iHuman 将来の成長
Future 基準チェック /06
現在、 iHumanの成長と収益を予測するのに十分なアナリストの調査がありません。
主要情報
n/a
収益成長率
n/a
EPS成長率
| Entertainment 収益成長 | 22.0% |
| 収益成長率 | n/a |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | None |
| 最終更新日 | n/a |
今後の成長に関する最新情報
Recent updates
分析記事 • Feb 12
iHuman (NYSE:IH) Is Reinvesting At Lower Rates Of Return
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Dec 31
Take Care Before Jumping Onto iHuman Inc. (NYSE:IH) Even Though It's 26% Cheaper
The iHuman Inc. ( NYSE:IH ) share price has fared very poorly over the last month, falling by a substantial 26...分析記事 • Jul 25
iHuman Inc.'s (NYSE:IH) Share Price Boosted 27% But Its Business Prospects Need A Lift Too
iHuman Inc. ( NYSE:IH ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...分析記事 • Jul 23
A Look At The Intrinsic Value Of iHuman Inc. (NYSE:IH)
Key Insights iHuman's estimated fair value is US$2.45 based on 2 Stage Free Cash Flow to Equity iHuman's US$2.79 share...分析記事 • Apr 14
Investors Don't See Light At End Of iHuman Inc.'s (NYSE:IH) Tunnel And Push Stock Down 38%
iHuman Inc. ( NYSE:IH ) shares have retraced a considerable 38% in the last month, reversing a fair amount of their...分析記事 • Feb 28
Improved Earnings Required Before iHuman Inc. (NYSE:IH) Stock's 27% Jump Looks Justified
iHuman Inc. ( NYSE:IH ) shareholders have had their patience rewarded with a 27% share price jump in the last month...分析記事 • Sep 28
There's No Escaping iHuman Inc.'s (NYSE:IH) Muted Earnings Despite A 27% Share Price Rise
iHuman Inc. ( NYSE:IH ) shareholders would be excited to see that the share price has had a great month, posting a 27...分析記事 • May 21
iHuman Inc.'s (NYSE:IH) Share Price Is Matching Sentiment Around Its Earnings
iHuman Inc.'s ( NYSE:IH ) price-to-earnings (or "P/E") ratio of 4.3x might make it look like a strong buy right now...分析記事 • Jan 30
Some Investors May Be Worried About iHuman's (NYSE:IH) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Dec 30
iHuman Inc.'s (NYSE:IH) Business And Shares Still Trailing The Market
With a price-to-earnings (or "P/E") ratio of 6.3x iHuman Inc. ( NYSE:IH ) may be sending very bullish signals at the...分析記事 • Oct 13
Why We Like The Returns At iHuman (NYSE:IH)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Seeking Alpha • Sep 26
iHuman Moves Through Economic Uncertainty In Robotic Holding Pattern
Summary The provider of educational products and services for children reported just 4.5% revenue growth in the second quarter, but its profit nearly doubled on reduced R&D spending. iHuman’s revenue grew by an unimpressive 4.5% in the second quarter, but it maintained its margins and reported strong profit growth on cost controls. The education company’s deferred revenue declined for a second consecutive quarter from a peak at the end of last year. Read the full article on Seeking Alpha分析記事 • Jul 29
iHuman Inc.'s (NYSE:IH) 26% Share Price Surge Not Quite Adding Up
iHuman Inc. ( NYSE:IH ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. The...Seeking Alpha • Jun 23
iHuman Leaves Investors Unimpressed With Flat Margins, Slow Revenue Growth
Summary iHuman Inc. reported its revenue grew 9% in the first quarter. IH's profit quadrupled as it controlled costs with a sharp drop in R&D spending. iHuman has launched two new initiatives over the last year to tap the international market, but has yet to record significant revenue from those. IH just needs to start reaping some rewards from its efforts with a return to faster revenue growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 14
Operating In The Shadows Of Education Crackdown, iHuman Nears Profit Milestone
Summary iHuman made a net profit in the third quarter, swinging from a loss a year earlier, as cost savings outweighed a decline in revenue. The company faces a long list of regulatory risks, led by the educational nature of its apps that could subject them to more stringent rules. iHuman says its apps are not explicitly subject to these rules. But it also warns that Chinese regulators could decide at any time that its apps are for educational purposes, which would bring the company lots of headaches. A major milestone is in sight for iHuman Inc. (IH) as it nears its first annual net profit in its life as a young publicly traded company. But in the process of reaching that goal, the maker of “edutainment” apps is having to constantly navigate a regulatory minefield in China’s sensitive education sector that could upend its business at any time. A major mine from that field blew up in the face of a much larger industry providing after-school tutoring services to K-12 students last year after Beijing suddenly banned most such services. iHuman has avoided fallout from that fiasco, which effectively killed an entire industry once worth billions of dollars. But the dangers always lurk in the background due to the fickle and unpredictable nature of China’s regulators. iHuman, which makes apps that help kids improve in areas like reading and logic, made a net profit of 39.5 million yuan ($5.5 million) in the third quarter, pulling a 180-degree turn from a net loss of a similar size a year earlier, according to its latest quarterly results released last Thursday. Those results showed the company earned a 74 million yuan profit for the first nine months of the year, putting iHuman on track to make its first-ever annual net profit since it went public in 2020. iHuman’s strong third quarter bottom line owes in large part to cost-cutting, rather than revenue growth. In fact, the company’s sales during the three months fell 2.9% year-over-year to 251.5 million yuan, marking the first decline in its quarterly revenue since its IPO. The decline was a natural progression from lackluster growth in the first half of the year, a far cry from the triple-digit growth that it frequently logged in the past two years. The sudden drop in iHuman’s revenue may seem perplexing, if not alarming. It’s true that many businesses in China suffered under Beijing’s strict Covid control policies that only now are starting to ease, though not before contributing to the country’s economic slowdown. If anything, internet companies like iHuman should be key beneficiaries of lockdowns and other restrictions on mobility that have fueled growth in demand for online products that don’t require human contact. iHuman also sells cognitive development materials and devices through brick-and-mortar channels. But it has drastically scaled down the offline business, which led to significant gains in its gross margin and allowed it to keep boosting revenue through the pandemic. So, what exactly is behind iHuman’s slowdown? It actually appears to be the result of a conscious decision by the company to prioritize profitability over revenue growth. Firstly, the company’s cost of revenue - or expenses incurred for generating sales, including commissions to app stores - decreased at a faster rate than its revenue decline. That allowed iHuman to further improve its gross margin to more than 70% from an already-solid 69.6% in the third quarter of last year. Slashing costs More significantly, iHuman slashed its operating expenses, which in the past exceeded its gross profit, by more than 38%. Cost cutting has become a common theme among money-losing Chinese companies this year, as they try to show investors they can become profitable soon, even in the face of a fast-slowing Chinese economy. iHuman’s cuts were led by a 45% drop in costs for research and development, primarily through savings from payroll and outsourcing expenses. It also reduced sales and marketing expenses by 38% by using an “economical and optimized advertising strategy.” “The continued improvement in profitability was primarily driven by our sound operating efficiency initiatives,” iHuman CFO Vivien Wang said in the company’s latest earnings announcement. “We better aligned our cost structure with our strategic priorities and improved our operational efficiency by further streamlining key business processes and workflows.” Investors appeared to appreciate iHuman’s renewed focus on profitability, as well as its previously announced plan to repurchase its shares through the end of next year. The company’s stock dropped about 7% after its earnings release, but more than made up the lost ground the next day with a 12.4% jump. While the short-term picture looks good, iHuman faces a wide range of longer-term risks due to its operation in a vast regulatory gray area in China. The company describes itself as an “edutainment” provider and seems to try hard not to link its apps directly to the sensitive education sector, which is subject to a long list of regulatory requirements. Following last year’s clampdown on the sector, even overseas language-learning apps like Duolingo (DUOL), Memrise and Beelinguapp have vanished from major Android app stores in China. iHuman says its apps are not explicitly subject to these rules. But it also warns that Chinese regulators could decide at any time that its apps are for educational purposes, which would bring the company lots of headaches. There are also a slew of other rules that could apply to iHuman, ranging from requirements for online publishing to those for protection of minors from addictive products.分析記事 • Dec 09
iHuman (NYSE:IH) May Have Issues Allocating Its Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Seeking Alpha • Dec 08
iHuman ADS Non-GAAP EPADS of $0.11, revenue of $35.4M
iHuman ADS press release (NYSE:IH): Q3 Non-GAAP EPADS of $0.11. Revenue of $35.4M (-2.9% Y/Y). Gross margin was 70.4%, compared with 69.6% in the same period last year. Average total MAUs for the quarter were 20.63M, an increase of 16.7% Y/Y from 17.68M in the same period last year. The number of paying users for the quarter was 1.65M.Seeking Alpha • Oct 03
iHuman Is Inhumanly Undervalued
Summary iHuman is the education app leader in the world's largest app market. The company had its most profitable quarter ever, while its enterprise value remains negative. In July, iHuman's international STEM apps brand was launched and existing popular apps were released in Google Play stores worldwide. Editor's note: Seeking Alpha is proud to welcome The China Investor as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » iHuman's (NYSE:IH) share price has declined by more than 90% since its peak of around $28 in November 2020, to less than $1.90 recently. This has resulted in iHuman's enterprise value turning negative while fundamentals have been improving. iHuman's negative enterprise value is mainly due to a combination of high cash reserves, low debt, and a low market cap. Net income performance has been improving for the past three quarters and is now at record levels, while operating expenses have declined dramatically and are now near two-year lows. Seekingalpha The market has also not priced in the launch of internationally focused brand Bekids and the release of existing popular apps in Google Play stores globally. iHuman's price to sales ratio of 0.7 is less than 10% of Duolingo's (DUOL), a listed competing educational app maker. The market has also heavily discounted the fact that iHuman is the educational app leader in one of the world's fastest growing and largest app markets. As iHuman continues to be profitable and gather more attention, its stock price should rise. Therefore, I rate this stock a buy. Business Model iHuman makes educational apps for children. These apps span many categories, including reading, Chinese language learning, coding, and more. Revenue is primarily derived from subscriptions to these apps, although a one-time lifetime access purchase is also available. iHuman Chinese is iHuman's flagship product. It was launched in 2016 and, in 2021, generated 65% of all revenue. The 2021 annual report revealed that most of iHuman's revenue is generated in China. On Sensortower, an app intelligence platform, it can be seen that iHuman apps are highly rated. In the Chinese Apple app store, iHuman Chinese has an average rating of 4.8 across more than 830,000 reviews. The lowest rated iHuman app is iHuman Exercise, which received an average rating of 4.1 across 235 reviews. Market and developments As the market leader in China's education app industry, iHuman is well positioned to reap rewards from growth in China's app industry. China's app market, already the largest in the world, is projected to grow at a CAGR of 9.65% to reach a revenue of USD$226 billion in 2026. This is almost 50% larger than second-placed U.S., whose app market is projected to generate a revenue of USD$151 billion in 2026. Category specific trends are even more positive, as demand for education apps and language learning apps is expected to grow at CAGRs of 24% and 15% in 2022-2027, respectively. In July 2022, iHuman launched the Bekids suite of apps targeting the children's STEM market. Bekids Coding is an international port of the popular iHuman Coding, and will be the primary app in the Bekids suite. Also in July, iHuman's most popular apps - such as iHuman Chinese and iHuman PinYin (launched as GoPlay Chinese) - were released in Google Play stores internationally. These initiatives are expected to further drive international revenue. KPIs iHuman app KPIs have been improving since its IPO. On a yearly basis, monthly active users (MAUs) and paying users (PUs) have continued to climb, reaching 18.2 million and 1.51 million, respectively. Average revenue per paying user also increased year on year, climbing 2.1% to USD$21. In the China Apple app store, the iHuman flagship product, iHuman Chinese, is the undisputed champion in the education category. According to Chinese app intelligence company Qimai data, iHuman Chinese ranked within the top 10 grossing applications in the past five years, and held the top grossing education app crown for the same period of time. Financial Analysis Koyfin In Q2 2022, iHuman made the most net income ever, growing 66% on a quarterly basis to USD$3.3 million. Net margin improved for the third quarter in a row to 9.45%. This improvement in net margin was not the result of an increase in revenue though, as revenue was mostly unchanged at USD$34.4 million. Instead, the improvement in net margin was the result of sharp cuts to R&D and sales and marketing expenses. Author On a quarterly basis, R&D expenses decreased substantially to USD$11.7 million, while sales and marketing expenses decreased to USD$4.7 million. Compared to other listed app makers such as Roblox (RBLX) and Duolingo, iHuman's operating expenses as a percentage of revenue are lower, suggesting that the company is more efficient at managing costs. Gross margins have consistently remained at around 70%, suggesting that there is plenty of room for iHuman to be profitable. IH's balance sheet is healthy with cash of USD$127 million while total debt is only USD$2.7 million. The largest liability item is deferred revenue, at USD$47 million. My only concern is that there is more than enough cash to sustain the business for many years and that this has been the case for many quarters now. Like many other Chinese ADRs, IH's large cash holdings and low market cap have resulted in a negative enterprise value. Valuation To value iHuman, we will compare it to language learning app Duolingo. This is an appropriate comparison because both companies are listed app makers whose apps are in the education category of app stores. According to Sensortower, in the top grossing education app category, Duolingo was ranked 1st and 10th in U.S. and Chinese app stores, respectively. Duolingo has had a longer runway than iHuman, though, as its apps were released in 2012 vs. 2016 for iHuman's earliest app, iHuman Chinese. Seekingalpha On a TTM basis, Duolingo generated a net income loss of USD$74 million on a revenue of USD$306 million, while iHuman generated a net income loss of USD$1.67 million on a revenue of USD$145 million. Duolingo's revenue is more than twice that of iHuman's, but that would not be obvious by looking at their price/sales ratios. Duolingo's price/sales ratio is more than 10, whereas iHuman's is 0.7. This suggests that there is a possibility of a large upside if iHuman's price/sales ratio converges to even half that of Duolingo's. Risks Delisting On May 26, iHuman was included in the HFCAA's conclusive list of issuers, raising delisting fears. While Washington and Beijing have since reached an agreement allowing U.S. auditors to inspect China-based accountants, there remains a possibility that the inspection might fail and the ADR gets delisted. To avoid this scenario, it is quite likely that iHuman will follow in the path of other Chinese ADRs, such as NIO and Li Auto, and pursue a listing on the Hong Kong stock exchange.Seeking Alpha • Sep 22
iHuman ADS GAAP EPS of $0.07, revenue of $34.4M
iHuman ADS press release (NYSE:IH): Q2 GAAP EPS of $0.07. Revenue of $34.4M (+4.2% Y/Y)分析記事 • Jun 09
Is iHuman Inc. (NYSE:IH) Trading At A 34% Discount?
In this article we are going to estimate the intrinsic value of iHuman Inc. ( NYSE:IH ) by taking the forecast future...分析記事 • May 02
Analysts Expect iHuman Inc. (NYSE:IH) To Breakeven Soon
We feel now is a pretty good time to analyse iHuman Inc.'s ( NYSE:IH ) business as it appears the company may be on the...分析記事 • Feb 28
What Type Of Shareholders Make Up iHuman Inc.'s (NYSE:IH) Share Registry?
The big shareholder groups in iHuman Inc. ( NYSE:IH ) have power over the company. Institutions often own shares in...このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、iHuman は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。
シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。
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 |
|---|---|---|---|---|---|
| 12/31/2025 | 807 | 95 | 46 | 51 | N/A |
| 9/30/2025 | 849 | 106 | N/A | N/A | N/A |
| 6/30/2025 | 883 | 110 | N/A | N/A | N/A |
| 3/31/2025 | 898 | 103 | N/A | N/A | N/A |
| 12/31/2024 | 922 | 99 | 51 | 59 | N/A |
| 9/30/2024 | 940 | 105 | N/A | N/A | N/A |
| 6/30/2024 | 962 | 132 | N/A | N/A | N/A |
| 3/31/2024 | 988 | 150 | N/A | N/A | N/A |
| 12/31/2023 | 1,018 | 181 | 166 | 172 | N/A |
| 9/30/2023 | 1,028 | 183 | N/A | N/A | N/A |
| 6/30/2023 | 1,018 | 171 | N/A | N/A | N/A |
| 3/31/2023 | 1,008 | 150 | N/A | N/A | N/A |
| 12/31/2022 | 986 | 110 | 182 | 188 | N/A |
| 9/30/2022 | 963 | 66 | N/A | N/A | N/A |
| 6/30/2022 | 970 | -11 | N/A | N/A | N/A |
| 3/31/2022 | 961 | -31 | N/A | N/A | N/A |
| 12/31/2021 | 945 | -37 | 6 | 38 | N/A |
| 9/30/2021 | 896 | -83 | N/A | N/A | N/A |
| 6/30/2021 | 794 | -38 | N/A | N/A | N/A |
| 3/31/2021 | 681 | -37 | N/A | N/A | N/A |
| 12/31/2020 | 532 | -48 | 207 | 223 | N/A |
| 9/30/2020 | 404 | -1 | N/A | N/A | N/A |
| 6/30/2020 | 312 | -5 | 106 | 116 | N/A |
| 3/31/2020 | 251 | -145 | N/A | N/A | N/A |
| 12/31/2019 | 219 | -276 | 40 | 43 | N/A |
| 12/31/2018 | 132 | -18 | N/A | -5 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: IHの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。
収益対市場: IHの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です
高成長収益: IHの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。
収益対市場: IHの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。
高い収益成長: IHの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。
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: IHの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
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 | 2026/05/11 04:04 |
| 終値 | 2026/05/11 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 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 |
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* 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
iHuman Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4
| アナリスト | 機関 |
|---|---|
| Citi Research | Citigroup Inc |
| Mark Li | Citigroup Inc |
| Mark Li | Citigroup Inc |