momo.com Incorporated (8454) AI Stock Analysis

momo.com Incorporated

(TWSE:8454)

Select Model

Rating:58Neutral

Price Target:TWD 232.00▲(7.91% Upside)

Action:initiatedcoverage

Date:11/10/26

Moderate financial performance driven by a solid balance sheet offset by revenue and margin weakness is the largest factor. Bearish technical signals add pressure, while reasonable valuation and dividend yield provide partial support.

Positive Factors

Strong profitability and ROEConsistently strong returns on equity indicate that momo.com is generating substantial earnings from shareholders’ capital. This supports internal funding capacity, demonstrates operating efficiency, and provides a durable profitability base even as growth and margins moderate.

Negative Factors

Weaker cash generationThe sharp decline in operating and free cash flow makes reported earnings less dependable as a source of reinvestment and shareholder returns. Cash conversion of only about 39% of net income also reduces financial flexibility and raises the importance of restoring cash efficiency.

momo.com Incorporated (8454) vs. SPDR S&P 500 ETF (SPY)

Market Cap: TWD 57.50B
Dividend Yield: 4.65%
Average Volume (3M): 359.49K
Price to Earnings (P/E): 20.6
Beta (1Y): 0.47
Revenue Growth: 1.08%
EPS Growth: -12.59%
Country: TW
Employees: 1,774
Sector: General
Sector Strength: 55
Industry: Specialty Retail

momo.com Incorporated Business Overview & Revenue Model

Company Description

Founded in 2004 and headquartered in Taipei, Taiwan, momo.com Inc. maintains a diverse operational footprint both domestically and across international markets. The company's activities span media, including the creation and dissemination of televisi...

momo.com Incorporated Financial Statement Overview

Summary

Strong balance sheet with low leverage and solid ROE, but declining revenue, thin margins, and weakening cash flows pose challenges.

Income Statement

48Neutral

Balance Sheet

78Positive

Cash Flow

52Neutral

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	109.92B	108.67B	112.56B	109.24B	103.44B	88.40B
Gross Profit	10.03B	9.92B	10.52B	10.54B	10.27B	8.94B
EBITDA	4.54B	4.65B	5.68B	5.67B	5.50B	5.12B
Net Income	2.75B	3.00B	3.45B	3.63B	3.43B	3.28B
Balance Sheet
Total Assets	28.73B	27.05B	29.10B	28.32B	26.34B	23.02B
Cash, Cash Equivalents and Short-Term Investments	5.88B	3.43B	6.54B	6.48B	8.18B	9.04B
Total Debt	2.17B	2.47B	3.29B	3.62B	1.63B	1.53B
Total Liabilities	20.34B	17.26B	19.01B	18.14B	16.44B	14.17B
Stockholders Equity	8.30B	9.71B	10.00B	10.09B	9.82B	8.76B
Cash Flow
Free Cash Flow	3.52B	1.43B	4.31B	2.34B	2.64B	5.08B
Operating Cash Flow	5.29B	3.68B	6.08B	3.66B	5.33B	5.72B
Investing Cash Flow	-1.58B	-2.17B	-2.76B	-1.47B	-3.08B	-158.00M
Financing Cash Flow	-4.04B	-4.09B	-4.54B	-4.05B	-3.01B	-1.81B

momo.com Incorporated Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

TW:8454 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TW:5904	73Outperform	TWD 81.75B	62.31	―	3.32%	13.02%	29.92%
TW:8454	58Neutral	TWD 57.90B	20.62	―	4.65%	1.08%	-12.59%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
TW:5903	55Neutral	TWD 41.07B	22.58	―	3.53%	6.93%	8.29%
TW:2903	51Neutral	TWD 29.72B	14.29	―	5.88%	-0.95%	0.72%

* General Sector Average

Performance Comparison

TW:8454 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
TW:8454	momo.com Incorporated	215.00	-23.57	-9.88%
TW:2903	Far Eastern Department Stores Ltd.	21.25	-0.26	-1.22%
TW:5903	Taiwan FamilyMart Co., Ltd.	184.00	0.05	0.03%
TW:5904	POYA International Co., Ltd.	76.80	33.93	79.14%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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: Nov 09, 2026

momo.com Incorporated AI Stock Analysis