CMCM
Cheetah Mobile Inc.
CMCM has lower modeled downside risk, despite its lower overall score.
RDDT
Reddit, Inc.
RDDT has the edge over CMCM overall, supported by stronger fundamentals and stronger modeled upside.
CMCM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Strong |
CMCM's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
RDDT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
RDDT's revenue, profitability, cash flow and balance sheet are all currently healthy.
CMCM PE Valuation
CMCM has no meaningful PE right now: it lost money over the past year.
RDDT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 16x | $99.55 | — |
| Current | 20x | $99.55 | — |
| Cheap | 35x | $171 | +72% |
| Fair | 46x | $228 | +129% |
| Expensive | 53x | $262 | +163% |
Historical ranges are pointers, not guarantees.
RDDT's PE is 20x, but its earnings don't support one, so it isn't a reliable read right now.
CMCM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect CMCM's earnings, revenue and profitability to hold roughly steady.
RDDT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
RDDT has the edge over CMCM on the outlook, with more favorable earnings and revenue expectations.
CMCM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$76.24 | +$41.87 |
| Q1 2026 | -$59.05 | +$84.04 |
| Q4 2025 | -$63.18 | +$91.17 |
| Q3 2025 | -$109.10 | -$5.40 |
| Q2 2025 | -$118.11 | +$14.85 |
| Q1 2025 | -$143.09 | -$5.32 |
| Q4 2024 | -$154.35 | -$0.83 |
| Q3 2024 | -$103.70 | +$67.16 |
RDDT has the stronger earnings trend. Trailing diluted EPS is down 165% for CMCM versus RDDT down 39%.
RDDT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.32 | +29% |
| Q3 2024 | -$7.98 | -$7.17 |
| Q2 2024 | -$8.19 | -$7.15 |
| Q1 2024 | -$8.38 | -$7.25 |
| Q4 2023 | -$0.56 | +$0.41 |
| Q3 2023 | -$0.81 | -$0.02 |
| Q2 2023 | -$1.04 | -$0.48 |
| Q1 2023 | -$1.13 | -$0.48 |
| Q4 2022 | -$0.97 | -$0.19 |
RDDT has returned to profit: it earned $4.90 per share over the past year, after losing money the year before.
CMCM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $39.9M | -9.9% |
| Q1 2026 | $38.9M | 0% |
| Q4 2025 | $46.3M | +30% |
| Q3 2025 | $43.1M | +50% |
| Q2 2025 | $44.3M | +58% |
| Q1 2025 | $38.9M | +36% |
| Q4 2024 | $35.6M | +42% |
| Q3 2024 | $28.8M | +17% |
CMCM's revenue is growing: $40M last quarter, down 9.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -13% | -8.9 points |
| Q1 2026 | -11% | -0.7 points |
| Q4 2025 | -34% | -11 points |
| Q3 2025 | 1.4% | +39 points |
| Q2 2025 | -3.8% | +38 points |
| Q1 2025 | -10% | +32 points |
| Q4 2024 | -23% | +14 points |
| Q3 2024 | -37% | -13 points |
CMCM's operating margin was −13% last quarter, down 8.9 points from the same quarter a year ago.
RDDT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $895M | +53% |
| Q2 2026 | $804.9M | +61% |
| Q1 2026 | $663.4M | +69% |
| Q4 2025 | $725.6M | +70% |
| Q3 2025 | $584.9M | +68% |
| Q2 2025 | $499.6M | +78% |
| Q1 2025 | $392.4M | +61% |
| Q4 2024 | $427.7M | +71% |
RDDT has the edge over CMCM on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +5.5 points |
| Q2 2026 | 29% | +15 points |
| Q1 2026 | 28% | +27 points |
| Q4 2025 | 32% | +20 points |
| Q3 2025 | 24% | +22 points |
| Q2 2025 | 14% | +25 points |
| Q1 2025 | 1% | +244 points |
| Q4 2024 | 12% | +11 points |
RDDT has the edge over CMCM on profitability, with a higher operating margin.
CMCM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | -$27.8M | -$27.8M |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
CMCM's free cash flow was −$28M over the past year, against $0 the year before.
RDDT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $362.6M | +98% |
| Q2 2026 | $260.7M | +135% |
| Q1 2026 | $311.2M | +146% |
| Q4 2025 | $263.6M | +196% |
| Q3 2025 | $183.1M | +161% |
| Q2 2025 | $110.8M | +308% |
| Q1 2025 | $126.6M | +333% |
| Q4 2024 | $89.2M | +$111.2M |
RDDT has the edge over CMCM on cash generation, producing positive trailing cash flow while its opponent burns cash.
CMCM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +765 shares |
| 1 year | +2.3% | +14.2K shares |
| 3 years | +7% | +40.7K shares |
| 5 years | +8.3% | +47.9K shares |
| Available history | +13% | +71.1K shares |
CMCM has 621,551 diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
CMCM hasn't bought back shares in the past year.
RDDT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -169K shares |
| 1 year | -0.4% | -868K shares |
| 3 years | +24% | +38.5M shares |
| 5 years | +24% | +38.5M shares |
RDDT has the edge over CMCM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100.4M |
| Q2 2026 | $234.6M |
| Q1 2026 | $5M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | $4.2M |
| Q4 2022 | — |
CMCM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -168.5x | Net Cash |
| Q4 2025 | -159.4x | Net Cash |
CMCM has more cash than debt.
RDDT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.5x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -3.3x | Net Cash |
| Q2 2025 | -5.0x | Net Cash |
| Q1 2025 | -13.1x | Net Cash |
RDDT has more cash than debt.
CMCM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.9 | Oversold |
| Stochastic | 18.7 | Oversold |
CMCM's weekly RSI is 30 (oversold) and its Stochastic is 19 (oversold).
RDDT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.8 | Neutral |
| Stochastic | 6.5 | Oversold |
RDDT's weekly RSI is 35 (neutral) and its Stochastic is 6 (oversold).
CMCM PE vs Communication Services Sector
CMCM has no meaningful PE right now: it lost money over the past year.
RDDT PE vs Communication Services Sector
| Metric | RDDT | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 16x | 23% above |
| PE % | 5 | 23 | 18 pts below |
RDDT is trading at 20x earnings, a 23% premium to the Communication Services sector's median of 16x, though its earnings don't support one.
CMCM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.44 | 7.8% below |
| 20 week MA | $2.83 | 20% below |
| 50 week MA | $4.57 | 51% below |
| 100 week MA | $4.99 | 55% below |
| 200 week MA | $4.01 | 44% below |
RDDT has stronger trend alignment. CMCM is above 0 of 5 weekly averages versus RDDT above 0 of 4.
RDDT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $130.6 | 24% below |
| 20 week MA | $151.7 | 34% below |
| 50 week MA | $165.0 | 40% below |
| 100 week MA | $167.1 | 40% below |
RDDT is in a downtrend: it's below all four of its weekly moving averages, and 40% below its 100-week average.
CMCM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.7 | $9.65 | -45% |
| 2021 | $9.65 | $6.20 | -36% |
| 2022 | $6.20 | $1.91 | -69% |
| 2023 | $1.91 | $2.28 | +19% |
| 2024 | $2.28 | $4.90 | +115% |
| 2025 | $4.90 | $6.34 | +29% |
| 2026 YTD | $6.34 | $2.25 | -65% |
CMCM's yearly returns have swung widely, from +115% in 2024 to −69% in 2022. It's down 65% so far in 2026.
RDDT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $46.0 | $173.5 | +277% |
| 2025 | $173.5 | $225.8 | +30% |
| 2026 YTD | $225.8 | $99.6 | -56% |
RDDT has the edge over CMCM on returns for 2026, with the stronger performance.