Meituan

Competitive Pressures And Rising Subsidies Will Shrink Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 38 Analysts

Published

23 Jun 25

AnalystLowTarget's Fair Value

HK$78.22

23.4% overvalued

10 Sep

HK$96.55

-21.1%

-4.8%

-21.1%

-4.8%

Edit anytime before Jun 23 12:25 AM. Then post Updates to your followers.

Author's Valuation

HK$78.2

23.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

HK$78.2

23.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

10.98%

Hospitality revenue growth rate

0.43%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.96%

Calculation

CN¥32.59b

Earnings '28

17.72x

PE Ratio '28

CN¥577.44b

Market Cap '28

CN¥577.44b

Market Cap '28

6.06b

No. shares '28

CN¥95.27

Share Price '28

CN¥95.27 Share Price '28

Discounted to 2025 @ 8.96% p.a.

CN¥73.64

Fair Value '25

CN¥73.64 Fair Value '25

Converted to HKD @ 1.0938 CNY/HKD Exchange Rate

HK$80.54

Fair Value '25