View Future GrowthHIMSLtd 過去の業績過去 基準チェック /06HIMSLtdの過去数年間の業績に関するデータが不十分です。主要情報n/a収益成長率n/aEPS成長率Semiconductor 業界の成長23.50%収益成長率n/a株主資本利益率n/aネット・マージンn/a前回の決算情報31 Dec 2024最近の業績更新分析記事 • Mar 25HIMSLtd's (KOSDAQ:238490) Soft Earnings Are Actually Better Than They AppearA lackluster earnings announcement from HIMS Co.,Ltd. ( KOSDAQ:238490 ) last week didn't sink the stock price. Our...Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩244 (vs ₩511 in FY 2023)Full year 2024 results: EPS: ₩244 (down from ₩511 in FY 2023). Revenue: ₩61.3b (up 22% from FY 2023). Net income: ₩2.71b (down 52% from FY 2023). Profit margin: 4.4% (down from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩174 (vs ₩496 in 3Q 2023)Third quarter 2024 results: EPS: ₩174 (down from ₩496 in 3Q 2023). Revenue: ₩21.6b (up 13% from 3Q 2023). Net income: ₩1.93b (down 65% from 3Q 2023). Profit margin: 8.9% (down from 28% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.分析記事 • Aug 22We Think HIMSLtd's (KOSDAQ:238490) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that HIMS Co.,Ltd.'s ( KOSDAQ:238490 ) strong earnings didn't offer any...Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩269 (vs ₩231 loss in 1Q 2023)First quarter 2024 results: EPS: ₩269 (up from ₩231 loss in 1Q 2023). Revenue: ₩23.5b (up ₩21.1b from 1Q 2023). Net income: ₩2.94b (up ₩5.47b from 1Q 2023). Profit margin: 13% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩496 (vs ₩239 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩496 (up from ₩239 loss in 3Q 2022). Revenue: ₩19.1b (up 234% from 3Q 2022). Net income: ₩5.43b (up ₩8.06b from 3Q 2022). Profit margin: 28% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩2,240, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 70% over the past three years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩3,805, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 29x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.New Risk • Mar 19New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2024 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩33.1b market cap, or US$22.1m).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩2,635, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 57% over the past three years.お知らせ • Feb 27HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 126, namdongseo-ro, namdong-gu, incheon South Korea分析記事 • Jan 21HIMSLtd (KOSDAQ:238490) Could Be Struggling To Allocate CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...New Risk • Oct 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩42.5b market cap, or US$30.2m).Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,750, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 58% over the past three years.分析記事 • Mar 25HIMSLtd's (KOSDAQ:238490) Soft Earnings Are Actually Better Than They AppearA lackluster earnings announcement from HIMS Co.,Ltd. ( KOSDAQ:238490 ) last week didn't sink the stock price. Our...Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩244 (vs ₩511 in FY 2023)Full year 2024 results: EPS: ₩244 (down from ₩511 in FY 2023). Revenue: ₩61.3b (up 22% from FY 2023). Net income: ₩2.71b (down 52% from FY 2023). Profit margin: 4.4% (down from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Feb 26HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 126, namdongseo-ro, namdong-gu, incheon South Korea分析記事 • Feb 19Here's What's Concerning About HIMSLtd's (KOSDAQ:238490) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.8%).Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩174 (vs ₩496 in 3Q 2023)Third quarter 2024 results: EPS: ₩174 (down from ₩496 in 3Q 2023). Revenue: ₩21.6b (up 13% from 3Q 2023). Net income: ₩1.93b (down 65% from 3Q 2023). Profit margin: 8.9% (down from 28% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.分析記事 • Nov 12Does HIMSLtd (KOSDAQ:238490) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 26HIMS Co.,Ltd.'s (KOSDAQ:238490) Revenues Are Not Doing Enough For Some InvestorsWhen you see that almost half of the companies in the Semiconductor industry in Korea have price-to-sales ratios (or...Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,660, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 47% over the past three years.分析記事 • Aug 22We Think HIMSLtd's (KOSDAQ:238490) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that HIMS Co.,Ltd.'s ( KOSDAQ:238490 ) strong earnings didn't offer any...分析記事 • Aug 12We Think HIMSLtd (KOSDAQ:238490) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩49.4b market cap, or US$36.2m).Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩269 (vs ₩231 loss in 1Q 2023)First quarter 2024 results: EPS: ₩269 (up from ₩231 loss in 1Q 2023). Revenue: ₩23.5b (up ₩21.1b from 1Q 2023). Net income: ₩2.94b (up ₩5.47b from 1Q 2023). Profit margin: 13% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩496 (vs ₩239 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩496 (up from ₩239 loss in 3Q 2022). Revenue: ₩19.1b (up 234% from 3Q 2022). Net income: ₩5.43b (up ₩8.06b from 3Q 2022). Profit margin: 28% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 26Full year 2022 earnings released: ₩783 loss per share (vs ₩39.00 loss in FY 2021)Full year 2022 results: ₩783 loss per share (further deteriorated from ₩39.00 loss in FY 2021). Revenue: ₩31.5b (down 38% from FY 2021). Net loss: ₩8.65b (loss widened ₩8.20b from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 01 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,050, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 44% over the past three years.お知らせ • Feb 22HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time.Is New 90 Day High Low • Feb 17New 90-day high: ₩15,050The company is up 17% from its price of ₩12,850 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.Is New 90 Day High Low • Jan 20New 90-day high: ₩13,950The company is up 4.0% from its price of ₩13,400 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 44% over the same period.分析記事 • Jan 01Is HIMS Co., Ltd.'s (KOSDAQ:238490) Recent Performance Tethered To Its Attractive Financial Prospects?HIMS' (KOSDAQ:238490) stock up by 2.0% over the past week. Given that the market rewards strong financials in the...Upcoming Dividend • Dec 22First Dividend Is ₩100.00 Per ShareWill be paid on the 2nd of April to those who are registered shareholders by the 29th of December. This is the first dividend for HIMS since going public. The average dividend yield among industry peers is 0.8%.分析記事 • Dec 09Under The Bonnet, HIMS' (KOSDAQ:238490) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Nov 18HIMS (KOSDAQ:238490) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Oct 06New 90-day high: ₩13,900The company is up 5.0% from its price of ₩13,300 on 08 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Semiconductor industry, which is up 3.0% over the same period.収支内訳HIMSLtd の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KOSDAQ:A238490 収益、費用、利益 ( )KRW Millions日付収益収益G+A経費研究開発費31 Dec 2461,2642,7118,2395,60230 Sep 2460,2461,6808,9205,18630 Jun 2457,6875,1847,8865,18831 Mar 2471,21711,0729,4084,70631 Dec 2350,1025,5999,7684,44930 Sep 2350,8685,6178,6064,30230 Jun 2337,512-2,44114,7664,15931 Mar 2324,943-9,57114,9714,14531 Dec 2231,540-8,64512,8354,13830 Sep 2228,864-11,89716,2634,03930 Jun 2243,828-4,02813,7983,86231 Mar 2249,038-1,89911,7873,64031 Dec 2150,584-44113,3563,63230 Sep 2159,19569512,5013,75530 Jun 2166,424-1,62512,5923,65531 Mar 2185,0558,21713,5633,88631 Dec 20106,20617,20516,2723,92830 Sep 20112,00820,08619,7093,72531 Dec 1985,0658,44217,1062,969質の高い収益: A238490が 高品質の収益 を有しているかどうかを判断するにはデータが不十分です。利益率の向上: A238490の 利益率 が過去 1 年間で改善したかどうかを判断するにはデータが不十分です。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: A238490の過去 5 年間の前年比収益成長率がプラスであったかどうかを判断するにはデータが不十分です。成長の加速: A238490の過去 1 年間の収益成長を 5 年間の平均と比較するにはデータが不十分です。収益対業界: A238490の過去 1 年間の収益成長がSemiconductor業界平均を上回ったかどうかを判断するにはデータが不十分です。株主資本利益率高いROE: A238490は現在利益が出ていないため、自己資本利益率 ( 0% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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2026/07/20 04:12終値2026/07/20 00:00収益2024/12/31年間収益2024/12/31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HIMS Co.,Ltd. 0 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。2 アナリスト機関Jongsun ParkEugene Investment & Securities Co Ltd.Hyun Dong LeeNH Investment & Securities Co., Ltd.
分析記事 • Mar 25HIMSLtd's (KOSDAQ:238490) Soft Earnings Are Actually Better Than They AppearA lackluster earnings announcement from HIMS Co.,Ltd. ( KOSDAQ:238490 ) last week didn't sink the stock price. Our...
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩244 (vs ₩511 in FY 2023)Full year 2024 results: EPS: ₩244 (down from ₩511 in FY 2023). Revenue: ₩61.3b (up 22% from FY 2023). Net income: ₩2.71b (down 52% from FY 2023). Profit margin: 4.4% (down from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩174 (vs ₩496 in 3Q 2023)Third quarter 2024 results: EPS: ₩174 (down from ₩496 in 3Q 2023). Revenue: ₩21.6b (up 13% from 3Q 2023). Net income: ₩1.93b (down 65% from 3Q 2023). Profit margin: 8.9% (down from 28% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
分析記事 • Aug 22We Think HIMSLtd's (KOSDAQ:238490) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that HIMS Co.,Ltd.'s ( KOSDAQ:238490 ) strong earnings didn't offer any...
Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩269 (vs ₩231 loss in 1Q 2023)First quarter 2024 results: EPS: ₩269 (up from ₩231 loss in 1Q 2023). Revenue: ₩23.5b (up ₩21.1b from 1Q 2023). Net income: ₩2.94b (up ₩5.47b from 1Q 2023). Profit margin: 13% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩496 (vs ₩239 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩496 (up from ₩239 loss in 3Q 2022). Revenue: ₩19.1b (up 234% from 3Q 2022). Net income: ₩5.43b (up ₩8.06b from 3Q 2022). Profit margin: 28% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₩2,240, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 70% over the past three years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₩3,805, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 29x in the Semiconductor industry in South Korea. Total loss to shareholders of 43% over the past three years.
New Risk • Mar 19New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended December 2024. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported December 2024 fiscal period end). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩33.1b market cap, or US$22.1m).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₩2,635, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 22x in the Semiconductor industry in South Korea. Total loss to shareholders of 57% over the past three years.
お知らせ • Feb 27HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2026, at 09:01 Tokyo Standard Time. Location: conference room, 126, namdongseo-ro, namdong-gu, incheon South Korea
分析記事 • Jan 21HIMSLtd (KOSDAQ:238490) Could Be Struggling To Allocate CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
New Risk • Oct 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 24% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (₩42.5b market cap, or US$30.2m).
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₩3,750, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 12x in the Semiconductor industry in South Korea. Total loss to shareholders of 58% over the past three years.
分析記事 • Mar 25HIMSLtd's (KOSDAQ:238490) Soft Earnings Are Actually Better Than They AppearA lackluster earnings announcement from HIMS Co.,Ltd. ( KOSDAQ:238490 ) last week didn't sink the stock price. Our...
Reported Earnings • Mar 21Full year 2024 earnings released: EPS: ₩244 (vs ₩511 in FY 2023)Full year 2024 results: EPS: ₩244 (down from ₩511 in FY 2023). Revenue: ₩61.3b (up 22% from FY 2023). Net income: ₩2.71b (down 52% from FY 2023). Profit margin: 4.4% (down from 11% in FY 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025HIMS Co.,Ltd., Annual General Meeting, Mar 26, 2025, at 09:00 Tokyo Standard Time. Location: auditorium, 126, namdongseo-ro, namdong-gu, incheon South Korea
分析記事 • Feb 19Here's What's Concerning About HIMSLtd's (KOSDAQ:238490) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Upcoming Dividend • Dec 20Upcoming dividend of ₩50.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of South Korean dividend payers (3.9%). Higher than average of industry peers (0.8%).
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: ₩174 (vs ₩496 in 3Q 2023)Third quarter 2024 results: EPS: ₩174 (down from ₩496 in 3Q 2023). Revenue: ₩21.6b (up 13% from 3Q 2023). Net income: ₩1.93b (down 65% from 3Q 2023). Profit margin: 8.9% (down from 28% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
分析記事 • Nov 12Does HIMSLtd (KOSDAQ:238490) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 26HIMS Co.,Ltd.'s (KOSDAQ:238490) Revenues Are Not Doing Enough For Some InvestorsWhen you see that almost half of the companies in the Semiconductor industry in Korea have price-to-sales ratios (or...
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₩4,660, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 15x in the Semiconductor industry in South Korea. Total loss to shareholders of 47% over the past three years.
分析記事 • Aug 22We Think HIMSLtd's (KOSDAQ:238490) Robust Earnings Are ConservativeThe subdued stock price reaction suggests that HIMS Co.,Ltd.'s ( KOSDAQ:238490 ) strong earnings didn't offer any...
分析記事 • Aug 12We Think HIMSLtd (KOSDAQ:238490) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 05New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₩49.4b market cap, or US$36.2m).
Reported Earnings • May 19First quarter 2024 earnings released: EPS: ₩269 (vs ₩231 loss in 1Q 2023)First quarter 2024 results: EPS: ₩269 (up from ₩231 loss in 1Q 2023). Revenue: ₩23.5b (up ₩21.1b from 1Q 2023). Net income: ₩2.94b (up ₩5.47b from 1Q 2023). Profit margin: 13% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₩496 (vs ₩239 loss in 3Q 2022)Third quarter 2023 results: EPS: ₩496 (up from ₩239 loss in 3Q 2022). Revenue: ₩19.1b (up 234% from 3Q 2022). Net income: ₩5.43b (up ₩8.06b from 3Q 2022). Profit margin: 28% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 26Full year 2022 earnings released: ₩783 loss per share (vs ₩39.00 loss in FY 2021)Full year 2022 results: ₩783 loss per share (further deteriorated from ₩39.00 loss in FY 2021). Revenue: ₩31.5b (down 38% from FY 2021). Net loss: ₩8.65b (loss widened ₩8.20b from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Dec 21Upcoming dividend of ₩100.00 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 03 April 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of South Korean dividend payers (3.3%). In line with average of industry peers (1.8%).
Upcoming Dividend • Dec 22Upcoming dividend of ₩150 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 01 April 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of South Korean dividend payers (2.4%). Higher than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • May 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₩11,050, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 23x in the Semiconductor industry in South Korea. Total returns to shareholders of 44% over the past three years.
お知らせ • Feb 22HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021HIMS Co., Ltd., Annual General Meeting, Mar 24, 2021, at 09:00 Korea Standard Time.
Is New 90 Day High Low • Feb 17New 90-day high: ₩15,050The company is up 17% from its price of ₩12,850 on 19 November 2020. The South Korean market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 33% over the same period.
Is New 90 Day High Low • Jan 20New 90-day high: ₩13,950The company is up 4.0% from its price of ₩13,400 on 22 October 2020. The South Korean market is up 28% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 44% over the same period.
分析記事 • Jan 01Is HIMS Co., Ltd.'s (KOSDAQ:238490) Recent Performance Tethered To Its Attractive Financial Prospects?HIMS' (KOSDAQ:238490) stock up by 2.0% over the past week. Given that the market rewards strong financials in the...
Upcoming Dividend • Dec 22First Dividend Is ₩100.00 Per ShareWill be paid on the 2nd of April to those who are registered shareholders by the 29th of December. This is the first dividend for HIMS since going public. The average dividend yield among industry peers is 0.8%.
分析記事 • Dec 09Under The Bonnet, HIMS' (KOSDAQ:238490) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Nov 18HIMS (KOSDAQ:238490) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Oct 06New 90-day high: ₩13,900The company is up 5.0% from its price of ₩13,300 on 08 July 2020. The South Korean market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Semiconductor industry, which is up 3.0% over the same period.