Autohome Inc.

NYSE:ATHM 株式レポート

時価総額:US$2.2b

Autohome 将来の成長

Future 基準チェック /16

Autohome利益と収益がそれぞれ年間4.3%と2%増加すると予測されています。EPS は年間 減少すると予想されています。自己資本利益率は 3 年後に5.4% 6.3%なると予測されています。

主要情報

4.3%

収益成長率

-6.27%

EPS成長率

Interactive Media and Services 収益成長12.3%
収益成長率2.0%
将来の株主資本利益率5.37%
アナリストカバレッジ

Good

最終更新日16 Apr 2026

今後の成長に関する最新情報

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...
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 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 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...

Recent updates

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).
Seeking Alpha Mar 09

Autohome: A 'Buy' On Revenue Turnaround And Attractive Capital Returns

Summary Autohome stays as a Buy-rated stock, following its Q4 2025 earnings beat driven by good cost management. I am expecting ATHM to register positive revenue growth again in FY2026, taking into account its business model transformation efforts. The stock offers an attractive forward shareholder yield in the mid-teens, supported by its dividend guidance and a new repurchase plan. Read the full article on Seeking Alpha
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...
User avatar
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...
Seeking Alpha Dec 31

Autohome Looks For New Mileage In Used Cars

Summary Autohome is expanding its membership services to include used car dealers, and is also preparing a major expansion of its TTP used car trading platform. The company is preparing to offer used car dealer memberships, and hopes they will ultimately match the current 30% of its revenue that comes from new car dealer memberships. ATHM has opened 20 experience-oriented “Autohome Space” centers since launching the chain in September last year, including 17 in the last three months. Read the full article on Seeking Alpha
分析記事 Dec 24

Autohome (NYSE:ATHM) Is Reinvesting At Lower Rates Of Return

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...

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
12/31/20286,2831,3731,1141,2437
12/31/20276,1921,2101,3751,47013
12/31/20266,1151,1381,1271,17014
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
12/31/20198,4213,2002,6852,889N/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
6/30/20152,768891N/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4.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ATHMの収益 ( 4.3% ) US市場 ( 16.6% ) 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 ( 2% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: ATHMの収益 ( 2% ) 20%よりも低い成長が予測されています。


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 ( 5.4 %)。


成長企業の発掘

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 19:43
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
  • 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

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。27

アナリスト機関
Richard KramerArete Research Services LLP
Xiaoguang ZhaoBarclays
Yanfang JiangBenchmark Company