Perfect Corp.

NYSE:PERF 株式レポート

時価総額：US$171.1m

Perfect 過去の業績

過去 基準チェック /16

Perfectは、平均年間37.9%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間22.5% 13.9%収益成長率で 成長しています。 Perfectの自己資本利益率は3%であり、純利益率は6.6%です。

主要情報

37.91%

収益成長率

50.47%

EPS成長率

Software 業界の成長17.33%
収益成長率13.94%
株主資本利益率3.02%
ネット・マージン6.62%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 16

PERF: AI Beauty Tools And Take Private Bid Will Drive Future Returns

Analysts have trimmed their average price target on Perfect to $1.95 as they reassess the stock in light of a slightly higher discount rate, modestly adjusted revenue growth and margin assumptions, and a recalibrated long term P/E outlook following recent downgrades and renewed scrutiny of the proposed take private bid. Analyst Commentary on Perfect Recent research on Perfect points to a more cautious stance, with several bearish analysts rethinking valuation in light of the proposed take private bid and updated modeling assumptions.
ナラティブの更新 • Jun 02

PERF: AI Beauty Personalization And Take Private Bid Will Support Future Returns

Analysts have trimmed their price target on Perfect to $1.95, citing slightly higher perceived risk, more cautious revenue growth and margin assumptions, and a modestly lower future P/E multiple in light of recent downgrade activity and concerns around the proposed take private bid. Analyst Commentary Recent Street research around Perfect has tilted more cautious, with several bearish analysts highlighting concerns around the proposed take private bid and the stock's risk profile.
ナラティブの更新 • May 13

PERF: Take Private Bid Debate Will Support Long Term Upside Scenario

Analysts have trimmed their price targets on Perfect to around $2.73 from about $3.01, citing updated expectations for revenue growth, profit margins and a lower future P/E multiple, along with recent rating downgrades and debate around the proposed take private bid. Analyst Commentary Recent research highlights a split view on Perfect as the market weighs the impact of fresh downgrades against the proposed take private bid and updated valuation assumptions.
ナラティブの更新 • Apr 28

PERF: Take Private Bid Debate Will Spotlight Long Term Upside Optionality

Analysts have trimmed Perfect's implied fair value by about $0.50 per share. The updated view reflects slightly adjusted assumptions on discount rate, revenue growth, profit margin and a lower future P/E, following recent research that includes a downgrade and debate around whether a potential take private bid fully reflects long term prospects.
ナラティブの更新 • Apr 14

PERF: AI Beauty Personalization And Take Private Bid Will Support Future Earnings

Analysts have reduced their price target for Perfect to $1.95 from $3.60, citing research that points to more moderate revenue growth and profit margin expectations, along with a higher assumed future P/E multiple and a slightly higher discount rate. Analyst Commentary Recent Street research around Perfect points to a more cautious tone, with attention on both execution risks and how the current share price lines up with revised expectations on growth and profitability.
ナラティブの更新 • Mar 31

PERF: Take Private Bid Debate Will Highlight Potential Upside In Richer Future P/E

Analysts have reset their price target on Perfect to $3.51 from $4.04, citing updates in their models related to growth, margins, and a higher assumed future P/E following recent research that includes a downgrade and debate over the value of a potential take-private bid. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher assumed future P/E as a sign that some in the market are still willing to assign a richer multiple to Perfect, even after the recent downgrade.
ナラティブの更新 • Feb 20

PERF: AI Beauty Personalization And Fashion APIs Will Support Future Earnings

Analysts have lifted their price target on Perfect by $2.37, citing slightly higher assumed revenue growth, modestly improved profit margins, a small adjustment to the discount rate, and a higher future P/E multiple in their refreshed model. What's in the News Perfect Corp.
Seeking Alpha • Feb 08

Perfect Corp: The Pendulum Swings

Summary Perfect Corp went public via a SPAC merger in October of 2022. The market has a pessimistic view of SPACs after the SPAC boom and bust during the COVID-19 years. This market pessimism has driven PERF's valuation down to less than the value of its net cash on hand. As such, the market is assigning a negative valuation to PERF's potentially considerable intangible assets. Read the full article on Seeking Alpha
ナラティブの更新 • Feb 05

PERF: AI Beauty Partnerships And Fashion APIs Will Support Long Term Earnings

Analysts have lifted their price target on Perfect by US$0.00, reflecting updated views on slightly higher long term revenue growth and profit margins, alongside a modestly lower future P/E assumption. What's in the News Perfect Corp.
ナラティブの更新 • Jan 22

PERF: New Fashion APIs And Luxury Collaborations Will Support Long Term Earnings

Analysts have slightly reduced their price target on Perfect, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which together indicate a modestly lower fair value estimate in dollar terms. What's in the News Perfect Corp.
ナラティブの更新 • Jan 07

PERF: AI Partnerships With Luxury Brands Will Support Stronger Long Term Earnings

Analysts have nudged their price target on Perfect higher to reflect slightly stronger assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple, indicating a more supportive long-term earnings profile than in their prior view. What's in the News Perfect Corp.
ナラティブの更新 • Dec 14

PERF: Rising Profit Margins And Luxury Partnerships Will Drive Further Upside

Analysts have raised their price target on Perfect, increasing their fair value estimate from approximately 3.17 dollars to 3.60 dollars. They now expect stronger profit margins and are willing to assign a higher future earnings multiple, despite slightly moderating revenue growth assumptions and a marginally higher discount rate.
分析記事 • Jul 15

Earnings Tell The Story For Perfect Corp. (NYSE:PERF) As Its Stock Soars 25%

Despite an already strong run, Perfect Corp. ( NYSE:PERF ) shares have been powering on, with a gain of 25% in the last...
User avatar
新しいナラティブ • May 26

Digital Transformation And AR/VR Will Spark Immersive Engagement

Rapid adoption of AI-driven products and strategic acquisitions give Perfect a strong advantage in capturing global digital engagement and expanding into new markets.
分析記事 • Mar 16

Perfect Corp.'s (NYSE:PERF) Stock Retreats 27% But Earnings Haven't Escaped The Attention Of Investors

Perfect Corp. ( NYSE:PERF ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha • Mar 10

Perfect Corp.: Solid Execution Amid Industry Headwinds

Summary Perfect Corp.'s Q4 and FY 2024 results were solid, aligning with guidance despite a negative market reaction and ongoing B2B challenges. The acquisition of Wannaby enhances Perfect Corp.'s AI capabilities and market reach, positioning it as a leader in Beauty and Fashion AI. Strong B2C performance, with 1 million paid subscribers and growing engagement, provides resilience against B2B spending softness and supports long-term growth. With $165.9 million in cash, no debt, and disciplined cost management, Perfect Corp. is financially stable and well-positioned for future opportunities. Read the full article on Seeking Alpha
分析記事 • Jan 22

Perfect Corp.'s (NYSE:PERF) 27% Share Price Surge Not Quite Adding Up

Perfect Corp. ( NYSE:PERF ) shares have continued their recent momentum with a 27% gain in the last month alone...
分析記事 • Dec 06

Perfect Corp. (NYSE:PERF) Stock Catapults 36% Though Its Price And Business Still Lag The Industry

Perfect Corp. ( NYSE:PERF ) shareholders have had their patience rewarded with a 36% share price jump in the last...
Seeking Alpha • Nov 27

Perfect Corp.: The Quiet AI Leader Ready For The Spotlight

Summary Perfect Corp. is a leader in AI/AR beauty tech, serving 90% of top beauty brands globally and boasting high gross margins and strategic partnerships. The company has a strong B2B and B2C presence, with significant growth potential in both segments, driven by expanding SKUs and new verticals. Despite its stock being undervalued, PERF is financially robust with no debt, positive cash flow, and a high cash reserve ($1.60/share). The market undervalues the company's resilience and growth potential, making it a compelling investment opportunity with significant upside. Read the full article on Seeking Alpha
User avatar
新しいナラティブ • Nov 03

AI Innovations And Market Expansion Brighten The Future Of Beauty Tech

Expanding B2C web services and AI beauty solutions boosts revenue by capturing higher margins and increasing consumer engagement.
分析記事 • Jun 04

Are Investors Undervaluing Perfect Corp. (NYSE:PERF) By 38%?

Key Insights The projected fair value for Perfect is US$3.03 based on 2 Stage Free Cash Flow to Equity Perfect is...

収支内訳

Perfect の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:PERF 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 267153915
31 Dec 256953815
30 Sep 256763814
30 Jun 256463814
31 Mar 256273813
31 Dec 246053812
30 Sep 245853812
30 Jun 245763812
31 Mar 245653812
31 Dec 235453711
30 Sep 2350-1863211
30 Jun 2349-18810211
31 Mar 2347-1613010
31 Dec 2247-16210110
30 Sep 2247-1253511
30 Jun 2247-1273511
31 Mar 2244-1563310
31 Dec 2141-1573010
30 Sep 2137-5268
30 Jun 2133-8248
31 Mar 2131-7238
31 Dec 2030-6218
31 Dec 1923-2176
31 Dec 1812-9146

質の高い収益: PERFには$1.9M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: PERFの現在の純利益率 (6.6%)は、昨年(10.8%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: PERF過去 5 年間で収益を上げており、収益は年間37.9%増加しています。

成長の加速: PERFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: PERFは過去 1 年間で収益成長率がマイナス ( -29.6% ) となったため、 Software業界平均 ( 14.2% ) と比較することが困難です。

株主資本利益率

高いROE: PERFの 自己資本利益率 ( 3% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

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2026/06/20 02:29
終値2026/06/18 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
  • 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Perfect Corp. 5 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

アナリスト機関
Vadim MerkulovFreedom Broker
Egor TolmachevFreedom Broker
Almas AlmaganbetovFreedom Broker