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Trip.com Group Limited Stock Price

NasdaqGS:TCOM Community·US$29.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 78 Fair Values set on narratives written by author

TCOM Share Price Performance

US$47.01
-15.05 (-24.25%)
US$61.65
Fair Value
US$47.01
-15.05 (-24.25%)
23.8% undervalued intrinsic discount
US$61.65
Fair Value
Price US$47.01
AnalystConsensusTarget US$61.65
AnalystLowTarget US$44.92
AnalystHighTarget US$75.07

TCOM Community Narratives

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Fair Value US$61.65 23.8% undervalued intrinsic discount

International Tourism Momentum Will Lift Asia-Pacific Travel Sector Through 2025

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44users have followed this narrative
·
Fair Value US$44.92 4.6% overvalued intrinsic discount

AI And Regulatory Pressures Will Challenge Travel Platform Before Long Term Inbound Recovery

0users have liked this narrative
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1users have followed this narrative
·
Fair Value US$75.07 37.4% undervalued intrinsic discount

Inbound Travel And AI Infrastructure Will Drive Long-Term Upside For This Travel Platform

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0users have commented on this narrative
0users have followed this narrative
US$44.92
4.6% overvalued intrinsic discount
Revenue
8.32% p.a.
Profit Margin
15.35%
Future PE
18.98x
Price in 2029
US$57.38
US$61.65
23.8% undervalued intrinsic discount
Revenue
9.94% p.a.
Profit Margin
21.49%
Future PE
17.87x
Price in 2029
US$78.88

Trending Discussion

No trending discussion available.

Updated Narratives

TCOM logo

TCOM: Regulatory Fine And Softer Q2 Outlook Will Shape Travel Resilience

Fair Value: US$44.92 4.6% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Inbound Travel And AI Infrastructure Will Drive Long-Term Upside For This Travel Platform

Fair Value: US$75.07 37.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TCOM: AI Expansion And Partnerships Will Support Future Demand Despite Regulatory Overhang

Fair Value: US$61.65 23.8% undervalued intrinsic discount
44 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with flawless balance sheet.

2 Risks
4 Rewards

Trip.com Group Limited Key Details

CN¥64.8b

Revenue

CN¥12.7b

Cost of Revenue

CN¥52.0b

Gross Profit

CN¥20.5b

Other Expenses

CN¥31.5b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
50.05
80.32%
48.65%
18.5%
View Full Analysis

About TCOM

Founded
1999
Employees
43574
CEO
Jie Sun
WebsiteView website
group.trip.com

Trip.com Group Limited, through its subsidiaries, operates as a travel service provider for accommodation reservation, transportation ticketing, packaged tours, in-destination, corporate travel management, and other travel-related services in China and internationally. It acts as an agent for hotel-related transactions and selling air tickets, as well as provides train, long-distance bus, and ferry tickets; travel insurance products, such as flight delay, air accident, and baggage loss coverage; and air-ticket delivery, online check-in and seat selection, express security screening, real-time flight status tracker, and airport VIP lounge services. The company also provides travelers bundled packaged-tour products, such as group, semi-group, and customized and packaged tours with various transportation arrangements, including air, cruise, bus, and car rental services. In addition, it offers integrated transportation and accommodation services; ticket, activity, insurance, visa, and tour guide services; and user support, supplier management, and customer relationship management services; and in-destination products and services. Further, the company provides Trip.Biz, a digital first, full-service, corporate travel management business which provides technology-enabled solutions for organizations managing business travel. Additionally, it offers online advertising and financial services, such as marketing planning and travel media services; Omni-Channel Touchpoints for Users; and Open Platform for Ecosystem Partners. It operates under the Ctrip, Qunar, Trip.com, Travix, Travelfusion, and Skyscanner brand names. The company was formerly known as Ctrip.com International, Ltd. and changed its name to Trip.com Group Limited in October 2019. Trip.com Group Limited was founded in 1999 and is based in Singapore.

Recent TCOM News & Updates

Narrative Update Jul 29

TCOM: Regulatory Fine And Softer Q2 Outlook Will Shape Travel Resilience

Trip.com Group's fair value estimate has been updated from $43.95 to $44.92 as analysts factor in lower price targets across the Street, reflecting softer guidance, ongoing regulatory questions and higher fuel costs, while still incorporating expectations for continued revenue growth and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Trip.com Group shows a clear shift toward more cautious expectations, even among firms that still carry positive ratings.
Seeking Alpha Jul 28

Trip.com: Anti-Monopoly Fine, Long-Term Overhang Remains

Summary Ctrip (TCOM) received a RMB 5.2bn ($770mn) fine from SAMR for abusing its dominant position in China’s online hotel booking market. We maintain a neutral rating on TCOM, as the fine is at the upper end of expectations and signals systemic regulatory concerns. The fine, recognized as a one-time expense, is not fully reflected in consensus EPS, implying further downside risk for FY2026. Long-term, dismantling TCOM’s tiered merchant system could erode market dominance, compress margins, and intensify competition in China’s OTA sector. Read the full article on Seeking Alpha

Recent updates

No updates