I have a Buy rating awarded to Zhihu, as the stock is inexpensive with potential catalysts. The continued narrowing of losses and the growing popularity of the new AI search add-on Zhida can act as valuation re-rating drivers. ZH is currently trading at less than 1 times forward revenue, which is way below its all-time historical P/S average of 2.6x.
Zhihu Inc. (NYSE:ZH ) Q4 2024 Earnings Conference Call March 26, 2025 7:00 AM ET Company Participants Yolanda Liu - Director, Investor Relations Zhou Yuan - Founder, Chairman & Chief Executive Officer Wang Han - Chief Financial Officer Conference Call Participants Xueqing Zhang - CICC Thomas Chong - Jefferies Daisy Chen - Haitong International Vicky Wei - Citi Operator Ladies and gentlemen, thank you for standing by, and welcome to the Zhihu Inc. Fourth Quarter and Full Year 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
FY2024 is likely to end with the fourth consecutive annual loss, but the trend is favorable with smaller and smaller losses. ZH is close to breaking even, and profits do not look to be far away as a result of various measures taken by ZH. There are risks hanging over ZH, but its market cap may still be too low, especially if ZH becomes profitable.
Zhihu Inc (NYSE:ZH ) Q3 2024 Results Conference Call November 26, 2024 6:00 AM ET Company Participants Yolanda Liu - CEO Wang Han - Chief Financial Officer Zhou Yuan - Chairman and Chief Executive Officer Conference Call Participants Xueqing Zhang - CICC Daisy Chen - Haitong International Lincoln Kong - Goldman Sachs Vicky Wei - Citi Stella Wang - TH Capital Cici Cheng - CLSA Operator Good morning, ladies and gentlemen. Thank you for standing by, and welcome to the Zhihu Inc. Third Quarter 2024 Financial Results Conference Call.
Zhihu Inc. (NYSE:ZH ) Q2 2024 Earnings Conference Call August 22, 2024 8:00 PM ET Company Participants Yolanda Liu - Director, IR Wang Han - CFO Zhou Yuan - Founder, Chairman and CEO Conference Call Participants Vicky Wei - Citi Xueqing Zhang - CICC Thomas Chong - Jefferies Daisy Chen - Haitong International Operator Ladies and gentlemen, thank you for standing by and welcome to the Zhihu Inc., Second Quarter 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
ZH's Q1 sales accounted for over a quarter of the full-year consensus revenue estimate, and its first quarter top-line beat is attributable to the vocational training business' good performance. But Zhihu's normalized net loss widened on both QoQ and YoY terms in Q1 2024, and a negative revenue mix might continue to weigh on its future bottom-line performance. The company's latest first quarter results have mixed read-throughs, so I have decided to maintain my Hold rating for ZH.
Zhihu Inc. (NYSE:ZH ) Q1 2024 Earnings Conference Call June 12, 2024 7:00 AM ET Company Participants Yolanda Liu - Director, IR Zhou Yuan - Founder, Chairman and CEO Wang Han - CFO Conference Call Participants Xueqing Zhang - CICC Daisy Chen - Haitong International Cici Cheng - CLSA Vicky Wei - Citi Thomas Chong - Jefferies Operator Ladies and gentlemen, thank you for standing by and welcome to the Zhihu Inc. First Quarter 2024 Financial Results Conference Call. At this time, all participants are in the listen-only mode.