Positive Earnings Outlook And Resilient Expansion Will Drive International Hotel Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

01 Dec 24

Updated

09 Dec 25

Views

44

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

41.2%

7D

0.7%

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1Y

41.2%

7D

0.7%

You can edit this narrative until Dec 10 1:05 AM. Then, changes will post as Updates.

Author's Valuation

US$50.836.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Increased 2.76%

HTHT: Improving Margins And Southeast Asia Expansion Will Support Future Performance

Analysts have modestly raised their price target on H World Group by about $1.36 per share, citing improving profitability and stable to slightly easing discount rates, which help offset a marginally softer long term revenue growth outlook. Analyst Commentary Analyst views on H World Group remain mixed but constructive, with recent price target adjustments reflecting a balance between improving profitability and lingering macro and execution risks.

Shared on 25 Nov 25

Fair value Increased 7.31%

HTHT: Expanding Margins And Southeast Asia Entry Will Support Future Momentum

Analysts have increased their price target for H World Group from $46.09 to $49.47, citing improved revenue growth expectations and slightly higher profit margins as key factors in the upward revision. Analyst Commentary Recent research provides valuable insight into the factors influencing H World Group's revised price target, highlighting both strengths and ongoing challenges in the company's performance and outlook.

Shared on 10 Nov 25

Fair value Increased 2.42%

HTHT: Improved Profit Trends Will Drive Momentum As Market Conditions Stabilize

Analysts have increased their price target for H World Group by approximately $1.09 to $46.09, citing modest improvements in projected revenue growth and profitability metrics. Analyst Commentary Bullish Takeaways Bullish analysts highlight modest improvements in projected revenue growth, which supports a higher valuation for H World Group.

Shared on 27 Oct 25

Fair value Increased 2.50%

Analysts have raised their price target for H World Group from $43.91 to $45.01. They cite slightly stronger fair value estimates and improved future earnings expectations, despite minor adjustments to growth and profitability assumptions.

Shared on 27 Aug 25

Fair value Increased 1.25%

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.

Shared on 01 May 25

Fair value Decreased 6.96%

Shared on 23 Apr 25

Fair value Increased 0.97%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 17 Apr 25

Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.065%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.43%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 12 Mar 25

Fair value Increased 4.21%

AnalystConsensusTarget has increased future PE multiple from 20.2x to 22.8x and increased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

US$50.83

6.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.15%

Hospitality revenue growth rate

0.49%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

10.04%

Calculation

CN¥6.66b

Earnings '28

x

22.25x

PE Ratio '28

=

CN¥148.15b

Market Cap '28

CN¥148.15b

Market Cap '28

/

310.03m

No. shares '28

=

CN¥477.87

Share Price '28

CN¥477.87 Share Price '28

Discounted to 2025 @ 9.96% p.a.

=

CN¥359.37

Fair Value '25

CN¥359.37 Fair Value '25

Converted to USD @ 0.1414 CNY/USD Exchange Rate

=

US$50.82

Fair Value '25