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iHuman Inc.NYSE:IH Rapport sur les actions

Capitalisation boursière US$85.6m
Prix de l'action
US$1.68
US$1.64
1.9% surévalué décote intrinsèque
1Y-30.8%
7D-3.2%
Valeur du portefeuille
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iHuman Inc.

NYSE:IH Rapport sur les actions

Capitalisation boursière : US$85.6m

iHuman (IH) Aperçu de l'action

iHuman Inc. fournit des produits de développement intellectuel aux utilisateurs individuels, aux jardins d'enfants et aux distributeurs en République populaire de Chine et dans le monde entier. Plus de détails

IH analyse fondamentale
Score flocon de neige
Évaluation2/6
Croissance future0/6
Performances passées3/6
Santé financière6/6
Dividendes3/6

IH Community Fair Values

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iHuman Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 iHuman
Historique des cours de bourse
Prix actuel de l'actionUS$1.68
Plus haut sur 52 semainesUS$3.60
Plus bas sur 52 semainesUS$1.55
Bêta0.12
Variation sur 1 mois-0.30%
Variation sur 3 mois-16.25%
Variation sur 1 an-30.78%
Variation sur 3 ans-55.09%
Variation sur 5 ans-82.48%
Évolution depuis l'introduction en bourse-89.53%

Nouvelles et mises à jour récentes

Article d'analyse Feb 12

iHuman (NYSE:IH) Is Reinvesting At Lower Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Article d'analyse Dec 31

Take Care Before Jumping Onto iHuman Inc. (NYSE:IH) Even Though It's 26% Cheaper

The iHuman Inc. ( NYSE:IH ) share price has fared very poorly over the last month, falling by a substantial 26...

Recent updates

Article d'analyse Feb 12

iHuman (NYSE:IH) Is Reinvesting At Lower Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Article d'analyse Dec 31

Take Care Before Jumping Onto iHuman Inc. (NYSE:IH) Even Though It's 26% Cheaper

The iHuman Inc. ( NYSE:IH ) share price has fared very poorly over the last month, falling by a substantial 26...
Article d'analyse Jul 25

iHuman Inc.'s (NYSE:IH) Share Price Boosted 27% But Its Business Prospects Need A Lift Too

iHuman Inc. ( NYSE:IH ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...
Article d'analyse Jul 23

A Look At The Intrinsic Value Of iHuman Inc. (NYSE:IH)

Key Insights iHuman's estimated fair value is US$2.45 based on 2 Stage Free Cash Flow to Equity iHuman's US$2.79 share...
Article d'analyse Apr 14

Investors Don't See Light At End Of iHuman Inc.'s (NYSE:IH) Tunnel And Push Stock Down 38%

iHuman Inc. ( NYSE:IH ) shares have retraced a considerable 38% in the last month, reversing a fair amount of their...
Article d'analyse Feb 28

Improved Earnings Required Before iHuman Inc. (NYSE:IH) Stock's 27% Jump Looks Justified

iHuman Inc. ( NYSE:IH ) shareholders have had their patience rewarded with a 27% share price jump in the last month...
Article d'analyse Sep 28

There's No Escaping iHuman Inc.'s (NYSE:IH) Muted Earnings Despite A 27% Share Price Rise

iHuman Inc. ( NYSE:IH ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Article d'analyse May 21

iHuman Inc.'s (NYSE:IH) Share Price Is Matching Sentiment Around Its Earnings

iHuman Inc.'s ( NYSE:IH ) price-to-earnings (or "P/E") ratio of 4.3x might make it look like a strong buy right now...
Article d'analyse Jan 30

Some Investors May Be Worried About iHuman's (NYSE:IH) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Article d'analyse Dec 30

iHuman Inc.'s (NYSE:IH) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 6.3x iHuman Inc. ( NYSE:IH ) may be sending very bullish signals at the...
Article d'analyse Oct 13

Why We Like The Returns At iHuman (NYSE:IH)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Seeking Alpha Sep 26

iHuman Moves Through Economic Uncertainty In Robotic Holding Pattern

Summary The provider of educational products and services for children reported just 4.5% revenue growth in the second quarter, but its profit nearly doubled on reduced R&D spending. iHuman’s revenue grew by an unimpressive 4.5% in the second quarter, but it maintained its margins and reported strong profit growth on cost controls. The education company’s deferred revenue declined for a second consecutive quarter from a peak at the end of last year. Read the full article on Seeking Alpha
Article d'analyse Jul 29

iHuman Inc.'s (NYSE:IH) 26% Share Price Surge Not Quite Adding Up

iHuman Inc. ( NYSE:IH ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...
Seeking Alpha Jun 23

iHuman Leaves Investors Unimpressed With Flat Margins, Slow Revenue Growth

Summary iHuman Inc. reported its revenue grew 9% in the first quarter. IH's profit quadrupled as it controlled costs with a sharp drop in R&D spending. iHuman has launched two new initiatives over the last year to tap the international market, but has yet to record significant revenue from those. IH just needs to start reaping some rewards from its efforts with a return to faster revenue growth. Read the full article on Seeking Alpha
Seeking Alpha Dec 14

Operating In The Shadows Of Education Crackdown, iHuman Nears Profit Milestone

Summary iHuman made a net profit in the third quarter, swinging from a loss a year earlier, as cost savings outweighed a decline in revenue. The company faces a long list of regulatory risks, led by the educational nature of its apps that could subject them to more stringent rules. iHuman says its apps are not explicitly subject to these rules. But it also warns that Chinese regulators could decide at any time that its apps are for educational purposes, which would bring the company lots of headaches. A major milestone is in sight for iHuman Inc. (IH) as it nears its first annual net profit in its life as a young publicly traded company. But in the process of reaching that goal, the maker of “edutainment” apps is having to constantly navigate a regulatory minefield in China’s sensitive education sector that could upend its business at any time. A major mine from that field blew up in the face of a much larger industry providing after-school tutoring services to K-12 students last year after Beijing suddenly banned most such services. iHuman has avoided fallout from that fiasco, which effectively killed an entire industry once worth billions of dollars. But the dangers always lurk in the background due to the fickle and unpredictable nature of China’s regulators. iHuman, which makes apps that help kids improve in areas like reading and logic, made a net profit of 39.5 million yuan ($5.5 million) in the third quarter, pulling a 180-degree turn from a net loss of a similar size a year earlier, according to its latest quarterly results released last Thursday. Those results showed the company earned a 74 million yuan profit for the first nine months of the year, putting iHuman on track to make its first-ever annual net profit since it went public in 2020. iHuman’s strong third quarter bottom line owes in large part to cost-cutting, rather than revenue growth. In fact, the company’s sales during the three months fell 2.9% year-over-year to 251.5 million yuan, marking the first decline in its quarterly revenue since its IPO. The decline was a natural progression from lackluster growth in the first half of the year, a far cry from the triple-digit growth that it frequently logged in the past two years. The sudden drop in iHuman’s revenue may seem perplexing, if not alarming. It’s true that many businesses in China suffered under Beijing’s strict Covid control policies that only now are starting to ease, though not before contributing to the country’s economic slowdown. If anything, internet companies like iHuman should be key beneficiaries of lockdowns and other restrictions on mobility that have fueled growth in demand for online products that don’t require human contact. iHuman also sells cognitive development materials and devices through brick-and-mortar channels. But it has drastically scaled down the offline business, which led to significant gains in its gross margin and allowed it to keep boosting revenue through the pandemic. So, what exactly is behind iHuman’s slowdown? It actually appears to be the result of a conscious decision by the company to prioritize profitability over revenue growth. Firstly, the company’s cost of revenue - or expenses incurred for generating sales, including commissions to app stores - decreased at a faster rate than its revenue decline. That allowed iHuman to further improve its gross margin to more than 70% from an already-solid 69.6% in the third quarter of last year. Slashing costs More significantly, iHuman slashed its operating expenses, which in the past exceeded its gross profit, by more than 38%. Cost cutting has become a common theme among money-losing Chinese companies this year, as they try to show investors they can become profitable soon, even in the face of a fast-slowing Chinese economy. iHuman’s cuts were led by a 45% drop in costs for research and development, primarily through savings from payroll and outsourcing expenses. It also reduced sales and marketing expenses by 38% by using an “economical and optimized advertising strategy.” “The continued improvement in profitability was primarily driven by our sound operating efficiency initiatives,” iHuman CFO Vivien Wang said in the company’s latest earnings announcement. “We better aligned our cost structure with our strategic priorities and improved our operational efficiency by further streamlining key business processes and workflows.” Investors appeared to appreciate iHuman’s renewed focus on profitability, as well as its previously announced plan to repurchase its shares through the end of next year. The company’s stock dropped about 7% after its earnings release, but more than made up the lost ground the next day with a 12.4% jump. While the short-term picture looks good, iHuman faces a wide range of longer-term risks due to its operation in a vast regulatory gray area in China. The company describes itself as an “edutainment” provider and seems to try hard not to link its apps directly to the sensitive education sector, which is subject to a long list of regulatory requirements. Following last year’s clampdown on the sector, even overseas language-learning apps like Duolingo (DUOL), Memrise and Beelinguapp have vanished from major Android app stores in China. iHuman says its apps are not explicitly subject to these rules. But it also warns that Chinese regulators could decide at any time that its apps are for educational purposes, which would bring the company lots of headaches. There are also a slew of other rules that could apply to iHuman, ranging from requirements for online publishing to those for protection of minors from addictive products.
Article d'analyse Dec 09

iHuman (NYSE:IH) May Have Issues Allocating Its Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Seeking Alpha Dec 08

iHuman ADS Non-GAAP EPADS of $0.11, revenue of $35.4M

iHuman ADS press release (NYSE:IH): Q3 Non-GAAP EPADS of $0.11. Revenue of $35.4M (-2.9% Y/Y). Gross margin was 70.4%, compared with 69.6% in the same period last year. Average total MAUs for the quarter were 20.63M, an increase of 16.7% Y/Y from 17.68M in the same period last year. The number of paying users for the quarter was 1.65M.
Seeking Alpha Oct 03

iHuman Is Inhumanly Undervalued

Summary iHuman is the education app leader in the world's largest app market. The company had its most profitable quarter ever, while its enterprise value remains negative. In July, iHuman's international STEM apps brand was launched and existing popular apps were released in Google Play stores worldwide. Editor's note: Seeking Alpha is proud to welcome The China Investor as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » iHuman's (NYSE:IH) share price has declined by more than 90% since its peak of around $28 in November 2020, to less than $1.90 recently. This has resulted in iHuman's enterprise value turning negative while fundamentals have been improving. iHuman's negative enterprise value is mainly due to a combination of high cash reserves, low debt, and a low market cap. Net income performance has been improving for the past three quarters and is now at record levels, while operating expenses have declined dramatically and are now near two-year lows. Seekingalpha The market has also not priced in the launch of internationally focused brand Bekids and the release of existing popular apps in Google Play stores globally. iHuman's price to sales ratio of 0.7 is less than 10% of Duolingo's (DUOL), a listed competing educational app maker. The market has also heavily discounted the fact that iHuman is the educational app leader in one of the world's fastest growing and largest app markets. As iHuman continues to be profitable and gather more attention, its stock price should rise. Therefore, I rate this stock a buy. Business Model iHuman makes educational apps for children. These apps span many categories, including reading, Chinese language learning, coding, and more. Revenue is primarily derived from subscriptions to these apps, although a one-time lifetime access purchase is also available. iHuman Chinese is iHuman's flagship product. It was launched in 2016 and, in 2021, generated 65% of all revenue. The 2021 annual report revealed that most of iHuman's revenue is generated in China. On Sensortower, an app intelligence platform, it can be seen that iHuman apps are highly rated. In the Chinese Apple app store, iHuman Chinese has an average rating of 4.8 across more than 830,000 reviews. The lowest rated iHuman app is iHuman Exercise, which received an average rating of 4.1 across 235 reviews. Market and developments As the market leader in China's education app industry, iHuman is well positioned to reap rewards from growth in China's app industry. China's app market, already the largest in the world, is projected to grow at a CAGR of 9.65% to reach a revenue of USD$226 billion in 2026. This is almost 50% larger than second-placed U.S., whose app market is projected to generate a revenue of USD$151 billion in 2026. Category specific trends are even more positive, as demand for education apps and language learning apps is expected to grow at CAGRs of 24% and 15% in 2022-2027, respectively. In July 2022, iHuman launched the Bekids suite of apps targeting the children's STEM market. Bekids Coding is an international port of the popular iHuman Coding, and will be the primary app in the Bekids suite. Also in July, iHuman's most popular apps - such as iHuman Chinese and iHuman PinYin (launched as GoPlay Chinese) - were released in Google Play stores internationally. These initiatives are expected to further drive international revenue. KPIs iHuman app KPIs have been improving since its IPO. On a yearly basis, monthly active users (MAUs) and paying users (PUs) have continued to climb, reaching 18.2 million and 1.51 million, respectively. Average revenue per paying user also increased year on year, climbing 2.1% to USD$21. In the China Apple app store, the iHuman flagship product, iHuman Chinese, is the undisputed champion in the education category. According to Chinese app intelligence company Qimai data, iHuman Chinese ranked within the top 10 grossing applications in the past five years, and held the top grossing education app crown for the same period of time. Financial Analysis Koyfin In Q2 2022, iHuman made the most net income ever, growing 66% on a quarterly basis to USD$3.3 million. Net margin improved for the third quarter in a row to 9.45%. This improvement in net margin was not the result of an increase in revenue though, as revenue was mostly unchanged at USD$34.4 million. Instead, the improvement in net margin was the result of sharp cuts to R&D and sales and marketing expenses. Author On a quarterly basis, R&D expenses decreased substantially to USD$11.7 million, while sales and marketing expenses decreased to USD$4.7 million. Compared to other listed app makers such as Roblox (RBLX) and Duolingo, iHuman's operating expenses as a percentage of revenue are lower, suggesting that the company is more efficient at managing costs. Gross margins have consistently remained at around 70%, suggesting that there is plenty of room for iHuman to be profitable. IH's balance sheet is healthy with cash of USD$127 million while total debt is only USD$2.7 million. The largest liability item is deferred revenue, at USD$47 million. My only concern is that there is more than enough cash to sustain the business for many years and that this has been the case for many quarters now. Like many other Chinese ADRs, IH's large cash holdings and low market cap have resulted in a negative enterprise value. Valuation To value iHuman, we will compare it to language learning app Duolingo. This is an appropriate comparison because both companies are listed app makers whose apps are in the education category of app stores. According to Sensortower, in the top grossing education app category, Duolingo was ranked 1st and 10th in U.S. and Chinese app stores, respectively. Duolingo has had a longer runway than iHuman, though, as its apps were released in 2012 vs. 2016 for iHuman's earliest app, iHuman Chinese. Seekingalpha On a TTM basis, Duolingo generated a net income loss of USD$74 million on a revenue of USD$306 million, while iHuman generated a net income loss of USD$1.67 million on a revenue of USD$145 million. Duolingo's revenue is more than twice that of iHuman's, but that would not be obvious by looking at their price/sales ratios. Duolingo's price/sales ratio is more than 10, whereas iHuman's is 0.7. This suggests that there is a possibility of a large upside if iHuman's price/sales ratio converges to even half that of Duolingo's. Risks Delisting On May 26, iHuman was included in the HFCAA's conclusive list of issuers, raising delisting fears. While Washington and Beijing have since reached an agreement allowing U.S. auditors to inspect China-based accountants, there remains a possibility that the inspection might fail and the ADR gets delisted. To avoid this scenario, it is quite likely that iHuman will follow in the path of other Chinese ADRs, such as NIO and Li Auto, and pursue a listing on the Hong Kong stock exchange.
Seeking Alpha Sep 22

iHuman ADS GAAP EPS of $0.07, revenue of $34.4M

iHuman ADS press release (NYSE:IH): Q2 GAAP EPS of $0.07. Revenue of $34.4M (+4.2% Y/Y)
Article d'analyse Jun 09

Is iHuman Inc. (NYSE:IH) Trading At A 34% Discount?

In this article we are going to estimate the intrinsic value of iHuman Inc. ( NYSE:IH ) by taking the forecast future...
Article d'analyse May 02

Analysts Expect iHuman Inc. (NYSE:IH) To Breakeven Soon

We feel now is a pretty good time to analyse iHuman Inc.'s ( NYSE:IH ) business as it appears the company may be on the...
Article d'analyse Feb 28

What Type Of Shareholders Make Up iHuman Inc.'s (NYSE:IH) Share Registry?

The big shareholder groups in iHuman Inc. ( NYSE:IH ) have power over the company. Institutions often own shares in...

Rendement pour les actionnaires

IHUS EntertainmentUS Marché
7D-3.2%-1.0%2.2%
1Y-30.8%-9.3%31.1%

Rendement vs Industrie: IH a sous-performé le secteur US Entertainment qui a rapporté -9.3 % au cours de l'année écoulée.

Rendement vs marché: IH a sous-performé le marché US qui a rapporté 31.1 % au cours de l'année écoulée.

Volatilité des prix

Is IH's price volatile compared to industry and market?
IH volatility
IH Average Weekly Movement7.7%
Entertainment Industry Average Movement9.0%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: IH n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de IH ( 8% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
1996558Peng Daiwww.ihuman.com

iHuman Inc. fournit des produits de développement intellectuel aux utilisateurs individuels, aux jardins d'enfants et aux distributeurs en République populaire de Chine et dans le monde entier. L'entreprise propose des applications interactives et autodidactes, notamment iHuman Chinese, iHuman ABC, iHuman Pinyin, iHuman Magic Thinking, iHuman Books, iHuman Stories, iHuman Chinese Classics, iHumanpedia, iHuman Kids Workout, iHuman Coding, iHuman Fun Idioms, iHuman Little Artists, iHuman Readers, iHuman Writing, iHuman Fantastic Friends, iHuman AI Coding et iHuman Chinese Reading ; bekids Coding, bekids Coloring, bekids Reading, bekids Puzzle, bekids Academy et la série Gogo ; et Aha World et Aha Makeover. L'entreprise propose également du matériel intellectuellement stimulant, notamment des livres, du matériel interactif et des appareils intelligents qui développent les capacités des enfants en matière d'expression orale, de réflexion critique, de lecture indépendante et de créativité, ainsi que Cosmicrew, une série d'animation d'aventures comiques en 3D.

iHuman Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de iHuman se comparent-ils à sa capitalisation boursière ?
IH statistiques fondamentales
Capitalisation boursièreUS$85.61m
Bénéfices(TTM)US$14.03m
Recettes(TTM)US$118.67m
6.1x
Ratio P/E
0.7x
Ratio P/S

Le site IH est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
IH compte de résultat (TTM)
RecettesCN¥807.02m
Coût des recettesCN¥259.41m
Marge bruteCN¥547.61m
Autres dépensesCN¥452.21m
Les revenusCN¥95.40m

Derniers bénéfices déclarés

Dec 31, 2025

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)1.87
Marge brute67.86%
Marge bénéficiaire nette11.82%
Ratio dettes/capitaux propres0%

Quelles ont été les performances à long terme de IH?

Voir les performances historiques et les comparaisons

Dividendes

6.0%
Rendement actuel des dividendes
n/a
Ratio de distribution

Le site IH verse-t-il des dividendes fiables ?

Voir IH l'historique des dividendes et les indices de référence
Quand faut-il acheter IH pour recevoir un dividende à venir ?
iHuman dates des dividendes
Date ex-dividendeApr 17 2026
Date de paiement du dividendeMay 15 2026
Jours jusqu'au dividende Ex24 days
Jours jusqu'à la date de paiement du dividende4 days

Le site IH verse-t-il des dividendes fiables ?

Voir IH l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 06:07
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

iHuman Inc. est couverte par 4 analystes. 0 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Citi ResearchCitigroup Inc
Mark LiCitigroup Inc
Mark LiCitigroup Inc