Hello Group（MOMO N）株式概要Hello Group Inc.は中華人民共和国でモバイルベースのソーシャル・エンターテインメント・サービスを提供している。 詳細MOMO N ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より22.5%で取引されている 収益は年間9.49%増加すると予測されています アナリストらは、株価が44%上昇するだろうとほぼ一致している。 リスク分析株式の流動性は非常に低い 不安定な配当実績 すべてのリスクチェックを見るMOMO N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$103.0030.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b17b2016201920222025202620282031Revenue CN¥11.1bEarnings CN¥857.4mAdvancedSet Fair ValueView all narrativesHello Group Inc. 競合他社Corporación Interamericana de Entretenimiento. deSymbol: BMV:CIE BMarket cap: Mex$24.1bMegacable Holdings S. A. B. de C. VSymbol: BMV:MEGA CPOMarket cap: Mex$50.4bYalla GroupSymbol: NYSE:YALAMarket cap: US$901.9mZoomInfo TechnologiesSymbol: NasdaqGS:GTMMarket cap: US$946.0m価格と性能株価の高値、安値、推移の概要Hello Group過去の株価現在の株価US$103.0052週高値US$156.0052週安値US$100.00ベータ0.571ヶ月の変化-2.65%3ヶ月変化n/a1年変化-11.94%3年間の変化-26.95%5年間の変化-63.86%IPOからの変化-85.92%最新ニュースお知らせ • May 11Hello Group Inc. to Report Q1, 2026 Results on Jun 02, 2026Hello Group Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026Board Change • Apr 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).Board Change • Mar 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 18+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2026Hello Group Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects total net revenues to be between RMB 2.3 billion to RMB 2.4 billion, representing a decrease of 8.8% to 4.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.お知らせ • Feb 13Hello Group Inc. to Report Q4, 2025 Results on Mar 18, 2026Hello Group Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026最新情報をもっと見るRecent updatesお知らせ • May 11Hello Group Inc. to Report Q1, 2026 Results on Jun 02, 2026Hello Group Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026Board Change • Apr 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).Board Change • Mar 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Mar 18+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2026Hello Group Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects total net revenues to be between RMB 2.3 billion to RMB 2.4 billion, representing a decrease of 8.8% to 4.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.お知らせ • Feb 13Hello Group Inc. to Report Q4, 2025 Results on Mar 18, 2026Hello Group Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026Board Change • Jan 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 12Third quarter 2025 earnings released: EPS: CN¥2.10 (vs CN¥2.58 in 3Q 2024)Third quarter 2025 results: EPS: CN¥2.10 (down from CN¥2.58 in 3Q 2024). Revenue: CN¥2.65b (flat on 3Q 2024). Net income: CN¥348.9m (down 22% from 3Q 2024). Profit margin: 13% (down from 17% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Dec 11Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Hello Group Inc. provided earnings guidance For the fourth quarter of 2025. For the period, the Company expects total net revenues to be between RMB 2.52 billion to RMB 2.62 billion, representing a decrease of 4.4% to 0.6% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Board Change • Dec 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 12Hello Group Inc. to Report Q3, 2025 Results on Dec 10, 2025Hello Group Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Dec 10, 2025Board Change • Oct 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 02Hello Soju Redifies the Cocktail Landscap with Its First Premium Soju SpiritHello Soju announced the debut of its first premium Soju Spirit, offering a more approachable take on the centuries-old Korean favorite. Long celebrated in Korea as the country's national drink, soju has rapidly gained traction in the U.S. cocktail scene, where mixologists are embracing its versatility and lower ABV as a fresh alternative to traditional Western spirits. Hello Soju now brings that momentum to the shelves with a quality-crafted, small-batch release designed for modern drink. Crafted in small batches from non-GMO "sticky rice" grown in the mineral-rich fields of Northern California's renowned Sacramento Valley, Hello Soju undergoes a five to seven-day fermentation before being distilled in copper pot stills using the traditional Korean method. The process involves a double pot distillation, which extends more flavor and character while ensuring purity. Only the purest portion of the spirit, the hearts, is pulled, resulting in a smooth, balanced, and spirit-forward soju. On the palate, Hello Soju opens with an initial citrus-forward brightness that develops into a burst of fruitiness, layered with notes of rice. The taste is balanced yet complex, with a soft, coating texture that carries a full body more often found in darker-hued spirits. The mid-palate retains the delicate fruit character, giving way to a clean, enduring finish. At 66 proof (33% ABV), it delivers more character than everyday soju or vodka with subtle notes of honey, citrus, and melon, equally suited for sipping neat, sharing as a shot, or mixing into cocktails. The launch also introduces Hello Soju's proprietary design: a beautiful 700mL black ombre bottle adorned with the brand's signature gold phoenix, which symbolizes rebirth, celebration, and cultural pride. The bottle's striking design reflects the brand's modern approach to a centuries-old Korean tradition. With its bold presence and cultural symbolism, it's the kind of bottle you want to display, share and gift. Starting October 1, 2025, Hello Soju Premium Soju Spirit is available for pre-order at <URL> for a suggested retail price of $40. The spirit will begin rolling out to select retailers across California and Nevada later this fall. It will also be featured at Tao Group venues in Los Angeles and Las Vegas.Board Change • Sep 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 09Hello Group Inc. Provides Earning Guidance for the Third Quarter of 2025Hello Group Inc. provided earning guidance For the third quarter of 2025. For the period, the Company expected net revenues to be between RMB 2.59 billion to RMB 2.69 billion, representing a decrease of 3.2% to an increase of 0.6% year over year.お知らせ • Aug 13Hello Group Inc. to Report Q2, 2025 Results on Sep 09, 2025Hello Group Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 09, 2025Board Change • Jul 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 31%After last week's 31% share price gain to Mex$154, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Interactive Media and Services industry globally. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$137 per share.Board Change • Jun 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (Mex$49m sold).お知らせ • Jun 05Hello Group Inc. Provides Revenue Guidance for the Second Quarter of 2025Hello Group Inc. provides revenue guidance for the second quarter of 2025. For the period, the company expects total net revenues to be between RMB 2.57 billion to RMB 2.67 billion, representing a decrease of 4.5% to 0.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Board Change • May 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 16Hello Group Inc. to Report Q1, 2025 Results on Jun 05, 2025Hello Group Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 05, 2025お知らせ • Mar 12+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2025Hello Group Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company total net revenues to be between RMB 2.4 billion to RMB 2.5 billion, representing a decrease of 6.3% to 2.4% year over year.お知らせ • Feb 18Hello Group Inc. to Report Q4, 2024 Results on Mar 12, 2025Hello Group Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 12, 2025Board Change • Feb 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 10Third quarter 2024 earnings released: EPS: CN¥2.58 (vs CN¥2.88 in 3Q 2023)Third quarter 2024 results: EPS: CN¥2.58 (down from CN¥2.88 in 3Q 2023). Revenue: CN¥2.67b (down 12% from 3Q 2023). Net income: CN¥449.4m (down 18% from 3Q 2023). Profit margin: 17% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Dec 09Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Hello Group Inc. provided earnings guidance for the fourth quarter of 2024. For the period, the company expects total net revenues to be between RMB 2.56 billion to RMB 2.66 billion, representing a decrease of 14.7% to 11.4% year over year.Board Change • Dec 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 11Hello Group Inc. to Report Q3, 2024 Results on Dec 09, 2024Hello Group Inc. announced that they will report Q3, 2024 results Pre-Market on Dec 09, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$147, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Interactive Media and Services industry globally. Total loss to shareholders of 9.7% over the past three years.Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 03Hello Group Inc. Provides Revenues Guidance for the Third Quarter of 2024Hello Group Inc. provided revenues guidance for the third quarter of 2024. For the third quarter of 2024, the Company expects total net revenues to be between RMB 2.58 billion to RMB 2.68 billion, representing a decrease of 15.2% to 11.9% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.お知らせ • Aug 15Hello Group Inc. to Report Q2, 2024 Results on Sep 03, 2024Hello Group Inc. announced that they will report Q2, 2024 results Pre-Market on Sep 03, 2024Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$81.28, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 61% over the past three years.お知らせ • May 30Hello Group Inc. Provides Revenues Guidance for the Second Quarter of 2024Hello Group Inc. provided revenues guidance for the second quarter of 2024. For the second quarter of 2024, the Company expects total net revenues to be between RMB 2.65 billion to RMB 2.75 billion, representing a decrease of 15.5% to 12.4% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Reported Earnings • May 29First quarter 2024 earnings released: EPS: CN¥0.028 (vs CN¥2.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.028 (down from CN¥2.07 in 1Q 2023). Revenue: CN¥2.56b (down 9.2% from 1Q 2023). Net income: CN¥5.18m (down 99% from 1Q 2023). Profit margin: 0.2% (down from 14% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • May 12Hello Group Inc. to Report Q1, 2024 Results on May 28, 2024Hello Group Inc. announced that they will report Q1, 2024 results Pre-Market on May 28, 2024Board Change • May 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 05Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 30 April 2024. Trailing yield: 9.0%. Within top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (0.6%).New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CN¥10.37 (vs CN¥7.61 in FY 2022)Full year 2023 results: EPS: CN¥10.37 (up from CN¥7.61 in FY 2022). Revenue: CN¥12.0b (down 5.5% from FY 2022). Net income: CN¥1.96b (up 32% from FY 2022). Profit margin: 16% (up from 12% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Mar 14+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2024Hello Group Inc. provided earnings guidance for the first quarter of 2024. For the quarter, the company expects total net revenues to be between RMB 2.45 billion to RMB 2.55 billion, representing a decrease of 13.1% to 9.5% year over year.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Mex$119, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Interactive Media and Services industry globally. Total loss to shareholders of 57% over the past three years.お知らせ • Feb 23Hello Group Inc. to Report Q4, 2023 Results on Mar 14, 2024Hello Group Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$95.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 67% over the past three years.お知らせ • Feb 05Hello Group Inc. Launches the Native Social App 'inSpaze' for Apple Vision ProHello Group Inc. has launched the native immersive social app inSpaze for Apple Vision Pro in the U.S. inSpaze, the brand-new app specially developed for visionOS, is now available for all Apple Vision Pro users. With technologies such as 3Ds, Reality Converter, Reality Composer Pro, etc., the native spatial computing app inSpaze allows users to connect with Apple Vision Pro users globally, along with Spatial Audio and 3D interaction content. inSpaze users can immerse themselves completely in a world of their own creation. In addition to persona support, users can also generate 3D avatars with one-click, as well as customize their personal space in the app: choose the wall paint and curtain color, select floor texture, add pictures on the wall, play personal collecting music, etc. Regarding social features, inSpaze users can start or join a party at any time, and chat with Apple Vision Pro users worldwide. The app has 12 built-in language modes and provides real-time synchronized translation. inSpaze users can also play social games in the app such as chess, allowing them to control the chessboard and chess pieces in real time with gaze. Moreover, when not wearing the Apple Vision Pro, inSpaze users can also download the app on the App Store and use it on iPhone to connect with others. With the integration of inSpaze's cutting-edge technology and the unique platform on Apple Vision Pro, inSpaze breaks through the spatial isolation and language barriers, providing ultimate entertainment and social experience through immersive interaction. Similar to the evolution of the App Store on iPhone, the true potential of Apple Vision Pro will be realized through all new applications which haven't been thought of yet. Just like inSpaze reshapes the boundary of social interactions, education, health, shopping, entertainment etc. will all get redesigned.Reported Earnings • Dec 13Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 08Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Hello Group Inc. provided earnings guidance for the fourth quarter of 2023. For the fourth quarter of 2023, the company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 9.7% to 6.6% year over year.お知らせ • Nov 18Hello Group Inc. to Report Q3, 2023 Results on Dec 08, 2023Hello Group Inc. announced that they will report Q3, 2023 results Pre-Market on Dec 08, 2023お知らせ • Sep 01Hello Group Inc. Announces Revenue Forecast for the Third Quarter of 2023Hello Group Inc. announced revenue forecast for the third quarter of 2023. For quarter the Company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 10.3% to 7.2% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: CN¥3.01 (vs CN¥1.74 in 2Q 2022)Second quarter 2023 results: EPS: CN¥3.01 (up from CN¥1.74 in 2Q 2022). Revenue: CN¥3.14b (flat on 2Q 2022). Net income: CN¥568.4m (up 65% from 2Q 2022). Profit margin: 18% (up from 11% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Aug 19Hello Group Inc. to Report Q2, 2023 Results on Aug 31, 2023Hello Group Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 31, 2023Reported Earnings • Jun 07First quarter 2023 earnings released: EPS: CN¥2.07 (vs CN¥1.47 in 1Q 2022)First quarter 2023 results: EPS: CN¥2.07 (up from CN¥1.47 in 1Q 2022). Revenue: CN¥2.82b (down 11% from 1Q 2022). Net income: CN¥390.3m (up 35% from 1Q 2022). Profit margin: 14% (up from 9.2% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Board Change • May 30Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 19Hello Group Inc. to Report Q1, 2023 Results on Jun 06, 2023Hello Group Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Jun 06, 2023Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 20Upcoming dividend of US$0.70 per share at 8.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 22 May 2023. Trailing yield: 8.1%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (0.8%).Board Change • Apr 17Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 22Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Reported Earnings • Dec 09Third quarter 2022 earnings released: EPS: CN¥2.31 (vs CN¥2.01 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.31 (up from CN¥2.01 in 3Q 2021). Revenue: CN¥3.23b (down 14% from 3Q 2021). Net income: CN¥450.8m (up 12% from 3Q 2021). Profit margin: 14% (up from 11% in 3Q 2021). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥1.74 (vs CN¥2.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.74 (down from CN¥2.26 in 2Q 2021). Revenue: CN¥3.11b (down 15% from 2Q 2021). Net income: CN¥345.6m (down 26% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.3% compared to a 10% growth forecast for the Interactive Media and Services industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.Board Change • Aug 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 08First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: CN¥3.15b (down 9.3% from 1Q 2021). Net income: CN¥289.9m (down 37% from 1Q 2021). Profit margin: 9.2% (down from 13% in 1Q 2021). Over the next year, revenue is expected to shrink by 4.9% compared to a 17% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.Board Change • May 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.9%. Within top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • Mar 17Investor sentiment deteriorated over the past weekAfter last week's 48% share price decline to Mex$100.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 23x in the Interactive Media and Services industry globally. Total loss to shareholders of 85% over the past three years.Board Change • Mar 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jan 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$174, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 27x in the Interactive Media and Services industry globally. Total loss to shareholders of 60% over the past three years.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to Mex$193, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 25x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.Reported Earnings • Dec 02Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: CN¥1.96 (down from CN¥2.19 in 3Q 2020). Revenue: CN¥3.76b (flat on 3Q 2020). Net income: CN¥403.2m (down 12% from 3Q 2020). Profit margin: 11% (down from 12% in 3Q 2020). Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 6.8%, compared to a 21% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$250, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$219, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 33x in the Interactive Media and Services industry globally. Total loss to shareholders of 73% over the past three years.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥2.26 (vs CN¥2.19 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥3.67b (down 5.1% from 2Q 2020). Net income: CN¥464.2m (up 1.7% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Executive Departure • Jun 12Director Ying Zhang has left the companyOn the 4th of June, Ying Zhang's tenure as Director ended after 9.2 years in the role. We don't have any record of a personal shareholding under Ying's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Jun 09First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.47b (down 3.4% from 1Q 2020). Net income: CN¥461.7m (down 14% from 1Q 2020). Profit margin: 13% (down from 15% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.Executive Departure • May 01Chief Technology Officer has left the companyOn the 30th of April, Chunlai Wang's tenure as Chief Technology Officer ended after 3.7 years in the role. We don't have any record of a personal shareholding under Chunlai's name. Chunlai is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 29Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (4.9%). Higher than average of industry peers (0.4%).Reported Earnings • Mar 26Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥370, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 39x in the Interactive Media and Services industry. Total return to shareholders over the past year is a loss of 38%.Is New 90 Day High Low • Jan 26New 90-day high: Mex$334The company is up 3.0% from its price of Mex$325 on 28 October 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$466 per share.Is New 90 Day High Low • Dec 16New 90-day low: Mex$245The company is down 22% from its price of Mex$316 on 15 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$419 per share.Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS CN¥2.19The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.77b (down 15% from 3Q 2019). Net income: CN¥456.7m (down 49% from 3Q 2019). Profit margin: 12% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 5.8%, compared to a 59% growth forecast for the Interactive Media and Services industry in Mexico.Is New 90 Day High Low • Dec 01New 90-day low: Mex$291The company is down 34% from its price of Mex$444 on 01 September 2020. The Mexican market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$467 per share.Is New 90 Day High Low • Oct 22New 90-day low: Mex$295The company is down 26% from its price of Mex$396 on 24 July 2020. The Mexican market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$446 per share.株主還元MOMO NMX Interactive Media and ServicesMX 市場7D3.0%0%0%1Y-11.9%0%0%株主還元を見る業界別リターン: MOMO N過去 1 年間で51.8 % の収益を上げたMX Interactive Media and Services業界を下回りました。リターン対市場: MOMO Nは、過去 1 年間で16.8 % のリターンを上げたMX市場を下回りました。価格変動Is MOMO N's price volatile compared to industry and market?MOMO N volatilityMOMO N Average Weekly Movementn/aInteractive Media and Services Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: MOMO Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のMOMO Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20111,400Yan Tangir.hellogroup.comハロー・グループは、中華人民共和国においてモバイルベースのソーシャル・エンターテインメント・サービスを提供している。同社は3つのセグメントで事業を展開している：モモ」、「タンタン」、「QOOL」。同社は、人々を結びつけ、場所や興味に基づいた社会的交流を促進するモバイル・アプリケーション「モモ」や、ライブ・タレントショー、ショート・ビデオ、オンライン・パーティー、モバイル・カラオケ、ユーザー参加型リアリティ・ショーなど、ビデオや音声ベースのインタラクティブな体験を含む様々なオンライン・レクリエーション活動、ソーシャル・デート・アプリケーション「タンタン」、その他「ハーツ」、「ソウルチル」、「ドゥイドゥイ」の名称でアプリケーションを提供している。また、歌やダンス、トークショーなどのタレントショーや、カジュアルなチャットなど、放送局と視聴者の交流からなるさまざまなコンテンツや活動のライブビデオサービス、付加価値サービス、広告・マーケティングソリューション、モバイルゲームなども提供している。旧社名は株式会社モモで、2021年8月に株式会社ハローグループに商号変更した。ハローグループは2011年に設立され、中華人民共和国の北京に本社を置いている。もっと見るHello Group Inc. 基礎のまとめHello Group の収益と売上を時価総額と比較するとどうか。MOMO N 基礎統計学時価総額Mex$15.27b収益（TTM）Mex$2.06b売上高(TTM)Mex$26.57b7.4xPER（株価収益率0.6xP/SレシオMOMO N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MOMO N 損益計算書（TTM）収益CN¥10.37b売上原価CN¥6.45b売上総利益CN¥3.92bその他の費用CN¥3.12b収益CN¥804.01m直近の収益報告Dec 31, 2025次回決算日Jun 02, 2026一株当たり利益（EPS）5.44グロス・マージン37.82%純利益率7.76%有利子負債／自己資本比率0.05%MOMO N の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.7%現在の配当利回りn/a配当性向View Valuation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2026/05/30 21:30終値2026/05/27 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Hello Group Inc. 7 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。19 アナリスト機関Yanfang JiangBenchmark CompanyLei ZhangBofA Global ResearchXueqing ZhangChina International Capital Corporation Limited16 その他のアナリストを表示
お知らせ • May 11Hello Group Inc. to Report Q1, 2026 Results on Jun 02, 2026Hello Group Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026
Board Change • Apr 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).
Board Change • Mar 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 18+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2026Hello Group Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects total net revenues to be between RMB 2.3 billion to RMB 2.4 billion, representing a decrease of 8.8% to 4.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
お知らせ • Feb 13Hello Group Inc. to Report Q4, 2025 Results on Mar 18, 2026Hello Group Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026
お知らせ • May 11Hello Group Inc. to Report Q1, 2026 Results on Jun 02, 2026Hello Group Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026
Board Change • Apr 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).
Board Change • Mar 26Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Mar 18+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2026Hello Group Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects total net revenues to be between RMB 2.3 billion to RMB 2.4 billion, representing a decrease of 8.8% to 4.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
お知らせ • Feb 13Hello Group Inc. to Report Q4, 2025 Results on Mar 18, 2026Hello Group Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026
Board Change • Jan 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 12Third quarter 2025 earnings released: EPS: CN¥2.10 (vs CN¥2.58 in 3Q 2024)Third quarter 2025 results: EPS: CN¥2.10 (down from CN¥2.58 in 3Q 2024). Revenue: CN¥2.65b (flat on 3Q 2024). Net income: CN¥348.9m (down 22% from 3Q 2024). Profit margin: 13% (down from 17% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Dec 11Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Hello Group Inc. provided earnings guidance For the fourth quarter of 2025. For the period, the Company expects total net revenues to be between RMB 2.52 billion to RMB 2.62 billion, representing a decrease of 4.4% to 0.6% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Board Change • Dec 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 12Hello Group Inc. to Report Q3, 2025 Results on Dec 10, 2025Hello Group Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Dec 10, 2025
Board Change • Oct 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 02Hello Soju Redifies the Cocktail Landscap with Its First Premium Soju SpiritHello Soju announced the debut of its first premium Soju Spirit, offering a more approachable take on the centuries-old Korean favorite. Long celebrated in Korea as the country's national drink, soju has rapidly gained traction in the U.S. cocktail scene, where mixologists are embracing its versatility and lower ABV as a fresh alternative to traditional Western spirits. Hello Soju now brings that momentum to the shelves with a quality-crafted, small-batch release designed for modern drink. Crafted in small batches from non-GMO "sticky rice" grown in the mineral-rich fields of Northern California's renowned Sacramento Valley, Hello Soju undergoes a five to seven-day fermentation before being distilled in copper pot stills using the traditional Korean method. The process involves a double pot distillation, which extends more flavor and character while ensuring purity. Only the purest portion of the spirit, the hearts, is pulled, resulting in a smooth, balanced, and spirit-forward soju. On the palate, Hello Soju opens with an initial citrus-forward brightness that develops into a burst of fruitiness, layered with notes of rice. The taste is balanced yet complex, with a soft, coating texture that carries a full body more often found in darker-hued spirits. The mid-palate retains the delicate fruit character, giving way to a clean, enduring finish. At 66 proof (33% ABV), it delivers more character than everyday soju or vodka with subtle notes of honey, citrus, and melon, equally suited for sipping neat, sharing as a shot, or mixing into cocktails. The launch also introduces Hello Soju's proprietary design: a beautiful 700mL black ombre bottle adorned with the brand's signature gold phoenix, which symbolizes rebirth, celebration, and cultural pride. The bottle's striking design reflects the brand's modern approach to a centuries-old Korean tradition. With its bold presence and cultural symbolism, it's the kind of bottle you want to display, share and gift. Starting October 1, 2025, Hello Soju Premium Soju Spirit is available for pre-order at <URL> for a suggested retail price of $40. The spirit will begin rolling out to select retailers across California and Nevada later this fall. It will also be featured at Tao Group venues in Los Angeles and Las Vegas.
Board Change • Sep 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 09Hello Group Inc. Provides Earning Guidance for the Third Quarter of 2025Hello Group Inc. provided earning guidance For the third quarter of 2025. For the period, the Company expected net revenues to be between RMB 2.59 billion to RMB 2.69 billion, representing a decrease of 3.2% to an increase of 0.6% year over year.
お知らせ • Aug 13Hello Group Inc. to Report Q2, 2025 Results on Sep 09, 2025Hello Group Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 09, 2025
Board Change • Jul 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 31%After last week's 31% share price gain to Mex$154, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Interactive Media and Services industry globally. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$137 per share.
Board Change • Jun 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (Mex$49m sold).
お知らせ • Jun 05Hello Group Inc. Provides Revenue Guidance for the Second Quarter of 2025Hello Group Inc. provides revenue guidance for the second quarter of 2025. For the period, the company expects total net revenues to be between RMB 2.57 billion to RMB 2.67 billion, representing a decrease of 4.5% to 0.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Board Change • May 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 16Hello Group Inc. to Report Q1, 2025 Results on Jun 05, 2025Hello Group Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 05, 2025
お知らせ • Mar 12+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2025Hello Group Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company total net revenues to be between RMB 2.4 billion to RMB 2.5 billion, representing a decrease of 6.3% to 2.4% year over year.
お知らせ • Feb 18Hello Group Inc. to Report Q4, 2024 Results on Mar 12, 2025Hello Group Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 12, 2025
Board Change • Feb 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 10Third quarter 2024 earnings released: EPS: CN¥2.58 (vs CN¥2.88 in 3Q 2023)Third quarter 2024 results: EPS: CN¥2.58 (down from CN¥2.88 in 3Q 2023). Revenue: CN¥2.67b (down 12% from 3Q 2023). Net income: CN¥449.4m (down 18% from 3Q 2023). Profit margin: 17% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Dec 09Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Hello Group Inc. provided earnings guidance for the fourth quarter of 2024. For the period, the company expects total net revenues to be between RMB 2.56 billion to RMB 2.66 billion, representing a decrease of 14.7% to 11.4% year over year.
Board Change • Dec 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 11Hello Group Inc. to Report Q3, 2024 Results on Dec 09, 2024Hello Group Inc. announced that they will report Q3, 2024 results Pre-Market on Dec 09, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$147, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Interactive Media and Services industry globally. Total loss to shareholders of 9.7% over the past three years.
Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 03Hello Group Inc. Provides Revenues Guidance for the Third Quarter of 2024Hello Group Inc. provided revenues guidance for the third quarter of 2024. For the third quarter of 2024, the Company expects total net revenues to be between RMB 2.58 billion to RMB 2.68 billion, representing a decrease of 15.2% to 11.9% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
お知らせ • Aug 15Hello Group Inc. to Report Q2, 2024 Results on Sep 03, 2024Hello Group Inc. announced that they will report Q2, 2024 results Pre-Market on Sep 03, 2024
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$81.28, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 61% over the past three years.
お知らせ • May 30Hello Group Inc. Provides Revenues Guidance for the Second Quarter of 2024Hello Group Inc. provided revenues guidance for the second quarter of 2024. For the second quarter of 2024, the Company expects total net revenues to be between RMB 2.65 billion to RMB 2.75 billion, representing a decrease of 15.5% to 12.4% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Reported Earnings • May 29First quarter 2024 earnings released: EPS: CN¥0.028 (vs CN¥2.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.028 (down from CN¥2.07 in 1Q 2023). Revenue: CN¥2.56b (down 9.2% from 1Q 2023). Net income: CN¥5.18m (down 99% from 1Q 2023). Profit margin: 0.2% (down from 14% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • May 12Hello Group Inc. to Report Q1, 2024 Results on May 28, 2024Hello Group Inc. announced that they will report Q1, 2024 results Pre-Market on May 28, 2024
Board Change • May 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 05Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 30 April 2024. Trailing yield: 9.0%. Within top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (0.6%).
New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CN¥10.37 (vs CN¥7.61 in FY 2022)Full year 2023 results: EPS: CN¥10.37 (up from CN¥7.61 in FY 2022). Revenue: CN¥12.0b (down 5.5% from FY 2022). Net income: CN¥1.96b (up 32% from FY 2022). Profit margin: 16% (up from 12% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Mar 14+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2024Hello Group Inc. provided earnings guidance for the first quarter of 2024. For the quarter, the company expects total net revenues to be between RMB 2.45 billion to RMB 2.55 billion, representing a decrease of 13.1% to 9.5% year over year.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Mex$119, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Interactive Media and Services industry globally. Total loss to shareholders of 57% over the past three years.
お知らせ • Feb 23Hello Group Inc. to Report Q4, 2023 Results on Mar 14, 2024Hello Group Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$95.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 67% over the past three years.
お知らせ • Feb 05Hello Group Inc. Launches the Native Social App 'inSpaze' for Apple Vision ProHello Group Inc. has launched the native immersive social app inSpaze for Apple Vision Pro in the U.S. inSpaze, the brand-new app specially developed for visionOS, is now available for all Apple Vision Pro users. With technologies such as 3Ds, Reality Converter, Reality Composer Pro, etc., the native spatial computing app inSpaze allows users to connect with Apple Vision Pro users globally, along with Spatial Audio and 3D interaction content. inSpaze users can immerse themselves completely in a world of their own creation. In addition to persona support, users can also generate 3D avatars with one-click, as well as customize their personal space in the app: choose the wall paint and curtain color, select floor texture, add pictures on the wall, play personal collecting music, etc. Regarding social features, inSpaze users can start or join a party at any time, and chat with Apple Vision Pro users worldwide. The app has 12 built-in language modes and provides real-time synchronized translation. inSpaze users can also play social games in the app such as chess, allowing them to control the chessboard and chess pieces in real time with gaze. Moreover, when not wearing the Apple Vision Pro, inSpaze users can also download the app on the App Store and use it on iPhone to connect with others. With the integration of inSpaze's cutting-edge technology and the unique platform on Apple Vision Pro, inSpaze breaks through the spatial isolation and language barriers, providing ultimate entertainment and social experience through immersive interaction. Similar to the evolution of the App Store on iPhone, the true potential of Apple Vision Pro will be realized through all new applications which haven't been thought of yet. Just like inSpaze reshapes the boundary of social interactions, education, health, shopping, entertainment etc. will all get redesigned.
Reported Earnings • Dec 13Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 08Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Hello Group Inc. provided earnings guidance for the fourth quarter of 2023. For the fourth quarter of 2023, the company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 9.7% to 6.6% year over year.
お知らせ • Nov 18Hello Group Inc. to Report Q3, 2023 Results on Dec 08, 2023Hello Group Inc. announced that they will report Q3, 2023 results Pre-Market on Dec 08, 2023
お知らせ • Sep 01Hello Group Inc. Announces Revenue Forecast for the Third Quarter of 2023Hello Group Inc. announced revenue forecast for the third quarter of 2023. For quarter the Company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 10.3% to 7.2% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: CN¥3.01 (vs CN¥1.74 in 2Q 2022)Second quarter 2023 results: EPS: CN¥3.01 (up from CN¥1.74 in 2Q 2022). Revenue: CN¥3.14b (flat on 2Q 2022). Net income: CN¥568.4m (up 65% from 2Q 2022). Profit margin: 18% (up from 11% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 19Hello Group Inc. to Report Q2, 2023 Results on Aug 31, 2023Hello Group Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 31, 2023
Reported Earnings • Jun 07First quarter 2023 earnings released: EPS: CN¥2.07 (vs CN¥1.47 in 1Q 2022)First quarter 2023 results: EPS: CN¥2.07 (up from CN¥1.47 in 1Q 2022). Revenue: CN¥2.82b (down 11% from 1Q 2022). Net income: CN¥390.3m (up 35% from 1Q 2022). Profit margin: 14% (up from 9.2% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Board Change • May 30Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 19Hello Group Inc. to Report Q1, 2023 Results on Jun 06, 2023Hello Group Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Jun 06, 2023
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 20Upcoming dividend of US$0.70 per share at 8.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 22 May 2023. Trailing yield: 8.1%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (0.8%).
Board Change • Apr 17Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 22Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Reported Earnings • Dec 09Third quarter 2022 earnings released: EPS: CN¥2.31 (vs CN¥2.01 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.31 (up from CN¥2.01 in 3Q 2021). Revenue: CN¥3.23b (down 14% from 3Q 2021). Net income: CN¥450.8m (up 12% from 3Q 2021). Profit margin: 14% (up from 11% in 3Q 2021). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥1.74 (vs CN¥2.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.74 (down from CN¥2.26 in 2Q 2021). Revenue: CN¥3.11b (down 15% from 2Q 2021). Net income: CN¥345.6m (down 26% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.3% compared to a 10% growth forecast for the Interactive Media and Services industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
Board Change • Aug 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 08First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: CN¥3.15b (down 9.3% from 1Q 2021). Net income: CN¥289.9m (down 37% from 1Q 2021). Profit margin: 9.2% (down from 13% in 1Q 2021). Over the next year, revenue is expected to shrink by 4.9% compared to a 17% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.
Board Change • May 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.9%. Within top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment deteriorated over the past weekAfter last week's 48% share price decline to Mex$100.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 23x in the Interactive Media and Services industry globally. Total loss to shareholders of 85% over the past three years.
Board Change • Mar 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jan 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$174, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 27x in the Interactive Media and Services industry globally. Total loss to shareholders of 60% over the past three years.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to Mex$193, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 25x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Dec 02Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: CN¥1.96 (down from CN¥2.19 in 3Q 2020). Revenue: CN¥3.76b (flat on 3Q 2020). Net income: CN¥403.2m (down 12% from 3Q 2020). Profit margin: 11% (down from 12% in 3Q 2020). Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 6.8%, compared to a 21% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$250, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$219, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 33x in the Interactive Media and Services industry globally. Total loss to shareholders of 73% over the past three years.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥2.26 (vs CN¥2.19 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥3.67b (down 5.1% from 2Q 2020). Net income: CN¥464.2m (up 1.7% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Executive Departure • Jun 12Director Ying Zhang has left the companyOn the 4th of June, Ying Zhang's tenure as Director ended after 9.2 years in the role. We don't have any record of a personal shareholding under Ying's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Jun 09First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.47b (down 3.4% from 1Q 2020). Net income: CN¥461.7m (down 14% from 1Q 2020). Profit margin: 13% (down from 15% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
Executive Departure • May 01Chief Technology Officer has left the companyOn the 30th of April, Chunlai Wang's tenure as Chief Technology Officer ended after 3.7 years in the role. We don't have any record of a personal shareholding under Chunlai's name. Chunlai is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 29Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (4.9%). Higher than average of industry peers (0.4%).
Reported Earnings • Mar 26Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥370, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 39x in the Interactive Media and Services industry. Total return to shareholders over the past year is a loss of 38%.
Is New 90 Day High Low • Jan 26New 90-day high: Mex$334The company is up 3.0% from its price of Mex$325 on 28 October 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$466 per share.
Is New 90 Day High Low • Dec 16New 90-day low: Mex$245The company is down 22% from its price of Mex$316 on 15 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$419 per share.
Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS CN¥2.19The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.77b (down 15% from 3Q 2019). Net income: CN¥456.7m (down 49% from 3Q 2019). Profit margin: 12% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 5.8%, compared to a 59% growth forecast for the Interactive Media and Services industry in Mexico.
Is New 90 Day High Low • Dec 01New 90-day low: Mex$291The company is down 34% from its price of Mex$444 on 01 September 2020. The Mexican market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$467 per share.
Is New 90 Day High Low • Oct 22New 90-day low: Mex$295The company is down 26% from its price of Mex$396 on 24 July 2020. The Mexican market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$446 per share.
