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Mogu (MOGU) AI Stock Analysis
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Mogu
(NYSE:MOGU)
The score is weighed down primarily by weak financial performance—especially ongoing cash burn and structurally unprofitable operations despite a 2026 revenue rebound and KPI evidence of an eroding core commission business. A very low-debt balance sheet helps reduce solvency risk but does not offset poor cash generation. Technical signals are largely neutral, while valuation is a headwind due to a high P/E without dividend support.
Mogu Key Performance Indicators (KPIs)
Revenue by SegmentBreaks down Mogu's sales across its business lines (for example marketplace transactions, live commerce, advertising, and membership services). Reveals which segments drive growth, which generate higher margins, and which are most exposed to volatility or promotional pressure. Trending segment mixes indicate whether revenue gains are sustainable, concentrated among a few sellers, or reliant on less profitable channels — key for judging future profitability and risk.
Mogu’s legacy commission revenue has been eroding steadily, leaving a much smaller core business and exposing the company to revenue concentration risk; newer lines—Technology Solutions and Other—have started contributing but remain inconsistent and too small to offset the commission decline. Marketing spend has been cut to near-zero, which protects cash but limits top-line recovery, while Financing Solutions is marginal. Management needs sustained growth in tech/services or new monetization to restore durable revenue momentum.
The FlyMogu (MOGU) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $14.65M
- Dividend Yield
- ―
- Average Volume (3M)
- 9,692
- Price to Earnings (P/E)
- 49.6
- Beta (1Y)
- 0.65
- Revenue Growth
- -9.81%
- EPS Growth
- ―
- Country
- US
- Employees
- 274
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Specialty Retail
Mogu Business Overview & Revenue Model
Company Description
MOGU Inc., through its various subsidiaries, manages a significant online fashion and lifestyle e-commerce platform catering to consumers across the People's Republic of China. This digital marketplace features an extensive array of products, encompa...
Mogu Financial Statement Overview
Summary
Overall fundamentals are weak despite a healthier balance sheet. Income statement trends show a 2026 revenue rebound, but operating profitability remains deeply negative and gross margin has compressed sharply, suggesting pressured unit economics. Cash flow is the biggest drag with persistently negative operating cash flow and free cash flow (weak earnings quality vs. reported net income). The balance sheet is a stabilizer due to extremely low leverage and a sizable equity cushion, but returns remain minimal.
Income Statement
28NegativeBalance Sheet
74PositiveCash Flow
21Negative| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 125.43M | 121.54M | 141.23M | 160.34M | 232.08M | 338.01M |
| Gross Profit | 35.85M | 34.57M | 56.47M | 69.15M | 118.19M | 177.87M |
| EBITDA | -60.75M | -66.09M | -43.69M | -51.42M | -20.80M | -102.84M |
| Net Income | 1.84M | 1.78M | -62.56M | -59.28M | -177.98M | -639.80M |
Balance Sheet | ||||||
| Total Assets | 826.91M | 826.91M | 858.23M | 938.36M | 1.01B | 1.17B |
| Cash, Cash Equivalents and Short-Term Investments | 295.13M | 295.13M | 379.59M | 420.10M | 562.04M | 635.46M |
| Total Debt | 768.00K | 768.00K | 972.00K | 2.66M | 3.41M | 10.06M |
| Total Liabilities | 318.79M | 318.79M | 321.23M | 323.91M | 339.79M | 334.82M |
| Stockholders Equity | 508.12M | 508.12M | 508.95M | 588.39M | 640.71M | 789.74M |
Cash Flow | ||||||
| Free Cash Flow | -47.42M | -51.51M | -78.00M | -134.62M | -65.64M | -169.55M |
| Operating Cash Flow | -47.42M | -47.42M | -67.92M | -40.46M | -10.09M | -114.41M |
| Investing Cash Flow | 99.33M | 99.33M | -207.93M | -19.77M | 608.00K | 13.95M |
| Financing Cash Flow | 8,000 | 8,000 | -822.00K | 0 | -12.06M | 450.00K |
Mogu Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MOGU, the sentiment is Negative. The current price of 1.89 is below the 20-day moving average (MA) of 1.90, below the 50-day MA of 1.89, and below the 200-day MA of 2.10, indicating a bearish trend. The MACD of -0.00 indicates Negative momentum. The RSI at 49.98 is Neutral, neither overbought nor oversold. The STOCH value of 79.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MOGU.
Mogu Risk Analysis
Mogu disclosed 107 risk factors in its most recent earnings report. Mogu reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksMogu Peers Comparison
Overall Rating
LITB59Neutral
JWEL57Neutral- MOGU45Neutral
WNW44Neutral
NVVE37Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| LITB | 59Neutral | $39.52M | 2.22 | -231.46% | ― | 2.99% | 214.73% |
| JWEL | 57Neutral | $5.04M | -0.74 | -46.24% | ― | 24.08% | 21.73% |
| MOGU | 45Neutral | $15.45M | 49.56 | 0.35% | ― | -9.81% | ― |
| WNW | 44Neutral | $52.92M | -0.02 | -34.49% | ― | 4368.01% | -109.28% |
| NVVE | 37Underperform | $804.97K | -0.01 | 1005.34% | ― | 24.07% | 90.05% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MOGU | Mogu Inc | 1.89 | -0.86 | -31.27% | |
| LITB | LightInTheBox | 2.19 | -1.38 | -38.62% | |
| NVVE | Nuvve Holding Corp. | 0.81 | -162.13 | -99.50% | |
| WNW | Meiwu Technology Company Limited | 2.01 | -154.99 | -98.72% | |
| JWEL | Jowell Global Ltd. | 2.12 | 0.49 | 30.06% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Oct 13, 2026