Autohome（ATHM）株式概要
オートホーム社は中華人民共和国の自動車消費者向けオンライン・デスティネーションとして運営されている。 詳細
ATHM Community Fair Values
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Analyst Price Targets
Autohome Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$16.59 |
| 52週高値 | US$29.92 |
| 52週安値 | US$16.06 |
| ベータ | 0.25 |
| 1ヶ月の変化 | -10.32% |
| 3ヶ月変化 | -20.32% |
| 1年変化 | -33.21% |
| 3年間の変化 | -44.74% |
| 5年間の変化 | -78.47% |
| IPOからの変化 | -44.83% |
最新ニュース
Seeking Alpha • May 22
Autohome: Balance Sheet Strength Compensates For Income Statement Weakness
Summary Autohome has shown life lately after a major decline in the stock, which means the upcoming report could prove pivotal. Revenue and profits have decreased for various reasons, but ATHM still offers a lot of value at these lower prices. ATHM is trying to transition its platform to something more, but this requires spending that is likely to affect the bottom line for some time. Balance sheet strength arguably makes up for income statement issues, which is why I am bullish on ATHM with a buy rating. Read the full article on Seeking Alpha
ナラティブの更新 • 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.Recent updates
Seeking Alpha • May 22
Autohome: Balance Sheet Strength Compensates For Income Statement Weakness
Summary Autohome has shown life lately after a major decline in the stock, which means the upcoming report could prove pivotal. Revenue and profits have decreased for various reasons, but ATHM still offers a lot of value at these lower prices. ATHM is trying to transition its platform to something more, but this requires spending that is likely to affect the bottom line for some time. Balance sheet strength arguably makes up for income statement issues, which is why I am bullish on ATHM with a buy rating. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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).
新しいナラティブ • 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?ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...Seeking Alpha • Sep 05
Autohome: Staying Bullish On Enticing Shareholder Yield And Regulatory Tailwinds
Summary Autohome offers a potential shareholder yield at the low-teens percentage level, taking into consideration its new repurchase program and its dividend guidance. Regulatory tailwinds relating to higher vehicle upgrade subsidies in Mainland China could have a positive impact on ATHM's future financial performance. My existing Buy rating for ATHM is unchanged, as I have a favorable view of Autohome's capital return prospects and the positive policy developments for China's automotive market. Read the full article on Seeking Alpha分析記事 • Aug 02
Autohome Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Last week, you might have seen that Autohome Inc. ( NYSE:ATHM ) released its second-quarter result to the market. The...分析記事 • Jul 13
Autohome (NYSE:ATHM) Might Be Having Difficulty Using Its Capital Effectively
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jun 21
Lacklustre Performance Is Driving Autohome Inc.'s (NYSE:ATHM) Low P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...Seeking Alpha • May 13
Autohome: Focus On Vehicle Subsidies And Dividend Outlook (Rating Upgrade)
Summary The recently announced vehicle subsidies for China's automotive market will most likely boost Autohome's future financial performance. ATHM has committed to distributing RMB1.5 billion in annual dividends for the next three years. I have decided to raise my rating for ATHM to a Buy, considering the company's dividend outlook and the Chinese automotive industry's latest policy development. Read the full article on Seeking Alpha分析記事 • May 03
We Like Autohome's (NYSE:ATHM) Earnings For More Than Just Statutory Profit
Autohome Inc.'s ( NYSE:ATHM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...分析記事 • Apr 29
Calculating The Fair Value Of Autohome Inc. (NYSE:ATHM)
Key Insights The projected fair value for Autohome is US$31.84 based on 2 Stage Free Cash Flow to Equity With US$26.00...分析記事 • Apr 02
Capital Allocation Trends At Autohome (NYSE:ATHM) Aren't Ideal
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Mar 07
Autohome Inc.'s (NYSE:ATHM) Prospects Need A Boost To Lift Shares
Autohome Inc.'s ( NYSE:ATHM ) price-to-earnings (or "P/E") ratio of 12.2x might make it look like a buy right now...Seeking Alpha • Feb 17
Autohome Shifts Into Higher Gear With NEVs And Immersive Tech
Summary The Chinese car trading giant is expanding its network of high-tech showrooms where customers can check out various models in virtual reality. Autohome’s profits rose about 4% last year to 1.88 billion yuan. The trading platform’s sales of new energy vehicles are soaring, jumping nearly 82% last year. Read the full article on Seeking Alpha分析記事 • Feb 09
Autohome Inc. (NYSE:ATHM) Just Released Its Annual Earnings: Here's What Analysts Think
Investors in Autohome Inc. ( NYSE:ATHM ) had a good week, as its shares rose 2.2% to close at US$25.38 following the...株主還元
| ATHM | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | -2.7% | -2.8% | 1.1% |
| 1Y | -33.2% | 67.7% | 28.7% |
業界別リターン: ATHM過去 1 年間で67.7 % の収益を上げたUS Interactive Media and Services業界を下回りました。
リターン対市場: ATHMは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| ATHM volatility | |
|---|---|
| ATHM Average Weekly Movement | 4.9% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ATHM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ATHMの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 4,242 | Chi Liu | ir.autohome.com.cn/ |
オートホーム社は中華人民共和国の自動車消費者向けオンラインデスティネーションとして運営されている。同社は、ウェブサイトautohome.com.cn、che168.com、ttpai.cnを通じて、パソコン、モバイルデバイス、モバイルアプリケーション、ミニアプリケーションで、自動車消費者にインタラクティブなコンテンツやツールを提供している。また、自動車メーカー向け広告サービスや地域マーケティングキャンペーンなどのメディアサービス、ディーラー向けサブスクリプションサービス、個人ディーラー向け広告サービス、中古車リストやその他のプラットフォームベースのサービスからなるリードジェネレーションサービスも提供している。さらに、オンライン取引プラットフォーム「オートホームモール」、中古車オンライン入札プラットフォームを提供している。2011年10月に社名を株式会社オートホームに変更した。オートホームは2004年に設立され、本社は中国北京市にある。
Autohome Inc. 基礎のまとめ
| ATHM 基礎統計学 | |
|---|---|
| 時価総額 | US$1.92b |
| 収益（TTM） | US$203.86m |
| 売上高(TTM) | US$949.60m |
9.4x
PER（株価収益率2.0x
P/SレシオATHM は割高か？
公正価値と評価分析を参照収益と収入
| ATHM 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥6.45b |
| 売上原価 | CN¥1.72b |
| 売上総利益 | CN¥4.74b |
| その他の費用 | CN¥3.35b |
| 収益 | CN¥1.39b |
直近の収益報告
Dec 31, 2025
次回決算日
May 28, 2026
| 一株当たり利益（EPS） | 11.97 |
| グロス・マージン | 73.40% |
| 純利益率 | 21.47% |
| 有利子負債／自己資本比率 | 0% |
ATHM の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
10.8%
現在の配当利回り106%
配当性向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 | 2026/05/24 09:05 |
| 終値 | 2026/05/22 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
Autohome Inc. 14 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。28
| アナリスト | 機関 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Xiaoguang Zhao | Barclays |
| Yanfang Jiang | Benchmark Company |