Autohome (ATHM) Aperçu de l'action
Autohome Inc. est une destination en ligne pour les consommateurs d'automobiles en République populaire de Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 1/6 |
| Performances passées | 1/6 |
| Santé financière | 6/6 |
| Dividendes | 2/6 |
ATHM Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Autohome Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$20.98 |
| Plus haut sur 52 semaines | US$29.71 |
| Plus bas sur 52 semaines | US$15.57 |
| Bêta | 0.22 |
| Variation sur 1 mois | -6.67% |
| Variation sur 3 mois | 15.98% |
| Variation sur 1 an | -27.98% |
| Variation sur 3 ans | -30.53% |
| Variation sur 5 ans | -48.95% |
| Évolution depuis l'introduction en bourse | -30.23% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 03
ATHM: Industry Headwinds And Business Transition Risks Will Pressure Future Earnings
Analysts have raised their fair value estimate for Autohome to $19.00 from $17.00, citing lower projected revenue decline and updated long term earnings assumptions, even as some Street price targets, including a recent cut to $19.00, indicate continued earnings pressure and higher industry risk. What’s in the News for Autohome Autohome reported its unaudited Q2 2026 and first half 2026 results and highlighted progress across several business lines.Seeking Alpha • Aug 28
Autohome: Uncertain Fundamentals Balanced By Compelling Shareholder Yield
Summary Autohome faces significant macro headwinds in China's auto market, with declining domestic sales and dealer ad spending pressuring fundamentals. ATHM's vertical advertising model is increasingly challenged by alternative platforms and dealer budget cuts, resulting in a 23% y/y decline in lead generation revenue. The stock offers a compelling 16–20% shareholder yield via buybacks and dividends, trading at net cash, but lacks near-term growth catalysts. We remain neutral on ATHM, seeing downside protection from yield but limited upside until domestic or overseas business meaningfully recovers. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 14
ATHM: Cost Discipline And Buybacks Will Support A Cautious Earnings Recovery
Autohome's updated analyst fair value moves from $22.30 to about $25.59, as analysts factor in a slightly higher assumed P/E multiple and modestly stronger margin outlook, while also acknowledging more cautious revenue and earnings expectations that have driven recent Street price target cuts to $17. Analyst Commentary on Autohome Recent Street research on Autohome has leaned cautious, with several firms resetting price targets to US$17 and reiterating Neutral views.Recent updates
Mise à jour du récit • Sep 03
ATHM: Industry Headwinds And Business Transition Risks Will Pressure Future Earnings
Analysts have raised their fair value estimate for Autohome to $19.00 from $17.00, citing lower projected revenue decline and updated long term earnings assumptions, even as some Street price targets, including a recent cut to $19.00, indicate continued earnings pressure and higher industry risk. What’s in the News for Autohome Autohome reported its unaudited Q2 2026 and first half 2026 results and highlighted progress across several business lines.Seeking Alpha • Aug 28
Autohome: Uncertain Fundamentals Balanced By Compelling Shareholder Yield
Summary Autohome faces significant macro headwinds in China's auto market, with declining domestic sales and dealer ad spending pressuring fundamentals. ATHM's vertical advertising model is increasingly challenged by alternative platforms and dealer budget cuts, resulting in a 23% y/y decline in lead generation revenue. The stock offers a compelling 16–20% shareholder yield via buybacks and dividends, trading at net cash, but lacks near-term growth catalysts. We remain neutral on ATHM, seeing downside protection from yield but limited upside until domestic or overseas business meaningfully recovers. Read the full article on Seeking AlphaMise à jour du récit • Aug 14
ATHM: Cost Discipline And Buybacks Will Support A Cautious Earnings Recovery
Autohome's updated analyst fair value moves from $22.30 to about $25.59, as analysts factor in a slightly higher assumed P/E multiple and modestly stronger margin outlook, while also acknowledging more cautious revenue and earnings expectations that have driven recent Street price target cuts to $17. Analyst Commentary on Autohome Recent Street research on Autohome has leaned cautious, with several firms resetting price targets to US$17 and reiterating Neutral views.
Mise à jour du récit • Jul 31
ATHM: Auto And Advertising Weakness Will Outweigh Future Buyback Support
Analysts have trimmed their price targets on Autohome over recent months, and the updated fair value estimate has shifted from $19.25 to $20.73 as they factor in softer revenue expectations, slightly higher projected profit margins, and a higher future P/E multiple. Analyst Commentary Recent research on Autohome points to a more cautious stance from Wall Street, with several firms trimming price targets and adjusting ratings as they reassess revenue trends and profitability.Mise à jour du récit • Jul 16
ATHM: Weaker Auto Market And Margins Will Shape A Cautious Yet Balanced Outlook
Analysts have trimmed their fair value estimates for Autohome, cutting the price target from about $30.17 to $22.30 as they factor in weaker revenue growth, softer profit margins, and persistent auto market headwinds cited in recent research updates from several firms that now carry Neutral or Hold ratings with targets clustered around $17 to $20.20. Analyst Commentary Recent research on Autohome points to a more cautious stance, but the cluster of price targets in the high teens and low $20s shows that analysts still see the company as having an established business with measurable earnings power.Mise à jour du récit • Jul 02
ATHM: Weaker Revenue Trends And Margin Pressures Will Drive Shares Lower
Analysts have trimmed their 12 month price target on Autohome to $17 from $20, citing weaker revenue trends, pressure on profit margins and a higher assumed discount rate. Analyst Commentary Recent research commentary on Autohome points to a cautious stance, with several bearish analysts lowering price targets and, in one case, cutting the stock rating.Mise à jour du récit • Jun 18
ATHM: Ecosystem Shift And Buybacks Will Confront Auto And Advertising Headwinds
Analysts have trimmed their 12 month fair value estimate for Autohome to about $19.25 from $20.15, citing lower price targets around $17 and reduced earnings expectations, as auto market headwinds and softer advertising trends weigh on forward assumptions. Analyst Commentary Recent Street research on Autohome stock points to a more cautious tone, with several firms trimming price targets and adjusting fair value assumptions.Mise à jour du récit • Jun 03
ATHM: Ecosystem Shift And Buybacks Will Offset Advertising And Margin Pressures
Analysts have trimmed their average price target on Autohome by around $1 to about $20.15, citing reduced earnings expectations as they factor in continued pressure on auto-related ad revenue, weaker profit margins, and a higher assumed future P/E multiple despite slightly less severe revenue declines. Analyst Commentary Recent research takes a cautious tone on Autohome, with multiple firms trimming price targets and centering around the high teens to just above US$20, alongside Neutral or Hold ratings.Mise à jour du récit • May 20
ATHM: Share Repurchases And Margin Resilience Will Support Future Upside
Analysts have trimmed their price target on Autohome to about $21.19 from roughly $22.12, citing a lower revenue outlook alongside slightly higher profit margin assumptions and a Hold rating from recent Street research. Analyst Commentary Recent research reflects a more cautious stance on Autohome, with at least one firm moving to a Hold rating and setting a price target of about US$17.30.Mise à jour du récit • Apr 25
ATHM: Share Repurchases And Cash Reserves Will Support Future Upside
Analysts have trimmed their price target for Autohome to about $22.12 from roughly $22.83, reflecting updated assumptions for fair value, a slightly higher discount rate, and a lower expected future P/E multiple. What's in the News Autohome announced a share repurchase program authorizing buybacks of up to US$200 million of its American depositary shares, funded from existing cash, with an 18 month expiry for the program (Key Developments).Mise à jour du récit • Apr 10
ATHM: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have nudged their price target for Autohome slightly lower to about $22.83 from roughly $23.16. The change reflects updated assumptions that pair softer expected revenue growth with a modestly higher discount rate, along with slightly stronger projected profit margins and future P/E levels.Mise à jour du récit • Mar 26
ATHM: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have nudged their price target for Autohome slightly lower to $23.16, reflecting updated views on discount rate, expected revenue growth and profit margin, while keeping future P/E assumptions broadly in line with prior estimates. What's in the News From January 1, 2025 to December 31, 2025, Autohome repurchased 5,256,139 shares, representing 4.39% of its shares, for US$133.88 million under its ongoing buyback plan.Nouveau récit • Mar 21
New Energy Services And Offline Expansion Will Transform This Auto Platform’s Long Term Prospects
Catalysts About Autohome Autohome operates an automotive information and service ecosystem in China, connecting car buyers, automakers, dealers and partners across online and offline channels. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 12
ATHM: Ongoing Share Buybacks Will Support Future Upside Potential
Analysts have trimmed their price target for Autohome from $26.29 to $23.16, citing updated assumptions for revenue growth, profit margins, and future P/E expectations. What's in the News Autohome completed the repurchase of 7,116,939 shares, representing 5.92% of its shares, for a total of $184.5 million under the buyback announced on September 4, 2024 (Key Developments).Nouveau récit • Mar 07
NEV Shift And AI Spending Will Reshape A Fairly Valued Auto Platform
Catalysts About Autohome Autohome operates an online to offline automotive platform in China that connects car buyers, automakers and dealers across content, advertising and transaction services. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 26
ATHM: Softer Revenue Outlook And Higher Margins Will Support Future Upside
Analysts have trimmed their price target on Autohome to $26.29 from $27.71, citing updated assumptions for slightly softer revenue growth, a marginally higher profit margin, a small adjustment to the discount rate, and a modestly lower future P/E multiple. What's in the News Autohome has scheduled a board meeting for Mar 5, 2026 to review and approve the unaudited financial results for the three months and full year ended Dec 31, 2025, covering the company and its subsidiaries (Key Developments).Mise à jour du récit • Feb 11
ATHM: Stable Assumptions And Forward P E Will Support Future Upside
Analysts kept their fair value estimate for Autohome steady at $27.71, as small tweaks to the discount rate, revenue growth, profit margin, and forward P/E assumptions did not materially change their overall price target rationale. Valuation Changes Fair Value: The $27.71 fair value estimate is unchanged, reflecting only minor technical adjustments in the model inputs.Mise à jour du récit • Jan 27
ATHM: Neutral Reset And Cash Returns Will Drive Future Shareholder Upside
Analysts trimmed their price target on Autohome to US$28, keeping fair value, growth, margin and future P/E inputs relatively unchanged, as they reassessed the balance of risk and reward reflected in recent research updates. Analyst Commentary JPMorgan shifted its stance on Autohome to Neutral with a US$28 price target, which signals a more balanced view of risk and reward rather than a clearly positive or negative call.Mise à jour du récit • Jan 12
ATHM: Future Shareholder Returns Will Be Driven By Neutral Reset And Cash Returns
Analysts have trimmed their price target on Autohome to US$28, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E. This shift underpins the latest narrative update.Mise à jour du récit • Dec 26
ATHM: Future Shareholder Returns Will Be Driven By Buybacks And Dividends
Analysts trimmed their price target on Autohome by $0.29 to $28.00, citing a more cautious stance that is reflected in a recent downgrade to Neutral, while underlying fair value assumptions remain largely unchanged. Analyst Commentary Bullish analysts acknowledge that Autohome continues to benefit from its strong brand recognition and entrenched position in China’s online auto information and services market, supporting the view that the stock still trades close to its intrinsic value despite the downgrade.Article d’analyse • Dec 26
There's No Escaping Autohome Inc.'s (NYSE:ATHM) Muted Earnings
With a price-to-earnings (or "P/E") ratio of 13.5x Autohome Inc. ( NYSE:ATHM ) may be sending bullish signals at the...Mise à jour du récit • Dec 12
ATHM: Shareholder Returns And Stable Cash Flows Will Support Future Upside Potential
Analysts have trimmed their price target on Autohome to $28.00, reflecting a modest reassessment of upside potential as they turn more cautious on the company’s near term growth outlook. Analyst Commentary Following the downgrade to Neutral with a $28 price target, research commentary highlights a more balanced risk reward profile for Autohome, with limited near term catalysts to re rate the shares meaningfully higher.Mise à jour du récit • Nov 28
ATHM: Share Buyback And Dividend Moves Will Drive Future Opportunity
Analysts have slightly lowered their price target for Autohome to $27.71 from $27.98. They cited adjustments for margin trends and a recent downgrade to Neutral, reflecting more cautious expectations for growth.Mise à jour du récit • Nov 12
ATHM: Shareholder Shift And Executive Changes Will Drive Opportunity Ahead
Analysts have lowered their price target for Autohome from $28.51 to $27.98. This adjustment is due to a more conservative outlook following moderated profit margin projections and a recent downgrade to Neutral in Street research.Article d’analyse • Nov 09
Autohome Inc. Just Beat EPS By 39%: Here's What Analysts Think Will Happen Next
Last week, you might have seen that Autohome Inc. ( NYSE:ATHM ) released its third-quarter result to the market. The...Mise à jour du récit • Oct 29
Ownership Shift and Margin Pressures Will Influence Online Auto Platform Outlook
Analysts have lowered their price target for Autohome from $28.87 to $28.51, citing softening profit margins and a recent downgrade to Neutral. Analyst Commentary Recent research from JPMorgan saw Autohome downgraded to Neutral with a revised price target of $28.Article d’analyse • Jul 24
Here's What's Concerning About Autohome's (NYSE:ATHM) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Jul 03
Investors Aren't Buying Autohome Inc.'s (NYSE:ATHM) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Article d’analyse • May 07
Is There An Opportunity With Autohome Inc.'s (NYSE:ATHM) 24% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Autohome fair value estimate is US$34.81 Current share price...Article d’analyse • Mar 20
Here's What's Concerning About Autohome's (NYSE:ATHM) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Seeking Alpha • Feb 23
Autohome: Navigating Industry Shifts Amid Evolving Market Dynamics
Summary Autohome's 4Q24 results showed a decline in media and lead generation revenues, highlighting structural weaknesses amid industry disintermediation and competitive pressures. The company's valuation is limited, with a forward EV/Revenue multiple of 0.5x, reflecting weak revenue growth and persistent fundamental challenges. Macro factors, including economic challenges and price wars in China's EV sector, further impact ATHM's ability to generate leads and revenue. The marketplace segment's growth faces long-term risks due to expiring subsidies and OEMs increasingly using DTC channels, reducing reliance on ATHM's platform. Read the full article on Seeking AlphaArticle d’analyse • Jan 31
Calculating The Fair Value Of Autohome Inc. (NYSE:ATHM)
Key Insights Autohome's estimated fair value is US$33.37 based on 2 Stage Free Cash Flow to Equity With US$29.31 share...Article d’analyse • Jan 04
Autohome Inc.'s (NYSE:ATHM) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 13.5x Autohome Inc. ( NYSE:ATHM ) may be sending bullish signals at the...Article d’analyse • Dec 08
Here's What's Concerning About Autohome's (NYSE:ATHM) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Nouveau récit • Nov 21
Decisive Innovations And Expansions Promise Growth Amidst Auto Industry Challenges
Expansion into lower-tier cities and integration with NEV manufacturers enhances growth potential and revenue diversification.Seeking Alpha • Nov 20
Autohome: Questionable Value Amid Industry Disintermediation
Summary Autohome's 3Q24 performance is hindered by China's weak advertising environment and macroeconomic challenges, affecting consumer spending and OEM profitability. ATHM's vertical-focused advertising model faces competition from platforms like Douyin, Little Redbook, and DTC channels, risking further disintermediation. The Space Store model's value-add is questionable, as most car buyers conduct initial research online, reducing the need for ATHM's offline services. Given the deteriorating fundamentals and uncertain stimulus measures, ATHM's dividend sustainability and share price outlook remain negative, advising investors to avoid the stock. Read the full article on Seeking AlphaArticle d’analyse • Nov 11
Autohome's (NYSE:ATHM) Dividend Will Be CN¥1.13
The board of Autohome Inc. ( NYSE:ATHM ) has announced that it will pay a dividend of CN¥1.13 per share on the 19th of...Article d’analyse • Nov 09
Autohome Inc. Just Recorded A 10% EPS Beat: Here's What Analysts Are Forecasting Next
Autohome Inc. ( NYSE:ATHM ) last week reported its latest quarterly results, which makes it a good time for investors...Article d’analyse • Sep 27
Autohome Inc.'s (NYSE:ATHM) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Autohome Inc. ( NYSE:ATHM ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...Article d’analyse • Sep 13
An Intrinsic Calculation For Autohome Inc. (NYSE:ATHM) Suggests It's 32% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Autohome fair value estimate is US$39.90 Autohome's US$26.98...Rendement pour les actionnaires
| ATHM | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | -3.2% | 3.0% | -0.2% |
| 1Y | -28.0% | 14.6% | 11.9% |
Rendement vs Industrie: ATHM a sous-performé le secteur US Interactive Media and Services qui a rapporté 14.6 % au cours de l'année écoulée.
Rendement vs marché: ATHM a sous-performé le marché US qui a rapporté 11.9 % au cours de l'année écoulée.
Volatilité des prix
| ATHM volatility | |
|---|---|
| ATHM Average Weekly Movement | 4.8% |
| Interactive Media and Services Industry Average Movement | 8.2% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: ATHM n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ATHM ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 3,839 | Chi Liu | ir.autohome.com.cn/ |
Autohome Inc. est une destination en ligne pour les consommateurs d'automobiles en République populaire de Chine. L'entreprise propose des contenus et des outils interactifs aux consommateurs d'automobiles par le biais de ses sites web, autohome.com.cn, che168.com et ttpai.cn, sur PC, appareils mobiles, applications mobiles et mini-applications. Elle fournit également des services médiatiques, notamment des services de publicité pour les constructeurs automobiles et des campagnes de marketing régionales, ainsi que des services de génération de prospects comprenant des services d'abonnement pour les concessionnaires, des services de publicité pour les concessionnaires individuels, des listes de véhicules d'occasion et d'autres services basés sur des plates-formes.
Autohome Inc. Résumé des fondamentaux
| ATHM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.45b |
| Bénéfices(TTM) | US$139.96m |
| Recettes(TTM) | US$818.78m |
17.4x
Ratio P/E3.0x
Ratio P/SLe site ATHM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ATHM compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥5.49b |
| Coût des recettes | CN¥1.43b |
| Marge brute | CN¥4.06b |
| Autres dépenses | CN¥3.12b |
| Les revenus | CN¥937.88m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 8.10 |
| Marge brute | 73.97% |
| Marge bénéficiaire nette | 17.09% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ATHM?
Voir les performances historiques et les comparaisonsDividendes
8.5%
Rendement actuel des dividendes134%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/18 12:08 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Autohome Inc. est couverte par 25 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Xiaoguang Zhao | Barclays |
| Robin Zhu | Bernstein |