Cinemark Holdings, Inc.

NYSE:CNK 株式レポート

時価総額：US$3.1b

Cinemark Holdings 将来の成長

Future 基準チェック /26

Cinemark Holdings利益と収益がそれぞれ年間14.9%と4.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に48.2% 16.7%なると予測されています。

主要情報

14.9%

収益成長率

16.72%

EPS成長率

Entertainment 収益成長21.2%
収益成長率4.9%
将来の株主資本利益率48.25%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Apr 21

CNK: 2026 Margin Expansion Assumptions Will Constrain Upside As Box Office Normalizes

The updated analyst price target for Cinemark Holdings rises by about $1.52 to $25.26 as analysts factor in slightly higher revenue growth, a modestly stronger profit margin profile, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Cinemark shows a mix of optimism and restraint, with some firms lifting price targets while others remain cautious on execution and long term growth assumptions.
ナラティブの更新 • Apr 06

CNK: 2026 Margin Risk As Box Office Normalizes Will Cap Upside

The analyst price target for Cinemark Holdings has been raised, with moves such as B. Riley lifting its target to $30, Roth Capital to $36, and Goldman Sachs to $22, as analysts weigh roughly in line Q4 results, stronger per-capita metrics, and debates around market share, pricing, and margin potential into 2026 and beyond.
ナラティブの更新 • Mar 23

CNK: 2026 Margin Uncertainty Around Normalized Box Office Will Limit Upside

Analysts have nudged their price targets on Cinemark higher by a few dollars, into a $22 to $36 range. This reflects updated views on box office recovery potential, questions about margin expansion, and recent Q4 performance trends.
ナラティブの更新 • Mar 08

CNK: Future Box Office Slate And Buybacks Will Support Returns

Analysts have nudged their price targets for Cinemark higher, with a range now stretching from $22 to $36. This reflects updated views on future box office trends, margin potential, and the company’s ability to sustain stronger per capita spending as film supply normalizes.
Seeking Alpha • Feb 27

Cinemark: Strongest Performer In A Weak Industry

Summary Cinemark Holdings, Inc. is facing persistent long-term industry headwinds despite potential for near-term box office upside. Unusually, I am more optimistic than industry estimates; thanks to Spider-Man and Avengers, the 2026 box office might just push above $10 billion for the first time since COVID. Concessions revenue now exceeds 80% of admissions, but rising film rental costs and G&A expenses pressured CNK's 2025 operating income. Movie Club subscription shows promise but lacks aggressive management support to materially improve CNK's long-term prospects. Read the full article on Seeking Alpha
ナラティブの更新 • Feb 22

CNK: 2026 Margin Uncertainty Will Likely Restrain Share Price Potential

Analysts have nudged their average price targets higher for Cinemark, with our fair value estimate moving from $22.50 to $23.74 as they factor in updated box office expectations, ongoing margin discussions for 2026, and mixed but generally constructive recent target revisions across the Street. Analyst Commentary Street research on Cinemark is mixed, with some firms lifting price targets after the latest quarterly update while others stay cautious on execution and long term profitability.
ナラティブの更新 • Feb 07

CNK: Lower Margin Expectations Will Shape Future Performance

Narrative Update The updated analyst price target for Cinemark Holdings has moved from about US$26.76 to roughly US$22.50, as analysts factor in a slightly lower fair value, modestly reduced profit margin expectations, and a lower assumed future P/E in light of recent price target trims and an upgrade from major research firms. Analyst Commentary Recent Street research has leaned more cautious on Cinemark Holdings, with several firms trimming their price targets and rethinking what they are willing to pay for the stock.
ナラティブの更新 • Jan 24

CNK: Balance Sheet Progress And Buybacks Will Support Future Shareholder Returns

Narrative Update on Cinemark Holdings Analysts have trimmed their blended price target on Cinemark Holdings by about US$1.27. This reflects recent target cuts from several firms, alongside one upgrade that highlights improved balance sheet flexibility and ongoing expectations around margins, revenue trends, and P/E assumptions.
ナラティブの更新 • Jan 10

CNK: Increased Financial Flexibility Will Drive Future Capital Returns Potential

Analysts have trimmed their fair value estimate for Cinemark Holdings to about US$33.09 from roughly US$33.91, citing a slightly higher discount rate and P/E assumptions, along with updated views on revenue growth, profit margins, and the company’s increased financial flexibility after paying down pandemic related debt and gaining more room to reinvest, return capital, and consider M&A. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent price target increase to US$35 as a sign that they see upside potential relative to current fair value assumptions, even after slightly higher discount rate and P/E inputs.
分析記事 • Jan 03

A Look At The Intrinsic Value Of Cinemark Holdings, Inc. (NYSE:CNK)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cinemark Holdings fair value estimate is US$29.03 Current...
分析記事 • Dec 19

Investors Give Cinemark Holdings, Inc. (NYSE:CNK) Shares A 27% Hiding

Cinemark Holdings, Inc. ( NYSE:CNK ) shares have had a horrible month, losing 27% after a relatively good period...
ナラティブの更新 • Dec 14

CNK: Box Office Recovery And Capital Returns Will Shape Future Performance

Cinemark Holdings' analyst price target has been raised by $1 to $35 per share, as analysts highlight the company’s strong recent performance, improved profit profile, and greater financial flexibility following pandemic debt reduction. Analyst Commentary While the latest price target increase reflects confidence in Cinemark Holdings' operational progress and balance sheet strength, not all market observers share an unequivocally bullish stance.
分析記事 • Oct 06

At US$28.23, Is It Time To Put Cinemark Holdings, Inc. (NYSE:CNK) On Your Watch List?

Cinemark Holdings, Inc. ( NYSE:CNK ), might not be a large cap stock, but it saw a double-digit share price rise of...
分析記事 • Sep 04

Does Cinemark Holdings (NYSE:CNK) Have A Healthy Balance Sheet?

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 • Jul 25

Is Now The Time To Put Cinemark Holdings (NYSE:CNK) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jun 30

Estimating The Intrinsic Value Of Cinemark Holdings, Inc. (NYSE:CNK)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cinemark Holdings fair value estimate is US$34.64 Cinemark...
分析記事 • May 19

Is Cinemark Holdings, Inc. (NYSE:CNK) Potentially Undervalued?

While Cinemark Holdings, Inc. ( NYSE:CNK ) might not have the largest market cap around , it led the NYSE gainers with...
分析記事 • May 07

Investors Still Aren't Entirely Convinced By Cinemark Holdings, Inc.'s (NYSE:CNK) Earnings Despite 25% Price Jump

Cinemark Holdings, Inc. ( NYSE:CNK ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Apr 27

Is Cinemark Holdings (NYSE:CNK) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Apr 24

Is Cinemark's Stock Rally Due For A Cool-Down?

Summary Cinemark's stock surged last year, but now offers a thin margin of safety; wait for a pullback to the $24-$25 range before investing. Despite a mixed 2024, Cinemark's robust concession sales, premium formats, and loyalty programs drive margins and position it well for a strong rebound in 2025. The stock trades at a premium, but has strong growth-adjusted metrics and potential for upside surprises, making it a mixed but promising investment. Given expected Q1 weakness and current valuation, it's prudent to wait for a more attractive entry point to optimize risk/reward. Read the full article on Seeking Alpha
分析記事 • Mar 31

We Ran A Stock Scan For Earnings Growth And Cinemark Holdings (NYSE:CNK) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Mar 03

An Intrinsic Calculation For Cinemark Holdings, Inc. (NYSE:CNK) Suggests It's 23% Undervalued

Key Insights Cinemark Holdings' estimated fair value is US$33.14 based on 2 Stage Free Cash Flow to Equity Current...
Seeking Alpha • Feb 20

Cinemark: Earnings Rebound Potential Lies In Popcorn

Summary Cinemark's Q4 results showed good growth as box office activity is returning from the Covid pandemic and Hollywood strike disruptions. The 2025 box office outlook remains good. Most of Cinemark's earnings rebound was made through high-margin concession sales, as popcorn and drinks are becoming even more critical for movie theaters' profitability. I estimate Cinemark's stock to be fairly valued at $33.5. Read the full article on Seeking Alpha
分析記事 • Feb 04

Earnings Working Against Cinemark Holdings, Inc.'s (NYSE:CNK) Share Price

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 • Jan 20

Cinemark Holdings (NYSE:CNK) Has More To Do To Multiply In Value Going Forward

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Dec 24

Here's Why Cinemark Holdings (NYSE:CNK) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Dec 05

Cinemark: Box Office Smashes Thanksgiving Record, Is It Time To Buy?

Summary Cinemark has outperformed AMC and Regal without major capital injections, but its stock has only modestly increased by 7% over five years. The theater industry's core problem is the flawed revenue split system, which discourages mid-tier film production, crucial for long-term sustainability. Despite a record-breaking Thanksgiving weekend, the overall box office revenue for 2024 is projected to be 8% below 2023, highlighting ongoing industry struggles. I remain cautious about investing in Cinemark due to unresolved structural issues, despite its superior management and performance compared to AMC. Read the full article on Seeking Alpha
分析記事 • Nov 27

Here's Why Cinemark Holdings (NYSE:CNK) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Oct 29

Is Cinemark Holdings, Inc. (NYSE:CNK) Trading At A 29% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cinemark Holdings fair value estimate is US$41.57 Current...
Seeking Alpha • Oct 18

Cinemark's Multi-Year Outlook Has Never Been More Robust

Summary The rapid rise of streaming, combined with behavior changes from the pandemic, cast doubt on whether people would ever go to theaters again. Against this inauspicious backdrop, Cinemark has demonstrated resilient financial performance. Cinemark used what we see as a strong balance sheet and relentless focus on cost efficiencies to sustain maintenance capex in their theaters despite the challenged operating backdrop. We believe the multi-year outlook for Cinemark has never been more robust. Read the full article on Seeking Alpha
分析記事 • Sep 24

Here's What's Concerning About Cinemark Holdings' (NYSE:CNK) Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
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新しいナラティブ • Sep 04

Decisive Expansions And Innovative Cinema Experiences Propel Growth And Margins

Strategic operational executions and diversification into non-traditional content are foundational for future growth, potentially enhancing revenue and net margins.
分析記事 • Aug 22

Revenues Tell The Story For Cinemark Holdings, Inc. (NYSE:CNK) As Its Stock Soars 26%

Cinemark Holdings, Inc. ( NYSE:CNK ) shares have continued their recent momentum with a 26% gain in the last month...
Seeking Alpha • Aug 16

Cinemark: Waiting For Better Box Office Activity (Rating Downgrade)

Summary Cinemark's Q2 was characterized by weak box office activity, as Hollywood's 2023 strikes affected new movie releases adversely. The result shows a fair performance in line with AMC's, with Cinemark also being able to vary costs effectively and being able to sell concessions well. The box office pipeline for 2025 and 2026 remains strong, making for a confident recovery in the upcoming years. CNK's valuation has run its course, as I believe the stock is now fairly priced. Read the full article on Seeking Alpha
分析記事 • Jul 24

Is Cinemark Holdings, Inc. (NYSE:CNK) Trading At A 33% Discount?

Key Insights Cinemark Holdings' estimated fair value is US$33.34 based on 2 Stage Free Cash Flow to Equity Cinemark...

業績と収益の成長予測

NYSE:CNK - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/20283,7313013695997
12/31/20273,58327629252610
12/31/20263,44524325449211
3/31/20263,217169260495N/A
12/31/20253,115137177396N/A
9/30/20253,153154279445N/A
6/30/20253,217289305461N/A
3/31/20253,011241220370N/A
12/31/20243,050304315466N/A
9/30/20242,874236228378N/A
6/30/20242,827140213355N/A
3/31/20243,035212267414N/A
12/31/20233,067185295444N/A
9/30/20233,028105309444N/A
6/30/20232,803-8216341N/A
3/31/20232,605-198144263N/A
12/31/20222,455-26725136N/A
9/30/20222,522-165133236N/A
6/30/20222,306-217130234N/A
3/31/20221,857-28475172N/A
12/31/20211,511-41771166N/A
9/30/2021942-659-278-205N/A
6/30/2021543-729-267-198N/A
3/31/2021257-759-506-439N/A
12/31/2020686-613-414-330N/A
9/30/20201,377-349-188-3N/A
6/30/20202,163-171-131105N/A
3/31/20203,11298162442N/A
12/31/20193,283190N/A562N/A
9/30/20193,293183N/A604N/A
6/30/20193,225202N/A581N/A
3/31/20193,156183N/A578N/A
12/31/20183,222213N/A557N/A
9/30/20183,173288N/A567N/A
6/30/20183,130276N/A573N/A
3/31/20182,992245N/A462N/A
12/31/20172,992263N/A529N/A
9/30/20172,942245N/A485N/A
6/30/20173,000272N/A487N/A
3/31/20172,994275N/A535N/A
12/31/20162,919254N/A463N/A
9/30/20162,925235N/A508N/A
6/30/20162,857215N/A476N/A
3/31/20162,912232N/A498N/A
12/31/20152,853216N/A456N/A
9/30/20152,805205N/A458N/A
6/30/20152,752197N/A476N/A

アナリストによる今後の成長予測

収入対貯蓄率: CNKの予測収益成長率 (年間14.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CNKの収益 ( 14.9% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: CNK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: CNKの収益 ( 4.9% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: CNKの収益 ( 4.9% ) 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: CNKの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 48.2 %)。

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2026/05/25 20:56
終値2026/05/22 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

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

Cinemark Holdings, Inc. 11 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
null nullArgus Research Company
Marla BackerAscendiant Capital Markets LLC
Anthony DiClementeBarclays