Trip.com Group (TCOM) Resumen de Acciones
Trip.com Group Limited, a través de sus filiales, opera como proveedor de servicios de viajes para la reserva de alojamiento, emisión de billetes de transporte, viajes organizados, en destino, gestión de viajes corporativos y otros servicios relacionados con los viajes en China y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
TCOM Community Fair Values
Create NarrativeSee what 76 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Trip.com Group Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$46.00 |
| Máximo en las últimas 52 semanas | US$78.99 |
| Mínimo de 52 semanas | US$38.04 |
| Beta | -0.032 |
| Cambio en 1 mes | 15.46% |
| Variación en 3 meses | -15.16% |
| Cambio de 1 año | -25.75% |
| Variación en 3 años | 15.75% |
| Variación en 5 años | 86.01% |
| Variación desde la OPV | 2,068.53% |
Noticias y actualizaciones recientes
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
Actualización de narrativa • Jul 15
TCOM: Softer Q2 Outlook And Regulatory Scrutiny Will Test Travel Resilience
Trip.com Group's analyst price target has been reduced by about $4.65 as analysts factor in softer Q2 guidance, an ongoing regulatory overhang in China, higher fuel costs pressuring travel demand, lower projected profit margins around 15.5%, and a higher assumed future P/E of about 18.4x, despite slightly firmer revenue growth expectations. Analyst Commentary Recent Street research on Trip.com Group points to a more cautious tone, with several Bearish analysts trimming price targets and revisiting growth and valuation assumptions following the latest results and guidance.
Nueva narrativa • Jul 10
Inbound Travel And AI Infrastructure Will Drive Long-Term Upside For This Travel Platform
Catalysts About Trip.com Group Trip.com Group operates a global online travel platform connecting travelers with accommodation, transportation, tours and local experiences. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Jul 01
TCOM: AI Expansion And Partnerships Will Support Future Demand Despite Regulatory Overhang
Analysts have lowered the implied fair value for Trip.com Group from about $77.09 to $61.65. This reflects reduced revenue growth and profit margin assumptions, as recent price target cuts highlight concerns around softer Q2 guidance, regulatory uncertainty in China, and the impact of higher fuel costs on demand.Recent updates
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 AlphaActualización de narrativa • Jul 15
TCOM: Softer Q2 Outlook And Regulatory Scrutiny Will Test Travel Resilience
Trip.com Group's analyst price target has been reduced by about $4.65 as analysts factor in softer Q2 guidance, an ongoing regulatory overhang in China, higher fuel costs pressuring travel demand, lower projected profit margins around 15.5%, and a higher assumed future P/E of about 18.4x, despite slightly firmer revenue growth expectations. Analyst Commentary Recent Street research on Trip.com Group points to a more cautious tone, with several Bearish analysts trimming price targets and revisiting growth and valuation assumptions following the latest results and guidance.Nueva narrativa • Jul 10
Inbound Travel And AI Infrastructure Will Drive Long-Term Upside For This Travel Platform
Catalysts About Trip.com Group Trip.com Group operates a global online travel platform connecting travelers with accommodation, transportation, tours and local experiences. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jul 01
TCOM: AI Expansion And Partnerships Will Support Future Demand Despite Regulatory Overhang
Analysts have lowered the implied fair value for Trip.com Group from about $77.09 to $61.65. This reflects reduced revenue growth and profit margin assumptions, as recent price target cuts highlight concerns around softer Q2 guidance, regulatory uncertainty in China, and the impact of higher fuel costs on demand.Nueva narrativa • Jun 26
AI And Regulatory Pressures Will Challenge Travel Platform Before Long Term Inbound Recovery
Catalysts About Trip.com Group Trip.com Group operates a global online travel platform that connects travelers with accommodation, transportation, tours and related services. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Jun 21
Trip.com Group (TCOM) Stock Could Be 41.5% Undervalued After Recent Share Price Weakness
Trip.com Group (TCOM) has drawn fresh investor attention after recent share price weakness, with the stock down 6% over the past month and 11.7% over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Trip.com Group. Looking beyond the recent pullback, Trip.com Group’s share price has fallen 39.45% year to date and the 1-year total shareholder return is down 19.25%, while the 3-year and 5-year total shareholder returns of 32.16% and 26.8% indicate...Actualización de narrativa • Jun 17
TCOM: AI Expansion And Buybacks Should Support Future Overseas Demand
Analysts have made a small upward adjustment to the Trip.com Group price target to $77.09, reflecting slightly updated inputs for discount rate, fair value, and forward P/E, while keeping revenue growth and profit margin assumptions broadly consistent with prior estimates. What's in the News for Trip.com Group Trip.com Group has scheduled a board meeting for June 24, 2026, to review and approve financial results for the three months ended March 31, 2026, and to authorize their publication.Actualización de narrativa • Jun 03
TCOM: AI Expansion And Global Partnerships Should Support Future Overseas Demand
Analysts have inched their price target for Trip.com Group higher to about $77.06 from around $76.91, citing updated fair value estimates, a slightly revised discount rate, and a modest adjustment to expected future P/E levels. What's in the News Trip.com Group hosted its Envision 2026 Global Partner Conference, highlighting new artificial intelligence tools aimed at more personalized travel experiences in the Attractions & Tours segment.Actualización de narrativa • May 13
TCOM: Solid Q4 Execution And Reinvestment Should Support Future Overseas Demand
Trip.com Group’s updated analyst price target has been reset to $75, as analysts factor in slightly lower sector valuation multiples, recent Q4 revenue strength across segments, and some margin pressure from reinvestment. Analyst Commentary Recent Street research on Trip.com Group points to a mixed but generally constructive stance, with multiple firms trimming price targets while maintaining positive ratings on the stock.Actualización de narrativa • Apr 28
TCOM: Solid Q4 Execution And Conservative Guidance Will Support Future Overseas Demand
Trip.com Group's updated analyst price target has edged down by a small amount, aligning with a series of recent Street target cuts into a $68 to $79 range, as analysts factor in slightly adjusted revenue growth and margin assumptions while still highlighting solid Q4 execution and broadly constructive views on the shares. Analyst Commentary Recent Street commentary clusters around lower price targets for Trip.com Group but still generally positive views on execution and long term growth potential.Actualización de narrativa • Apr 11
TCOM: Q4 Execution And Regulatory Resolution Will Support Future Overseas Demand
Trip.com Group's fair value estimate edges up to $76.50 as analysts trim formal price targets into a $68 to $79 range, reflecting sector wide multiple compression, Q4 revenue that slightly topped expectations, and updated margin assumptions tied to reinvestment. Analyst Commentary Across the Street, analysts have reset their price targets for Trip.com Group into a tighter range while keeping largely positive ratings, pointing to a balance of solid execution and valuation caution.Actualización de narrativa • Mar 27
TCOM: Q4 Execution And Regulatory Resolution Will Support Long-Term Overseas Demand
The updated analyst price target for Trip.com Group has edged slightly lower to approximately $76.21. Analysts point to reduced industry multiples and some margin pressure, despite broadly solid Q4 revenue performance and generally supportive ratings.Actualización de narrativa • Mar 11
TCOM: Regulatory Probe Resolution Will Support Long-Term Overseas Travel Demand
The analyst price target for Trip.com Group has been reduced from $87.08 to $76.26, as analysts factor in slightly lower revenue growth and profit margin assumptions, a lower future P/E of 18.80 versus 21.60, and recent target cuts into the $68 to $79 range despite ongoing positive views on the business. Analyst Commentary Recent Street research on Trip.com Group reflects a mix of optimism on the core business and caution on valuation, margins, and regulatory headlines.Actualización de narrativa • Feb 24
TCOM: Regulatory Probe Resilience Will Support Long-Term Overseas Travel Strength
Analysts have made a small upward adjustment to their Trip.com Group price target to about $87, reflecting slightly lower discount rate and P/E assumptions, while factoring in recent regulatory probe commentary that suggests limited long term impact on the company’s industry position. Analyst Commentary Street research around the recent regulatory probe is split, with some focusing on valuation support and others on potential near term share price pressure and execution risk.Actualización de narrativa • Feb 10
TCOM: Overseas Travel Strength Will Offset Regulatory Probe Concerns
Analysts have slightly lowered their fair value estimate for Trip.com Group to about $86.91 from $87.05, reflecting a marginally higher discount rate and updated views on the recent regulatory probe, as well as earlier positive readings of Q3 performance and raised Q4 expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to Q3 results that were described as solid, with hotel bookings during the summer holidays and October's Golden Week supporting the recent fair value work and helping underpin confidence in Trip.com Group's execution.Actualización de narrativa • Jan 27
TCOM: Overseas Travel Demand And Solid Q3 Execution Will Support Upside
Narrative Update: Trip.com Group Analyst Price Target Analysts have made only a marginal adjustment to their valuation framework for Trip.com Group, with a slightly lower fair value estimate of about US$87 per share. This reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that are informed by recent research highlighting solid Q3 results, a raised Q4 outlook and ongoing attention to the recent regulatory probe.Actualización de narrativa • Jan 12
TCOM: Overseas Holiday Demand Will Support Q4 Momentum And Earnings Upside
Narrative Update on Trip.com Group The analyst price target for Trip.com Group has been revised higher by about US$1, supported by Street research highlighting Q3 results that were better than expected and strong holiday driven travel demand carrying into Q4. Analyst Commentary Recent Street commentary on Trip.com Group has focused on the Q3 performance and the updated view for Q4, with price targets moving higher as analysts reassess the balance between growth, execution and valuation.Artículo de análisis • Jan 04
The Market Doesn't Like What It Sees From Trip.com Group Limited's (NASDAQ:TCOM) Earnings Yet
With a price-to-earnings (or "P/E") ratio of 10.9x Trip.com Group Limited ( NASDAQ:TCOM ) may be sending bullish...Actualización de narrativa • Dec 14
TCOM: Overseas Holiday Demand Will Drive Q4 Momentum And Support Upside
Analysts have nudged their price target for Trip.com Group modestly higher to approximately $86 per share from about $85, citing stronger than expected Q3 performance and an improving Q4 outlook supported by resilient travel demand despite broader consumption headwinds. Analyst Commentary Analyst commentary around Trip.com Group remains largely constructive, with recent target hikes reflecting confidence in the company’s ability to execute on growth initiatives despite a softer macro consumption backdrop.Actualización de narrativa • Nov 27
TCOM: Overseas Travel Strength Will Drive Q4 Momentum And Profitability
The analyst price target for Trip.com Group has increased from $83.78 to $85.81. This change reflects continued confidence in the company's strong results and improved revenue outlook, as noted by analysts following its robust Q3 performance and resilient travel demand.Actualización de narrativa • Nov 11
TCOM: Revenue Momentum And Margins Will Be Driven By Inbound Travel
Trip.com Group's analyst price target has been slightly increased to $83.78 from $83.58. Analysts cite stronger-than-expected revenue and margin performance, along with robust volume growth overcoming pricing pressures.Artículo de análisis • Nov 03
There's Been No Shortage Of Growth Recently For Trip.com Group's (NASDAQ:TCOM) Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Actualización de narrativa • Oct 28
International Tourism Momentum Will Lift Asia-Pacific Travel Sector Through 2025
Trip.com Group's analyst price target has been nudged slightly higher to $83.58 per share from $83.54. Analysts point to stronger-than-expected Q2 results and incremental growth in inbound travel as supporting factors for the modest upward revision.Actualización de narrativa • Oct 05
Expanding Asia-Pacific Market Will Drive International Tourism
Analysts have raised their price target for Trip.com Group, increasing it from about $82.70 to $83.54. They cite stronger-than-expected revenue growth and improving profit margins in the latest quarter.Actualización de narrativa • Aug 29
Promoting Inbound Travel And Rural Revitalization In China Will Support Sustainable Long-Term Growth
The consensus Analyst Price Target for Trip.com Group has risen to $79.15, primarily reflecting a sharp decline in the company’s future P/E ratio, while revenue growth expectations remain stable. What's in the News Completed repurchase of 7,000,000 shares (1.06%) for $400 million under the buyback announced in February 2025.Artículo de análisis • Aug 20
Earnings Not Telling The Story For Trip.com Group Limited (NASDAQ:TCOM)
NasdaqGS:TCOM 1 Year Share Price vs Fair Value Explore Trip.com Group's Fair Values from the Community and select yours...Artículo de análisis • Jul 31
With EPS Growth And More, Trip.com Group (NASDAQ:TCOM) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Feb 27
Trip.com: Navigating Global Expansion Amid Domestic Headwinds
Summary Trip.com reported strong Q4 results, with revenue growth of 23% y/y, but margins fell short due to international market investments. US shares dipped, but Hong Kong shares rose; recommend buying on the dip due to promising international expansion and reasonable margin traction. Valued at 15x forward EBITDA, implying $79/share and a 37% upside; investment in Trip.com app crucial for diversifying revenue streams. Risks include reliance on China's domestic tourism and potential increased spending on global expansion, possibly leading to multiple contraction. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Trip.com Group Stock: Growth Momentum Remains Strong
Summary Trip.com Group Limited's growth has remained strong, with Q3 earnings beating Wall Street's expectations through rapid growth and operating leverage. Growth prospects remain good with continued normalization in Chinese tourism and fairly good economic growth. TCOM stock remains valued with a fair margin of safety, as I estimate 13% upside to a fair value of $76. Read the full article on Seeking Alpha
Nueva narrativa • Nov 24
China's Resilient Travel Market Spurs Revenue Growth And Global Expansion Excitement
Resilient domestic and cross-border travel, combined with personalized experiences, will enhance Trip.com's revenue growth and potentially improve margins.Seeking Alpha • Nov 19
Trip.com: Beyond Its Recovery Story Of 2024
Summary Trip.com has a strong balance sheet with significant cash reserves, but its volatile revenue growth rates and reliance on China's economy are concerning. Despite a 65% stock increase in 2024, the unpredictable growth rates and limited financial transparency under IFRS reporting make me cautious. The stock is priced at 16x EBITDA, which is somewhat appealing, but the risk-reward profile doesn't align with my Inflection investing strategy. Given the uncertainties, I prefer to stay neutral and avoid taking a position on TCOM at this time. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
Trip.com: Chinese Travel Trends Suggest Continued Growth
Summary Trip.com Group Limited is well-positioned to capture growth from the growing Chinese travel industry. The COVID-19 pandemic caused a massive decline in especially TCOM's 2020–2022 revenues, but the following tourism recovery has led to recently incredibly strong growth momentum, looking to strengthen TCOM's Q3. TCOM stock is valued with a slight undervaluation, still falling within a margin of safety, as the industry also has cheaper alternative investments. Read the full article on Seeking AlphaSeeking Alpha • Aug 27
Trip.com: The Hottest Consumer Market In China
Summary Trip.com is a leading online travel agent in China, controlling 50% of the market, with strong growth prospects due to eased travel restrictions and increasing international flight capacity. The company trades at 14X forward earnings, lower than international peers, but corporate governance issues and a lack of shareholder returns are significant concerns. Despite generating strong cash flow, TCOM has not paid dividends and has engaged in limited share buybacks, raising red flags about capital allocation. We recommend holding off on buying Trip.com stock until a more shareholder-friendly capital allocation policy is adopted. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Trip.com: Arriving At Buy Territory
Summary Trip.com offers exposure to the Chinese recovery with decent revenue growth and margin expansion due to economic recovery and diversified revenue streams. Despite share dilution, TCOM's business model, network effect, and potential outbound travel recovery make it a compelling investment option if you tolerate the Chinese stock risks. Expectations for TCOM include margin expansion, capitalizing on outbound travel recovery, revenue growth stabilization, and continued share dilution. Read the full article on Seeking AlphaRentabilidad de los accionistas
| TCOM | US Hospitality | Mercado US | |
|---|---|---|---|
| 7D | 6.9% | 7.1% | -2.6% |
| 1Y | -25.7% | -5.2% | 14.3% |
Rentabilidad vs. Industria: Los resultados de TCOM fueron inferiores a los de la industria US Hospitality, que obtuvo un rendimiento del -5.2% el año pasado.
Rentabilidad vs. Mercado: TCOM obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.3% el año pasado.
Volatilidad de los precios
| TCOM volatility | |
|---|---|
| TCOM Average Weekly Movement | 5.5% |
| Hospitality Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: TCOM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TCOM (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1999 | 43,574 | Jane Sun | group.trip.com |
Trip.com Group Limited, a través de sus filiales, opera como proveedor de servicios de viajes para reservas de alojamiento, venta de billetes de transporte, viajes organizados, viajes en destino, gestión de viajes corporativos y otros servicios relacionados con los viajes en China y a escala internacional. Actúa como agente para transacciones relacionadas con hoteles y venta de billetes de avión, además de proporcionar billetes de tren, autobús de larga distancia y ferry; productos de seguros de viaje, como retraso de vuelos, accidentes aéreos y cobertura por pérdida de equipaje; y servicios de entrega de billetes de avión, facturación y selección de asientos en línea, control de seguridad exprés, seguimiento del estado del vuelo en tiempo real y sala VIP en aeropuertos. La empresa también ofrece a los viajeros paquetes de productos turísticos, como viajes en grupo, semigrupo, personalizados y combinados con diversos servicios de transporte, como avión, crucero, autobús y alquiler de coches.
Resumen de fundamentos de Trip.com Group Limited
| Estadísticas fundamentales de TCOM | |
|---|---|
| Capitalización bursátil | US$28.96b |
| Beneficios(TTM) | US$4.66b |
| Ingresos (TTM) | US$9.57b |
6.2x
Ratio precio-beneficio (PE)3.0x
Ratio precio-ventas (PS)¿Está TCOM sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TCOM | |
|---|---|
| Ingresos | CN¥64.79b |
| Coste de los ingresos | CN¥12.75b |
| Beneficio bruto | CN¥52.04b |
| Otros gastos | CN¥20.52b |
| Beneficios | CN¥31.52b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 50.05 |
| Margen bruto | 80.32% |
| Margen de beneficio neto | 48.65% |
| Ratio deuda/patrimonio | 18.5% |
¿Cómo se ha desempeñado TCOM a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.7%
Rentabilidad actual por dividendo8%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/30 04:32 |
| Precio de las acciones al final del día | 2026/07/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Trip.com Group Limited está cubierta por 67 analistas. 31 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jiong Shao | Barclays |
| Alicia Yap | Barclays |
| Yanfang Jiang | Benchmark Company |