Obermatt

Flags

Earnings warning

Hello

NSQ:MOMO · US4234031049
Interactive Media & ServicesLarge

360

67
Profit price32
Owner Earnings Yield100
Dividend Yield81
Price/Sales72
Price/Book91
Return on Capital65
Cash Return on Capital43
Return on Equity57
EBIT Margin61
Gross Profitability37
Cash Conversion29
Accruals21
Owner Earnings Margin40
Sales growth4
Profit Growth42
Long-Term EPS Growth43
Owner Earnings Growth36
Reinvestment15
Price momentum21
Debt load87
Refinancing6
Debt Payback100
Liquidity66
Analyst ratings78
Opinion Changes50
Price Target Upside73
Market mood25
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Hello clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryBritish Virgin Islands
IndustryInteractive Media & Services
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded2011
Employees131
ISINUS4234031049
Last UpdateApr 2, 2026
Themes
Video StreamingDigital MediaContent CreationSocial Networking and CollaborationStreaming MediaVirtual GoodsLocation Based ServicesMobile AppsSMS

Description

Hello Group Inc. provides mobile-based social and entertainment services. The company conducts business activities through variable interest entities (VIEs), including Beijing Momo, Tantan Culture, Beijing Top Maker, Beijing Perfect Match and SpaceT…

Analysis

Middle-of-the-road

Hello Group Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is fair. You pay 16.7× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 4% yearly growth; analysts expect 8%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is sturdy. The company scores 8/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
51
2026

All-time high

57

Mar 2026

All-time low

51

Jun 2026

Average rank

54

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
72
Price/Earnings
77
Price/Book
91
Dividend Yield
81
Value (overall)
92

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →