Hello Group 将来の成長
Future 基準チェック /16
Hello Group利益と収益がそれぞれ年間12.4%と2.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.8% 12.6%なると予測されています。
主要情報
12.4%
収益成長率
12.64%
EPS成長率
| Interactive Media and Services 収益成長 | 12.5% |
| 収益成長率 | 2.2% |
| 将来の株主資本利益率 | 8.84% |
| アナリストカバレッジ | Good |
| 最終更新日 | 04 Jun 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • Jun 15
MOMO: Future Shareholder Returns Will Rely On Aggressive Buybacks And Special Dividend
Analysts have nudged their price target for Hello Group to $8.64 from $8.58, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E levels. What's in the News Hello Group issued revenue guidance for Q1 2026, expecting total net revenue between RMB 2.3b and RMB 2.4b, which the company estimates would be down 8.8% to 4.8% year over year, based on its current view of market and operating conditions.Seeking Alpha • Jun 11
Hello Group: Domestic Headwinds Continue To Stifle Momentum Post Q1 Earnings
Summary Hello Group remains a 'Hold' due to negative top-line growth and concerning technicals. MOMO's Q1 revenue fell 5% year-over-year, with mainland China service revenues dropping 15% amid regulatory and seasonal headwinds. Overseas revenue rose 44% year-over-year but saw a 2% sequential decline, raising questions about growth sustainability. Despite low valuation multiples, MOMO's muted return on capital and value destruction risks outweigh the apparent value proposition. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 01
MOMO: Ongoing Share Repurchases And Special Dividend Will Support Future Earnings Power
Analysts have reduced their price target for Hello Group from $11.59 to $9.96, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Hello Group's board declared a special cash dividend of US$0.28 per ADS, or US$0.14 per ordinary share, payable on April 30, 2026, to shareholders of record at the close of business on April 10, 2026, with the ex dividend date also on April 10, 2026, funded by about US$42.6m of cash on the balance sheet (Key Developments).ナラティブの更新 • May 04
MOMO: Future Shareholder Returns Will Be Driven By Buybacks And Cash Dividend
Analysts have kept their $8.58 fair value estimate for Hello Group broadly unchanged, making only marginal tweaks to assumptions for discount rate, revenue growth, profit margin, and future P/E. This reflects a largely steady view of the stock's risk and earnings profile.ナラティブの更新 • Apr 20
MOMO: Future Shareholder Returns Will Be Driven By Buybacks And Special Dividend
Analysts have adjusted the Hello Group price target slightly, with the updated fair value now at $8.58. This change reflects modest tweaks to the discount rate, revenue growth, profit margin assumptions, and future P/E expectations.ナラティブの更新 • Apr 06
MOMO: Shareholder Returns Through Buybacks And Special Dividend Will Drive Future Upside
Analysts have trimmed their price target on Hello Group to $8.58 from $8.64, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What's in the News Hello Group declared a special cash dividend of US$0.28 per ADS, or US$0.14 per ordinary share.ナラティブの更新 • Mar 23
MOMO: Share Repurchases And Special Dividend Will Support Future Value
Analysts have slightly reduced their price target for Hello Group to $8.64 from $8.77, reflecting updated views on revenue growth assumptions, profit margins, and a modestly higher future P/E multiple. What's in the News Hello Group's board declared a special cash dividend of US$0.28 per ADS, or US$0.14 per ordinary share.ナラティブの更新 • Mar 09
MOMO: Ongoing Share Repurchases Will Support Future Earnings Power
Analysts have modestly adjusted their price target for Hello Group to $11.59, reflecting small tweaks to assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. What's in the News Hello Group completed a share repurchase of 5,800,000 shares between April 1, 2025 and December 10, 2025, equal to 3.61% of its shares, for US$41.3 million under its existing buyback program (Key Developments).ナラティブの更新 • Feb 22
MOMO: Ongoing Share Repurchases Will Support Future Earnings Power
Analysts have nudged their price target for Hello Group to $11.59 from $11.36, reflecting updated assumptions around a slightly higher profit margin and modestly adjusted revenue growth and P/E expectations. What's in the News Hello Group completed a share repurchase of 5,800,000 shares between April 1, 2025 and December 10, 2025, equivalent to 3.61% of the company, for US$41.3 million, as part of its ongoing buyback program (Key Developments).ナラティブの更新 • Feb 08
MOMO: Share Repurchases Will Support Future Earnings Power And Outlook
Analysts have trimmed their fair value estimate for Hello Group by about $0.78 per share to $11.36, citing slightly softer assumptions for revenue growth, profit margins, the discount rate and future P/E multiples. What's in the News Hello Group repurchased 5,800,000 shares between April 1, 2025 and December 10, 2025, representing 3.61% of its shares for US$41.3 million, as part of its existing buyback program.分析記事 • Feb 04
Investors Aren't Entirely Convinced By Hello Group Inc.'s (NASDAQ:MOMO) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...ナラティブの更新 • Jan 25
MOMO: Share Repurchases Will Support Future Value Despite Softer Revenue Outlook
Narrative Update: Hello Group Analyst Price Target Shift Analysts have reduced their fair value estimate for Hello Group from US$9.68 to US$8.77. They now assume lower revenue growth, a slightly tighter profit margin profile, and a higher future P/E multiple, alongside a modestly adjusted discount rate.
ナラティブの更新 • Jan 11
MOMO: Weaker Revenue Outlook Will Likely Pressure Future Earnings Multiple
Analysts have trimmed their price targets on Hello Group by applying a slightly higher discount rate, along with modest adjustments to revenue growth, profit margin and future P/E assumptions. This has resulted in a lower implied valuation per share in currency terms than previously estimated.ナラティブの更新 • Dec 26
MOMO: Future Profit Margin Pressure Will Likely Weigh On Shares
Analysts have lowered their price target on Hello Group from approximately $7.45 to $5.76, citing softer revenue growth expectations, a reduced profit margin outlook, and a slightly lower perceived risk profile that is only partially offset by a higher anticipated future price-to-earnings multiple. What's in the News Hello Group issued fourth quarter 2025 guidance, projecting total net revenues of RMB 2.52 billion to RMB 2.62 billion, a decline of 4.4% to 0.6% year over year (Company guidance) Hello Soju, a Hello Group brand, launched its first premium soju spirit, a small batch, rice based product distilled using traditional Korean methods and positioned for the U.S. cocktail market (Product announcement) The new Hello Soju Premium Soju Spirit, bottled in a 700 mL black ombre bottle with a gold phoenix design, is available for pre order from October 1, 2025.ナラティブの更新 • Dec 12
MOMO: Higher Future Margins Will Support A Stronger Outlook
Analysts have trimmed their price target on Hello Group by approximately $0.93. This reflects expectations for slower revenue growth, partially offset by improving profit margins and a slightly lower discount rate.分析記事 • Sep 12
Hello Group Inc. Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts
Shareholders might have noticed that Hello Group Inc. ( NASDAQ:MOMO ) filed its quarterly result this time last week...分析記事 • Jul 22
A Look At The Fair Value Of Hello Group Inc. (NASDAQ:MOMO)
Key Insights Hello Group's estimated fair value is US$10.25 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jul 09
Be Wary Of Hello Group (NASDAQ:MOMO) And Its Returns On Capital
What financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...分析記事 • Apr 24
There Is A Reason Hello Group Inc.'s (NASDAQ:MOMO) Price Is Undemanding
Hello Group Inc.'s ( NASDAQ:MOMO ) price-to-earnings (or "P/E") ratio of 6.5x might make it look like a strong buy...分析記事 • Apr 04
Hello Group (NASDAQ:MOMO) Will Be Hoping To Turn Its Returns On Capital Around
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Seeking Alpha • Mar 14
Paid Users Are Down, But Hello Group Still Looks Like A Value Darling
Summary Hello Group missed EPS estimates but beat revenue estimates in Q4; concerns about declining subscribers and revenue persist, yet the low P/E ratio remains attractive. Paid user base for Momo and TanTan is declining, but strategic cuts in spending on low ROI users aim to improve profitability. Despite revenue declines, MOMO is debt-free with strong cash flow, engaging in share buybacks and offering a 4.2% dividend yield. International growth, especially with SoulChill in the Middle East, shows promise; diversification away from China could mitigate revenue decline risks. Read the full article on Seeking Alpha分析記事 • Mar 13
Calculating The Intrinsic Value Of Hello Group Inc. (NASDAQ:MOMO)
Key Insights Hello Group's estimated fair value is US$7.59 based on 2 Stage Free Cash Flow to Equity Hello Group's...Seeking Alpha • Feb 22
Hello Group: Core Business In Gradual Decline
Summary Hello Group's stock has risen 31%, but fundamental issues persist, leading to a gradual business decline despite outperforming the S&P500. The company faces a shrinking user base and revenue loss, particularly in its core apps, MOMO and Tantan, since 2019. Management's focus on protecting profits over investing in growth limits long-term viability, despite short-term dividend payouts. Hello Group's cheap valuation reflects its negative outlook, making it a potential value trap with uncertain long-term prospects. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Massive Growing Market, And Why Hello Group Is A Buy
Summary MOMO, operating in China's massive social media market, is undervalued with strong EBITDA and net income margins despite recent revenue declines and user base reductions. The company has restructured, reducing headcount and marketing expenses, and is well-positioned to benefit from China's growing online dating market. MOMO's financials show positive cash flow and significant investments in capital expenditures, indicating confidence in future performance and potential for stock repurchase programs. Despite short-term challenges and potential regulatory risks, MOMO's long-term growth prospects and current undervaluation make it a compelling buy at the current price. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
From Swipe Right To Bottom Line: Hello Group's Contrarian Gamble
Summary Hello Group Inc. shows mixed earnings with modest growth, but faces challenges in core business and shareholder returns. Despite a 41% growth in new apps, total revenue declined by 12% year-over-year, with significant drops in Momo and TanTan user numbers and revenue. Financially stable with RMB14.78 billion in cash and low debt, but shrinking gross margins and negative free cash flow raise concerns about long-term sustainability. Valuation is attractive with a P/E ratio of 8.79x, but fundamental revenue streams are squeezed, making the near-term outlook uncertain and speculative. Read the full article on Seeking Alpha
新しいナラティブ • Dec 15
Momo And Tantan's New Features And MENA Expansion Will Transform Revenue Growth And Boost Earnings
Focus on monetizing users and adding features to Momo and Tantan to stabilize revenue and grow user base.分析記事 • Dec 03
Hello Group Inc.'s (NASDAQ:MOMO) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...分析記事 • Nov 12
Hello Group (NASDAQ:MOMO) Has More To Do To Multiply In Value Going Forward
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Oct 16
These 4 Measures Indicate That Hello Group (NASDAQ:MOMO) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Sep 24
Hello Group: Undervalued With Expertise In App Development Makes It Attractive
Summary MOMO is significantly undervalued compared to peers, with a P/E ratio of 5x TTM Non-GAAP earnings and 2x TTM EBITDA, indicating a strong buy opportunity. Hello Group’s expertise in app development and its presence in China’s massive market offer substantial growth potential, especially with new applications and immersive experiences. The stock repurchase program, recently upsized, suggests confidence from directors and could drive stock price appreciation through increased demand. Risks include the jurisdiction of incorporation in the Cayman Islands, operational challenges in China, and potential regulatory changes affecting data privacy and cybersecurity. Read the full article on Seeking Alpha分析記事 • Aug 27
Investors Aren't Buying Hello Group Inc.'s (NASDAQ:MOMO) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Seeking Alpha • Aug 23
With Low P/E, Hello Group Still Shows Value Potential
Summary Hello Group is a China-based social media company with popular apps like Momo and TanTan, generating significant cash flow and boasting a strong balance sheet. Despite concerns about lack of growth and inconsistent dividends, Hello Group's stock is trading below book value and at single-digit P/E ratios, making it a potential value play. Investors should keep an eye on interest rates, currency risks, and geopolitical tensions when considering investing in Hello Group, but the company's potential for growth and profitability make it a buy at current prices. Read the full article on Seeking Alpha分析記事 • Aug 05
Hello Group (NASDAQ:MOMO) Hasn't Managed To Accelerate Its Returns
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jul 13
Does Hello Group (NASDAQ:MOMO) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • May 29
Hello Group Q1 Earnings: Weak Guidance Has Been Priced In
Summary Hello Group is expecting its top-line contraction in RMB terms to worsen from -9.2% YoY in Q1 2024 to -13.9% YoY for Q2 2024 as per its guidance. Hello Group's current valuations are undemanding, as the stock's forward P/E and EV/Sales multiples are low on both absolute and relative terms. I have a Hold rating for MOMO, as the stock's valuations have factored in its poor second quarter revenue guidance. Read the full article on Seeking Alpha分析記事 • May 03
Investors Met With Slowing Returns on Capital At Hello Group (NASDAQ:MOMO)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Apr 08
These 4 Measures Indicate That Hello Group (NASDAQ:MOMO) Is Using Debt Safely
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 08
Hello Group Stock: Seems Cheap, But Lacks Growth Opportunities
Summary Hello Group's investment thesis is being reconsidered due to a decline in users and revenues, impacting future dividends. Both MOMO and Tantan apps are losing users, with Tantan being a loss-making acquisition. Cutting marketing expenses has led to a decline in revenues, and capital allocation and corporate governance issues are a concern. Read the full article on Seeking Alpha業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 10,861 | 1,049 | 508 | 773 | 4 |
| 12/31/2027 | 10,460 | 1,005 | 882 | 1,251 | 7 |
| 12/31/2026 | 10,120 | 941 | 199 | 1,222 | 5 |
| 3/31/2026 | 10,232 | 737 | 622 | 1,102 | N/A |
| 12/31/2025 | 10,367 | 804 | 691 | 1,183 | N/A |
| 9/30/2025 | 10,428 | 754 | 863 | 1,057 | N/A |
| 6/30/2025 | 10,452 | 854 | 1,159 | 1,254 | N/A |
| 3/31/2025 | 10,523 | 1,392 | 1,210 | 1,480 | N/A |
| 12/31/2024 | 10,563 | 1,040 | 1,354 | 1,640 | N/A |
| 9/30/2024 | 10,929 | 1,305 | 1,052 | 1,632 | N/A |
| 6/30/2024 | 11,298 | 1,402 | 1,075 | 1,874 | N/A |
| 3/31/2024 | 11,744 | 1,572 | 1,616 | 2,226 | N/A |
| 12/31/2023 | 12,002 | 1,958 | 1,701 | 2,277 | N/A |
| 9/30/2023 | 12,212 | 1,903 | 2,130 | 2,400 | N/A |
| 6/30/2023 | 12,402 | 1,808 | 2,204 | 2,262 | N/A |
| 3/31/2023 | 12,375 | 1,585 | 1,566 | 1,635 | N/A |
| 12/31/2022 | 12,704 | 1,484 | 1,146 | 1,227 | N/A |
| 9/30/2022 | 13,166 | -3,156 | 1,264 | 1,354 | N/A |
| 6/30/2022 | 13,692 | -3,204 | 1,376 | 1,469 | N/A |
| 3/31/2022 | 14,253 | -3,085 | 1,009 | 1,101 | N/A |
| 12/31/2021 | 14,576 | -2,914 | 1,464 | 1,559 | N/A |
| 9/30/2021 | 14,697 | 1,980 | 1,841 | 1,933 | N/A |
| 6/30/2021 | 14,704 | 2,034 | 1,979 | 2,064 | N/A |
| 3/31/2021 | 14,901 | 2,026 | 2,928 | 3,039 | N/A |
| 12/31/2020 | 15,024 | 2,103 | 2,957 | 3,081 | N/A |
| 9/30/2020 | 15,917 | 2,508 | 3,577 | 3,717 | N/A |
| 6/30/2020 | 16,602 | 2,945 | 4,026 | 4,202 | N/A |
| 3/31/2020 | 16,886 | 3,220 | 4,645 | 4,816 | N/A |
| 12/31/2019 | 17,015 | 2,971 | N/A | 5,449 | N/A |
| 9/30/2019 | 16,171 | 2,576 | N/A | 4,937 | N/A |
| 6/30/2019 | 15,367 | 2,261 | N/A | 4,108 | N/A |
| 3/31/2019 | 14,367 | 2,280 | N/A | 3,678 | N/A |
| 12/31/2018 | 13,408 | 2,816 | N/A | 3,328 | N/A |
| 9/30/2018 | 12,050 | 2,785 | N/A | 2,935 | N/A |
| 6/30/2018 | 10,981 | 2,784 | N/A | 3,357 | N/A |
| 3/31/2018 | 9,987 | 2,464 | N/A | 3,113 | N/A |
| 12/31/2017 | 8,886 | 2,148 | N/A | 2,886 | N/A |
| 9/30/2017 | 7,838 | 2,007 | N/A | 2,763 | N/A |
| 6/30/2017 | 6,649 | 1,773 | N/A | 2,533 | N/A |
| 3/31/2017 | 5,284 | 1,489 | N/A | 2,122 | N/A |
| 12/31/2016 | 3,707 | 957 | N/A | 1,466 | N/A |
| 9/30/2016 | 2,310 | 442 | N/A | 952 | N/A |
| 6/30/2016 | 1,508 | 184 | N/A | 581 | N/A |
| 3/31/2016 | 1,024 | 82 | N/A | 349 | N/A |
| 12/31/2015 | 870 | 80 | N/A | 372 | N/A |
| 9/30/2015 | 719 | -19 | N/A | 178 | N/A |
| 6/30/2015 | 545 | -162 | N/A | 53 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: MOMOの予測収益成長率 (年間12.4% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: MOMOの収益 ( 12.4% ) US市場 ( 18.5% ) よりも低い成長が予測されています。
高成長収益: MOMO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: MOMOの収益 ( 2.2% ) US市場 ( 12.7% ) よりも低い成長が予測されています。
高い収益成長: MOMOの収益 ( 2.2% ) 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: MOMOの 自己資本利益率 は、3年後には低くなると予測されています ( 8.8 %)。
成長企業の発掘
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 | 2026/06/15 13:11 |
| 終値 | 2026/06/15 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Jiang | Benchmark Company |
| Lei Zhang | BofA Global Research |
| Xueqing Zhang | China International Capital Corporation Limited |