H World Group Limited

NasdaqGS:HTHT Stok Raporu

Piyasa değeri: US$13.4b

H World Group Gelecekteki Büyüme

Future kriter kontrolleri 2/6

H World Group kazanç ve gelirin sırasıyla yıllık 13.3% ve 5.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 38.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

13.3%

Kazanç büyüme oranı

14.00%

EPS büyüme oranı

Hospitality kazanç büyümesi20.0%
Gelir büyüme oranı5.8%
Gelecekteki özkaynak getirisi38.26%
Analist kapsamı

Good

Son güncelleme18 Sep 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...
Analiz Makalesi • 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...

Recent updates

Anlatı Güncellemesi • Sep 03

HTHT: Accor Alliance And Shareholder Returns Will Shape Balanced Future Outlook

Analysts have modestly lifted their price target for H World Group to about $50.66 from roughly $49.43, citing updated assumptions for revenue growth, profit margins, and future P/E that support a slightly higher fair value estimate. Analyst Commentary on H World Group Recent Street research on financial stocks shows that not all price target changes are bullish, and that pattern offers useful context for H World Group.
Seeking Alpha • Aug 18

H World Group: Capital Return Meets Solid Execution; Reiterate Buy

Summary H World Group (HTHT) delivered solid Q2 results, with revenue in line and EBITDA beating expectations, driven by resilient China operations and ongoing ADR growth. We maintain a bullish rating and $63/share target, justified by strong execution, asset-light transformation, and a new $2.5bn three-year shareholder return program. HTHT’s premiumization and globalization strategies are gaining traction, with upgrades to core brands and international expansion, despite temporary macro headwinds abroad. Valuation remains attractive at 15x forward earnings, offering a 6.5% annualized shareholder yield, though China’s macro softness is a risk to monitor. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 20

HTHT: Alliance Loyalty Expansion With Accor Will Support Future Upside

Analysts have modestly raised their price target for H World Group to $65.31 from $62.89, reflecting updated assumptions around discount rates, revenue trends, profit margins, and future P/E expectations. What’s in the News for H World Group Accor announced a new chapter in its long term alliance with H World Group, centered on a phased partnership to broaden hotel choice and select loyalty benefits for members of both ALL Accor and H Rewards.
Anlatı Güncellemesi • Jul 06

HTHT: Accor Alliance And Expansion Pipeline Will Drive Future Upside Potential

Analysts have lifted their price target on H World Group from about $40 to about $49, pointing to updated fair value and P/E assumptions that are reflected in recent research, such as the addition of the stock to an upside 30 day catalyst watch. What's in the News H World Group reported Q1 2026 earnings with EPS above analyst estimates by 7.35%, supported by performance in its hotel operations.
Anlatı Güncellemesi • Jun 22

HTHT: Cost Controls And 30-Day Catalyst Watch Will Drive Repricing

Analysts have trimmed their price target on H World Group slightly to about $59.75, reflecting small adjustments to fair value, discount rate, growth and margin assumptions. Some analysts also highlight a near term upside 30 day catalyst watch on the stock.
Anlatı Güncellemesi • Jun 06

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

H World Group's updated analyst price target has been adjusted slightly. Analysts point to recent target increases from multiple firms, a revised P/E assumption, and expectations for mix improvement, higher margins, and cost controls as key drivers of their refreshed view.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:HTHT - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (CNY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202830,6917,0328,5229,18216
12/31/202728,7886,2997,6038,26920
12/31/202627,1335,5144,4815,46120
6/30/202626,6035,0368,0238,781N/A
3/31/202625,9085,0037,2528,032N/A
12/31/202525,3075,0807,5418,379N/A
9/30/202524,8053,9566,8027,640N/A
6/30/202524,2863,7606,7937,636N/A
3/31/202524,0083,2836,3557,212N/A
12/31/202423,8913,0486,6207,518N/A
9/30/202423,4523,7426,2207,225N/A
6/30/202423,2983,8065,7216,713N/A
3/31/202422,6803,7545,7566,716N/A
12/31/202321,8824,0856,7737,674N/A
9/30/202320,0043,2185,4896,307N/A
6/30/202317,8091,1644,7005,578N/A
3/31/202315,661-2013,4794,329N/A
12/31/202213,862-1,8215111,564N/A
9/30/202213,504-2,155971,389N/A
6/30/202212,934-1,575-2531,129N/A
3/31/202213,139-847-1721,378N/A
12/31/202112,785-465-3331,342N/A
9/30/202112,509696-931777N/A
6/30/202112,144621-901,724N/A
3/31/202110,510-305-844998N/A
12/31/202010,196-2,192-1,167609N/A
9/30/202010,035-2,276-4521,283N/A
6/30/20209,932-1,633-5221,151N/A
3/31/202010,838-472N/A1,800N/A
12/31/201911,2121,769N/A3,293N/A
9/30/201910,983731N/A2,890N/A
6/30/201910,696968N/A2,797N/A
3/31/201910,359693N/A2,776N/A
12/31/201810,063716N/A3,049N/A
9/30/20189,6401,361N/A3,045N/A
6/30/20189,1791,162N/A3,021N/A
3/31/20188,7061,204N/A2,687N/A
12/31/20178,2291,228N/A2,453N/A
9/30/20177,6401,127N/A2,344N/A
6/30/20177,047962N/A2,073N/A
3/31/20176,715888N/A1,927N/A
12/31/20166,573782N/A2,066N/A
9/30/20166,375750N/A2,183N/A
6/30/20166,201679N/A2,076N/A
3/31/20166,002513N/A1,890N/A
12/31/20155,775437N/A1,763N/A
9/30/20155,565413N/A1,629N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: HTHT 'nin tahmini kazanç büyümesi (yıllık 13.3% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: HTHT şirketinin kazançlarının (yıllık 13.3% ) US pazarından (yıllık 17.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: HTHT şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: HTHT şirketinin gelirinin (yıllık 5.8% ) US pazarından (yıllık 13.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: HTHT şirketinin gelirinin (yıllık 5.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: HTHT 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 38.3 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/21 06:06
Gün Sonu Hisse Fiyatı2026/09/21 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

H World Group Limited 36 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ronald LeungBofA Global Research
Sijie LinChina International Capital Corporation Limited
Siyang WangChina International Capital Corporation Limited