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Chagee Holdings Limited Stock Price

NasdaqGS:CHA Community·US$2.1b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 71 Fair Values set on narratives written by author

CHA Share Price Performance

US$11.25
-9.99 (-47.03%)
US$11.98
Fair Value
US$11.25
-9.99 (-47.03%)
6.1% undervalued intrinsic discount
US$11.98
Fair Value
Price US$11.25
kaladorm US$11.98
AnalystConsensusTarget US$15.38
AnalystHighTarget US$19.71

CHA Community Narratives

Fair Value
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Fair Value US$11.98 6.1% undervalued intrinsic discount

Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth

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21users have followed this narrative
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Fair Value US$15.38 26.9% undervalued intrinsic discount

Premium Teahouse Expansion And Healthier Offerings Are Expected To Drive Long-Term Brand Strength

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6users have followed this narrative
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Fair Value US$19.71 42.9% undervalued intrinsic discount

Premium Teahouse Expansion And Membership Ecosystem Will Drive Powerful Long Term Earnings Upside

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US$11.98
6.1% undervalued intrinsic discount
Fair Value
Revenue
5% p.a.
Profit Margin
10%
Future PE
21x
Price in 2031
US$19.29
US$19.71
42.9% undervalued intrinsic discount
Revenue
15.81% p.a.
Profit Margin
12.34%
Future PE
16.24x
Price in 2029
US$25.66

Trending Discussion

No trending discussion available.

Updated Narratives

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Q4 Update - More teahouses, less revenue, more costs

Fair Value: US$11.98 6.1% undervalued intrinsic discount
21 users have set this as their fair value
1 users have commented on this narrative
1 users have liked this narrative
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CHA: Share Repurchase Program Will Support Future Upside Potential

Fair Value: US$19.71 42.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CHA: Share Repurchase Plan Will Support Long-Term Returns

Fair Value: US$15.38 26.9% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
3 Rewards

Chagee Holdings Limited Key Details

CN¥13.1b

Revenue

CN¥7.3b

Cost of Revenue

CN¥5.7b

Gross Profit

CN¥4.9b

Other Expenses

CN¥819.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.29
43.99%
6.27%
0%
View Full Analysis

About CHA

Founded
2017
Employees
3812
CEO
Junjie Zhang
WebsiteView website
investor.chagee.com

Chagee Holdings Limited, through its subsidiaries, owns, operates, and franchises teahouses under the CHAGEE brand in the People’s Republic of China, Malaysia, Singapore, Thailand, Indonesia, the Philippines, Vietnam, and the United States. The company sells freshly made tea drinks, related raw materials, packaging, teahouse equipment, and other supplies. It also engages in supply chain product sales; brand, marketing, and management; and information technology activities. In addition, the company operates its teahouses online. Chagee Holdings Limited was founded in 2017 and is headquartered in Shanghai, the People’s Republic of China.

Recent CHA News & Updates

Narrative Update Jul 24

CHA: Share Repurchase Program Will Support Future Upside Potential

Analysts have reduced their price target for Chagee Holdings to $19.71 from $35.88 as they now apply lower revenue growth and profit margin assumptions, partly offset by a slightly higher future P/E multiple. What's in the News Chagee Holdings opened its first San Diego location at Westfield UTC, the company’s 10th U.S. teahouse and its first pet-friendly concept, designed around San Diego’s outdoor and dog-friendly culture.
Narrative Update Jul 10

CHA: Share Repurchase Plan Will Support Long-Term Returns

Chagee Holdings' analyst price target has shifted from $21.76 to $15.38 as analysts now apply slightly higher discount rates, lower revenue growth and profit margin expectations, and a modestly higher future P/E multiple in their updated models. What’s in the News for Chagee Holdings Chagee Holdings opened its first San Diego teahouse at Westfield UTC on July 10, introducing the company’s first pet friendly concept and reaching 10 U.S. locations, sourced from Business Expansions data.

Recent updates

No updates