Zhihu 향후 성장
Future 기준 점검 0/6
Zhihu (는) 각각 연간 93.5% 및 0.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 104.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 2.4% 로 예상됩니다.
핵심 정보
93.5%
이익 성장률
104.58%
EPS 성장률
| Interactive Media and Services 이익 성장 | 12.4% |
| 매출 성장률 | 0.9% |
| 향후 자기자본이익률 | 2.40% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 29 Mar 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 24
ZH: Goodwill Impairment And Reset Are Expected To Unlock Future Upside
Analysts have trimmed their price target on Zhihu to about $4.43 from roughly $4.52. They cited a slightly higher discount rate and a modestly richer assumed future P/E multiple in their updated models.내러티브 업데이트 • Apr 10
ZH: Goodwill Reset And Impairment Charge Will Support Future Upside
Analysts have revised their Zhihu price target from $4.91 to $4.52, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower expected future P/E multiple. What's in the News Zhihu reported an impairment loss on goodwill of RMB 126,344,000 for the fourth quarter ended December 31, 2025, which directly affects reported earnings for that period (Key Developments).Seeking Alpha • Mar 30
Zhihu: Has Growth Potential Even Though The AI Fallout Continues
Summary Zhihu has struggled after the stock started 2026 with a major rally, which seems to have been caused by a combination of factors. The latest report from ZH failed to provide a lift because even though there was progress in some areas, there was also regress in other areas. There is reason to believe that ZH has much growth potential yet to be tapped, which could become unlocked due to advances in AI technology. ZH has the potential to grow faster than it has recently, which, along with low valuations, is why I am bullish on ZH with a buy rating. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 27
ZH: Share Repurchases And Goodwill Reset Will Support Future Upside
Analysts have reduced their Zhihu price target by about $0.93. This reflects updated views on fair value, a slightly higher discount rate, softer revenue growth assumptions, somewhat lower profit margin expectations, and a higher future P/E multiple.분석 기사 • Jul 18
Optimistic Investors Push Zhihu Inc. (NYSE:ZH) Shares Up 29% But Growth Is Lacking
Zhihu Inc. ( NYSE:ZH ) shares have continued their recent momentum with a 29% gain in the last month alone. The last 30...새로운 내러티브 • May 31
AI Integration And Premium Content Will Expand Engagement In China
AI-driven engagement and premium content expansion are expected to boost user retention, advertiser appeal, and shift revenue mix toward higher-margin streams.분석 기사 • May 31
Zhihu Inc. (NYSE:ZH) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Zhihu Inc. ( NYSE:ZH ) filed its quarterly result this time last week. The early...분석 기사 • Apr 20
Zhihu Inc.'s (NYSE:ZH) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio
The Zhihu Inc. ( NYSE:ZH ) share price has softened a substantial 27% over the previous 30 days, handing back much of...Seeking Alpha • Mar 28
Zhihu: Turning Bullish On Bottom-Line Beat And New AI Tool (Rating Upgrade)
Summary I have a Buy rating awarded to Zhihu, as the stock is inexpensive with potential catalysts. The continued narrowing of losses and the growing popularity of the new AI search add-on Zhida can act as valuation re-rating drivers. ZH is currently trading at less than 1 times forward revenue, which is way below its all-time historical P/S average of 2.6x. Read the full article on Seeking Alpha분석 기사 • Feb 11
Zhihu Inc. (NYSE:ZH) Surges 27% Yet Its Low P/S Is No Reason For Excitement
The Zhihu Inc. ( NYSE:ZH ) share price has done very well over the last month, posting an excellent gain of 27%. The...Seeking Alpha • Dec 18
Zhihu: Heading In The Right Direction
Summary FY2024 is likely to end with the fourth consecutive annual loss, but the trend is favorable with smaller and smaller losses. ZH is close to breaking even, and profits do not look to be far away as a result of various measures taken by ZH. There are risks hanging over ZH, but its market cap may still be too low, especially if ZH becomes profitable. There is an argument to be made in favor of long ZH after taking into account all the recent progress made. Read the full article on Seeking Alpha분석 기사 • Sep 29
Little Excitement Around Zhihu Inc.'s (NYSE:ZH) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.7x Zhihu Inc. ( NYSE:ZH ) is a stock worth checking out...분석 기사 • Aug 25
Zhihu Inc. (NYSE:ZH) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Zhihu Inc. ( NYSE:ZH ) came out with its quarterly results last week, and we wanted to see how the business is...Seeking Alpha • Aug 25
Zhihu: Bottom Line Improvement Came At The Expense Of Larger Revenue Drop
Summary ZH's Q2 2024 bottom line performance improved significantly with operating and net losses narrowing. Zhihu plans to focus on cost optimization to target the achievement of positive earnings for Q4 2024. Revenue for ZH contracted by -11% YoY in the second quarter despite a bottom line beat, and an unfavorable top line outlook has limited the stock's valuation re-rating potential. Read the full article on Seeking AlphaSeeking Alpha • Jun 13
Zhihu Sees Wider Losses Despite Revenue Beat
Summary ZH's Q1 sales accounted for over a quarter of the full-year consensus revenue estimate, and its first quarter top-line beat is attributable to the vocational training business' good performance. But Zhihu's normalized net loss widened on both QoQ and YoY terms in Q1 2024, and a negative revenue mix might continue to weigh on its future bottom-line performance. The company's latest first quarter results have mixed read-throughs, so I have decided to maintain my Hold rating for ZH. Read the full article on Seeking Alpha분석 기사 • May 21
Is Zhihu Inc. (NYSE:ZH) Trading At A 23% Discount?
Key Insights The projected fair value for Zhihu is US$5.25 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Apr 01
News Flash: 8 Analysts Think Zhihu Inc. (NYSE:ZH) Earnings Are Under Threat
Today is shaping up negative for Zhihu Inc. ( NYSE:ZH ) shareholders, with the analysts delivering a substantial...분석 기사 • Mar 30
Zhihu Inc. (NYSE:ZH) Just Reported And Analysts Have Been Cutting Their Estimates
Shareholders might have noticed that Zhihu Inc. ( NYSE:ZH ) filed its full-year result this time last week. The early...분석 기사 • Feb 03
An Intrinsic Calculation For Zhihu Inc. (NYSE:ZH) Suggests It's 46% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Zhihu fair value estimate is US$1.42 Zhihu's US$0.77 share...분석 기사 • Jan 06
Zhihu Inc. (NYSE:ZH) Might Not Be As Mispriced As It Looks
Zhihu Inc.'s ( NYSE:ZH ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now compared to...Seeking Alpha • Dec 11
Zhihu Q3 Earnings: Still A Hold Considering Both Revenue And Profitability Expectations
Summary Zhihu's revenue growth prospects for 2023 are unfavorable, with analysts projecting a slowdown in expansion. The company's marketing services segment performed poorly in Q3 2023 and is expected to remain under pressure. ZH aims to achieve breakeven in one quarter of FY 2024 but does not expect to generate positive earnings for the full year. Read the full article on Seeking Alpha분석 기사 • Aug 26
Zhihu Inc. (NYSE:ZH) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Zhihu Inc. ( NYSE:ZH ), who've watched their investment drop 14% to US$0.95 in the week since...Seeking Alpha • Aug 24
Zhihu: A Tricky Balancing Act
Summary ZH's Q2 2023 revenue and reported operating loss fell short of analysts' expectations, and the company's share price dropped by -9.4% on the day of the results announcement. It is tough for Zhihu to strike a delicate balance between growing the company's top line and improving its profitability. I deem ZH's shares to be deserving of a Hold rating, considering both its tricky balancing act and its undemanding valuations. Read the full article on Seeking Alpha분석 기사 • Jul 21
Is Zhihu Inc. (NYSE:ZH) Trading At A 43% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Zhihu fair value estimate is US$1.93 Zhihu's US$1.10 share...Seeking Alpha • Jun 09
Zhihu Could Stay Cheap Without Catalysts
Summary I think that Zhihu's Q2 2023 results will be inferior to that of its performance for Q1 2023, as per what the analysts are currently forecasting. But ZH's attractive P/S and EV/EBITDA valuations have already largely factored in negatives associated with its lackluster short-term outlook. I keep my Hold rating for Zhihu, as there aren't any catalysts in the near term to drive a positive re-rating of its valuations. Read the full article on Seeking Alpha분석 기사 • Apr 17
Take Care Before Diving Into The Deep End On Zhihu Inc. (NYSE:ZH)
There wouldn't be many who think Zhihu Inc.'s ( NYSE:ZH ) price-to-sales (or "P/S") ratio of 1.4x is worth a mention...분석 기사 • Jan 06
Calculating The Intrinsic Value Of Zhihu Inc. (NYSE:ZH)
Does the January share price for Zhihu Inc. ( NYSE:ZH ) reflect what it's really worth? Today, we will estimate the...Seeking Alpha • Jan 02
Zhihu appoints Henry Dachuan Sha as CFO
Zhihu (NYSE:ZH) appoints Mr. Henry Dachuan Sha as a Director and the Chief Financial Officer, effective immediately. Mr. Sha joins the firm from Quwan Holding where he was CFO. Mr. Sha replaces Mr. Wei Sun, who has tendered his resignation from the positions of director and chief financial officer to pursue other business endeavors. Source: Press Release이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,037 | -21 | 50 | N/A | 2 |
| 12/31/2027 | 2,592 | -22 | -62 | 51 | 6 |
| 12/31/2026 | 2,503 | -64 | -128 | -54 | 3 |
| 12/31/2025 | 2,749 | -193 | -365 | -364 | N/A |
| 9/30/2025 | 2,965 | 102 | N/A | N/A | N/A |
| 6/30/2025 | 3,151 | 138 | -54 | -52 | N/A |
| 3/31/2025 | 3,368 | -17 | N/A | N/A | N/A |
| 12/31/2024 | 3,599 | -172 | -283 | -280 | N/A |
| 9/30/2024 | 3,878 | -362 | N/A | N/A | N/A |
| 6/30/2024 | 4,055 | -630 | -756 | -749 | N/A |
| 3/31/2024 | 4,166 | -827 | N/A | N/A | N/A |
| 12/31/2023 | 4,199 | -844 | -424 | -416 | N/A |
| 9/30/2023 | 4,175 | -920 | N/A | N/A | N/A |
| 6/30/2023 | 4,064 | -941 | N/A | N/A | N/A |
| 3/31/2023 | 3,856 | -1,148 | N/A | N/A | N/A |
| 12/31/2022 | 3,605 | -1,581 | -1,116 | -1,115 | N/A |
| 9/30/2022 | 3,510 | -1,785 | N/A | N/A | N/A |
| 6/30/2022 | 3,422 | -1,754 | N/A | N/A | N/A |
| 3/31/2022 | 3,224 | -1,588 | N/A | N/A | N/A |
| 12/31/2021 | 2,959 | -1,469 | -448 | -440 | N/A |
| 9/30/2021 | 2,460 | -1,346 | N/A | N/A | N/A |
| 6/30/2021 | 2,019 | -1,359 | N/A | N/A | N/A |
| 3/31/2021 | 1,642 | -1,327 | N/A | N/A | N/A |
| 12/31/2020 | 1,352 | -1,198 | -246 | -244 | N/A |
| 9/30/2020 | 1,056 | -1,343 | -492 | -490 | N/A |
| 12/31/2019 | 671 | -1,431 | -721 | -716 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ZH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: ZH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: ZH 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: ZH 의 수익(연간 0.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ZH 의 수익(연간 0.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ZH의 자본 수익률은 3년 후 2.4%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 13:26 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Zhihu Inc.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Xueqing Zhang | China International Capital Corporation Limited |
| Yi Jing Wei | Citigroup Inc |
| Yang You | CLSA |