Meituan Class B
MPNGF
Market Cap$100.13B
Close$
Earnings Call Q1 2025
May 26, 2025 - AI Summary
Strong Revenue Growth: Meituan reported an 18.1% year-over-year increase in revenue for Q1 2025, reaching RMB86.6 billion. This growth was driven by a rise in annual transacting users and active merchants, suggesting strong demand for their services. The Core Local Commerce segment particularly noted a 17.8% growth to RMB64.3 billion.
Investment in Ecosystem: The company announced a significant investment of RMB100 billion over the next three years aimed at driving quality growth within the food service industry. This budget will assist merchants across various categories and is a strategic move to enhance supply quality and service offerings.
Competitive Landscape Challenges: Increased competition in the food delivery and on-demand retail market has emerged, with rivals like JD and Ele.me launching substantial subsidy programs (RMB10 billion each). Meituan plans to make necessary investments to solidify its market position despite potential volatility in short-term financial results, anticipating a decline in operating profits in Q2 due to these increased competitive pressures.
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$21.88
31.8% upside
Current Fair Value
31.8% upsideUndervalued by 31.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $100.13 Billion |
|---|---|
| Enterprise Value | $92.38 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $0.82 |
| Beta | 0.36 |
| Outstanding Shares | 6,046,056,054 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 19.84 |
|---|---|
| PEG | -19.84 |
| Price to Sales | 0.66 |
| Price to Book Ratio | 0.59 |
| Enterprise Value to Revenue | 0.59 |
| Enterprise Value to EBIT | 6.13 |
| Enterprise Value to Net Income | 5 |
| Total Debt to Enterprise | 0.68 |
| Debt to Equity | 0.37 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Meituan
CEO: Xing Wang Meituan is an investment holding company, which engages in the provision of a platform that uses technology to connect consumers and merchants. It operates through the following segments: Food Delivery, In-store, Hotel, and Travel, and N...