Perfect Corp.

Informe acción NYSE:PERF

Capitalización de mercado: US$194.5m

Perfect Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Perfect ha aumentado sus beneficios a una tasa media anual de 47.8%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 25.5% anual. Los ingresos han ido creciendo a una tasa media de 13.1% al año. La rentabilidad financiera de Perfect es de 3.7%, y sus márgenes netos son de 8.1%.

Información clave

47.82%

Tasa de crecimiento de los beneficios

64.77%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos13.09%
Rentabilidad financiera3.68%
Margen neto8.13%
Última actualización de beneficios30 Jun 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha Jul 31

Perfect Corp.: Likely Undervalued But Also Viable As A Merger Bet

Summary PERF is basically a hybrid consumer and enterprise AI platform. As such, they’ve increasingly focused on scalable and standardized content delivery. After all, heavily customized projects often involve more work than standardized offerings and may have less compelling margins. In my view, PERF’s operating improvements show that this approach is helping them become more efficient despite otherwise flat revenues YoY. Under the hood, PERF has seen declining subscribers and fewer major customers. Plus, their licensing revenue has been lackluster as well. And that’s why the recent acquisition deal is reasonable to some extent, but now leaves little room for further upside. Read the full article on Seeking Alpha
Actualización de narrativa Jun 16

PERF: AI Beauty Tools And Take Private Bid Will Drive Future Returns

Analysts have trimmed their average price target on Perfect to $1.95 as they reassess the stock in light of a slightly higher discount rate, modestly adjusted revenue growth and margin assumptions, and a recalibrated long term P/E outlook following recent downgrades and renewed scrutiny of the proposed take private bid. Analyst Commentary on Perfect Recent research on Perfect points to a more cautious stance, with several bearish analysts rethinking valuation in light of the proposed take private bid and updated modeling assumptions.
Actualización de narrativa Jun 02

PERF: AI Beauty Personalization And Take Private Bid Will Support Future Returns

Analysts have trimmed their price target on Perfect to $1.95, citing slightly higher perceived risk, more cautious revenue growth and margin assumptions, and a modestly lower future P/E multiple in light of recent downgrade activity and concerns around the proposed take private bid. Analyst Commentary Recent Street research around Perfect has tilted more cautious, with several bearish analysts highlighting concerns around the proposed take private bid and the stock's risk profile.
Actualización de narrativa May 13

PERF: Take Private Bid Debate Will Support Long Term Upside Scenario

Analysts have trimmed their price targets on Perfect to around $2.73 from about $3.01, citing updated expectations for revenue growth, profit margins and a lower future P/E multiple, along with recent rating downgrades and debate around the proposed take private bid. Analyst Commentary Recent research highlights a split view on Perfect as the market weighs the impact of fresh downgrades against the proposed take private bid and updated valuation assumptions.
Actualización de narrativa Apr 28

PERF: Take Private Bid Debate Will Spotlight Long Term Upside Optionality

Analysts have trimmed Perfect's implied fair value by about $0.50 per share. The updated view reflects slightly adjusted assumptions on discount rate, revenue growth, profit margin and a lower future P/E, following recent research that includes a downgrade and debate around whether a potential take private bid fully reflects long term prospects.
Actualización de narrativa Apr 14

PERF: AI Beauty Personalization And Take Private Bid Will Support Future Earnings

Analysts have reduced their price target for Perfect to $1.95 from $3.60, citing research that points to more moderate revenue growth and profit margin expectations, along with a higher assumed future P/E multiple and a slightly higher discount rate. Analyst Commentary Recent Street research around Perfect points to a more cautious tone, with attention on both execution risks and how the current share price lines up with revised expectations on growth and profitability.
Actualización de narrativa Mar 31

PERF: Take Private Bid Debate Will Highlight Potential Upside In Richer Future P/E

Analysts have reset their price target on Perfect to $3.51 from $4.04, citing updates in their models related to growth, margins, and a higher assumed future P/E following recent research that includes a downgrade and debate over the value of a potential take-private bid. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher assumed future P/E as a sign that some in the market are still willing to assign a richer multiple to Perfect, even after the recent downgrade.
Actualización de narrativa Feb 20

PERF: AI Beauty Personalization And Fashion APIs Will Support Future Earnings

Analysts have lifted their price target on Perfect by $2.37, citing slightly higher assumed revenue growth, modestly improved profit margins, a small adjustment to the discount rate, and a higher future P/E multiple in their refreshed model. What's in the News Perfect Corp.
Actualización de narrativa Feb 05

PERF: AI Beauty Partnerships And Fashion APIs Will Support Long Term Earnings

Analysts have lifted their price target on Perfect by US$0.00, reflecting updated views on slightly higher long term revenue growth and profit margins, alongside a modestly lower future P/E assumption. What's in the News Perfect Corp.
Actualización de narrativa Jan 22

PERF: New Fashion APIs And Luxury Collaborations Will Support Long Term Earnings

Analysts have slightly reduced their price target on Perfect, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which together indicate a modestly lower fair value estimate in dollar terms. What's in the News Perfect Corp.
Actualización de narrativa Jan 07

PERF: AI Partnerships With Luxury Brands Will Support Stronger Long Term Earnings

Analysts have nudged their price target on Perfect higher to reflect slightly stronger assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple, indicating a more supportive long-term earnings profile than in their prior view. What's in the News Perfect Corp.
Actualización de narrativa Dec 14

PERF: Rising Profit Margins And Luxury Partnerships Will Drive Further Upside

Analysts have raised their price target on Perfect, increasing their fair value estimate from approximately 3.17 dollars to 3.60 dollars. They now expect stronger profit margins and are willing to assign a higher future earnings multiple, despite slightly moderating revenue growth assumptions and a marginally higher discount rate.
Artículo de análisis Jul 15

Earnings Tell The Story For Perfect Corp. (NYSE:PERF) As Its Stock Soars 25%

Despite an already strong run, Perfect Corp. ( NYSE:PERF ) shares have been powering on, with a gain of 25% in the last...
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Nueva narrativa May 26

Digital Transformation And AR/VR Will Spark Immersive Engagement

Rapid adoption of AI-driven products and strategic acquisitions give Perfect a strong advantage in capturing global digital engagement and expanding into new markets.
Artículo de análisis Mar 16

Perfect Corp.'s (NYSE:PERF) Stock Retreats 27% But Earnings Haven't Escaped The Attention Of Investors

Perfect Corp. ( NYSE:PERF ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha Mar 10

Perfect Corp.: Solid Execution Amid Industry Headwinds

Summary Perfect Corp.'s Q4 and FY 2024 results were solid, aligning with guidance despite a negative market reaction and ongoing B2B challenges. The acquisition of Wannaby enhances Perfect Corp.'s AI capabilities and market reach, positioning it as a leader in Beauty and Fashion AI. Strong B2C performance, with 1 million paid subscribers and growing engagement, provides resilience against B2B spending softness and supports long-term growth. With $165.9 million in cash, no debt, and disciplined cost management, Perfect Corp. is financially stable and well-positioned for future opportunities. Read the full article on Seeking Alpha
Artículo de análisis Jan 22

Perfect Corp.'s (NYSE:PERF) 27% Share Price Surge Not Quite Adding Up

Perfect Corp. ( NYSE:PERF ) shares have continued their recent momentum with a 27% gain in the last month alone...
Artículo de análisis Dec 06

Perfect Corp. (NYSE:PERF) Stock Catapults 36% Though Its Price And Business Still Lag The Industry

Perfect Corp. ( NYSE:PERF ) shareholders have had their patience rewarded with a 36% share price jump in the last...
Seeking Alpha Nov 27

Perfect Corp.: The Quiet AI Leader Ready For The Spotlight

Summary Perfect Corp. is a leader in AI/AR beauty tech, serving 90% of top beauty brands globally and boasting high gross margins and strategic partnerships. The company has a strong B2B and B2C presence, with significant growth potential in both segments, driven by expanding SKUs and new verticals. Despite its stock being undervalued, PERF is financially robust with no debt, positive cash flow, and a high cash reserve ($1.60/share). The market undervalues the company's resilience and growth potential, making it a compelling investment opportunity with significant upside. Read the full article on Seeking Alpha
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Nueva narrativa Nov 03

AI Innovations And Market Expansion Brighten The Future Of Beauty Tech

Expanding B2C web services and AI beauty solutions boosts revenue by capturing higher margins and increasing consumer engagement.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Perfect. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:PERF Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Jun 267163915
31 Mar 267153915
31 Dec 256953815
30 Sep 256763814
30 Jun 256463814
31 Mar 256273813
31 Dec 246053812
30 Sep 245853812
30 Jun 245763812
31 Mar 245653812
31 Dec 235453711
30 Sep 2350-1863211
30 Jun 2349-18810211
31 Mar 2347-1613010
31 Dec 2247-16210110
30 Sep 2247-1253511
30 Jun 2247-1273511
31 Mar 2244-1563310
31 Dec 2141-1573010
30 Sep 2137-5268
30 Jun 2133-8248
31 Mar 2131-7238
31 Dec 2030-6218
31 Dec 1923-2176
31 Dec 1812-9146

Ingresos de calidad: PERF tiene una única gran pérdida de $1.9M que afecta a sus resultados financieros de los últimos 12 meses de 30th June, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio(8.1%) de PERF son inferiores a los del año pasado (9.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: PERF ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 47.8% al año.

Acelerando crecimiento: PERF ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: PERF tuvo un crecimiento negativo de los beneficios (-5.7%) durante el año pasado, lo que dificulta la comparación con la media de la industria Software (21.2%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de PERF (3.7%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/06 13:23
Precio de las acciones al final del día2026/08/06 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Perfect Corp. está cubierta por 11 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Vadim MerkulovFreedom Broker
Egor TolmachevFreedom Broker
Almas AlmaganbetovFreedom Broker