H World Group 過去の業績
過去 基準チェック /66
H World Groupは、平均年間55.4%の収益成長を遂げていますが、 Hospitality業界の収益は、年間 成長しています。収益は、平均年間37.5% 19.2%収益成長率で 成長しています。 H World Groupの自己資本利益率は39.5%であり、純利益率は20.1%です。
主要情報
55.40%
収益成長率
55.84%
EPS成長率
| Hospitality 業界の成長 | 19.52% |
| 収益成長率 | 19.16% |
| 株主資本利益率 | 39.47% |
| ネット・マージン | 20.07% |
| 次回の業績アップデート | 15 May 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Apr 27
HTHT: Cost Controls And Higher Tier Hotel Mix Will Drive Repricing
Narrative Update on H World Group The analyst price target for H World Group has been lifted by a few dollars per share, with analysts pointing to updated fair value estimates around $60 per share, slightly higher expected revenue growth and profit margins, and recent research highlighting mix improvement, cost controls into 2025, and a P/E valuation below global peers. Analyst Commentary Recent Street research on H World Group has focused on updated revenue and margin assumptions, mix improvement toward mid and upper mid scale hotels, and where the shares trade relative to global peers.ナラティブ更新 • Apr 11
HTHT: Cost Controls And Hotel Mix Shift Will Drive Future Repricing
Analysts have nudged their price targets on H World Group higher by about $0.67, supported by slightly stronger profit margin expectations, updated discount rate and P/E assumptions, and recent Street research highlighting potential RevPAR mix improvement and cost control benefits. Analyst Commentary Recent research coverage has focused on H World Group's mix of new hotels, expected cost controls, and the implied valuation relative to global peers.ナラティブ更新 • Mar 27
HTHT: Cost Controls And Hotel Mix Shift Will Support Future Upside
Analysts have lifted their price target on H World Group to about $59.36 from roughly $56.23, citing higher assumed future P/E multiples and updated views on revenue mix, margins, and discount rates supported by recent Street research. Analyst Commentary Recent research on H World Group points to a mix of optimism and caution, with analysts updating their views on the business model, cost structure, and relative valuation.Seeking Alpha • Mar 24
H World Group: Positive About Q4 Surprise And Potential 2026 Beat
Summary I maintain a "Buy" rating for H World Group Limited, following my assessment of its favorable performance and prospects. The company delivered a 19.5% EBITDA beat in 4Q2025, driven by capital-light expansion and international hotel portfolio optimization. HTHT’s FY2026 RevPAR guidance is too conservative; I expect actual growth to surpass management’s flat-to-slightly-up outlook, considering strong year-to-date industry data. Read the full article on Seeking Alphaナラティブ更新 • Mar 12
HTHT: Cost Controls And Hotel Mix Shift Will Shape Balanced Outlook
Analysts have raised their fair value estimate for H World Group from $53.93 to $56.23, citing higher RevPAR assumptions, slightly improved margin expectations, and a modestly higher future P/E multiple supported by recent research upgrades and a shift toward more mid- and upper mid-scale hotels. Analyst Commentary Recent Street research gives you a clearer picture of how analysts are thinking about H World Group’s risk and reward profile, especially as the company leans further into new hotels and mid to upper mid-scale brands.ナラティブ更新 • Feb 25
HTHT: Refined Assumptions And Brand Expansion Will Shape Future Outcomes
Analysts have nudged their price target on H World Group higher, lifting fair value from about $52.60 to roughly $53.93, supported by slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary With the fair value tweak to about $53.93, recent commentary around H World Group focuses less on headline calls and more on how assumptions line up with execution risks and upside drivers.分析記事 • Feb 10
Do H World Group's (NASDAQ:HTHT) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
新しいナラティブ • Feb 08
Aggressive Hotel Expansion Into Lower Tier Cities Will Increase Volatility And Pressure Margins
Catalysts About H World Group H World Group operates a large, primarily asset light hotel network in China across economy, midscale and upper midscale brands. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 08
HTHT: Refined Assumptions And Q4 2025 Guidance Will Shape Future Outcomes
Analysts have made a small upward adjustment to their fair value estimate for H World Group, now at about US$52.60. This reflects slightly updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E levels.分析記事 • Jan 26
Estimating The Intrinsic Value Of H World Group Limited (NASDAQ:HTHT)
Key Insights H World Group's estimated fair value is US$44.24 based on 2 Stage Free Cash Flow to Equity H World Group's...
新しいナラティブ • Jan 24
Branded Expansion And Loyalty Ecosystem Will Reshape China’s Fragmented Hotel Market
Catalysts About H World Group H World Group operates a large, primarily asset light hotel network focused on branded economy, midscale and upper midscale hotels in China and select overseas markets. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jan 24
HTHT: Refined Assumptions And Q4 2025 Guidance Will Underpin Future Performance
Analysts have raised their fair value estimate for H World Group to US$52.43 from about US$51.57, citing slightly lower required returns, modestly higher assumed revenue growth and profit margins, as well as a steady forward P/E profile. Analyst Commentary Analysts are largely focused on how H World Group can execute on growth assumptions and maintain profitability levels that support the revised fair value estimate of US$52.43.ナラティブ更新 • Jan 10
HTHT: Stable Revenue Outlook And Fine Tuned Assumptions Will Support Future Performance
Narrative Update on H World Group Analysts have nudged their price target for H World Group slightly higher to about $51.57 from $51.15, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions after reviewing recent segment level trends in comparable financials research. Analyst Commentary Analysts reviewing H World Group are using signals from comparable financials research to fine tune their views on valuation and execution, even when those signals come from different parts of the financial sector.分析記事 • Jan 06
We Like These Underlying Return On Capital Trends At H World Group (NASDAQ:HTHT)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...ナラティブ更新 • Dec 23
HTHT: Improving Earnings Quality And Revenue Visibility Will Support Future Performance
Analysts have nudged their price target on H World Group slightly higher, citing improved expectations for future earnings quality and a modest increase in fair value to about $51 per share, despite only minor adjustments to growth, margin, and discount rate assumptions. Analyst Commentary Analyst sentiment around H World Group is mixed but constructive, with most viewing the modest price target increase as a reflection of gradually improving fundamentals rather than a dramatic shift in outlook.ナラティブ更新 • Dec 09
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.ナラティブ更新 • Nov 25
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.分析記事 • Nov 24
H World Group's (NASDAQ:HTHT) Earnings Offer More Than Meets The Eye
The market seemed underwhelmed by last week's earnings announcement from H World Group Limited ( NASDAQ:HTHT ) despite...分析記事 • Nov 20
H World Group Limited (NASDAQ:HTHT) Just Reported And Analysts Have Been Lifting Their Price Targets
H World Group Limited ( NASDAQ:HTHT ) investors will be delighted, with the company turning in some strong numbers with...ナラティブ更新 • Nov 10
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.ナラティブ更新 • Oct 27
Positive Earnings Outlook And Resilient Expansion Will Drive International Hotel Recovery
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.ナラティブ更新 • Aug 27
Domestic Travel Expansion And Digital Integration Will Drive Hotel Resurgence
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.分析記事 • Aug 05
H World Group (NASDAQ:HTHT) Seems To Use Debt Quite Sensibly
NasdaqGS:HTHT 1 Year Share Price vs Fair Value Explore H World Group's Fair Values from the Community and select yours...分析記事 • Jul 18
Are Investors Undervaluing H World Group Limited (NASDAQ:HTHT) By 24%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, H World Group fair value estimate is US$43.88 H World Group's...Seeking Alpha • Mar 26
H World Group: Continuous Solid Execution Should Drive Multiples Re-Rating
Summary I reiterate my buy rating for H World Group due to favorable demand/supply dynamics and strong execution, evidenced by solid 4Q24 results. HTHT's 4Q24 revenue grew 7.8% y/y, driven by the Manachised & Franchised segment, with gross margin expanding by 230 bps y/y. Management's strong execution, with 2,445 hotel openings in FY24, supports continued growth, and the demand environment remains robust. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
H World Group: The Undisputed Value-For-Money Hospitality Leader With Global Ambitions
Summary We are bullish on H World Group due to its strong positioning in China's hospitality industry and potential for overseas expansion. HTHT benefits from China's consumption downgrade trend, favoring domestic travel and affordable leisure, positioning it well in the mid-scale and economy hotel segments. Near-term growth driven by lower-tier city expansion and long-term growth supported by global expansion, particularly in Europe, GCC, and ASEAN regions. Valued at 16x EV/EBITDA, HTHT offers 30% upside with catalysts including upcoming earnings and shareholder return policy, despite risks from macroeconomic conditions. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
H World Group: Demand And Supply Environment Remains Very Attractive
Summary I maintain a buy rating for H World Group due to robust domestic travel demand in China and HTHT's strong market position. HTHT's latest earnings report shows modest revenue growth, with management expecting continued growth and a positive demand-supply environment. Despite market concerns, I believe HTHT's valuation has significant upside potential as it continues to demonstrate robust growth and capitalize on favorable market conditions. Read the full article on Seeking Alpha
新しいナラティブ • Dec 01
Expanding Horizons In China Amid Strategy Shifts Will Drive Future Growth
Focusing on high-quality growth and an asset-light strategy could enhance brand value and optimize operational efficiency.Seeking Alpha • Sep 02
H World Group: Robust Domestic Travel And Leisure Demand Outlook
Summary I am positive on H World Group driven by robust domestic travel demand in China, evidenced by strong flight volume recovery and hotel occupancy rates. HTHT's strategic growth initiatives, including brand upgrades and B2B sales expansion, position it well to capture increasing demand in the travel and leisure sector. Valuation is attractive, with HTHT trading near its 5-year low despite a positive growth outlook and potential for multiples rerating upwards. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
H World: Q3 Outlook And Shareholder Yield Are Key Investment Considerations
Summary HTHT has guided for a modest +3.5% YoY top-line expansion and a mid-single-digit percentage decrease in its RevPAR for Q3 2024. H World's potential forward mid-single-digit percentage shareholder yield is reasonably good. A Hold rating for H World is left unchanged, taking into account its weak short-term financial prospects and decent shareholder yield. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
H World: Focus On Short-Term Outlook And Long-Term Prospects
Summary HTHT expects a slower pace of revenue growth for Q2 as per its guidance, and industry data suggests that the Mainland Chinese hotel industry has underperformed in this year's Labor Day holiday in May. But H World's long-term outlook is favorable, taking into consideration its potential to penetrate new Chinese cities and the shift towards a capital-light model for its overseas hotel business. HTHT is still rated as a Hold following an assessment of the company's prospects for the near term and the long run. Read the full article on Seeking Alpha収支内訳
収支内訳
H World Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 25,307 | 5,080 | 3,573 | 0 |
| 30 Sep 25 | 24,805 | 3,956 | 3,660 | 0 |
| 30 Jun 25 | 24,286 | 3,760 | 3,758 | 0 |
| 31 Mar 25 | 24,008 | 3,283 | 3,715 | 0 |
| 31 Dec 24 | 23,891 | 3,048 | 3,734 | 0 |
| 30 Sep 24 | 23,452 | 3,742 | 3,683 | 0 |
| 30 Jun 24 | 23,298 | 3,806 | 3,528 | 0 |
| 31 Mar 24 | 22,680 | 3,754 | 3,341 | 0 |
| 31 Dec 23 | 21,882 | 4,085 | 3,193 | 0 |
| 30 Sep 23 | 20,004 | 3,218 | 2,840 | 0 |
| 30 Jun 23 | 17,809 | 1,164 | 2,612 | 0 |
| 31 Mar 23 | 15,661 | -201 | 2,402 | 0 |
| 31 Dec 22 | 13,862 | -1,821 | 2,383 | 0 |
| 30 Sep 22 | 13,504 | -2,155 | 2,412 | 0 |
| 30 Jun 22 | 12,934 | -1,575 | 2,393 | 0 |
| 31 Mar 22 | 13,139 | -847 | 2,421 | 0 |
| 31 Dec 21 | 12,785 | -465 | 2,267 | 0 |
| 30 Sep 21 | 12,509 | 696 | 2,172 | 0 |
| 30 Jun 21 | 12,144 | 621 | 2,127 | 0 |
| 31 Mar 21 | 10,510 | -305 | 2,027 | 0 |
| 31 Dec 20 | 10,196 | -2,192 | 2,144 | 0 |
| 30 Sep 20 | 10,035 | -2,276 | 2,204 | 0 |
| 30 Jun 20 | 9,932 | -1,633 | 1,522 | 0 |
| 31 Mar 20 | 10,838 | -472 | 1,524 | 0 |
| 31 Dec 19 | 11,212 | 1,769 | 1,989 | 0 |
| 30 Sep 19 | 10,983 | 731 | 1,806 | 0 |
| 30 Jun 19 | 10,696 | 968 | 2,325 | 0 |
| 31 Mar 19 | 10,359 | 693 | 2,192 | 0 |
| 31 Dec 18 | 10,063 | 716 | 1,454 | 0 |
| 30 Sep 18 | 9,640 | 1,361 | 1,460 | 0 |
| 30 Jun 18 | 9,179 | 1,162 | 1,289 | 0 |
| 31 Mar 18 | 8,706 | 1,204 | 1,244 | 0 |
| 31 Dec 17 | 8,229 | 1,228 | 1,182 | 0 |
| 30 Sep 17 | 7,640 | 1,127 | 907 | 0 |
| 30 Jun 17 | 7,047 | 962 | 796 | 0 |
| 31 Mar 17 | 6,715 | 888 | 741 | 0 |
| 31 Dec 16 | 6,573 | 782 | 773 | 0 |
| 30 Sep 16 | 6,375 | 750 | 690 | 0 |
| 30 Jun 16 | 6,201 | 679 | 690 | 0 |
| 31 Mar 16 | 6,002 | 513 | 693 | 0 |
| 31 Dec 15 | 5,775 | 437 | 690 | 0 |
| 30 Sep 15 | 5,565 | 413 | 713 | 0 |
| 30 Jun 15 | 5,352 | 339 | 739 | 0 |
質の高い収益: HTHTは 高品質の収益 を持っています。
利益率の向上: HTHTの現在の純利益率 (20.1%)は、昨年(12.8%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: HTHT過去 5 年間で収益を上げており、収益は年間55.4%増加しています。
成長の加速: HTHTの過去 1 年間の収益成長率 ( 66.7% ) は、5 年間の平均 ( 年間55.4%を上回っています。
収益対業界: HTHTの過去 1 年間の収益成長率 ( 66.7% ) はHospitality業界15.6%を上回りました。
株主資本利益率
高いROE: HTHTの 自己資本利益率 ( 39.5% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/07 18:18 |
| 終値 | 2026/05/07 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
H World Group Limited 19 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。31
| アナリスト | 機関 |
|---|---|
| Yanfang Jiang | Benchmark Company |
| Ronald Leung | BofA Global Research |
| Sijie Lin | China International Capital Corporation Limited |