Company Analysis

Cheetah Mobile Inc. (CMCM)

NYSE: CMCM · Services-Prepackaged Software · Chaoyang District, Beijing, CN · filing with the SEC since 2014
Grade4.9
◀ Past 2.9● Present 3.8▶ Future 7.0
1 est.

The grade of Cheetah Mobile Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.9/10
◀ Past2.925% of the headline
● Present3.835% of the headline
▶ Future7.040% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

2.9/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.3/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2022-04-29.

weight 22% of this tense · 43rd percentile among 230 sector filers · read for itself

From the record

Cheetah Mobile Inc.'s filings since 2017 show 2 warning events: a late-report notice (Form NT 10-K or NT 10-Q, 2 times, the latest 2022-04-29) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
1.8/10

What has it actually done, year after year?

-19.1% a year over 8 filed years; profitable in 2 of 8.

weight 45% of this tense · 18th percentile among 213 sector filers · read for its customers

From the record

Cheetah Mobile Inc.'s 8 filed years say what it did: revenue went from $725 million in fiscal 2018 to $165 million in fiscal 2025, down 19.1% a year; it rose in 3 of 7 years; the deepest fall was 87% from fiscal 2018 to fiscal 2023; net income was positive in 2 of 8 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-19.1%bottom 2% of its family
  • the share of years revenue rosebottom 12% of its family
  • the share of filed years with a profittop 48% of its family
  • the deepest fall from a revenue peak87.0%bottom 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.5/10

How has it treated the people who own it?

Share count grew 2.0% a year. 0% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 33% of this tense · 35th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Cheetah Mobile Inc.'s diluted share count grew about 2.0% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 44% of its family
  • cash returned against operating cash flowbottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.8/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
3.6/10

Is it financially healthy right now?

ROE -15%: lost 15¢ per shareholder dollar. Leverage 62%: owes 62¢ per asset dollar.

weight 45% of this tense · 36th percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Cheetah Mobile Inc. lost about 15 cents for every dollar of shareholders' money, and gross profitability: its products earned about 18 cents per dollar of everything the company owns. Leverage: it owed about 62 cents per dollar of assets, and net share issuance: its share count grew 2.0% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 31% of its family
  • return on equitybottom 35% of its family
  • gross profit against assetsbottom 20% of its family
  • the share count against the year beforetop 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.4/10

How strong is its position in its industry?

bottom 34% of 218 in its family; net margin -22.4%.

weight 33% of this tense · 34th percentile among 218 sector filers · read for its customers

From the record

Cheetah Mobile Inc.'s standing among 218 graded names in its industry family: revenue of $165 million in fiscal 2025 ranks in the bottom 33% by size; a net margin of -22.4% ranks in the bottom 28%; revenue growth of 8.7% a year over the last 3 filed years ranks in the bottom 40% (its annual reports).

What it rests on

  • revenue against the family$165Mbottom 33% of its family
  • net margin-22.4%bottom 28% of its family
  • three-year revenue growth8.7%bottom 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
4.8/10

What are the people in charge doing?

SI estimate 4.8/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 157 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 157 members with one.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
family median, 157 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Cheetah Mobile Inc.'s leadership is put at 4.8 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 157 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

7.0/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.3/10

How much room does it have to grow?

top 48% of 216 in its family for room to expand.

weight 22% of this tense · 52nd percentile among 216 sector filers · read for itself

From the record

Cheetah Mobile Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $215 million against no long-term debt tagged leaves 32.2% of its assets as net cash, top 20% of its family; cash from operations less capital spending is -15% of revenue (bottom 23%); a gross margin of 72.5% (top 45%) (its annual report).

What it rests on

  • cash less debt against assets32.2%top 20% of its family
  • cash from operations less capital spending against revenue-15.0%bottom 23% of its family
  • gross margin72.5%top 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.2/10

What could actually drive growth from here?

top 28% of 213 in its family for growth drivers.

weight 45% of this tense · 72nd percentile among 213 sector filers · read for its customers

From the record

Cheetah Mobile Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 8.7% a year over the last three filed years against -19.1% over all 8, speeding up (top 1% of its family); the newest year grew 48.9% (top 9%); capital spending grew -20% a year (bottom 27%) (its annual reports). Cheetah Mobile Inc. reported 2 lines of business in fiscal 2024: Internet Business at $71 million, All Other at $40 million. Their growth is not matched year over year yet, and the largest line is 64% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span+27.8 points a yeartop 1% of its family
  • the newest year's revenue growth48.9%top 9% of its family
  • three-year growth of capital spending-20.0%bottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
8.0/10

Did its newest year beat what its own record pointed to?

top 20% of 194 in its family for expectations against reality.

weight 33% of this tense · 80th percentile among 194 sector filers · read for its shareholders

From the record

Cheetah Mobile Inc.'s newest year against its own record: revenue of $165 million in fiscal 2025 came in 60.2% above the $103 million its prior three years' pace pointed to (top 6% of its family); net income of $37 million against a prior three-year average of $81 million (top 43%); a net margin of -22.4% against -74.9% before (top 12%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace60.2%top 6% of its family
  • net income against the prior three years' average+55%top 43% of its family
  • net margin against its prior average+52.5 pointstop 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CMCM · research, not advice