AIFU Inc. (AIFU) Financial Statements & Historical Data

AIFU Inc. (AIFU) — Price $10.75 Financial ServicesInsurance - Brokers — NASDAQ

Latest reported results:

Detailed financial statements for AIFU Inc. (AIFU): income statement, balance sheet and cash-flow summary. Track margins, debt, liquidity and profitability trends year over year with up to 20 years of history.

AIFU, Inc. engages in the provision of agency services and insurance claims adjusting services. It operates through the Insurance Agency and Claims Adjusting segments. The Insurance Agency segment includes providing agency services for insurance products and life insurance products.

Analysis Summary

AIFU Inc. reported revenue of $556.6M in the most recent fiscal year, growing at a 5-year CAGR of -29.8%.

Trailing-twelve-month margins: gross margin 49.3%, operating margin -287.3%, net margin -408.8%.

At the current price of $10.75, AIFU has negative trailing earnings (P/E not meaningful) and an ROE of -150.44%. Market capitalisation stands at $64M.

Balance sheet quality for AIFU: current ratio of 1.2, net debt of $50.5M. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Income Statement (10y)

Year2016201720182019202020212022202320242025
Revenue$4.08B$4.09B$3.47B$3.71B$3.27B$3.27B$2.78B$3.20B$1.81B$556.6M
Cost of Revenue$3.11B$3.06B$2.35B$2.48B$2.21B$2.12B$1.80B$2.15B$1.11B$282.3M
Gross Profit$976.3M$1.03B$1.13B$1.22B$1.05B$1.16B$986.0M$1.05B$696.0M$274.3M
Research & Development0000000000
Selling, General & Admin$984.7M$755.9M$699.5M$753.2M$752.1M$854.0M$817.3M$857.1M$727.7M$313.3M
Operating Expenses$984.7M$755.9M$699.5M$753.2M$752.1M$854.0M$817.3M$857.1M$1.13B$1.87B
Operating Income-$8.5M$273.1M$425.7M$469.4M$302.2M$301.9M$168.7M$195.8M-$435.8M-$1.60B
EBITDA$25.3M$320.4M$452.5M$486.6M$320.1M$320.3M$188.1M$229.9M-$2.4M-$2.26B
Interest Expense000000000$3.7M
Pre-tax Income$172.3M$614.0M$841.7M$336.4M$359.6M$350.5M$126.7M$348.5M$408.2M-$2.27B
Income Tax$27.2M$167.8M$224.6M$143.8M$83.4M$90.6M$41.0M$59.4M$98.7M$4.0M
Net Income$157.0M$449.2M$609.9M$188.9M$268.3M$251.0M$100.3M$280.5M$455.0M-$2.28B
EPS$28.00$72.00$98.00$34.00$50.00$0.12$18.00$52.00$85.31$-224.53
EPS (Diluted)$26.00$72.00$98.00$34.00$50.00$0.12$18.00$52.00$85.00$-224.53
Shares Outstanding (Diluted)$6.0M$6.3M$6.2M$5.5M$5.4M$5.4M$5.4M$5.4M$5.4M$10.1M

Income Statement (Quarterly)

Year2023-Q12023-Q22023-Q32023-Q4
Revenue$827.7M$1.13B$634.6M$603.4M
Gross Profit$274.6M$323.1M$235.3M$220.0M
Operating Income$60.4M$86.0M$33.2M$16.2M
EBITDA$60.4M$106.1M$179.8M-$170.9M
Net Income$60.5M$76.5M$170.7M-$27.2M
EPS$12.00$14.00$32.00$-6.00
EPS (Diluted)$12.00$14.00$32.00$-6.00

Balance Sheet (10y)

Year2016201720182019202020212022202320242025
Cash & Equivalents$237.0M$363.7M$772.8M$169.7M$245.4M$564.6M$567.5M$521.5M$192.1M$31.1M
Short-term Investments$2.80B$2.50B$1.55B$1.61B$1.31B$870.7M$347.8M$1.02B$629.2M$5.2M
Receivables$565.1M$215.1M$567.5M$707.8M$588.8M$657.4M$898.6M$699.2M$1.14B$549.6M
Inventory0000000000
Total Current Assets$3.69B$4.13B$3.06B$2.68B$2.31B$2.27B$2.29B$2.38B$2.04B$603.8M
Property, Plant & Equipment$31.3M$26.1M$37.9M$231.2M$237.2M$272.5M$243.5M$227.7M$153.2M$96.5M
Goodwill$122.1M$109.9M$109.9M$109.9M$109.9M$109.9M$110.0M$374.1M00
Intangible Assets$59.5M$17.2M$1.3M$322000$4400000$58.3M00
Total Assets$4.24B$4.74B$3.87B$3.44B$3.08B$3.24B$3.09B$4.05B$4.15B$1.53B
Accounts Payable$241.0M$203.0M$332.7M$382.9M$377.4M$335.7M$362.4M$251.2M$113.3M$81.1M
Short-term Debt000$11.5M$13.2M$13.7M$35.7M$164.3M$135.0M$56.0M
Total Current Liabilities$747.1M$661.9M$905.6M$948.0M$929.2M$908.7M$952.0M$1.02B$816.9M$512.2M
Long-term Debt0000000000
Total Liabilities$834.5M$749.3M$162.9M$1.40B$1.13B$1.28B$1.36B$1.71B$1.52B$1.06B
Retained Earnings$1.02B$1.47B$1.80B$1.48B$1.31B$1.31B$1.09B$1.32B$1.79B-$235.5M
Total Equity$3.29B$3.88B$2.63B$1.93B$1.83B$1.84B$1.62B$2.07B$2.55B$478.5M
Total Debt000$194.7M$203.0M$228.9M$172.2M$292.8M$206.5M$86.8M
Net Debt-$3.03B-$2.86B-$2.33B-$1.59B-$1.35B-$1.21B-$743.1M-$1.25B-$614.8M$50.5M
Working Capital$2.95B$3.47B$2.16B$1.73B$1.38B$1.36B$1.34B$1.35B$1.22B$91.6M

Balance Sheet (Quarterly)

Year2024-Q22024-Q42025-Q22025-Q4
Cash & Equivalents$189.5M$192.1M$77.3M$31.1M
Total Assets$3.82B$4.15B$3.25B$1.53B
Total Liabilities$1.51B$1.52B$1.16B$1.06B
Total Equity$2.09B$2.55B$2.10B$478.5M
Total Debt$205.6M$206.5M$137.3M$86.8M

Cash Flow (10y)

Year2016201720182019202020212022202320242025
Net Income$167.6M$68.2M$617.1M$192.6M$276.2M$259.9M$85.7M$289.1M$309.5M-$2.27B
Depreciation & Amortization$33.7M$47.3M$26.8M$17.2M$17.9M$18.4M$19.5M$34.0M$29.3M$5.3M
Stock-based Compensation$4.9M00$393000-$3930000$461000$17.1M$38.6M$17.0M
Change in Working Capital$25.8M-$12.1M$222.6M-$275.6M-$11.2M-$294.0M-$175.0M-$229.4M-$32.6M-$48.4M
Operating Cash Flow$87.8M$152.1M$76.2M$178.3M$402.3M$126.2M$137.8M$101.8M$142.9M-$16.3M
Capital Expenditure-$71.9M-$20.9M-$3.3M-$19.7M-$15.2M-$30.8M-$77.7M-$13.0M-$8.4M-$3.3M
Acquisitions$4.2M-$3.1M$29999$7.0M$50000$312000-$21.6M$18.5M-$50.4M-$143.1M
Stock Repurchased00-$1.57B-$484.0M00-$4.0M-$40.6M-$5.7M0
Dividends Paid0-$137.2M-$47.5M-$435.1M-$388.5M-$242.5M-$52.1M000
Free Cash Flow$16.0M$131.2M$501.1M$158.6M$387.1M$95.4M$60.0M$88.8M$134.4M-$19.6M

Cash Flow (Quarterly)

Year2023-Q12023-Q22023-Q32023-Q4
Operating Cash Flow-$18.7M$52.4M$12.8M$55.3M
Capital Expenditure0000
Free Cash Flow-$18.7M$52.4M$12.8M$42.3M
Dividends Paid0000
Stock-based Compensation0000

Growth & Margins (10y)

Year2016201720182019202020212022202320242025
Revenue Growth (YoY)+0.1%-15.1%+6.8%-11.8%+0.1%-15.0%+15.0%-43.4%-69.2%
Net Income Growth (YoY)+186.0%+35.8%-69.0%+42.0%-6.4%-60.0%+179.7%+62.2%-600.1%
EPS Growth (YoY)+157.1%+36.1%-65.3%+47.1%-99.8%+14900.0%+188.9%+64.1%-363.2%
Shares Change (YoY)+4.3%-1.6%-11.9%-1.7%-0.0%+0.0%+0.2%-0.6%+89.3%
FCF Growth (YoY)+722.2%+281.8%-68.3%+144.0%-75.3%-37.1%+48.0%+51.4%-114.6%
Gross Margin23.9%25.2%32.4%33.0%32.3%35.3%35.4%32.9%38.5%49.3%
Operating Margin-0.2%6.7%12.3%12.7%9.2%9.2%6.1%6.1%-24.1%-287.3%
EBITDA Margin0.6%7.8%13.0%13.1%9.8%9.8%6.8%7.2%-0.1%-406.8%
Net Margin3.8%11.0%17.6%5.1%8.2%7.7%3.6%8.8%25.2%-408.8%
FCF Margin0.4%3.2%14.4%4.3%11.8%2.9%2.2%2.8%7.4%-3.5%
Effective Tax Rate15.8%27.3%26.7%42.8%23.2%25.8%32.4%17.0%24.2%-0.2%

Per-Share Data (10y)

Year2016201720182019202020212022202320242025
FCF Per Share$2.64$20.81$80.76$29.02$72.06$17.76$11.17$16.49$25.11$-1.94
Dividends Per Share$0.00$21.76$7.66$79.59$72.33$45.15$9.69$0.00$0.00$0.00
Shares Outstanding (Basic)$5.8M$6.2M$6.2M$5.5M$5.4M$5.4M$5.4M$5.4M$5.3M$10.1M

What to look at in Insurance

Insurers earn in 2 ways: underwriting well (combined ratio) and investing the float. Buffett built Berkshire that way.

Profitability

Return on Equity-150.44%
Return on Invested Capital-147.09%
Return on Assets-148.90%
Gross Margin49.28%
Operating Margin-287.33%
Net Margin-408.83%

Financial Health

Debt / Equity0.18
Current Ratio1.18
Piotroski F-Score2
Altman Z-Score-1.08

Key Ratios (10y)

Year2016201720182019202020212022202320242025
P/E110.0940.1231.1590.9157.9424524.63170.1360.6037.65-1.67
P/B5.444.597.188.748.488.2410.138.196.737.94
P/S4.384.355.454.564.764.635.915.309.476.82
Gross Margin23.9%25.2%32.4%33.0%32.3%35.3%35.4%32.9%38.5%49.3%
Operating Margin-0.2%6.7%12.3%12.7%9.2%9.2%6.1%6.1%-24.1%-287.3%
Net Margin3.8%11.0%17.6%5.1%8.2%7.7%3.6%8.8%25.2%-408.8%

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