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$22.22 |
| 52週高値 | US$29.92 |
| 52週安値 | US$15.57 |
| ベータ | 0.23 |
| 1ヶ月の変化 | 5.26% |
| 3ヶ月変化 | 34.75% |
| 1年変化 | -23.70% |
| 3年間の変化 | -25.41% |
| 5年間の変化 | -46.29% |
| IPOからの変化 | -26.11% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Jul 22
Autohome Q2 2026 Preview: High Dividend Floor Meets Structural Disintermediation Headwinds
Summary Autohome is rated HOLD due to persistent macro headwinds, regulatory risks, and limited near-term growth catalysts. ATHM faces structural challenges from China's weak advertising environment, increased competition from alternative platforms, and new regulatory scrutiny on content. Valuation appears supported by net cash and an 8% dividend yield, setting a likely trading floor near a 10x forward multiple. Yield-focused investors may find ATHM attractive, but upside is capped without material improvements in fundamentals or regulatory relief. Read the full article on Seeking Alphaナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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株主還元
| ATHM | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | -1.2% | -1.2% | -1.2% |
| 1Y | -23.7% | 24.7% | 18.3% |
業界別リターン: ATHM過去 1 年間で24.7 % 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18.3 % 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 | 5.8% |
| Interactive Media and Services Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 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 ( 6% ) 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 | 3,876 | 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$2.57b |
| 収益（TTM） | US$139.51m |
| 売上高(TTM) | US$816.15m |
18.4x
PER（株価収益率3.2x
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¥5.49b |
| 売上原価 | CN¥1.43b |
| 売上総利益 | CN¥4.06b |
| その他の費用 | CN¥3.12b |
| 収益 | CN¥937.88m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 8.10 |
| グロス・マージン | 73.97% |
| 純利益率 | 17.09% |
| 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
8.1%
現在の配当利回り134%
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 | 2026/08/24 05:31 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 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
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
Autohome Inc. 13 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。25
| アナリスト | 機関 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Xiaoguang Zhao | Barclays |
| Yanfang Jiang | Benchmark Company |