Mogu Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Mogu Inc (MOGU) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Mogu Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 18M vs 413,919M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+340.7% annualized vs trailing 12 months), vs accelerating (+32.7%) for its tracked peer group.
- Growth: Mogu Inc generated -12.4% revenue growth year over year in Q4 2025, vs 5.3% for its tracked competitors combined.
- Profitability: Its -42.9% net margin compares with 12.6% for the peer group.
- Scale: Mogu Inc ranks #38 of 168 companies by market capitalization in the Professional Services industry, holding 0.2% of industry market cap.
- Peer revenue share: Mogu Inc accounted for 0.0% of combined revenue among its tracked peer group, down from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.05M compares with $0.45M for the peer group (0.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
MOGU Sales vs. its Competitors, Q4 2025
Mogu Inc reported revenue contraction of 12.36 % year on year in Q4 2025, below its competitors' combined revenue growth of 5.33 %.
With a net margin of -42.89 %, Mogu Inc reported lower profitability than its competitors (12.64 %).
Mogu Inc generated 0.01 % of the combined sales of its peer group, down from 0.02 % a year earlier.
Mogu Inc vs. its Competitors, Q4 2025
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Mogu Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Mogu Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Mogu Inc's competitor groups requires a Commercial License.
For context: the Professional Services industry grew revenue 6.8% year over year, combined, vs -12.4% for Mogu Inc. Mogu Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Mogu Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Mogu Inc | - | - | - | - |
| Competitors combined (5) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
MOGU Stock Performance relative to its Competitors
MOGU Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Jd com Inc | 282.9% | Outperformed |
| 2 | Baozun Inc | 282.9% | Outperformed |
| 3 | Vipshop Holdings Limited | 282.9% | Outperformed |
| 4 | Alibaba Group Holding Limited | 282.9% | Outperformed |
| 5 | Pdd Holdings inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Mogu Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Mogu Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Mogu Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Mogu Inc | 4,905.46 | 17.67 |
| Pdd Holdings inc | 465,412.42 | 61,753.12 |
| Jd com Inc | 79,245.57 | 187,197.00 |
| Alibaba Group Holding Limited | 26,159.60 | 148,401.00 |
| Vipshop Holdings Limited | 1,276.73 | 15,146.07 |
| Baozun Inc | 536.06 | 1,422.19 |
| SUBTOTAL | 577,535.83 | 413,937.04 |
Sources: Mogu Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Mogu Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Mogu Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ruisha Technology | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Mogu Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Mogu Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Jd com Inc | Jd Logistics 42.90 % |
| Alibaba Group Holding Limited | International Digital Commerce Group 97.15 % |
| Vipshop Holdings Limited | Shan Shan Outlets 26.95 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Mogu Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Mogu Inc | 4,905 | 50,909 | 747 |
| Pdd Holdings inc | 465,412 | 6,431,276 | 1,457,123 |
| Jd com Inc | 79,246 | 291,158 | 5,147 |
| Alibaba Group Holding Limited | 26,160 | 603,993 | 60,256 |
| Vipshop Holdings Limited | 1,277 | 1,000,071 | 69,961 |
| Baozun Inc | 536 | 888,866 | -17,838 |
| PEERS TOTAL | 572,630 | 452,377 | 36,215 |
Mogu Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 155 companies in Mogu Inc's industry classification, broader than the peer set above. Market cap in millions of $.Mogu Inc ranks #38 of 155 companies by market capitalization in its industry, holding 0.16 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,029, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Visa Inc | 705,447 | 22.66 % |
| 2 | Mastercard Incorporated | 500,352 | 16.07 % |
| 3 | Repay Holdings Corporation | 308,989 | 9.93 % |
| 4 | Alibaba Group Holding Limited | 254,590 | 8.18 % |
| 5 | Uber Technologies Inc | 1,234 | 5.2% |
| 6 | Accenture Plc | 1,234 | 5.2% |
| 7 | Pdd Holdings inc | 1,234 | 5.2% |
| 8 | Orix Corporation | 1,234 | 5.2% |
| 9 | Mercadolibre Inc | 1,234 | 5.2% |
| 10 | Uxin Limited | 1,234 | 5.2% |
| 38 | Mogu Inc | 4,889 | 0.16 % |
Market cap and industry share for the rest of Mogu Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Mogu Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 33 | Zillow Group Inc | 6,465 | -62.41 % |
| 34 | Wex Inc | 6,250 | 13.31 % |
| 35 | Lyft Inc | 5,581 | -33.03 % |
| 36 | Exlservice Holdings Inc | 5,379 | -20.68 % |
| 37 | Xometry Inc | 1,234 | 12.3% |
| 38 | Mogu Inc | 4,889 | -46.55 % |
| 39 | Remitly Global Inc | 1,234 | 12.3% |
| 40 | Amentum Holdings Inc | 1,234 | 12.3% |
| 41 | Dlocal Limited | 1,234 | 12.3% |
| 42 | Paymentus Holdings Inc | 1,234 | 12.3% |
| 43 | Sezzle Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Mogu Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Mogu Inc's BCG Growth-Share Matrix
Relative market share (vs Mogu Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Mogu Inc falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 5.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Mogu Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,029 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Mogu Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Mogu Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Mogu Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Mogu Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Mogu Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+340.7% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.01x).
Opportunities
- A meaningful share of tracked competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Mogu Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Mogu Inc | 0.42 | 1.07 | - |
| Pdd Holdings inc | 0.51 | 2.43 | - |
| Jd com Inc | 0.45 | 1.22 | 0.20 |
| Alibaba Group Holding Limited | 0.28 | 1.28 | 0.10 |
| Vipshop Holdings Limited | 0.78 | 1.28 | 0.14 |
| Baozun Inc | 0.29 | 1.87 | 0.09 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Mogu Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Mogu Inc | Q1 2025 | -9.2 % | - |
| Pdd Holdings inc | Q4 2025 | +14.5 % | -9.2 % |
| Jd com Inc | Q4 2025 | +17.9 % | -45.9 % |
| Alibaba Group Holding Limited | Q1 2026 | +8.1 % | -14.7 % |
| Vipshop Holdings Limited | Q4 2025 | +2.0 % | -1.3 % |
| Baozun Inc | Q4 2025 | +10.2 % | - |
| PEERS TOTAL | +13.0 % | -17.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Mogu Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Mogu Inc | Q1 2025 | +8.0 % | - |
| Pdd Holdings inc | Q4 2025 | +28.0 % | - |
| Jd com Inc | Q4 2025 | +17.7 % | +52.5 % |
| Alibaba Group Holding Limited | Q1 2026 | +8.3 % | - |
| Vipshop Holdings Limited | Q4 2025 | +2.5 % | -23.9 % |
| Baozun Inc | Q4 2025 | +8.7 % | -35.2 % |
Mogu Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Mogu Inc | 0.22% | 0.34% | 0.35% |
| Pdd Holdings inc | 15.53% | 23.33% | 23.67% |
| Jd com Inc | 3.33% | 5.50% | 10.28% |
| Alibaba Group Holding Limited | 5.35% | 7.11% | 9.63% |
| Vipshop Holdings Limited | 9.40% | 15.27% | 18.07% |
| Baozun Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Mogu Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Mogu Inc | - | 277.69 |
| Pdd Holdings inc | 4.76 | 7.54 |
| Jd com Inc | 4.13 | 0.42 |
| Alibaba Group Holding Limited | 1.74 | 0.18 |
| Vipshop Holdings Limited | 0.18 | 0.08 |
| Baozun Inc | - | 0.38 |
| PEERS AVERAGE | 17.43 | 1.40 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.