View ValuationMIXUE Group 将来の成長Future 基準チェック /26MIXUE Group利益と収益がそれぞれ年間9.8%と9.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 9.6%なると予測されています。主要情報9.8%収益成長率9.63%EPS成長率Hospitality 収益成長43.5%収益成長率9.8%将来の株主資本利益率18.24%アナリストカバレッジGood最終更新日09 Aug 2026今後の成長に関する最新情報分析記事 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...分析記事 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...分析記事 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...すべての更新を表示Recent updatesお知らせ • May 30MIXUE Group, Annual General Meeting, Jun 26, 2026MIXUE Group, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou ChinaReported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83 (up from CN¥6.16 in FY 2024). Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.分析記事 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...Reported Earnings • Mar 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83. Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Hong Kong.お知らせ • Mar 12MIXUE Group to Report Fiscal Year 2025 Results on Mar 24, 2026MIXUE Group announced that they will report fiscal year 2025 results on Mar 24, 2026Buy Or Sell Opportunity • Jan 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to HK$430. The fair value is estimated to be HK$350, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.Buy Or Sell Opportunity • Dec 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to HK$435. The fair value is estimated to be HK$348, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Buy Or Sell Opportunity • Nov 05Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to HK$401. The fair value is estimated to be HK$333, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$444, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$339 per share.分析記事 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...分析記事 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...Reported Earnings • Aug 28First half 2025 earnings releasedFirst half 2025 results: EPS: CN¥7.23. Net income: CN¥2.69b (up CN¥2.69b from 1H 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Hong Kong.お知らせ • Aug 15MIXUE Group to Report Q2, 2025 Results on Aug 27, 2025MIXUE Group announced that they will report Q2, 2025 results on Aug 27, 2025Buy Or Sell Opportunity • Jun 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to HK$532. The fair value is estimated to be HK$443, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Jun 09MIXUE Group, Annual General Meeting, Jun 30, 2025MIXUE Group, Annual General Meeting, Jun 30, 2025, at 15:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou ChinaBuy Or Sell Opportunity • Jun 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to HK$566. The fair value is estimated to be HK$451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$539, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$428 per share.Buy Or Sell Opportunity • May 19Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$516. The fair value is estimated to be HK$427, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Apr 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$502. The fair value is estimated to be HK$413, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$351, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$362 per share.新しいナラティブ • Mar 20MIXUE Group will achieve 25% revenue growth in the next 3 yearsTLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as it's supply chain.Mixue has rapid expansion and several competitive advBuy Or Sell Opportunity • Mar 18Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$442. The fair value is estimated to be HK$352, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 15MIXUE Group to Report Fiscal Year 2024 Results on Mar 26, 2025MIXUE Group announced that they will report fiscal year 2024 results on Mar 26, 2025Board Change • Mar 03Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Founder & Executive Chairman of the Board Hongchao Zhang is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Gary Chu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.業績と収益の成長予測SEHK:2097 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202845,0507,8447,1209,0981712/31/202741,2277,0715,8937,7542112/31/202637,1656,2815,2058,7652112/31/202533,5605,8875,3546,039N/A9/30/202530,3875,2404,8215,565N/A6/30/202529,0275,2455,4486,451N/A3/31/202526,9284,8415,0046,230N/A12/31/202424,8294,4374,5606,009N/A9/30/202423,5694,2234,2365,803N/A12/31/202320,3023,1372,1033,794N/A12/31/202213,5761,9971,4252,431N/A12/31/202110,3511,9107411,692N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2097の予測収益成長率 (年間9.8% ) は 貯蓄率 ( 3.1% ) を上回っています。収益対市場: 2097の収益 ( 9.8% ) Hong Kong市場 ( 12.1% ) よりも低い成長が予測されています。高成長収益: 2097の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 2097の収益 ( 9.8% ) Hong Kong市場 ( 8.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 2097の収益 ( 9.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2097の 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/14 09:44終値2026/08/14 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MIXUE Group 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Hong Xing PanABCI Securities Company LimitedMark YuanBNP ParibasChen LuoBofA Global Research27 その他のアナリストを表示
分析記事 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...
分析記事 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...
分析記事 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...
お知らせ • May 30MIXUE Group, Annual General Meeting, Jun 26, 2026MIXUE Group, Annual General Meeting, Jun 26, 2026, at 14:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou China
Reported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83 (up from CN¥6.16 in FY 2024). Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Hong Kong.
分析記事 • Mar 29MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price TargetThere's been a notable change in appetite for MIXUE Group ( HKG:2097 ) shares in the week since its annual report, with...
Reported Earnings • Mar 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: CN¥7.83. Revenue: CN¥33.6b (up 35% from FY 2024). Net income: CN¥5.89b (up 33% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • Mar 12MIXUE Group to Report Fiscal Year 2025 Results on Mar 24, 2026MIXUE Group announced that they will report fiscal year 2025 results on Mar 24, 2026
Buy Or Sell Opportunity • Jan 06Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to HK$430. The fair value is estimated to be HK$350, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 38% in 2 years. Earnings are forecast to grow by 36% in the next 2 years.
Buy Or Sell Opportunity • Dec 22Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to HK$435. The fair value is estimated to be HK$348, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Buy Or Sell Opportunity • Nov 05Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to HK$401. The fair value is estimated to be HK$333, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last year. Earnings per share has grown by 34%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to HK$444, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$339 per share.
分析記事 • Sep 25Earnings Update: MIXUE Group (HKG:2097) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsAs you might know, MIXUE Group ( HKG:2097 ) recently reported its half-yearly numbers. It was a credible result...
分析記事 • Aug 29Earnings Beat: MIXUE Group (HKG:2097) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsShareholders might have noticed that MIXUE Group ( HKG:2097 ) filed its interim result this time last week. The early...
Reported Earnings • Aug 28First half 2025 earnings releasedFirst half 2025 results: EPS: CN¥7.23. Net income: CN¥2.69b (up CN¥2.69b from 1H 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Hong Kong.
お知らせ • Aug 15MIXUE Group to Report Q2, 2025 Results on Aug 27, 2025MIXUE Group announced that they will report Q2, 2025 results on Aug 27, 2025
Buy Or Sell Opportunity • Jun 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to HK$532. The fair value is estimated to be HK$443, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Jun 09MIXUE Group, Annual General Meeting, Jun 30, 2025MIXUE Group, Annual General Meeting, Jun 30, 2025, at 15:00 China Standard Time. Location: meeting room, 7/f, building a, mixue group office building, southeast corner of the intersection of putian, west road and dongli south road, zhengdong new district, henan province, zhengzhou China
Buy Or Sell Opportunity • Jun 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to HK$566. The fair value is estimated to be HK$451, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$539, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$428 per share.
Buy Or Sell Opportunity • May 19Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$516. The fair value is estimated to be HK$427, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Apr 23Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$502. The fair value is estimated to be HK$413, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to HK$351, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Hospitality industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$362 per share.
新しいナラティブ • Mar 20MIXUE Group will achieve 25% revenue growth in the next 3 yearsTLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as it's supply chain.Mixue has rapid expansion and several competitive adv
Buy Or Sell Opportunity • Mar 18Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at HK$442. The fair value is estimated to be HK$352, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 15MIXUE Group to Report Fiscal Year 2024 Results on Mar 26, 2025MIXUE Group announced that they will report fiscal year 2024 results on Mar 26, 2025
Board Change • Mar 03Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Founder & Executive Chairman of the Board Hongchao Zhang is the most experienced director on the board, commencing their role in 2008. Independent Non-Executive Director Gary Chu was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.