Added to YB: 2026-04-20
Pitch date: 2026-04-17
MOMO [bullish]
Hello Group Inc.
-6.23%
current return
Author Info
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Company Info
Hello Group Inc. provides mobile-based social and entertainment services in the People’s Republic of China and internationally.
Market Cap
$5.9B
Pitch Price
$6.34
Price Target
7.00 (+19%)
Dividend
4.75%
EV/EBITDA
-1.46
P/E
8.46
EV/Sales
-0.22
Sector
Interactive Media and Services
Category
value
Buy a Pile of Cash, Get a Business, Free
MOMO: Chinese social/dating apps (Momo, Tantan) down 90% from peak but inflecting - paying users up 2 consecutive Qs (3.9M in Q4 vs 3.5M low), international rev accelerating to 19.3% of total ($3B RMB 2026 target). Trading $6.29 vs $6.13 net cash/share (ex-statutory reserves), 6.5x P/E, 16.4% shareholder yield (4.7% div + 11.7% buybacks). Insiders own 30%, paid out >100% of income 3 of last 5 yrs. Risks: VIE structure, Chinese crackdown on livestreaming/dating apps.
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