Autohome Inc.

NYSE:ATHM 株式レポート

時価総額：US$2.6b

Autohome 将来の成長

Future 基準チェック /06

Autohomeの収益は年間0.8%で減少すると予測されていますが、年間利益は年間1.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に4.4% 0.3%なると予測されています。

主要情報

1.6%

収益成長率

0.33%

EPS成長率

Interactive Media and Services 収益成長3.7%
収益成長率-0.8%
将来の株主資本利益率4.44%
アナリストカバレッジ

Good

最終更新日06 Aug 2026

今後の成長に関する最新情報

Recent updates

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...
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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...

業績と収益の成長予測

NYSE:ATHM - 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
12/31/20285,2111,059896N/A8
12/31/20275,3379981,124N/A13
12/31/20265,1728571,076N/A11
3/31/20266,0471,089N/AN/AN/A
12/31/20256,4521,385771889N/A
9/30/20256,7731,463N/AN/AN/A
6/30/20256,7701,469N/AN/AN/A
3/31/20256,8841,580N/AN/AN/A
12/31/20247,0401,6201,2331,373N/A
9/30/20247,1681,747N/AN/AN/A
6/30/20247,2991,886N/AN/AN/A
3/31/20247,2601,867N/AN/AN/A
12/31/20237,1841,8802,3732,451N/A
9/30/20237,1662,029N/AN/AN/A
6/30/20237,1031,960N/AN/AN/A
3/31/20237,0031,892N/AN/AN/A
12/31/20226,9411,8072,4482,565N/A
9/30/20226,7411,483N/AN/AN/A
6/30/20226,6621,499N/AN/AN/A
3/31/20226,8671,822N/AN/AN/A
12/31/20217,2372,1493,3043,524N/A
9/30/20218,0263,038N/AN/AN/A
6/30/20218,5783,374N/AN/AN/A
3/31/20218,9543,452N/AN/AN/A
12/31/20208,6593,2763,0613,326N/A
9/30/20208,5053,366N/AN/AN/A
6/30/20208,3603,163N/AN/AN/A
3/31/20208,3553,141N/AN/AN/A
12/31/20198,4213,200N/A2,889N/A
9/30/20198,2793,107N/AN/AN/A
6/30/20197,9973,145N/AN/AN/A
3/31/20197,5573,035N/AN/AN/A
12/31/20187,2332,871N/A3,111N/A
9/30/20186,7972,586N/AN/AN/A
6/30/20186,4572,331N/AN/AN/A
3/31/20186,1502,157N/AN/AN/A
12/31/20176,2102,002N/A2,464N/A
9/30/20176,4741,648N/AN/AN/A
6/30/20176,4001,483N/AN/AN/A
3/31/20176,2171,311N/AN/AN/A
12/31/20165,9621,228N/A1,574N/A
9/30/20165,0281,140N/AN/AN/A
6/30/20164,4521,111N/AN/AN/A
3/31/20163,9351,070N/AN/AN/A
12/31/20153,464991N/A1,462N/A
9/30/20153,122951N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: ATHMの予測収益成長率 (年間1.6% ) は 貯蓄率 ( 3.7% ) を下回っています。

収益対市場: ATHMの収益 ( 1.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: ATHM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: ATHMの収益は今後 3 年間で減少すると予想されています (年間-0.8% )。

高い収益成長: ATHMの収益は今後 3 年間で減少すると予測されています (年間-0.8% )。

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: ATHM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 ( 4.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/07 10:30
終値2026/08/07 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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 KramerArete Research Services LLP
Xiaoguang ZhaoBarclays
Yanfang JiangBenchmark Company