View ValuationSenseTime Group 将来の成長Future 基準チェック /56SenseTime Group利益と収益がそれぞれ年間81.6%と22.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に2.6% 77.4%なると予測されています。主要情報81.6%収益成長率77.36%EPS成長率Software 収益成長82.4%収益成長率22.8%将来の株主資本利益率2.63%アナリストカバレッジGood最終更新日17 Aug 2026今後の成長に関する最新情報Breakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Aug 17Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to CN¥1.32. The fair value is estimated to be CN¥1.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.お知らせ • Aug 14SenseTime Group Inc. to Report First Half, 2026 Results on Aug 26, 2026SenseTime Group Inc. announced that they will report first half, 2026 results on Aug 26, 2026Buy Or Sell Opportunity • Jul 29Now 21% overvaluedOver the last 90 days, the stock has fallen 28% to CN¥1.24. The fair value is estimated to be CN¥1.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.Buy Or Sell Opportunity • Jul 08Now 20% overvaluedOver the last 90 days, the stock has fallen 31% to CN¥1.20. The fair value is estimated to be CN¥1.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.Reported Earnings • Apr 28Full year 2025 earnings released: CN¥0.048 loss per share (vs CN¥0.13 loss in FY 2024)Full year 2025 results: CN¥0.048 loss per share (improved from CN¥0.13 loss in FY 2024). Revenue: CN¥5.01b (up 33% from FY 2024). Net loss: CN¥1.77b (loss narrowed 59% from FY 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.お知らせ • Apr 26SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listingお知らせ • Apr 17SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct ListingBuy Or Sell Opportunity • Mar 27Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥1.65. The fair value is estimated to be CN¥1.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.Breakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Mar 24SenseTime Group Inc., Annual General Meeting, Jun 24, 2026SenseTime Group Inc., Annual General Meeting, Jun 24, 2026.お知らせ • Mar 06SenseTime Group Inc. to Report Fiscal Year 2025 Results on Mar 24, 2026SenseTime Group Inc. announced that they will report fiscal year 2025 results on Mar 24, 2026お知らせ • Dec 29SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion. Security Name: B Shares Security Type: Common Stock Securities Offered: 1,750,000,000 Price\Range: HKD 1.8 Transaction Features: Subsequent Direct ListingReported Earnings • Oct 02First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong.Reported Earnings • Aug 31First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong.お知らせ • Aug 12SenseTime Group Inc. to Report First Half, 2025 Results on Aug 28, 2025SenseTime Group Inc. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Jul 24SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion. Security Name: B shares Security Type: Common Stock Securities Offered: 1,666,667,000 Price\Range: HKD 1.5 Transaction Features: Subsequent Direct ListingBoard Change • Jul 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Duncan Chiu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測SEHK:80020 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202810,1006696771,702712/31/20278,159-422-361819812/31/20266,445-929-936-366812/31/20255,015-1,766-3,789-301N/A9/30/20254,703-2,533-3,360-672N/A6/30/20254,391-3,300-2,932-1,042N/A3/31/20254,081-3,789-3,994-2,485N/A12/31/20243,772-4,278-5,056-3,927N/A9/30/20243,742-5,026-5,746-4,440N/A6/30/20243,712-5,774-6,436-4,953N/A3/31/20243,559-6,107-5,594-4,094N/A12/31/20233,406-6,440-4,752-3,234N/A9/30/20233,616-6,225-6,293-3,138N/A6/30/20233,826-6,010-7,833-3,041N/A3/31/20233,817-6,027-8,143-3,063N/A12/31/20223,809-6,045-8,452-3,084N/A9/30/20224,136-11,320-7,071-3,294N/A6/30/20224,464-16,595-5,690-3,503N/A3/31/20224,582-16,868-4,720-2,994N/A12/31/20214,700-17,140-3,751-2,485N/A9/30/20214,469-13,839-2,735-1,695N/A6/30/20214,237-10,537-1,719-905N/A3/31/20213,841-11,348-2,093-1,067N/A12/31/20203,446-12,158-2,467-1,229N/A12/31/20193,027-4,963-3,768-2,869N/A12/31/20181,853-3,428N/A-750N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 80020は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.1% ) よりも高い成長率であると考えられます。収益対市場: 80020今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 80020今後 3 年以内に収益を上げることが予想されます。収益対市場: 80020の収益 ( 22.8% ) Hong Kong市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 80020の収益 ( 22.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 80020の 自己資本利益率 は、3年後には低くなると予測されています ( 2.6 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 17:47終値2026/08/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SenseTime Group Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Steven MakCGS InternationalPing Yan LeungChina Galaxy International Securities (Hong Kong)Liping ZhaoChina International Capital Corporation Limited12 その他のアナリストを表示
Breakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
Buy Or Sell Opportunity • Aug 17Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to CN¥1.32. The fair value is estimated to be CN¥1.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
お知らせ • Aug 14SenseTime Group Inc. to Report First Half, 2026 Results on Aug 26, 2026SenseTime Group Inc. announced that they will report first half, 2026 results on Aug 26, 2026
Buy Or Sell Opportunity • Jul 29Now 21% overvaluedOver the last 90 days, the stock has fallen 28% to CN¥1.24. The fair value is estimated to be CN¥1.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.
Buy Or Sell Opportunity • Jul 08Now 20% overvaluedOver the last 90 days, the stock has fallen 31% to CN¥1.20. The fair value is estimated to be CN¥1.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 78% in the next 2 years.
Reported Earnings • Apr 28Full year 2025 earnings released: CN¥0.048 loss per share (vs CN¥0.13 loss in FY 2024)Full year 2025 results: CN¥0.048 loss per share (improved from CN¥0.13 loss in FY 2024). Revenue: CN¥5.01b (up 33% from FY 2024). Net loss: CN¥1.77b (loss narrowed 59% from FY 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Software industry in Hong Kong.
お知らせ • Apr 26SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 17SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 3.247 billion. Security Name: Class B Shares Security Type: Common Stock Securities Offered: 1,700,000,000 Price\Range: HKD 1.91 Discount Per Security: HKD 0.01 Transaction Features: Subsequent Direct Listing
Buy Or Sell Opportunity • Mar 27Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to CN¥1.65. The fair value is estimated to be CN¥1.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
Breakeven Date Change • Mar 25Forecast to breakeven in 2028The 6 analysts covering SenseTime Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 63% per year to 2027. The company is expected to make a profit of CN¥1.02b in 2028. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Mar 24SenseTime Group Inc., Annual General Meeting, Jun 24, 2026SenseTime Group Inc., Annual General Meeting, Jun 24, 2026.
お知らせ • Mar 06SenseTime Group Inc. to Report Fiscal Year 2025 Results on Mar 24, 2026SenseTime Group Inc. announced that they will report fiscal year 2025 results on Mar 24, 2026
お知らせ • Dec 29SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion.SenseTime Group Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.15 billion. Security Name: B Shares Security Type: Common Stock Securities Offered: 1,750,000,000 Price\Range: HKD 1.8 Transaction Features: Subsequent Direct Listing
Reported Earnings • Oct 02First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong.
Reported Earnings • Aug 31First half 2025 earnings released: CN¥0.041 loss per share (vs CN¥0.076 loss in 1H 2024)First half 2025 results: CN¥0.041 loss per share (improved from CN¥0.076 loss in 1H 2024). Revenue: CN¥2.36b (up 36% from 1H 2024). Net loss: CN¥1.48b (loss narrowed 40% from 1H 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in Hong Kong.
お知らせ • Aug 12SenseTime Group Inc. to Report First Half, 2025 Results on Aug 28, 2025SenseTime Group Inc. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Jul 24SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion.SenseTime Group Inc. has filed a Follow-on Equity Offering in the amount of HKD 2.500001 billion. Security Name: B shares Security Type: Common Stock Securities Offered: 1,666,667,000 Price\Range: HKD 1.5 Transaction Features: Subsequent Direct Listing
Board Change • Jul 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Duncan Chiu was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.