Update shared on29 Sep 2025
Fair value Decreased 3.11%Meituan’s consensus price target was trimmed as its future P/E moved higher despite stable net margins, suggesting valuation multiples have expanded, with fair value revised to HK$131.41.
What's in the News
- Meituan completed the repurchase of 42,305,400 shares (0.69% of outstanding shares) for $5,224.8 million under its ongoing buyback program.
- The board scheduled a meeting to consider and approve interim results for the six months ended June 30, 2025.
Valuation Changes
Summary of Valuation Changes for Meituan
- The Consensus Analyst Price Target has fallen slightly from HK$135.63 to HK$131.41.
- The Future P/E for Meituan has risen from 20.60x to 21.90x.
- The Net Profit Margin for Meituan remained effectively unchanged, moving only marginally from 9.73% to 9.56%.
Disclaimer
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