momo.com Inc.

TWSE:8454 Stock Report

Market Cap: NT$61.2b

momo.com Future Growth

Future criteria checks 1/6

momo.com's earnings are forecast to decline at 11.6% per annum while its annual revenue is expected to grow at 0.2% per year. EPS is expected to decline by 12.2% per annum. Return on equity is forecast to be 25.4% in 3 years.

Key information

-11.6%

Earnings growth rate

-12.17%

EPS growth rate

Multiline Retail earnings growth27.7%
Revenue growth rate0.2%
Future return on equity25.42%
Analyst coverage

Low

Last updated15 May 2026

Recent future growth updates

Recent updates

Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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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New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Earnings and Revenue Growth Forecasts

TWSE:8454 - Analysts future estimates and past financials data (TWD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028110,241N/AN/AN/A2
12/31/2027108,0582,2612,4773,7114
12/31/2026107,9942,4542,5984,2291
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
3/31/202055,2001,4402,8013,290N/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
6/30/201525,0751,236N/A1,309N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 8454's earnings are forecast to decline over the next 3 years (-11.6% per year).

Earnings vs Market: 8454's earnings are forecast to decline over the next 3 years (-11.6% per year).

High Growth Earnings: 8454's earnings are forecast to decline over the next 3 years.

Revenue vs Market: 8454's revenue (0.2% per year) is forecast to grow slower than the TW market (19.1% per year).

High Growth Revenue: 8454's revenue (0.2% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: 8454's Return on Equity is forecast to be high in 3 years time (25.4%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/30 20:31
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

momo.com Inc. is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hongyan LinCGS International
Hui-Chao HsuCitigroup Inc
Helen ChienDaiwa Securities Co. Ltd.