Stock Analysis

Trip.com Group (NasdaqGS:TCOM) Valuation Check After Launch of Creator-Focused Trip Community Platform

Trip.com Group (TCOM) just rolled out Trip Community, a new content driven travel ecosystem that ties together Trip.Moments, Influencer 4 Biz and Trip.Planner to deepen engagement across its global platform.

See our latest analysis for Trip.com Group.

Against this backdrop, Trip.com Group’s share price at $72.22 reflects a year to date share price return of 11.5 percent, while a three year total shareholder return of 113.44 percent suggests momentum has been building over the longer term.

If Trip Community has you thinking about broader travel and leisure trends, this could be a good moment to explore fast growing stocks with high insider ownership for other compelling growth stories with real skin in the game.

Yet with revenue still growing, profits dipping, and the shares trading below analyst targets despite strong multi year returns, investors now face a key question: is Trip.com still undervalued or is future growth already priced in?

Most Popular Narrative: 16.1% Undervalued

With Trip.com Group last closing at $72.22 against a narrative fair value near $86, the valuation story focuses on sustained growth and resilient margins.

Ongoing investment in proprietary artificial intelligence, personalized recommendation engines, and integrated "one stop" trip planning tools (like Trip.Planner and Intelli Trip) is driving higher user engagement, stronger repeat bookings, and better operating leverage, supporting margin expansion and increased customer lifetime value.

Read the complete narrative.

Curious how steady double digit growth, only modestly lower margins, and a richer future earnings multiple all combine to justify that upside? The narrative’s math is surprisingly bold, and the full breakdown shows exactly which long term profit drivers carry the most weight in that fair value call.

Result: Fair Value of $86.04 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, intensifying competition and potential travel disruptions tied to China’s macro or geopolitical backdrop could quickly undermine those upbeat growth and valuation assumptions.

Find out about the key risks to this Trip.com Group narrative.

Build Your Own Trip.com Group Narrative

If this perspective does not fully align with your view, or you would rather dig into the numbers yourself, you can quickly build a personalised narrative in just a few minutes, Do it your way.

A great starting point for your Trip.com Group research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

Ready for your next investing move?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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About NasdaqGS:TCOM

Trip.com Group

Through its subsidiaries, operates as a travel service provider for accommodation reservation, transportation ticketing, packaged tours, in-destination, corporate travel management, and other travel-related services in China and internationally.

Flawless balance sheet and undervalued.

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