NASDAQ: MIMI), a Hong Kong-based company strategically focused on artificial
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced its unaudited financial results for the half year ended June 30, 2026[1].
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced its unaudited financial results for the second half and fiscal year ended December 31, 20251.
Yunji Inc. ("Yunji" or the "Company") (NASDAQ: YJ), a leading membership-based social e-commerce platform, today announced that it plans to release its unaudited financial results for the second half and fiscal year ende
<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxNMzVzU1p6Z1B4RGt2dE1ES3h4VnNqb01nMGUyWkJaNTZqNVNzMTllVDAzWDR5YzNGNmFfQ1B1cmM3SHRuakxqVW1CX0NLenB6b09zU1hMblFFZjhxQ0xvT3I1YmRYSGs3RW00N2ZEcER2Z3o2RGtBckw4QzF
YJ Bull vs. Bear Conversation Board — What's Your Call at $1.19?
🔥 Official Bull vs. Bear Debate: Is YJ (E • RQD 30/100) a Buy at $1.23?
Welcome to the YJ (Yunji Inc. American Depository Shares) Roar Pit. Current RQD Composite is 30/100 (Roarable Strong Sell — Forensic Risk / Avoid) in Other Specialty Stores. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on YJ — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on YJ, but look at what you are paying: current EV/EBITDA multiples with 44.4% gross margins. Unless Yunji Inc. American Depository Shares expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
YJ cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on YJ, the market is fixating on short-term headline noise in Other Specialty Stores and ignoring the balance sheet and cash flow trajectory. At $1.23 (52-wk range $1.11 - $13.97), any beat on forward guidance forces shorts and underweight funds to chase.