Perfect Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 1/6
Perfect yıllık ortalama 47.8% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 30.7% annual. Gelirler growing yılda ortalama 13.1% oranında artmaktadır. Perfect'in özkaynak karlılığı 3.7% ve net marjı 8.1%'dir.
Anahtar bilgiler
47.82%
Kazanç büyüme oranı
64.77%
EPS büyüme oranı
| Software Sektör Büyümesi | 17.33% |
| Gelir büyüme oranı | 13.09% |
| Özkaynak getirisi | 3.68% |
| Net Marj | 8.13% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • Jul 31
Perfect Corp.: Likely Undervalued But Also Viable As A Merger Bet
Summary PERF is basically a hybrid consumer and enterprise AI platform. As such, they’ve increasingly focused on scalable and standardized content delivery. After all, heavily customized projects often involve more work than standardized offerings and may have less compelling margins. In my view, PERF’s operating improvements show that this approach is helping them become more efficient despite otherwise flat revenues YoY. Under the hood, PERF has seen declining subscribers and fewer major customers. Plus, their licensing revenue has been lackluster as well. And that’s why the recent acquisition deal is reasonable to some extent, but now leaves little room for further upside. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Perfect nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 71 | 6 | 39 | 15 |
| 31 Mar 26 | 71 | 5 | 39 | 15 |
| 31 Dec 25 | 69 | 5 | 38 | 15 |
| 30 Sep 25 | 67 | 6 | 38 | 14 |
| 30 Jun 25 | 64 | 6 | 38 | 14 |
| 31 Mar 25 | 62 | 7 | 38 | 13 |
| 31 Dec 24 | 60 | 5 | 38 | 12 |
| 30 Sep 24 | 58 | 5 | 38 | 12 |
| 30 Jun 24 | 57 | 6 | 38 | 12 |
| 31 Mar 24 | 56 | 5 | 38 | 12 |
| 31 Dec 23 | 54 | 5 | 37 | 11 |
| 30 Sep 23 | 50 | -186 | 32 | 11 |
| 30 Jun 23 | 49 | -188 | 102 | 11 |
| 31 Mar 23 | 47 | -161 | 30 | 10 |
| 31 Dec 22 | 47 | -162 | 101 | 10 |
| 30 Sep 22 | 47 | -125 | 35 | 11 |
| 30 Jun 22 | 47 | -127 | 35 | 11 |
| 31 Mar 22 | 44 | -156 | 33 | 10 |
| 31 Dec 21 | 41 | -157 | 30 | 10 |
| 30 Sep 21 | 37 | -5 | 26 | 8 |
| 30 Jun 21 | 33 | -8 | 24 | 8 |
| 31 Mar 21 | 31 | -7 | 23 | 8 |
| 31 Dec 20 | 30 | -6 | 21 | 8 |
| 31 Dec 19 | 23 | -2 | 17 | 6 |
| 31 Dec 18 | 12 | -9 | 14 | 6 |
Kaliteli Kazançlar: PERF büyük bir tek seferlik zarar ile $1.9M, 30th June, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.
Büyüyen Kar Marjı: PERF 'nin mevcut net kar marjları (8.1%) geçen yılın (9.5%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: PERF son 5 yılda karlı hale geldi ve kazançlarını yıllık 47.8% oranında artırdı.
Büyüme Hızlandırma: PERF 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: PERF geçtiğimiz yıl negatif kazanç büyümesine ( -5.7% ) sahipti ve bu da onu Software sektör ortalamasıyla ( 27.2% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: PERF 'nin Özsermaye Getirisi ( 3.7% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/21 06:03 |
| Gün Sonu Hisse Fiyatı | 2026/09/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Perfect Corp. 11 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Vadim Merkulov | Freedom Broker |
| Egor Tolmachev | Freedom Broker |
| Almas Almaganbetov | Freedom Broker |