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SYSY

So-Young International Inc.

$SY·$297M·Medical - Healthcare Information Services·Healthcare
$2.27-3.0%YTD+2.7%1Y-29.5%
Price updated 9h ago·X counts updated 5d ago
SYSY
$SYSo-Young International Inc.
$2.27-2.99%8 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

8X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Chinese medical-aesthetics platform with Q1 revenue +45% YoY, 46% gross margin and persistent operating losses at $2.70.

So-Young International runs an online medical-aesthetics (cosmetic surgery, non-surgical procedures) marketplace in China, so revenue scales with user-engagement metrics and provider-partner commission flow.

  • Q1 FY26 revenue RMB 430M, +44.7% YoY with -13.4% operating margin; prior four quarters: -7.0%, +4.0%, +23.1%, +44.7% — three-quarter revenue acceleration
  • TTM: -10x earnings (negative), 1.6x sales, -16% ROE, 46% gross margin, -17% operating margin, FCF yield -12%, debt-to-equity 0.25
  • 2026 estimate: RMB 2.05B revenue, -RMB 1.56 EPS; 2027 RMB 2.79B, -RMB 0.23 EPS — modeling continued revenue growth and EPS loss narrowing
  • YTD +2.7%, trailing-12m -29% at $2.70 against a $361M market cap

The revenue acceleration is real (three quarters of 20-45% YoY growth) but operating margin stays deeply negative — the thesis is whether revenue growth into the FY27 RMB 2.79B estimate scales operating leverage toward breakeven, with ongoing cash burn until it does.

What to watch: Nov 23 Q2 earnings — whether revenue growth sustains above 30% YoY and whether operating margin narrows toward breakeven as the FY27 estimates imply.

On the calendar: 2026-11-23 Q2 earnings

Read the AI verdict on $SY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese online platform connecting patients with medical aesthetic clinics via content, community, and appointment booking.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $SY.

Medical - Healthcare Information Services · Healthcare

No material change from last week — AI-driven clinical workflow digitization and prior-authorization automation are the structural demand drivers.

What this means for $SY

Neutral — Chinese online platform connecting patients with medical aesthetic clinics via content, community, and appointment booking.

Industry benchmark

10-name peer basket
+24.4%YTD
+9.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-14.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-16.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-15.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 31, 2026$-0.03$-0.09+65.9%
Q1 2026May 22, 2026$-0.07$-0.10+33.3%
Q4 2025Mar 25, 2026$-0.13$-0.10-33.5%
Q3 2025Nov 17, 2025$-0.09$-0.05-93.0%
Next earningsMon, Nov 23·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$430.2M+44.7%42.0%-13.4%$-0.37$0
Q4 FY25$454.4M+23.1%44.4%-22.4%$-0.81$-302.0M
Q3 FY25$386.7M+4.0%47.3%-18.8%$-0.49$0
Q2 FY25$378.7M-7.0%51.3%-12.4%$-0.28$0

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$2.0B – $2.1B-$1.56-$1.68 – -$1.432
FY27$2.8B$2.4B – $3.1B-$0.23-$0.37 – -$0.082
FY28$3.6B$2.9B – $4.4B$1.19$1.01 – $1.362
FY29$6.1B$5.4B – $6.8B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.29%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 129.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (3 awards · 2 exempts) in window

See when $SY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 4 other (3 6-Ks · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Financial Comparison: PSQ (NYSE:PSQH) vs. So-Young International (NASDAQ:SY)defenseworld.net·4d agoReviewing So-Young International (NASDAQ:SY) & EverQuote (NASDAQ:EVER)defenseworld.net·17d agoSo-Young International Inc. (SY) Q2 2026 Earnings Call Transcriptseekingalpha.com·47d agoSo-Young International Q2 Earnings Call Highlightsmarketbeat.com·47d agoSo-Young Reports Unaudited Second Quarter 2026 Financial Resultsprnewswire.com·47d ago

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Voices on X · last 7 days

No standout posts about $SY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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