Waterdrop/$WDH

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About Waterdrop

Waterdrop Inc is a technology platform dedicated to insurance and healthcare service. The Company is mainly engaged in operating an independent third-party insurance platform dedicated to providing insurance and healthcare service. The Company's main businesses are the insurance marketplace, medical crowdfunding, and mutual aid. The insurance marketplace business is collaborated with insurance carriers to offer health and life insurance products to ensure a smooth and friendly user experience throughout the process from underwriting to claim services. The medical crowdfunding business enabled people with medical costs.

Ticker

$WDH
Sector

Primary listing

NYSE

Employees

3,057

Waterdrop Metrics

BasicAdvanced
$684M
11.21
$0.17
-0.26
$0.03
1.69%

Bulls say / Bears say

Waterdrop has sustained profitability for 13 consecutive quarters, reporting a 34.2% year-over-year increase in Q1 2025 net profit to RMB 108.2 million (US$14.9 million). (Insurance Business Asia)
First-year premiums in Q1 2025 grew 19.3% year-over-year to RMB 2.09 billion, reflecting effective user acquisition and product innovation in short-term and long-term insurance offerings. (Insurance Business Asia)
Management has repurchased approximately 54.2 million ADSs since program inception, demonstrating strong confidence in underlying business fundamentals and enhancing shareholder value. (Insurance Business Asia)
New regulations from the China Banking and Insurance Regulatory Commission tighten solvency and conduct requirements for online insurance platforms, potentially slowing Waterdrop’s market expansion and adding compliance burdens. (Bloomberg Law)
Waterdrop’s revenue is highly dependent on a handful of insurance carriers, with China Taiping, Hongkang Life, and Ping An each contributing over 10% of total revenues in recent years, exposing it to concentration and counterparty risks. (SEC)
The company warns that significant investment in user acquisition, technology infrastructure, and R&D could increase operating costs and pressure margins, challenging its ability to sustain profitability amid intensifying competition. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 4 Sept 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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Oct10
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