Trip.com Group マネジメント
マネジメント 基準チェック /24
Trip.com Groupの CEO はJane Sunで、 Nov2016年に任命され、 の在任期間は 9.5年です。 は、会社の株式の0.19%を直接所有しており、その価値は$ 64.26M 。経営陣と取締役会の平均在任期間はそれぞれ9.5年と9.5年です。
主要情報
Jane Sun
最高経営責任者
n/a
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | 9.5yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 9.5yrs |
| 取締役会の平均在任期間 | 9.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Feb 27
Trip.com Q4 Earnings: Robust Travel Momentum Silences Regulatory Fears
Summary Trip.com (TCOM) is rated a Strong Buy at $50, with a forward P/E of 12x and 45-50% upside potential. TCOM’s growth is underpinned by robust Chinese inbound/outbound travel, expanding Asia-Pacific demand, and best-in-class gross profit margins among Chinese Internet peers. AI agents are expected to enhance, not disrupt, TCOM’s business model due to its scale, data, and proprietary AI tools. Regulatory risks from SAMR are likely overblown, with potential fines manageable relative to TCOM’s strong cash position. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • Jul 16
We Think Trip.com Group (NASDAQ:TCOM) Can Manage Its Debt With Ease
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 24
Investors Will Want Trip.com Group's (NASDAQ:TCOM) Growth In ROCE To Persist
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...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
新しいナラティブ • 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 AlphaSeeking Alpha • May 21
Trip.com: Still A Buy With Above-Expectations Q1 Earnings
Summary Trip.com Group's normalized net profit rose by +96.4% YoY to RMB4,055 million in Q1 2024 as a result of strong top-line growth and good cost management. TCOM's short-to-medium term prospects are healthy, taking into account the expected outbound travel recovery and the growth potential of its international OTA business. I leave my existing Buy rating for Trip.com Group unchanged, after assessing its recent quarterly financial performance and its growth outlook. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Trip.com: Untangling Rebound Momentum From Rich Valuation
Summary TCOM is a leading online travel agency with a large inventory, global reach, and a user-friendly mobile app. Share performance has been strong, with a 16% 1-year return. Valuation remains rich, but better entry point could make the stock attractive. Fundamentals are fine overall, with decent revenue growth, improved profitability, and liquidity and debt management. Read the full article on Seeking AlphaCEO
Jane Sun (56 yo)
9.5yrs
在職期間
Ms. Jie Sun, also known as Jane, served as Independent Non-Executive Director at AIA Group Limited since June 01, 2021 until May 23, 2025. She had been an Independent Director at Tripadvisor, Inc. since Ju...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 26.9yrs | データなし | 1.11% $ 369.8m | |
| CEO & Director | 9.5yrs | データなし | 0.19% $ 64.3m | |
| Co-Founder & Independent Director | no data | データなし | 0.11% $ 37.6m | |
| CFO & Executive VP | 12.5yrs | データなし | 0.019% $ 6.3m | |
| Chief Operating Officer | 5.3yrs | データなし | 0.014% $ 4.7m | |
| Senior IR Director | no data | データなし | データなし |
9.5yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: TCOMの経営陣は経験豊富で経験豊富です（平均在職期間は9.5年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 26.9yrs | データなし | 1.11% $ 369.8m | |
| CEO & Director | 9.5yrs | データなし | 0.19% $ 64.3m | |
| Co-Founder & Independent Director | 26.9yrs | データなし | 0.11% $ 37.6m | |
| Independent Vice Chairman | 26.3yrs | データなし | 0.038% $ 12.6m | |
| Independent Director | 24.3yrs | データなし | 0.018% $ 6.0m | |
| Independent Director | less than a year | データなし | データなし | |
| Director | 1.3yrs | データなし | データなし | |
| Board Observer | 7.9yrs | データなし | データなし | |
| Independent Director | less than a year | データなし | データなし |
9.5yrs
平均在職期間
55yo
平均年齢
経験豊富なボード: TCOMの 取締役会 は 経験豊富 であると考えられます ( 9.5年の平均在任期間)。
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 | 2026/05/11 18:45 |
| 終値 | 2026/05/08 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 |
|
|
| 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 |
|
* 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
Trip.com Group Limited 34 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。70
| アナリスト | 機関 |
|---|---|
| Jiong Shao | Barclays |
| Alicia Yap | Barclays |
| Yanfang Jiang | Benchmark Company |