momo.com Inc.

TWSE:8454 株式レポート

時価総額：NT$69.4b

momo.com 将来の成長

Future 基準チェック /26

momo.com利益と収益がそれぞれ年間6.4%と0.3%増加すると予測されています。EPS は年間 減少すると予想されています。自己資本利益率は 3 年後に23.5% 10.3%なると予測されています。

主要情報

6.4%

収益成長率

-10.34%

EPS成長率

Multiline Retail 収益成長25.1%
収益成長率0.3%
将来の株主資本利益率23.52%
アナリストカバレッジ

Low

最終更新日16 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 08

8454: Lower Growth Assumptions Will Temper Returns Ahead Of Q2 2026 Board Review

Analysts have revised their fair value estimate for momo.com from NT$170.00 to NT$144.00. They now assume lower revenue growth, a higher discount rate and a more conservative future P/E multiple, partly offset by expectations for a stronger profit margin.
ナラティブ更新 • Jun 02

8454: Future Earnings Will Be Constrained By Softer Revenue And Margin Assumptions

Analysts have trimmed their fair value estimate for momo.com from NT$217.0 to NT$184.4, as they now apply a slightly higher discount rate and a lower assumed future P/E multiple, along with more cautious revenue growth and profit margin inputs. What's in the News momo.com has scheduled a board meeting on May 6, 2026, with the agenda to review and approve its 2026 Q1 financial report.
ナラティブ更新 • May 14

8454: Reset Fair Value Framework Will Support Future Upside Potential

Analysts have reset their fair value estimate for momo.com to NT$243.00 from about NT$371.56, citing updated assumptions for revenue growth, profit margin and future P/E that together point to a more conservative price target framework. What's in the News Board meeting scheduled for May 6, 2026 to approve momo.com Inc.'s 2026 Q1 financial report, which could update you on recent revenue, margins and business trends once released (company filing).
ナラティブ更新 • Apr 29

8454: Upcoming Financial Reports Will Confirm Earnings Momentum And Supportive Fundamentals

Analysts have adjusted their price target on momo.com from NT$237.07 to NT$217.00, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Board meeting scheduled for May 6, 2026, to approve momo.com Inc.'s 2026 Q1 financial report (Key Developments).
ナラティブ更新 • Apr 14

8454: Steady Fair Value And Board Review Will Guide Future Return Profile

Analysts kept their NT$ price target for momo.com steady, citing updated assumptions that include a slightly higher discount rate, a shift to positive revenue growth expectations, a modestly lower profit margin outlook, and a marginally higher future P/E multiple. What's in the News momo.com has scheduled a Board Meeting for March 4, 2026, to review and approve the 2025 financial report (Key Developments).
ナラティブ更新 • Mar 31

8454: Trimmed Discount Assumptions And Firm P/E Will Support Upside

Analysts have trimmed their price target on momo.com slightly to NT$371.56 from NT$378.59, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E as the main drivers of the change. What's in the News A board meeting is scheduled for Mar 4, 2026, to consider and approve the 2025 financial report, which may provide an update on momo.com's latest audited results (Key Developments).
ナラティブ更新 • Mar 17

8454: Board Review And Steady Fair Value Will Shape Future Return Profile

Analysts have kept their momo.com 12 month price target steady at NT$170, citing updated assumptions that include a slightly higher discount rate, a smaller projected revenue decline, a modestly softer profit margin, and a marginally higher future P/E multiple. What's in the News Board meeting scheduled for Mar 4, 2026, to consider and approve the 2025 financial report, which could clarify recent assumptions around revenue, margins, and valuation inputs (Key Developments).
ナラティブ更新 • Mar 02

8454: Future Earnings Momentum Will Be Clarified By Upcoming 2025 Results

Analysts have trimmed their fair value estimate for momo.com from NT$262.99 to NT$237.07. This reflects updated assumptions for revenue growth, profit margins, discount rate and future P/E.
ナラティブ更新 • Feb 16

8454: Stable Fair Value And Higher Future P/E Will Support Upside

Analysts now place momo.com’s fair value at roughly NT$378.59 per share. This level is in line with the previous NT$378.59 target and reflects updated views on discount rate assumptions, revenue growth expectations, profit margins and future P/E multiples.
ナラティブ更新 • Feb 02

8454: Improved Margin Outlook Will Set Up Future Upside Potential

Analysts have trimmed their price target on momo.com from US$409.52 to about US$378.59, citing updated assumptions that include a lower revenue growth outlook, a slightly higher discount rate, improved profit margin expectations, and a somewhat lower future P/E multiple. Valuation Changes Fair Value Estimate: Reduced from US$409.52 to about US$378.59, reflecting a lower implied price level in the model.
ナラティブ更新 • Jan 19

8454: Softer Revenue Outlook And Lower P/E Will Pressure Future Returns

Analysts have trimmed their price target on momo.com from $180.00 to $170.00, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News momo.com has scheduled a board meeting for November 6, 2025, to consider and approve the 2025 Q3 financial report (Key Developments).
ナラティブ更新 • Jan 05

8454: Future Profit Margin Squeeze Will Set Up Attractive Upside Potential

Analysts have modestly lowered their price target on momo.com from $430.00 to $409.52, citing a sharper expected compression in profit margins, which more than offsets slightly stronger revenue growth assumptions and a higher projected earnings multiple. What's in the News The board of directors has scheduled a meeting for November 6, 2025, to review and approve the 2025 Q3 financial report (Key Developments).
ナラティブ更新 • Dec 20

8454: Future Earnings Multiple Will Contrast With Weakening Revenue And Margin Outlook

Analysts have reduced their price target on momo.com from 295.00 dollars to 180.00 dollars, citing a shift to negative revenue growth expectations and lower projected profit margins, which are partly offset by a higher assumed future price to earnings multiple. What's in the News momo.com has scheduled a board meeting for November 6, 2025, to review and approve its 2025 Q3 financial report (Key Developments).
ナラティブ更新 • Dec 06

8454: Future Earnings Momentum Will Drive Share Price Upside

Narrative Update on momo.com Analyst Price Target Analysts have nudged their price target on momo.com slightly higher to approximately $263 per share, reflecting marginal tweaks to the discount rate and long term valuation assumptions, while maintaining broadly unchanged expectations for growth and profitability. What's in the News The board of directors has scheduled a meeting for November 6, 2025, to review and approve momo.com’s 2025 Q3 financial report (Key Developments).
ナラティブ更新 • Nov 22

8454: Future Earnings Momentum Will Drive Share Price Upside

Analysts have lowered their price target for momo.com from $288.32 to $262.99. They cited more conservative projections for revenue growth and profit margins in their updated assessment.
ナラティブ更新 • Sep 23

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The modest reduction in momo.com's consensus analyst price target primarily reflects a slightly lower Future P/E multiple, signaling a tempered outlook for earnings growth, with fair value revised down to NT$288.32. What's in the News Board meeting scheduled to approve 2025 Q2 financial report.
ナラティブ更新 • Aug 27

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The downward revision in momo.com's price target reflects mildly lower future earnings multiples and a slight decrease in consensus revenue growth forecasts, resulting in a new fair value estimate of NT$300.63. What's in the News momo.com Inc.
ナラティブ更新 • Aug 07

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

The consensus price target for momo.com has been revised downward, reflecting a significant decline in net profit margin and an increase in future P/E, resulting in a new fair value estimate of NT$323.83. What's in the News Board meeting scheduled to approve 2025 Q2 financial report.
分析記事 • Mar 17

Calculating The Fair Value Of momo.com Inc. (TWSE:8454)

Key Insights momo.com's estimated fair value is NT$319 based on 2 Stage Free Cash Flow to Equity With NT$368 share...
分析記事 • Feb 28

Investors Can Find Comfort In momo.com's (TWSE:8454) Earnings Quality

momo.com Inc.'s ( TWSE:8454 ) stock was strong despite it releasing a soft earnings report last week. However, we think...
分析記事 • Feb 25

momo.com Inc. (TWSE:8454) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Investors in momo.com Inc. ( TWSE:8454 ) had a good week, as its shares rose 7.8% to close at NT$386 following the...
分析記事 • Feb 14

Is Now The Time To Look At Buying momo.com Inc. (TWSE:8454)?

momo.com Inc. ( TWSE:8454 ), is not the largest company out there, but it saw significant share price movement during...
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新しいナラティブ • Feb 09

moPlus And Live Streaming Ventures May Transform Taiwan's Retail Landscape

Strategic investments and new developments like moshop and live streaming aim to diversify revenue, driving long-term growth and innovation.
分析記事 • Jan 16

Subdued Growth No Barrier To momo.com Inc.'s (TWSE:8454) Price

With a price-to-earnings (or "P/E") ratio of 25.1x momo.com Inc. ( TWSE:8454 ) may be sending bearish signals at the...
分析記事 • Dec 11

Returns on Capital Paint A Bright Future For momo.com (TWSE:8454)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Nov 25

A Look At The Fair Value Of momo.com Inc. (TWSE:8454)

Key Insights Using the 2 Stage Free Cash Flow to Equity, momo.com fair value estimate is NT$337 momo.com's NT$384 share...
分析記事 • Sep 04

We Like momo.com's (TWSE:8454) Returns And Here's How They're Trending

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 • Aug 08

momo.com Inc. Just Missed Earnings - But Analysts Have Updated Their Models

momo.com Inc. ( TWSE:8454 ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...
分析記事 • Jul 21

Calculating The Intrinsic Value Of momo.com Inc. (TWSE:8454)

Key Insights The projected fair value for momo.com is NT$433 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • May 29

momo.com Inc. (TWSE:8454) Investors Are Less Pessimistic Than Expected

With a price-to-earnings (or "P/E") ratio of 29.3x momo.com Inc. ( TWSE:8454 ) may be sending bearish signals at the...
分析記事 • May 07

Analysts Have Made A Financial Statement On momo.com Inc.'s (TWSE:8454) First-Quarter Report

Shareholders might have noticed that momo.com Inc. ( TWSE:8454 ) filed its first-quarter result this time last week...

業績と収益の成長予測

TWSE:8454 - アナリストの将来予測と過去の財務データ ( )TWD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028110,241N/AN/AN/A2
12/31/2027110,5523,0073,2344,2344
12/31/2026109,3302,7432,5803,9802
6/30/2026109,9162,7533,2535,025N/A
3/31/2026108,8542,7762,5294,578N/A
12/31/2025108,6662,9911,0673,355N/A
9/30/2025110,4683,1812,5064,638N/A
6/30/2025111,4653,2882,9815,130N/A
3/31/2025112,0913,4053,0244,924N/A
12/31/2024112,5643,4544,3136,075N/A
9/30/2024111,9243,4903,6245,418N/A
6/30/2024111,4453,5743,4615,088N/A
3/31/2024111,0013,6493,5345,049N/A
12/31/2023109,2433,6282,3413,663N/A
9/30/2023108,2103,5023,3314,421N/A
6/30/2023106,6933,5082,7583,831N/A
3/31/2023105,6193,4982,4824,788N/A
12/31/2022103,4363,4352,6395,332N/A
9/30/202298,5033,3311,6074,300N/A
6/30/202295,8533,2721,2523,857N/A
3/31/202292,9733,3254,4445,618N/A
12/31/202188,3973,2805,0845,721N/A
9/30/202182,2022,9754,2705,259N/A
6/30/202176,8782,6976,0646,330N/A
3/31/202170,4542,2822,6683,377N/A
12/31/202067,1981,9432,9073,726N/A
9/30/202062,4311,751-27364N/A
6/30/202059,2191,5983,1584,098N/A
3/31/202055,2001,440N/A3,290N/A
12/31/201951,8301,394N/A2,836N/A
9/30/201948,3141,383N/A5,924N/A
6/30/201945,7541,428N/A2,134N/A
3/31/201943,5691,537N/A1,714N/A
12/31/201842,0171,450N/A2,086N/A
9/30/201839,5651,405N/A1,848N/A
6/30/201837,7781,336N/A1,603N/A
3/31/201835,8411,269N/A2,010N/A
12/31/201733,2391,270N/A1,408N/A
9/30/201730,9191,197N/A1,120N/A
6/30/201729,6601,206N/A1,279N/A
3/31/201728,6561,150N/A1,256N/A
12/31/201628,0811,183N/A1,206N/A
9/30/201627,3131,151N/A1,340N/A
6/30/201626,8761,158N/A1,380N/A
3/31/201626,3871,130N/A1,213N/A
12/31/201525,6401,061N/A1,130N/A
9/30/201525,1211,127N/A1,063N/A

アナリストによる今後の成長予測

収入対貯蓄率: 8454の予測収益成長率 (年間6.4% ) は 貯蓄率 ( 1.3% ) を上回っています。

収益対市場: 8454の収益 ( 6.4% ) TW市場 ( 26.2% ) よりも低い成長が予測されています。

高成長収益: 8454の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 8454の収益 ( 0.3% ) TW市場 ( 22% ) よりも低い成長が予測されています。

高い収益成長: 8454の収益 ( 0.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 8454の 自己資本利益率 は、3年後には高くなると予測されています ( 23.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/17 21:38
終値2026/08/17 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

momo.com Inc. 4 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。11

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