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Company Analysis

MOGU Inc. MOGU

A comprehensive view of key metrics, scores, and financial health for MOGU Inc.

Overview of MOGU Inc.

MOGU NYQ
Consumer Cyclical Internet Retail Framework: General Corporate Micro Cap
MOGU Inc. (MOGU), is a Micro Cap company, in the Internet Retail industry, last closed at $1.97, about 181.7% undervalued vs fair value, -26.2% 1Y return, ranked 489/548 in sector.
Metrics Rev Growth -11.2% ROE 0.4% Gross Margin 28.6%
USD 1.97
4.23%
(Delayed)
• Vol 90d: 73.7%
52-Week Range
Market Cap
$16.12M
Enterprise Value
$-3.88M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 76%
Confidence: 87%
Updated: Oct 31
Top Beats
No strong beats yet

Quick Facts

Website https://www.mogu-inc.com
HQ Hangzhou
Employees 347
Fiscal year Mar 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$5
$6
$6
Current: $1.97 +182% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
CNY 125.4M
-11.2%%
Gross Profit
CNY 35.9M
-36.5%%
Operating Income
-CNY 72.2M
28.6%%
Net Income
CNY 1.8M
102.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2026
-2798.0%

Operating Cash Flow / Net Income

FCF / Net Income — not a reliable quality signal when net income is near-zero (ratio is inflated by thin margins, not strong cash generation)

Locked Metric
-
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Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating MOGU Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
33
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.95), with robust interest coverage.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.71), suggesting sticky customer base.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 28.9th percentile with high volatility suggests weak pricing power or commoditized products.
  • Below-Peer Operating Efficiency Operating margin at 13.2th percentile indicates below-peer efficiency.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Weak
11
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing MOGU's balance between Growth (16.9%), Profitability (30.5%), and Safety (52.6%). Growth 17% Safety 53% Profitability 30%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

19th percentile vs peers
20
Key Signals
EPS Growth YoY -4.3% 41p Rev Growth YoY -11.2% 15p Revenue CAGR 3Y -18.5% 6p
Strengths
  • Interest Coverage Ratio in top 20% of peers (495.82, 97th percentile)
  • D/E Ratio in top 20% of peers (0.1%, 87th percentile)
  • Net Debt/EBITDA in top 20% of peers (-7.69, 96th percentile)
  • Conservative leverage compared to industry peers
Risks
  • Growth in bottom 20% of peers (percentile: 19)
  • Rev Growth YoY in bottom 20% of peers (-11.2%)

Profitability

35th percentile vs peers
35
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
61
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for MOGU Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$5.55
- - -
+181.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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