Loading...
HTHT logo

H World Group LimitedNasdaqGS:HTHT 주식 보고서

시가총액 US$13.8b
주가
US$43.13
US$60.52
28.7% 저평가 내재 할인율
1Y20.2%
7D-6.2%
1D
포트폴리오 가치
보기

H World Group Limited

NasdaqGS:HTHT 주식 리포트

시가총액: US$13.8b

HTHT Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

H World Group Limited 경쟁사

가격 이력 및 성과

H World Group 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$43.13
52주 최고가US$56.64
52주 최저가US$30.41
베타0.14
1개월 변동-16.69%
3개월 변동-20.89%
1년 변동20.24%
3년 변동16.60%
5년 변동-27.49%
IPO 이후 변동1,139.37%

최근 뉴스 및 업데이트

분석 기사 May 18

H World Group Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that H World Group Limited ( NASDAQ:HTHT ) released its quarterly result to the market...
내러티브 업데이트 May 14

HTHT: Cost Controls And Higher Tier Hotel Mix Will Support Repricing

Analysts have nudged their fair value estimate for H World to about $60.52, a move reflected in recent price target increases from firms citing stronger RevPAR assumptions, expectations for improved margins from 2025 cost controls, and a shift toward more mid- and upper-mid-scale hotels. Analyst Commentary Bullish Takeaways Bullish analysts point to higher RevPAR assumptions and a greater mix of mid- and upper-mid-scale hotels as key supports for fair value estimates and recent price target adjustments.

Recent updates

분석 기사 May 18

H World Group Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that H World Group Limited ( NASDAQ:HTHT ) released its quarterly result to the market...
내러티브 업데이트 May 14

HTHT: Cost Controls And Higher Tier Hotel Mix Will Support Repricing

Analysts have nudged their fair value estimate for H World to about $60.52, a move reflected in recent price target increases from firms citing stronger RevPAR assumptions, expectations for improved margins from 2025 cost controls, and a shift toward more mid- and upper-mid-scale hotels. Analyst Commentary Bullish Takeaways Bullish analysts point to higher RevPAR assumptions and a greater mix of mid- and upper-mid-scale hotels as key supports for fair value estimates and recent price target adjustments.
내러티브 업데이트 Apr 27

HTHT: Cost Controls And Higher Tier Hotel Mix Will Drive Repricing

Narrative Update on H World Group The analyst price target for H World Group has been lifted by a few dollars per share, with analysts pointing to updated fair value estimates around $60 per share, slightly higher expected revenue growth and profit margins, and recent research highlighting mix improvement, cost controls into 2025, and a P/E valuation below global peers. Analyst Commentary Recent Street research on H World Group has focused on updated revenue and margin assumptions, mix improvement toward mid and upper mid scale hotels, and where the shares trade relative to global peers.
내러티브 업데이트 Apr 11

HTHT: Cost Controls And Hotel Mix Shift Will Drive Future Repricing

Analysts have nudged their price targets on H World Group higher by about $0.67, supported by slightly stronger profit margin expectations, updated discount rate and P/E assumptions, and recent Street research highlighting potential RevPAR mix improvement and cost control benefits. Analyst Commentary Recent research coverage has focused on H World Group's mix of new hotels, expected cost controls, and the implied valuation relative to global peers.
내러티브 업데이트 Mar 27

HTHT: Cost Controls And Hotel Mix Shift Will Support Future Upside

Analysts have lifted their price target on H World Group to about $59.36 from roughly $56.23, citing higher assumed future P/E multiples and updated views on revenue mix, margins, and discount rates supported by recent Street research. Analyst Commentary Recent research on H World Group points to a mix of optimism and caution, with analysts updating their views on the business model, cost structure, and relative valuation.
Seeking Alpha Mar 24

H World Group: Positive About Q4 Surprise And Potential 2026 Beat

Summary I maintain a "Buy" rating for H World Group Limited, following my assessment of its favorable performance and prospects. The company delivered a 19.5% EBITDA beat in 4Q2025, driven by capital-light expansion and international hotel portfolio optimization. HTHT’s FY2026 RevPAR guidance is too conservative; I expect actual growth to surpass management’s flat-to-slightly-up outlook, considering strong year-to-date industry data. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 12

HTHT: Cost Controls And Hotel Mix Shift Will Shape Balanced Outlook

Analysts have raised their fair value estimate for H World Group from $53.93 to $56.23, citing higher RevPAR assumptions, slightly improved margin expectations, and a modestly higher future P/E multiple supported by recent research upgrades and a shift toward more mid- and upper mid-scale hotels. Analyst Commentary Recent Street research gives you a clearer picture of how analysts are thinking about H World Group’s risk and reward profile, especially as the company leans further into new hotels and mid to upper mid-scale brands.
내러티브 업데이트 Feb 25

HTHT: Refined Assumptions And Brand Expansion Will Shape Future Outcomes

Analysts have nudged their price target on H World Group higher, lifting fair value from about $52.60 to roughly $53.93, supported by slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary With the fair value tweak to about $53.93, recent commentary around H World Group focuses less on headline calls and more on how assumptions line up with execution risks and upside drivers.
분석 기사 Feb 10

Do H World Group's (NASDAQ:HTHT) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
새로운 내러티브 Feb 08

Aggressive Hotel Expansion Into Lower Tier Cities Will Increase Volatility And Pressure Margins

Catalysts About H World Group H World Group operates a large, primarily asset light hotel network in China across economy, midscale and upper midscale brands. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 08

HTHT: Refined Assumptions And Q4 2025 Guidance Will Shape Future Outcomes

Analysts have made a small upward adjustment to their fair value estimate for H World Group, now at about US$52.60. This reflects slightly updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E levels.
분석 기사 Jan 26

Estimating The Intrinsic Value Of H World Group Limited (NASDAQ:HTHT)

Key Insights H World Group's estimated fair value is US$44.24 based on 2 Stage Free Cash Flow to Equity H World Group's...
새로운 내러티브 Jan 24

Branded Expansion And Loyalty Ecosystem Will Reshape China’s Fragmented Hotel Market

Catalysts About H World Group H World Group operates a large, primarily asset light hotel network focused on branded economy, midscale and upper midscale hotels in China and select overseas markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 24

HTHT: Refined Assumptions And Q4 2025 Guidance Will Underpin Future Performance

Analysts have raised their fair value estimate for H World Group to US$52.43 from about US$51.57, citing slightly lower required returns, modestly higher assumed revenue growth and profit margins, as well as a steady forward P/E profile. Analyst Commentary Analysts are largely focused on how H World Group can execute on growth assumptions and maintain profitability levels that support the revised fair value estimate of US$52.43.
내러티브 업데이트 Jan 10

HTHT: Stable Revenue Outlook And Fine Tuned Assumptions Will Support Future Performance

Narrative Update on H World Group Analysts have nudged their price target for H World Group slightly higher to about $51.57 from $51.15, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions after reviewing recent segment level trends in comparable financials research. Analyst Commentary Analysts reviewing H World Group are using signals from comparable financials research to fine tune their views on valuation and execution, even when those signals come from different parts of the financial sector.
분석 기사 Jan 06

We Like These Underlying Return On Capital Trends At H World Group (NASDAQ:HTHT)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
내러티브 업데이트 Dec 23

HTHT: Improving Earnings Quality And Revenue Visibility Will Support Future Performance

Analysts have nudged their price target on H World Group slightly higher, citing improved expectations for future earnings quality and a modest increase in fair value to about $51 per share, despite only minor adjustments to growth, margin, and discount rate assumptions. Analyst Commentary Analyst sentiment around H World Group is mixed but constructive, with most viewing the modest price target increase as a reflection of gradually improving fundamentals rather than a dramatic shift in outlook.
내러티브 업데이트 Dec 09

HTHT: Improving Margins And Southeast Asia Expansion Will Support Future Performance

Analysts have modestly raised their price target on H World Group by about $1.36 per share, citing improving profitability and stable to slightly easing discount rates, which help offset a marginally softer long term revenue growth outlook. Analyst Commentary Analyst views on H World Group remain mixed but constructive, with recent price target adjustments reflecting a balance between improving profitability and lingering macro and execution risks.
내러티브 업데이트 Nov 25

HTHT: Expanding Margins And Southeast Asia Entry Will Support Future Momentum

Analysts have increased their price target for H World Group from $46.09 to $49.47, citing improved revenue growth expectations and slightly higher profit margins as key factors in the upward revision. Analyst Commentary Recent research provides valuable insight into the factors influencing H World Group's revised price target, highlighting both strengths and ongoing challenges in the company's performance and outlook.
분석 기사 Nov 24

H World Group's (NASDAQ:HTHT) Earnings Offer More Than Meets The Eye

The market seemed underwhelmed by last week's earnings announcement from H World Group Limited ( NASDAQ:HTHT ) despite...
분석 기사 Nov 20

H World Group Limited (NASDAQ:HTHT) Just Reported And Analysts Have Been Lifting Their Price Targets

H World Group Limited ( NASDAQ:HTHT ) investors will be delighted, with the company turning in some strong numbers with...
내러티브 업데이트 Nov 10

HTHT: Improved Profit Trends Will Drive Momentum As Market Conditions Stabilize

Analysts have increased their price target for H World Group by approximately $1.09 to $46.09, citing modest improvements in projected revenue growth and profitability metrics. Analyst Commentary Bullish Takeaways Bullish analysts highlight modest improvements in projected revenue growth, which supports a higher valuation for H World Group.
내러티브 업데이트 Oct 27

Positive Earnings Outlook And Resilient Expansion Will Drive International Hotel Recovery

Analysts have raised their price target for H World Group from $43.91 to $45.01. They cite slightly stronger fair value estimates and improved future earnings expectations, despite minor adjustments to growth and profitability assumptions.
내러티브 업데이트 Aug 27

Domestic Travel Expansion And Digital Integration Will Drive Hotel Resurgence

H World Group's fair value estimate was largely unchanged as a sharp reduction in the Future P/E ratio outweighed limited movement in Net Profit Margin, resulting in only a slight price target increase from $43.37 to $43.83. What's in the News Board approved an ordinary cash dividend of approximately USD 250 million (USD 0.081 per share, USD 0.81 per ADS) for the first half of 2025.
분석 기사 Aug 05

H World Group (NASDAQ:HTHT) Seems To Use Debt Quite Sensibly

NasdaqGS:HTHT 1 Year Share Price vs Fair Value Explore H World Group's Fair Values from the Community and select yours...
분석 기사 Jul 18

Are Investors Undervaluing H World Group Limited (NASDAQ:HTHT) By 24%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, H World Group fair value estimate is US$43.88 H World Group's...
Seeking Alpha Mar 26

H World Group: Continuous Solid Execution Should Drive Multiples Re-Rating

Summary I reiterate my buy rating for H World Group due to favorable demand/supply dynamics and strong execution, evidenced by solid 4Q24 results. HTHT's 4Q24 revenue grew 7.8% y/y, driven by the Manachised & Franchised segment, with gross margin expanding by 230 bps y/y. Management's strong execution, with 2,445 hotel openings in FY24, supports continued growth, and the demand environment remains robust. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

H World Group: The Undisputed Value-For-Money Hospitality Leader With Global Ambitions

Summary We are bullish on H World Group due to its strong positioning in China's hospitality industry and potential for overseas expansion. HTHT benefits from China's consumption downgrade trend, favoring domestic travel and affordable leisure, positioning it well in the mid-scale and economy hotel segments. Near-term growth driven by lower-tier city expansion and long-term growth supported by global expansion, particularly in Europe, GCC, and ASEAN regions. Valued at 16x EV/EBITDA, HTHT offers 30% upside with catalysts including upcoming earnings and shareholder return policy, despite risks from macroeconomic conditions. Read the full article on Seeking Alpha
Seeking Alpha Dec 03

H World Group: Demand And Supply Environment Remains Very Attractive

Summary I maintain a buy rating for H World Group due to robust domestic travel demand in China and HTHT's strong market position. HTHT's latest earnings report shows modest revenue growth, with management expecting continued growth and a positive demand-supply environment. Despite market concerns, I believe HTHT's valuation has significant upside potential as it continues to demonstrate robust growth and capitalize on favorable market conditions. Read the full article on Seeking Alpha
User avatar
새로운 내러티브 Dec 01

Expanding Horizons In China Amid Strategy Shifts Will Drive Future Growth

Focusing on high-quality growth and an asset-light strategy could enhance brand value and optimize operational efficiency.
Seeking Alpha Sep 02

H World Group: Robust Domestic Travel And Leisure Demand Outlook

Summary I am positive on H World Group driven by robust domestic travel demand in China, evidenced by strong flight volume recovery and hotel occupancy rates. HTHT's strategic growth initiatives, including brand upgrades and B2B sales expansion, position it well to capture increasing demand in the travel and leisure sector. Valuation is attractive, with HTHT trading near its 5-year low despite a positive growth outlook and potential for multiples rerating upwards. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

H World: Q3 Outlook And Shareholder Yield Are Key Investment Considerations

Summary HTHT has guided for a modest +3.5% YoY top-line expansion and a mid-single-digit percentage decrease in its RevPAR for Q3 2024. H World's potential forward mid-single-digit percentage shareholder yield is reasonably good. A Hold rating for H World is left unchanged, taking into account its weak short-term financial prospects and decent shareholder yield. Read the full article on Seeking Alpha
Seeking Alpha Jun 10

H World: Focus On Short-Term Outlook And Long-Term Prospects

Summary HTHT expects a slower pace of revenue growth for Q2 as per its guidance, and industry data suggests that the Mainland Chinese hotel industry has underperformed in this year's Labor Day holiday in May. But H World's long-term outlook is favorable, taking into consideration its potential to penetrate new Chinese cities and the shift towards a capital-light model for its overseas hotel business. HTHT is still rated as a Hold following an assessment of the company's prospects for the near term and the long run. Read the full article on Seeking Alpha

주주 수익률

HTHTUS HospitalityUS 시장
7D-6.2%2.0%2.5%
1Y20.2%-7.2%26.4%

수익률 대 산업: HTHT은 지난 1년 동안 -7.2%의 수익을 기록한 US Hospitality 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: HTHT은 지난 1년 동안 26.4%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is HTHT's price volatile compared to industry and market?
HTHT volatility
HTHT Average Weekly Movement4.8%
Hospitality Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

안정적인 주가: HTHT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: HTHT의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
200526,458Hui Jinir.hworld.com

H World Group Limited는 중화인민공화국에서 임대 및 소유, 관리, 프랜차이즈 호텔을 개발합니다. 이 회사는 한팅 호텔, 니하오 호텔, 하이 인, 엘란 호텔, 즐립 호텔, 이비스 호텔, JI 호텔, 오렌지 호텔, 스타웨이 호텔, 이비스 스타일 호텔, 시티고 호텔, 크리스탈 오렌지 호텔, 인터시티호텔, 만신 호텔, 머큐어 호텔, 매디슨 호텔, 노보텔 호텔, 조야 호텔, 블로썸 하우스, 슈타이겐버거 호텔 & 리조트, 재즈 인 더 시티, 그랜드 머큐어, 슈타이겐버거 아이콘 및 송 호텔 등 자체 브랜드로 호텔을 운영하고 있습니다. 이 회사는 이전에 화주 그룹 리미티드로 알려졌으며 2022년 6월에 H 월드 그룹 리미티드로 사명을 변경했습니다.

H World Group Limited 기초 지표 요약

H World Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
HTHT 기초 통계
시가총액US$13.77b
순이익 (TTM)US$737.13m
매출 (TTM)US$3.82b
18.0x
주가수익비율(P/E)
3.5x
주가매출비율(P/S)

HTHT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
HTHT 손익계산서 (TTM)
매출CN¥25.91b
매출원가CN¥15.42b
총이익CN¥10.49b
기타 비용CN¥5.49b
순이익CN¥5.00b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)16.27
총이익률40.50%
순이익률19.31%
부채/자본 비율55.7%

HTHT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.9%
현재 배당 수익률
91%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 03:51
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

H World Group Limited는 36명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yanfang JiangBenchmark Company
Ronald LeungBofA Global Research
Sijie LinChina International Capital Corporation Limited