Cinemark Holdings, Inc.

NYSE:CNK 주식 리포트

시가총액: US$3.8b

Cinemark Holdings 향후 성장

Future 기준 점검 2/6

Cinemark Holdings (는) 각각 연간 14.9% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 47.1% 로 예상됩니다.

핵심 정보

14.9%

이익 성장률

16.68%

EPS 성장률

Entertainment 이익 성장21.6%
매출 성장률5.0%
향후 자기자본이익률47.12%
애널리스트 커버리지

Good

마지막 업데이트11 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 05

CNK: Record Box Office Strength Will Limit Future Upside As Margins Tighten

Narrative Update on Cinemark Holdings The analyst price target for Cinemark Holdings has increased by about $0.83. Analysts cite adjusted fair value assumptions, a slightly lower discount rate, refined expectations for revenue growth and profit margins, and updated future P/E assumptions as the key drivers of this change.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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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새로운 내러티브 • 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.
분석 기사 • 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

이익 및 매출 성장 예측

NYSE:CNK - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,7453013695997
12/31/20273,59227629252610
12/31/20263,45924425649411
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

애널리스트 향후 성장 전망

수입 대 저축률: CNK 의 연간 예상 수익 증가율(14.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: CNK 의 연간 수익(14.9%)이 US 시장(17.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: CNK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CNK 의 수익(연간 5%)이 US 시장(연간 12.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CNK 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CNK의 자본 수익률은 3년 후 47.1%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/11 03:02
종가2026/06/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Cinemark Holdings, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Marla BackerAscendiant Capital Markets LLC
Anthony DiClementeBarclays