Scienjoy Holding Corporation (SJ) AI Stock Analysis
SJ AI stock analysis summary
AI ResearchScienjoy Holding Corporation operates mobile live streaming platforms in China, managing brands such as Showself and BeeLive. In FY2025, the company generated $1.24B in revenue but recorded a net income of -$587.0M. Despite top-line contraction, the company maintained a debt-light balance sheet with $320.0M in net cash as of March 31, 2026.
- Market cap
- $39.0M
- Revenue (TTM)
- $1.22B
- P/E
- —
- 1Y return
- 73.2% S&P 500 16.8%
- Avg. target
- $2.01 118.7% vs last close
Bull case
- Scienjoy maintains strong liquidity with $332.7M in cash and short-term investments against $12.7M in total debt.
- The company generated positive free cash flow of $69.7M in FY2025 despite recording an annual net loss.
- Shares have gained 73.2% over the trailing one-year period, outperforming the S&P 500 return of 16.8%.
Bear case
- Net income dropped to -$587.0M in FY2025, resulting in a net margin of -47.3%.
- Revenue fell 8.9% in FY2025 to $1.24B, down from $1.94B in FY2022.
- The stock generated a 5-year return of -73.9%, significantly lagging the S&P 500 return of 83.0%.
What Scienjoy does
Scienjoy Holding Corporation operates as a provider of mobile live streaming platforms in the People's Republic of China, focusing on interactive shows streamed from broadcasters to users. The company's platforms facilitate real-time interaction between users and broadcasters through online chat, virtual items, and gaming features. Under its umbrella, Scienjoy manages four distinct live streaming platforms: Showself Live Streaming, Lehai Live Streaming, Haixiu Live Streaming, and BeeLive Live Stream. In addition to its core streaming services, the company provides technical development and advisory services to enhance user engagement and platform functionality. It operates as a subsidiary of Lavacano Holdings Limited.
Growth and profitability
Scienjoy's revenue contracted over recent years, moving from $1.94B in FY2022 to $1.46B in FY2023, $1.36B in FY2024, and $1.24B in FY2025, which marked an 8.9% decline. Over the five years from FY2020 to FY2025, revenue CAGR was 0.3%. Operating margin stood at -6.4% in FY2025, while net income dropped to -$587.0M with a net margin of -47.3%. Despite the loss, the company generated $70.5M in operating cash flow and $69.7M in free cash flow in FY2025. In the latest quarter ended March 31, 2026, quarterly revenue fell 8.0% year-over-year, while quarterly earnings growth was 767.9%.
Balance sheet and cash flow
As of March 31, 2026, Scienjoy held $332.7M in cash and short-term investments and total debt of $12.7M, yielding net cash of $320.0M. Shareholders' equity was $621.0M against total assets of $723.0M. The company reported a current ratio of 3.45 and a debt-to-equity ratio of 0.02. During FY2025, capital expenditures were $839,112, while the share count increased by 37.2% over 5 years.
Valuation and performance
Scienjoy has a market capitalization of $39.0M and an enterprise value of -$19.0M. The stock trades at a price-to-sales multiple of 0.0x and an EV-to-EBITDA multiple of 0.6x, compared to medians of 0.8x and 10.0x for its US-listed Communication Services peers. Its price-to-book ratio is 0.3x. Over the past year, the stock returned 73.2%, outperforming the S&P 500 return of 16.8%. Over a 5-year period, the stock declined 73.9%, compared to an 83.0% increase for the S&P 500.
What analysts expect
Scienjoy has 1 StrongBuy rating, 0 Buy, 0 Hold, 0 Sell, and 0 StrongSell ratings. The mean price target is $2.01, representing a target vs last close of 118.7% above its last close of $0.92 on October 16, 2026. The revenue estimate for the fiscal year ending December 31, 2026, is $0. Scienjoy has beaten EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 25, 2026.
Key risks and what to watch
- Quarterly revenue fell 8.0% year-over-year in the period ended March 31, 2026, reflecting ongoing revenue headwinds.
- Return on equity TTM of -64.7% highlights substantial ongoing profitability pressure.
- The share count expanded 37.2% over 5 years, diluting existing shareholders.
- Insiders hold 48.9% of shares while institutional ownership is low at 0.7%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this SJ AI stock analysis
This page is an AI-written research summary of Scienjoy Holding Corporation (SJ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: SJ income statement, SJ balance sheet, SJ key metrics, SJ analyst forecast, SJ chart. See the SJ stock overview for the latest quote and news.
SJ AI stock analysis FAQ
What does Scienjoy Holding Corporation do?
Scienjoy operates mobile live streaming platforms in China, including Showself Live Streaming, Lehai Live Streaming, Haixiu Live Streaming, and BeeLive Live Stream. The platforms offer interactive features such as chat, virtual items, and gaming between broadcasters and users.
What is Scienjoy's financial position?
As of March 31, 2026, Scienjoy held $332.7M in cash and short-term investments and $12.7M in debt, resulting in net cash of $320.0M and a current ratio of 3.45.
Does Scienjoy pay a dividend?
Scienjoy does not currently pay a dividend.
What is the analyst target price for SJ stock?
The mean analyst price target is $2.01, which is 118.7% above the closing price of $0.92 on October 16, 2026.
When is Scienjoy's next earnings release?
Scienjoy is scheduled to report its next earnings on November 25, 2026.