Waterdrop: Strong Growth Can Overcome Short-Term Headwinds

Jun. 12, 2025 8:21 AM ETWaterdrop Inc. (WDH) StockWDH
MarketGyrations
3.15K Followers
(14min)

Summary

  • Waterdrop stock has struggled to move higher for months, but the latest quarterly report has enough to warrant optimism.
  • Earnings grew by 30+% in the last report and the FY2025 outlook calls for more growth, which stands in contrast to the lagging stock.
  • WDH is arguably undervalued at current levels in terms of the balance sheet, but also in terms of the income statement.
  • Long WDH requires patience, but it also has much of what it takes toturn into a winning play, given enough time.

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Waterdrop (NYSE:WDH), which operates a platform meant to provide insurance and healthcare services in China, has mostly recovered from the stock market turmoil that caused the stock to sell off in March/April, but the stock has

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