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Update shared on27 Aug 2025

Fair value Increased 1.06%
AnalystConsensusTarget's Fair Value
US$43.83
15.4% undervalued intrinsic discount
27 Aug
US$37.08
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1Y
21.5%
7D
3.2%

H World Group's fair value estimate was largely unchanged as a sharp reduction in the Future P/E ratio outweighed limited movement in Net Profit Margin, resulting in only a slight price target increase from $43.37 to $43.83.


What's in the News


  • Board approved an ordinary cash dividend of approximately USD 250 million (USD 0.081 per share, USD 0.81 per ADS) for the first half of 2025.
  • Revenue growth for Q3 2025 is expected to be 2%-6% year-over-year, or 4%-8% excluding DH; manachised and franchised revenue growth projected at 20%-24%.
  • Held Analyst/Investor Day.

Valuation Changes


Summary of Valuation Changes for H World Group

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $43.37 to $43.83.
  • The Future P/E for H World Group has significantly fallen from 21.09x to 3.01x.
  • The Net Profit Margin for H World Group remained effectively unchanged, moving only marginally from 20.75% to 20.39%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.